This week, the market of photovoltaic modules has cooled down.
Although some head component manufacturers are still raising their quotations, the number of participating enterprises and the rate of increase have narrowed.
In addition, the Spring Festival holiday is approaching, and the component production schedule is expected to be lowered in February. According to incomplete statistics from the digital new energy DataBM. Com, only one head manufacturer has maintained its production schedule unchanged. The rest are planned to reduce production by 0.5-1.0 GW.
Specifically,
the price of TOPCon components has risen, and the overall range is 0.75-0.92 yuan/W . Two leading enterprises adjusted their prices slightly this week, and their mainstream product quotations have been at a high level of 0.85-0.92 yuan/W , but the actual market transaction prices are still concentrated at 0.76-0.82 yuan/W .
At the same time, the prices of some second and third-tier enterprises have also risen synchronously in the near future. As the cost pressure continues to accumulate, it is difficult for some small manufacturers to make profits through low-price competition. Most of the current quotations have been adjusted back to 0.73-0.75 yuan/W , and some manufacturers have followed up to more than 0.80 yuan/W . The price of
BC components has been raised, and the current range is 0.76-0.96 yuan/W . The quotation of Longji Green Energy and Aixu shares was raised by 0.02-0.07 yuan/ W this week, and the mainstream transaction price was 0.79-0.82 yuan/W . Although the quotation has touched more than 0.9 yuan/W , there are few market inquiries and actual transactions, and only a few traders have signed an appointment contract.
It is worth noting that this week, the market outflow of more degraded BC products, the price is around 0.70 yuan/W , this part of the low-priced supply in the market has a certain turnover. The price of HJT
modules remains stable, now at 0.72-0.80 yuan/W . Due to the continuous price increase of TOPCon components, some purchasers have recently turned to HJT component inquiry, but this week the price of the head brand has stabilized at about 0.80 yuan/W . The transaction price of distribution channels also rose from 0.76 yuan/ W to 0.79 yuan/W .
In overseas markets , component prices are still rising. Taking TOPCon components as an example, the current European quotation is at the level of 0.08-0.12 euros/W . This round of domestic price increases has led to an increase in overseas local warehouse quotations, but the acceptance of terminal power station installers has not yet followed up, and overseas traders are more cautious in purchasing and stocking goods. On
the supply side, the production schedule of components in February is expected to be lowered. Although some leading manufacturers resumed work due to overseas rush and worked overtime during the Spring Festival, the overall manufacturers are still in a trend of production reduction. According to the incomplete statistics of digital new energy DataBM. Com, the domestic component production schedule in February is between 29-32GW, and there is a further decline expectation.
Distributed market demand continues to be sluggish, and domestic orders have not yet improved. According to the digital new energy DataBM. Com from a number of manufacturers, in recent years, the slow progress of downstream projects and terminal wait-and-see sentiment overlap, the market is basically " more inquiries, fewer signatures". Many purchasers postpone substantive decisions until after the year, waiting for clearer price signals.
The centralized market demand dropped to a low level, and the one-week component procurement bidding demand reached 0.40 GW. It is worth noting that the requirement of conversion efficiency above 24.06% is put forward in the procurement projects issued by the State Energy. In many high-efficiency procurement projects this year, the efficiency requirement proposed this time has reached a new high. This week, the capacity of centralized procurement and calibration projects has not been disclosed, and the overall number of calibration projects has decreased.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.75-0.92 yuan/W .
HJT module: the price range is 0.72-0.82 yuan/W .
BC component: the price range is 0.76-0.96 yuan/W .
The above survey price is the price including tax and excluding transportation.
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The above price data comes from the research of digital new energy DataBM. Com, for reference only, if you have any questions, you can send a private message to the background.
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