This week, the scope of price reduction in the photovoltaic module market was further expanded.
Compared with eight manufacturers last week, two second-and third-tier manufacturers announced a follow-up price reduction in the first half of the week, with a price reduction range of 0.02-0.03 yuan/W. But relatively speaking, the overall quotation of the head manufacturers remained stable in the first half of the week.
Entering the fourth quarter, the shipping strategy of manufacturers is obviously differentiated. According to the survey of Digital New Energy DataBM. Com, about four component manufacturers have launched impulse plans , covering the head and second-and third-tier manufacturers. It is expected to speed up destocking and achieve the annual shipment target through price reduction or subsidies, while some manufacturers choose to stabilize prices to give priority to maintaining profit margins. According to the Digital New Energy DataBM. Com, among the "Poly" manufacturers, some of the third-quarter shipments have contracted substantially, close to the bottom of their target range.
It is worth noting that the two strategies of "impulse" and "Poly" are not completely independent. Some manufacturers revealed that they still expect to maintain domestic order profits by stabilizing prices, while overseas markets may adopt a price-for-volume sales strategy .
Component price index, digital new energy DataBM. Com big data show that as of October 21, TOPCon210mm component price index is 0.7136 yuan/W , the same as last week; TOP Con210R module price index is 0.7276 yuan/W , which is the same as last week; HJT210mm module price index is 0.7000 yuan/W , which is the same as last week; The BC210R module price index was 0.8159 yuan/ W, unchanged from last week.
Specifically,
the price of TOPCon components remains stable, and the quotation range is 0.65-0.77 yuan/W . In the first half of the week, the quotation of head manufacturers stabilized, and Skyworth Photovoltaic and Gaojing Solar Energy were reduced by 0.02-0.03 yuan/W . At present, the overall transaction price of head manufacturers is stable between 0.67-0.75 yuan/W , while the transaction price of mainstream products in the second and third lines falls between 0.65-0.69 yuan/W .
In addition, in the first half of the week, the special price products on the market mainly focused on low-power conventional products, and the special price of 615W-625W products of three head manufacturers was reduced by 0.01-0.02 yuan/ W again. The transaction price of the product is as low as 0.66-0.69 yuan/W .
BC components are stable as a whole, with a price range of 0.74-0.88 yuan/W . The transaction price of mainstream products of head manufacturers was maintained at 0.80-0.82 yuan/W , while that of second-and third-tier manufacturers was slightly reduced by 0.01-0.02 yuan/W . The transaction price fell to 0.74-0.76 yuan/W , and the transaction did not improve synchronously after the drop, and the actual shipment was still light. The overall price
of HJT modules is stable, ranging from 0.67-0.76 yuan/W . At present, centralized project shipments are still the main ones, and the price is stable at about 0.75 yuan/W . At the same time, there was no price reduction in the distribution market in the first half of the week, and the price of 710-730W components was concentrated at 0.67-0.69 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 0.65-0.77 yuan/W.
BC component: the price range is 0.74-0.88 yuan/W.
HJT module: the price range is 0.67-0.76 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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