This week, despite the demand increment mainly comes from the centralized purchasing of centralized projects, which has played a positive supporting role in the subsequent trend of component market. On the one hand, the volume of centralized component orders is expected to drive the shipment in the "golden nine and silver ten" peak season, alleviating the inventory pressure of manufacturers; on the other hand, the current centralized project shows a significant preference for high-efficiency and high-power products, which also helps to improve the current component market transaction structure dominated by low-price and special-price products. On the whole, it is expected to raise the average transaction price of component manufacturers and ease the situation of "volume increase and price decrease". However, demand recovery does not cover all markets, except for centralized projects, distributed and overseas component market demand is still weak. At the same time, although centralized component procurement has increased substantially in the past two weeks, it has not reversed the downward trend of the industry's overall production schedule, which also shows that component manufacturers are not optimistic about the sustainability of market demand. According to the component price index of digital new energy
Specifically,
the price of TOPCon modules remains stable, and the overall price range remains at 0.65-0. This week, the head module enterprises as a whole are mainly stable. Mainstream transaction price is maintained at 0.70-0.73 yuan/W , while 3.0 product series is maintained at 0.74-0.
It is worth noting that the regular quotation has not been adjusted, but the actual transaction price is "mixed". This week, head manufacturers continue to release special components, Atlas 725-730W product special price as low as 0.68-0.69 yuan/W ; But at the same time, another part of Zhengtai Xinneng 's low-price contract supply (0.65-0.66 yuan/W) is gradually consumed, there is no new goods to continue, and the transaction price has partially rebounded. The price of
BC components was stable, and the quotation range remained at 0.74-0. Head manufacturers maintained their quotations this week. The price difference of conventional components in North China and South China is still 0.01-0.02 yuan/W , and the mainstream transactions are concentrated in 0.81-0.
At present, 640-645W components are still hoarded in downstream dealer warehouses. The recent special price of this part is as low as 0.75-0.78 yuan/W, leaving 0.01-0.
The price of HJT components is stable, and the quotation range is maintained at 0.67-0. The demand for centralized procurement has increased recently. HJT vendors mainly continue to fulfill centralized orders. Distribution quotations are concentrated in 0.70-0.
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