Last week, Jingao Technology raised the price of all its products by 0.01-0.02 yuan/W, becoming the first head component company to raise the price as a whole since September. The average bidding price of centralized power station components has risen to 0.74 yuan/W, which is the highest since mid-May. Is the peak season signal coming? The mainstream range
of TOPCon components is 0.64-0.74 yuan/W. Due to the change of supply and demand, the price is partially adjusted, and some leading manufacturers stop production, resulting in the tight supply of 580-590W power segment products. The price of 610-630W power segment is under pressure due to the large inventory of 210R batteries. The price of 700W + high-power components is generally stable, with a transaction price of 0.66-0.69 yuan/W and a small number of orders exceeding 0.70 yuan/W. The price of
BC components declined slightly, with a price of 0.67-0.79 yuan/W, and the shipment of some degraded products above 640W increased. The price range of HJT components contracted between 0.69-0.75 yuan/W, and the quotation of some small manufacturers rebounded.
Distributed demand is still relatively flat, the terminal is fatigue, but the bright spot is in the centralized power station collection market, this week's tender exceeds 17.05 GW, driven by China's 2025 annual procurement project, the tender is about 0.47 GW, the tender price is 0.70-0.80 yuan/W, the average price rises to 0.74 yuan/W. This is also the highest average price of centralized components since mid-May.
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.
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