the first week of June, the PV module market continued the downturn of price reduction and production reduction. The price increase action of head
manufacturers failed to land successfully, the inventory level continued to rise, the visibility of purchase orders was low, and the production schedule of photovoltaic modules in June is expected to continue to decline.
At present, buyers are in a strong wait-and-see mood, and a new round of price measures may be implemented after the SNEC exhibition.
Specifically,
the price of TOPCon modules declined steadily, and the overall range was maintained at 0.63-0.72 yuan/W . According to the research of Digital New Energy DataBM. Com, Tongwei shares, Jingao Technologies and other manufacturers tried to raise prices before , but because some manufacturers have low-price contracts in their hands, the actual transaction price is difficult to rise as scheduled, and some orders have a price difference of 0.01 yuan/W.
It is worth noting that the low-price strategy adopted by some small manufacturers is slightly effective , and the quotation of conventional components is 0.02-0.03 yuan/W lower than that of the head manufacturers. The overall price is 0.65-0.67 yuan/W . The shipment situation is ideal, and the MW scale can be cleared in only 3-4 days. The price of
BC modules dropped slightly, at 0.64-0.85 yuan/W . Among them, the components of 580-610 W power section have a more obvious decline, and the price of this week has been reduced by about 0.02-0.03 yuan/W. It is worth noting that the shipment of low-priced marine components is considerable in the past week, the quotation is as low as 0.74-0.76 yuan/W, and the purchaser's inquiry enthusiasm is high.
HJT module prices fell slightly this week, with the highest quotation falling by 0.01 yuan/W , now at 0.68-0.78 yuan/W . The quotation of head manufacturers is highly concentrated around 0.72 yuan/W, while the price of small-scale orders below 1MW is at a higher level above 0.75 yuan/W due to fewer orders from other smaller manufacturers, but the highest quotation of HJT manufacturers is generally lower than 0.79 yuan/W. In terms of
production scheduling, according to incomplete statistics of digital new energy DataBM. Com, the total production of photovoltaic modules in June is expected to be between 42-50GW. The production scheduling plans of leading manufacturers were divided, and PV module manufacturers mainly in the domestic market continued the downward trend in May, with an overall decline of about 5%; meanwhile, PV module manufacturers mainly in the overseas market disclosed that they would maintain a stable production scheduling level and would not make downward adjustments.
Distributed overall demand remains low, and the current market is mainly supported by small-scale orders. According to the survey of digital new energy DataBM. Com, orders for more than 5MW have decreased significantly in recent days, and most purchasers still believe that there is room for price decline. At present, they hold a strong wait-and-see attitude, and component procurement has entered a stagnant state.
Centralized demand weakened after the festival, with one-week bidding demand of about 0.10GW, mainly purchasing TOPCon components. At the same time, the calibration capacity increased significantly this week, with a one-week calibration scale of about 26.67 GW, mainly driven by the first-level centralized procurement project of photovoltaic module equipment of CNNC in 2025-2026.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.72 yuan/ W, and the price is stable and declining.
HJT module: the price range is 0.68-0.78 yuan/W , and the price decreases slightly.
BC components: the price range is 0.68-0.85 yuan/W , and the price remains stable.
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. It is for reference only. If you have any questions, you can send a private message to the background.
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