DBM Weekly Review: First Rise in September! Jingao Raises Quotation, Golden Autumn Positive Signal Attacks?

2025-09-12 15:14:41

As the cost of upstream and auxiliary materials continues to rise, the performance of manufacturers is more differentiated.

This week, Jingao Technology announced an increase of 0.01-0 in the price of all its products.

It is worth noting that, according to the survey and statistics of the Digital New Energy DataBM. Com, this week. The average bidding price of centralized procurement project components has reached the highest value since the middle of May: 0.74 yuan/W , and the unit price range of centralized procurement components has been between 0.60 and 0.89 yuan/W since May, and has been at a low level from the end of Q2 to Q3. In terms of breakdown, the average price of TOPCon components rose to 0.72 yuan/W . The average price of BC modules is 0.75 yuan/W -for :

The price of TOPCon components has been partially adjusted, and the mainstream price range is maintained at 0.64-0." The price of 580-590W power section components of head enterprises has been raised by 0.02-0.03 yuan/W . Products in the 610-630W power range were slightly reduced by 0.01-0.

This price change was mainly due to changes in supply and demand: on the one hand, some leading manufacturers stopped production one after another, resulting in a tight supply of products in the 580-590W power range. The recent demand of this power section mainly comes from the replacement purchase of early power station projects; on the other hand, the recent inventory accumulation and abundant stock of 210R batteries used in 610-630 W power section form a certain pressure on the price. The price trend

of 700W + high-power components is generally stable, and the transaction price is stable between 0.66-0.69 yuan/W . There are still a small number of more than

0.BC component prices on the market, and the trading range remains at 0.67-0. Some manufacturers'degraded products with power above 640W have contracted due to their highly competitive prices (focusing

on 0.58-0.HJT components ). Some small manufacturers quoted a low price of 0.69-0.67 yuan/ W in the early stage. Recently, due to the consumption of spot inventory and the low operating rate, the low price strategy has been adjusted, and now the quotation has risen to 0. 0.63-0 .

The overall distributed demand is still relatively flat, and the fatigue of terminal demand is still the main reality. It is worth noting that household owners and distributed purchasers have a concentrated preference for selection in the near future, with a large area favoring large components with a power range of more than 700 W.

Centralized demand has increased significantly this week, with bidding demand reaching more than 17.05 GW . Mainly relying on China Nengjian, the scale of https://www.databm. calibration in 2025 is about 0.47 GW . The bidding price of enterprises is between 0.70 and 0.80 yuan/W , and the average price has risen sharply to 0.

The price information obtained from the survey of the digital new energy DataBM. Com is as follows:

TOPCon components : the price range

is 0.64-0.HJT components : the price range is 0HTML0U NK640.69-0.0 HTML0UNK65BC Component 0 HTML0UNK66: The price range is 0 HTML0UNK670.67-0.0 HTML0UNK68. The above survey prices are tax-inclusive and non-shipping prices. 0 HTML0UNK69 < a href = "https://www.databm.com/price/list/1-1-20250214-20250814-0-0.0HTML0UNK70 The price data above is from DataBM.

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Correlation

As the cost of upstream and auxiliary materials continues to rise, the performance of manufacturers is more differentiated.

2025-09-12 15:14:41

Prices in Ningxia are stable but export sales are low, Gansu is facing callback pressure after price increases, sales in Qinghai are not up to expectations after pushing up, Shaanxi has great resistance to price recovery, Xinjiang is stable due to engineering demand, and the overall market is mainly stable price wait-and-see in the short term.