In the first half of the week, four PV module manufacturers lowered their quotations. The price of
upstream silicon materials and batteries has declined, and the willingness to install superimposed terminals has not improved significantly-the component sector is under double pressure from the cost side and the demand side. As
we expected earlier, after the exhibition, a number of manufacturers revealed that the current component market is generally expected to reduce prices, or will land in the past two weeks. Up to now, according to the research of Digital New Energy DataBM. Com, Jingao Technology, Tongwei Stock, TCL Central and Xiexin Technology have lowered their component quotations this week.
Specifically,
the overall price range of TOPCon components is maintained at 0.70-0.78 yuan/W . In the first half of the week, Jingao Technology, Tongwei Stock, TCL Central and Xiexin Integration lowered their quotations, but the reduction was relatively small, ranging from 0.01 to 0.02 yuan/W . The overall transaction price fell further to 0.71-0.75 yuan/W .
At the same time, the current market quotation of some second-and third-tier enterprises is not much different from that of the leading enterprises, the mainstream quotation is 0.70-0.74 yuan/W , the advantage of grabbing orders is weakened, and there is a possibility of further decline in the follow-up.
It is worth noting that despite the low market demand, some TOPCon manufacturers have fewer high-power products ( 650-660 W ) on the market. The lead time of bulk purchasing may be as long as half a month to more than one month . The price of
BC components remained stable at 0.75-0.90 yuan/W . BC module prices remain stable, major manufacturers have not yet lowered product prices, the current transaction price is 0.78-0.85 yuan/W .
In addition, the willingness of downstream dealer warehouses to stock BC products is also significantly weakened, and only a small amount of special supply is reserved at present. According to our research, the price of conventional products is bearish in the short term. In the second half of the year, BC manufacturers and distributors plan to gradually focus on industrial and commercial and centralized projects to increase shipments, and the market delivery mode will shift more to factory direct delivery. The overall proportion of distributors hoarding goods generally shows a downward trend. The price
of HJT components remained stable, and the high quotation decreased, which was between 0.73-0.83 yuan/W as a whole. Due to the current small output of HJT components, there is no "follow-up" situation, some manufacturers revealed that the current domestic supply of large ground power plant orders, manufacturers offer small fluctuations. However, in the distribution market, taking 710-720 W components as an example, the current quotation is concentrated at the low water level of 0.73-0.74 yuan/W .
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 0.70-0.78 yuan/W .
BC component: the price range is 0.75-0.90 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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