Lao Tie, the line-ups of component price reduction has been expanded again. Last week, eight manufacturers cut prices, and two second and third lines were added in the first half of the week, with a drop of 2 to 3 points. However, in the first half of the week, the head quotation is still stable for the time being. There is no more pressure on
the upstream side. Cell prices were stable, and the component price index was also held down across the board, with all specifications unchanged from last week as of October 21.
Entering the fourth quarter, the shipment strategy of component manufacturers is currently divided into two kinds.
One side is impulse, the head and the second and third-tier manufacturers want to make up for the annual shipment target, start ahead of schedule by price reduction, subsidy strategy to speed up inventory, according to our research, there are four companies have started one after another.
On the other side is Poly, some manufacturers said, first stabilize the price and keep the profit. However, these two roads are not completely separated: some domestic manufacturers with stable prices are still trading price for quantity in overseas markets. In terms of
price, it is divided into models. In the first half of the week, TOP Con was slightly lowered. The head turnover was stable at 0.67 to 0.75 yuan per watt, and the second and third lines fell at 0.65 to 0.69 yuan per watt. In the near future, the special price is mainly concentrated in low-power conventional products, with 615 to 625W of three head manufacturers dropping by 1 to 2 points, and the transaction is as low as 0.66 to 0.69 yuan per watt.
BC is basically stable, the head mainstream turnover is 0.8 to 0.82 yuan per watt, the second and third lines are slightly reduced by 1 to 2 points, falling to 0.74 to 0.76 yuan per watt, but the turnover is still light. The price of HJT is stable, and it is still dominated by centralized project shipments, which is stable at about 0.75 yuan per watt.
Generally speaking, at the beginning of the fourth quarter, 10 component manufacturers have lowered their quotations successively, while "impulse" and "Poly". However, according to the shipment data in the third quarter, the cost of "Poly" faction has been shown-some manufacturers'shipments have contracted substantially, and they are approaching the bottom of the target range. Prices and profits are preserved, but market share is lost.
So the question is: How many weeks can "stability" of the head last? Impulse, will it drag Paulie into the water? Talk in the comments section!
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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