In the first half of the week, the price of photovoltaic modules continued its downward trend, and the overall transaction heat was not high.
However, the photovoltaic market released a signal of stabilization and rebound this week, and module prices are expected to improve in January.
On the one hand, some leading enterprises have released the recent price increase , which is expected to increase by about 0.02-0.04 yuan/W ; On the other hand, the quotation of polysilicon has taken the lead, and the new quotation of major enterprises has been raised to about 65000 yuan/ton , which is 10000-20000 yuan/ton higher than current mainstream transaction price . Upstream raw material prices rise or provide some support for the upward price of end products.
Specifically,
the price of TOPCon modules dropped slightly, and the mainstream range was maintained at 0.62-0.72 yuan/W . In the first half of the week, Zhengtai Xinneng, Xiexin Integration and Dongfang Risheng lowered the price of some models by 0.01-0.03 yuan/W .
At present, market transactions are still concentrated in special component products, the mainstream transaction price is maintained at 0.62-0.66 yuan/W , and the shipment of high-priced components is very limited.
However, market sentiment has reversed this week, and two leading companies have clearly released the news of price increases, with an expected callback of 0.02-0.04 yuan/W. According to some of the industry to the digital energy DataBM. Com said that the factors driving the price callback are two: First, the direct pressure of rising raw material costs; Second, with the end of the year approaching, the price reduction impulse activities of major enterprises in the industry have come to an end, and component quotations have begun to give more consideration to restoring reasonable profit levels, followed by more enterprises or follow-up price increases. The price of
BC components remained stable as a whole, ranging from 0.69 to 0.79 yuan/W .
Some head brands also said that due to the cost pressure, the follow-up plan raised the quotation by 0.02-0.03 yuan/W , and the current mainstream transaction price is still concentrated at 0.72-0.75 yuan/W .
In addition, the BC component is beginning to show a small build-up . Inventory pressure mainly comes from some new small manufacturers, whose product pricing is close to that of the leading enterprises ( 0.72-0.76 yuan/W ), but due to the weak brand influence in the distributed market, it is relatively difficult to ship, resulting in the continuous accumulation of inventory. The overall price
of HJT components is 0.69-0.75 yuan/W , and the price of components above 710-720 W is slightly lower than 0.01 yuan/W . Now it is concentrated at 0.70-0.72 yuan/W . According to the survey of Digital New Energy DataBM. Com, at the end of the year, a number of small manufacturers added special components, source inventory or project surplus, the price is as low as 0.60-0.65 yuan/W , but there are fewer transactions at present.
In the first half of the week, the digital new energy DataBM. Com investigated and learned the price information as follows:
TOPCon components: the price range is 0.62-0.72 yuan/W .
HJT module: the price range is 0.69-0.75 yuan/W .
BC component: the price range is 0.69-0.79 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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