This week, the photovoltaic module market has been divided, although the local quotation has risen slightly, but the overall transaction price has generally loosened.
Recently, the price of silver, which has attracted wide attention, has fallen sharply, but according to the feedback from battery and component companies to the digital new energy DataBM. Com, the fall in silver prices has not yet been transmitted to the battery side. At present , the price of batteries and components is still supported by the cost side, and the quotation of the head manufacturers is still stable.
However, in the distribution market, due to the approaching lunar new year, domestic demand has further weakened, terminal purchasing willingness is weak, and the transaction price of distribution channels has been under pressure to decline by 0.02-0.04 yuan/W .
In addition, affected by the approaching the Spring Festival holidays, it is expected that logistics in various parts of the country will be shut down from this week, and major manufacturers will gradually arrange shutdown holidays from next week, and the procurement and installation projects will further slow down.
Specifically,
the price of TOPCon components is partially loosened, and the current quotation range is 0.75-0.92 yuan/W . According to the distribution channel to the digital new energy DataBM. Com, the price of the first-line manufacturers is still above 0.85 yuan/W, but the transaction price of the mainstream products has generally dropped to 0.78-0.80 yuan/W . And the turnover of more than 0.80 yuan/W has been greatly reduced. At present, although the low-price spot inventory at the channel end has been consumed, it can still achieve stable supply through transfer. The price of
BC components remained stable, with an overall range of 0.76-0.96 yuan/W . Although the official quotation of Aixu shares was raised by about 0.03-0.04 yuan/W this week, the stock of dealers was generally large, and the actual market transaction price remained in the range of 0.76-0.82 yuan/W . Did not follow the upward adjustment. The price range
of HJT components narrowed to 0.75-0.82 yuan/W this week . According to the survey of Digital New Energy DataBM. Com, due to the small number of domestic distributed purchase orders, the main manufacturers of HJT will take a vacation of 15-20 days in the second half of February, and the current sales of spot inventory are the main ones.
Overseas markets , component prices have not yet continued to rise, export traders have certain purchase orders finalized, domestic holidays are approaching, some traders seek logistics transporters to "rush" to the port. Taking TOPCon components as an example, the current European quotation is at the level of 0.09-0.12 euros/W . On
the supply side, affected by the Spring Festival holiday, logistics in various regions has been suspended since this week. According to the survey of Digital New Energy DataBM. Com, most manufacturers will arrange shutdown and vacation during the Spring Festival, warehouse delivery is expected to be suspended from February 9 to 14, and the domestic component market will enter the traditional off-season.
The distributed market demand tends to be flat and has entered a period of stagnation before the year, but there is still no lack of dealers'demand for purchasing and stocking in the market. Some distributors in East China have disclosed to the Digital New Energy DataBM. Com that they are stepping up their pre-holiday stock preparation in the past two days.
The centralized market demand has been greatly reduced, and the one-week bidding volume is 0.05 GW . The calibration scale is 3.26 GW , and the number of projects has decreased. However, driven by the annual 3GW component centralized mining project of China Coal, the calibration capacity has increased significantly this week.
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.75-0.92 yuan/W .
HJT module: the price range is 0.75-0.82 yuan/W .
BC component: the price range is 0.76-0.96 yuan/W .
The above survey price is the price including tax and excluding transportation.
Click here for more component pricing information.
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.
浙公网安备33010802003254号