Last week , the price of photovoltaic industry chain fluctuated like a roller coaster. In the first half of the week, there was panic selling in the silicon wafer sector and prices fell. On November 13, a number of leading enterprises jointly raised the price, and the price was stable at about 1.3 yuan per piece. Component prices fell in varying degrees last week, and some leading companies withdrew their notices after sudden price cuts in the middle of the week, but the downward pressure on the market is still increasing. The price
of TOPCon components is loose, ranging from 0.64 to 0.75 yuan/W, Jingke Energy, Jingao Science and Technology, Tongwei Stock, Xiexin Integration and other enterprises have lowered the price of some component products by 0.01-0.05 yuan/W, and the mainstream transaction price of the large version of the head enterprise has fallen to 0.66-0.69 yuan/W. The proportion of orders above 0.70 yuan/W is decreasing. The overall price of
BC components was stable at 0.69-0.77 yuan/W, and some manufacturers encouraged distribution shipments at the end of the year, with a slight increase in the number of signed orders. HJT component price is stable at 0.69-0.75 yuan/W, some manufacturers promote inventory clearance, 700W + product special price is as low as 0.71 yuan/W.
On the supply side, some leading manufacturers adjusted their production plans in the middle of November to reduce self-production and transfer to outsourcing. This month's production schedule is stable, but the expected reduction of production at the end of the year is strong. The demand in the distributed
market is weak, and the purchaser "holds money and waits"; in the overseas market, the demand in Europe has fallen back and stabilized, and the price is expected to fall by 1.0% -2.0% at the beginning of the fourth quarter; Centralized market demand rebounded slightly, bidding this week was about 1.75 GW, bidding was 0.82 GW, and the unit price of enterprise bidding was 0.64-0.79 yuan/W. What is the price trend of the
follow-up photovoltaic market , whether it will continue to decline or usher in a turning point, let us continue to pay attention to it.
浙公网安备33010802003254号