Near the National Day holiday, the overall trading atmosphere of the photovoltaic module market tends to be quiet. Some manufacturers and distributors have suspended business one after another, and there are very few terminal transactions. At the end of
September, according to the survey of Digital New Energy DataBM. Com, the overall distributed demand in September increased compared with August, but the growth did not meet expectations. Some leading manufacturers revealed that the demand for components in October can still be expected to increase, but the fourth quarter as a whole is expected to weaken, the industry may maintain a low production schedule at the end of the year, and the component market may still have a downward risk of loosening.
Specifically,
the price of TOPCon modules is relatively stable, and the mainstream range is maintained at 0.63-0.74 yuan/W . In the first half of the week, transportation costs increased due to the rush of projects in some areas before the festival, which led to a premium of 0.01-0.02 yuan/ W for delivery orders during the festival. As a result, the average price of mainstream transactions moved up slightly to the range of 0.68-0.70 yuan/W .
It is worth noting that the quotation of some second-and third-tier manufacturers for large versions above 700 W continued to rise to a high level of 0.68-0.71 yuan/W , but the actual terminal transactions were very rare. At present, the market demand mainly relies on the support of old customers, and there is still a large bargaining space during the contract signing period. The price of
BC components remained stable this week, and the quotation range remained at 0.67-0.77 yuan/W . Although some manufacturers have issued holiday notices, some distribution channels still have stocks and say they can deliver goods normally during the holidays. The price
of HJT components remains stable, and the overall price is between 0.69-0.75 yuan/W . With the coming of long holidays, the visibility of distributed orders is low, and the production bases of some leading manufacturers have been shut down. There is less inventory at the distributor, and most of the purchase orders are reserved for negotiation after the festival. In terms of
production scheduling, according to incomplete statistics from the Digital New Energy DataBM. Com, most of the first-line enterprises will reduce the component production schedule in October, only three of them said that they will temporarily be equal to the production schedule in September and will not make plans to reduce production. In October, the domestic module production schedule was conservatively reduced by 1-3GW , and the overall production schedule will be maintained between 40-45 GW . But at the same time, a few BC enterprises will increase production in October, and the new base will be put into operation formally, and its monthly output is expected to increase by 0.5-1.0 GW .
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 0.63-0.74 yuan/W .
HJT module: the price range is 0.69-0.75 yuan/W .
BC component: the price range is 0.67-0.77 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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