Last week, the expected massive price increase did not happen. Due to limited production capacity and less spot goods, the high-power products that led the previous rise remained at a low level last week, with component transaction prices concentrated at 0.66-0.69 yuan/W. In the first half of the week, five first-line enterprises had no plans to raise prices, while in the second half of the week, their willingness to raise prices was weak. Most enterprises planned to reduce the operating rate from late October to November to cope with the current weak demand and cost pressures. The price
of TOPCon components rose slightly, with an overall price of 0.64-0.75 yuan/W, and most of the orders were concentrated at 0.66-0.69 yuan/W. In the early stage, the high-power large-version low-price contracts were gradually consumed, and the distributors had less margin. The high price of new contracts made the downstream wait-and-see, and the transmission of price increases was slow. The price of
BC modules is generally stable, with the mainstream price of 0.67-0.79 yuan/W. Distributors have a large amount of low-power inventory, which is close to the bottom price recently. The transaction price is 0.01-0.02 yuan/W lower than that at the beginning of the month. Some manufacturers have transformed their production lines, aiming to deliver large household modules in December. The price of HJT components is stable, ranging from 0.69 to 0.75 yuan/W, manufacturers are divided in production scheduling, the head starts normally, individual full production, small manufacturers stop work, the purchasing enthusiasm of distributed market is low, and some distributors suspend ordering.
Distributed market demand is light, high-power components are less in stock, delivery cycle exceeds 10 days, small orders increase, manufacturers support small batch shipments. Centralized market demand declined, bidding this week was only about 0.2GW, but the scale of bidding increased to about 0.9GW, the unit price of bidding was 0.67-0.77 yuan/W, and the average price was 0.72 yuan/W. In terms of
supply, downstream component manufacturers "set production by sales", some integrated manufacturers will reduce the operating rate from late October to November, and some leading manufacturers will suspend purchasing high-priced raw materials and reduce the scale of production.
As for the details of the changes and trends of the module market in a week, we will share them with you in the live broadcast of the weekly talk on the PV module market at 10:30 a.m. on Tuesday. Welcome to make an appointment to watch.
浙公网安备33010802003254号