This week, the price of photovoltaic industry chain showed a "roller coaster" fluctuation.
In the first half of the week, there was panic selling in the silicon wafer sector and prices fell. Subsequently, on November 13, a number of leading domestic silicon wafer enterprises jointly raised prices, and the price of silicon wafers returned to a stable level of about 1.3 yuan per wafer.
At the same time, the component sector has also experienced different degrees of price decline this week, with individual head enterprises suddenly reducing their prices by 0.01-0.10 yuan/ W in the middle of the week, but according to the survey by the Digital New Energy DataBM. Com. The manufacturer's notice of substantial price reduction (up to 0.1 yuan/W) has been withdrawn .
However, under the background of continued light demand, the downward pressure on the market is still increasing.
Specifically,
the price of TOPCon components is now loose, and the range is maintained at 0.64-0.75 yuan/W . Jingke Energy, Jingao Science and Technology, Tongwei Stock, Xiexin Integration and other enterprises lowered the price of some component products by 0.01-0.05 yuan/W .
At present, the mainstream transaction price of large-sized components of leading enterprises has fallen back to 0.66-0.69 yuan/W , and the proportion of orders that can be traded at more than 0.70 yuan/W in the near future is gradually decreasing. The downward pressure of price loosening has increased. The price of
BC components was stable as a whole, and the overall range was maintained at 0.69-0.77 yuan/W . According to the research of Digital New Energy DataBM. Com, some manufacturers have launched incentive activities for distribution and shipment at the end of the year to promote high-power BC component products, and the enthusiasm of channel suppliers has increased. Driven by this, the signing volume of BC components has increased slightly in the near future. The price
of HJT components remained stable this week, ranging from 0.69 to 0.75 yuan/W . At present, HJT manufacturers have entered the delivery period at the end of the year, the inventory level is low, and the quotation of manufacturers is generally stable, but at the same time, some manufacturers are still promoting the promotion or inventory clearance at the end of the year, and the special price of 700 W + component products can be as low as 0.71 yuan/W . On
the supply side, according to the survey of digital new energy DataBM. Com, some head manufacturers made production plan adjustments in mid-November, reducing and suspending the start-up of their own production bases, and outsourcing the production of factories. Although this month's production schedule is still stable, the production reduction at the end of the year is expected to be strong.
Distributed market demand is still weak, because the price of some component products has entered the downward channel, many purchasers choose to "hold money and wait and see". In addition, in the overseas market, with the advent of winter holidays, component installation and procurement will be delayed or suspended, among which the demand for components in Europe will begin to decline and stabilize, and component prices are expected to fall by 1.0% -2.0% in the early fourth quarter.
Centralized market demand rebounded slightly, with bidding demand of about 1.75 GW this week . Among them, Guangzhou Development Group released the 2025-2026 PV module collection project, accounting for 1.20GW , including 0.80GW TOPCon/HJT modules and 0.40GW BC modules. Compared with last week, the bidding scale decreased slightly, reaching 0.82 GW , and the bidding unit price of enterprises was between 0.64 and 0.79 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components : the price range is 0.64-0.75 yuan/W .
HJT module : the price range is 0.69-0.75 yuan/W .
BC component : the price range is 0.69-0.77 yuan/W .
The above survey price is the price including tax and excluding transportation.
Click here for more component pricing information.
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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