the Snake, the market has gradually entered the Spring Festival holiday state, and the overall market of components tends to stagnate, but there are still some sporadic self-orders in the domestic market.
It is worth noting that the overseas component market has recovered recently . In the final stage before the festival, manufacturers' component shipments were mainly in overseas markets.
Specifically,
the price of TOPCon components remained stable, and the overall quotation range remained at 0.75-0.92 yuan/W . Manufacturer's quotation and actual transaction continue the trend of differentiation, spot inventory consumption is mainly concentrated in low-power products, and the transaction price is concentrated in 0.76-0.80 yuan/W . The price of
BC components remained stable, and the overall quotation range remained at 0.78-0.96 yuan/W . After the head manufacturers raised their quotations last week, the spot prices of some distributors' warehouses were fine-tuned by 0.01-0.02 yuan/W this week, and the current mainstream trading range has moved up to 0.82-0.86 yuan/W . The price
of HJT module is 0.75-0.82 yuan/W , which remains unchanged. Unlike the partial decline in the price of TOPCon components, the spot quantity of HJT components is small, and the head manufacturers have stopped shipping during the holidays this week, so the price of components has remained stable. In
the overseas market , due to the policy and silver price, the price of components has risen substantially, and the acceptance of new quotations by purchasers has increased. Taking TOPCon components as an example, the current European quotation is 0.09-0.12 euros/W , and according to the data of overseas institutions, the average price of TOPCon components is 0.095 euros/W . Up 8% from the previous month. On
the supply side, the supply side of photovoltaic modules officially entered the Spring Festival holiday this week . Most enterprises have been shut down for vacation, but there are still about two leading manufacturers to maintain the start-up status, mainly due to the demand for overseas order delivery and domestic order stock. The overall production schedule in February is expected to remain in the range of 28 – 30GW, which will continue to shrink compared with the previous plan. At the same time, the nationwide logistics transportation has been basically suspended, and a large number of project procurement will be discussed after the year.
The distributed market demand is basically stagnant, but there are still a small number of dealers to maintain small batch orders. Although the current delivery can achieve "second delivery" response, customers need to solve the transport vehicles by themselves, and most of the projects have been explicitly postponed to the implementation after the year.
Centralized market demand is low, and the number of bidding projects and bidding projects released this week is very low. However, what has aroused widespread concern is that Huadian Group's 2026 photovoltaic module collection project opened this week. It is reported that the average price of the first and second bidding sections is 0.883 yuan/W and 0.844 yuan/W respectively, and the bidding price has risen substantially.
Looking forward to the post-holiday market , the price increase of components driven by the cancellation of the tax rebate policy and the approaching of the Spring Festival, some customers who are not in a hurry to construct have generally turned to wait-and-see earlier, expecting further price reduction after the year. On the other hand, manufacturers have the opposite mentality-some manufacturers disclose to the Digital New Energy DataBM. Com that the possibility of cost reduction after the year is low. It is expected that after the Spring Festival, the high cost will still support the component price, the stock and supply of superimposed large orders will continue, and the component price is expected to continue to rise.
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