This week, the SNEC exhibition ended, and the component market has not yet started to adjust significantly, but according to the survey, the market as a whole presents a "cold inside and hot outside" state. According to the on-site investigation during
the exhibition, the head enterprises of photovoltaic modules are still waiting for the next price adjustment rhythm of their peers, but the actual transaction price in the market has shown signs of loosening. According to the survey of Digital New Energy DataBM. Com, although the first-line manufacturers have not formally lowered the guidance price, the actual transaction price of TOPCon components has been slowly declining in disguise by means of downgrading product matching sales. About 0.73-0.76 yuan/W .
It is worth noting that in the current situation of relatively weak domestic demand, some manufacturers predict that the overseas market may usher in a significant improvement in the second half of the year: the recent strong performance of the Southeast Asian market, the Middle East project is about to start. The follow-up is expected to substantially boost the shipments of domestic manufacturers and reduce domestic inventory pressure.
Specifically,
the price of TOPCon components is maintained at 0.70-0.80 yuan/W . At present, the price change is not obvious, the transaction price of the head enterprises is concentrated at 0.73-0.76 yuan/W , and the second and third-tier manufacturers maintain 0.70-0.73 yuan/W .
It is worth noting that during the exhibition, the quotations of manufacturers were stable on the surface, but the proportion of degraded products increased in the actual transaction. Terminal procurement is generally biased towards low-cost and high-efficiency products, resulting in a significant narrowing of the premium space for high-power models ( 630W + ). The price range of
BC components is maintained at 0.75-0.96 yuan/W . At present, the kingpin power segment is concentrated in 650-670 W , and the transaction price is 0.78-0.85 yuan/W . In addition, some second-and third-tier manufacturers have also upgraded their power, and the current price of conventional products has increased by about 0.04-0.05 yuan/ W compared with the previous 640W products . The price
of HJT module is stable at 0.73-0.83 yuan/W . There were few HJT exhibitors and products at SNEC. Although some leading manufacturers exhibited HJT or HJT laminated products, there was no relevant mass production plan in this year. At present, the distributed market shipments are concentrated in dealers, and the price of 710-720 W power segment products remains unchanged, between 0.73-0.75 yuan/W . In
the overseas market , there has been a recent warming signal. According to the survey of Digital New Energy DataBM. Com, the demand in Southeast Asia is strong, while the demand in South Korea in East Asia has increased significantly, and the preference for domestic hot-selling large-scale products is expected to improve the overall overseas demand in the second half of the year. In terms of price, the overall overseas quotation remains stable, taking the European market as an example, the quotation of TOPCon components is between $0.11 and $0.13/W . The price range of BC components is $0.12-0.18/W .
Distributed market demand maintained a weak trend, although the exhibition "heating" inquiry willingness, the order volume did not increase significantly. According to the research of Digital New Energy DataBM. Com, most of the current distributed market demand depends on the shipment of household installers, and the products are concentrated in large versions above 700 W, which are mainly driven by the combination incentive strategies such as matching sales of manufacturers, but this part mainly depends on the top-down promotion of household installers, and the terminal demand response is not very active.
Centralized market demand declined, with one-week public bidding demand for photovoltaic modules falling to 0.37 GW , halving from last week; The capacity of the calibration project continued to be low, with only about 0.02 GW this week. It is worth noting that the procurement content of AVIC's component procurement project is P-type 720W component products, which are extremely rare in the near future, and the bidding price is higher than that of N-type components. Reaching 0.775-0.830 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components : the price range is 0.70-0.80 yuan/W .
BC component : the price range is 0.75-0.96 yuan/W .
HJT module : the price range is 0.73-0.83 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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