This week, PV " according to Digital New Energy DataBM.
The current round of price adjustment is still dominated by supply and demand, but the reasons for the rise and fall are different. The upward adjustment is concentrated in the 630-640 W medium version and 770-780 W large version. The former is mainly driven by the tight supply of the power section, while the latter is mostly shipped through the platform, and the quotation for the household market has risen, which is driven by the structural adjustment of the channel.
Downward products cover TOPCon, BC, HJT three types of technical components, and most of them are power segment products with high quotation and weak transaction, which are intended to stimulate sales and sprint the fourth quarter shipment target.
However, it should be noted that the overall downward trend of module prices has not been reversed due to this price increase: the quotations of upstream silicon materials, silicon wafers and cells were all stable this week, and the cost side failed to push the price increase of the module side. At the same time, the overall transaction price focus of the module remained stable. However, considering that November-December is still the sprint period of domestic installation, the first price increase of mainstream tight component products will spread to the whole range of component products. As for the
component price index, according to the big data of the Digital New Energy DataBM. Com, as of October 23, the TOPCon210mm component price index was 0.7149 yuan/W . Up 0.0013 yuan/W from last week ; The TOP Con210R component price index was 0.7262 yuan/W , down 0.0006 yuan/W from last week ; HJT 210mm module price index was 0.7000 yuan/W , unchanged from last week; The BC210R module price index was 0.8152 yuan/W , down 0 from last week .
Specifically,
TOPCon modules were mixed. The quotation range is 0.65-0. This week, there are clear price changes in TOPCon products of six manufacturers. Some products of TCL Zhonghuan, Xiexin Technology and Dongfang Risheng were slightly increased by 0.01-0.03 yuan/W ; Chint New Energy, Gaojing Solar Energy, Skyworth Photovoltaic 3 partially lowered 0.02-0.
At present, the mainstream transaction price of head enterprises is 0.67-0.75 yuan/W . The transaction price of some low-efficiency products of head brands is 0.64-0.66 yuan/W , while the mainstream transaction price of second-and third-tier enterprises is 0.64-0.BC
. The overall price range fell to 0.72-0. This week, TCL Zhonghuan and Gaojing Solar followed up with a reduction of 0.02-0.03 yuan/W , and the price adjustment power was concentrated in 640-655W component products. The transaction of this power section is 0.72-0.78 yuan/W , and the lowest is 0.72 yuan/W . The mainstream transaction of head enterprises is stable at 0.80-0.
The price of HJT components has been partially reduced to 0.67-0. At present, the price differentiation of HJT components is obvious. The quotation of scattered orders is about 0.05-0 lower than that of centralized projects. The distributed quotation of head manufacturers has been partially reduced, which is currently highly concentrated in 0.67-0.
Overseas markets continue to be weak as a whole. The prices of TOPCon and BC components of domestic manufacturers have been lowered. Some manufacturers revealed that there are still overseas impulse plans in the fourth quarter, expecting to stimulate the transaction by lowering the quotation. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.10-0.12/W . The quotation range of BC components is 0.11-0.
The wait-and-see sentiment of distributed market demand spreads, and the transaction is still concentrated on low-priced products. Under the background of impulse in the fourth quarter from some leading manufacturers to digital new energy DataBM, some distributors turned to the long orders signed by manufacturers before the year to complete the annual impulse task; combined with factors such as rising transportation costs of scattered orders, the enthusiasm of downstream channel providers for shipment was further inhibited .
Centralized market demand dropped sharply, mainly due to the lack of large-scale projects to pull, one-week bidding demand returned to 0.
The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.65-0.BC
components: the price range
is 0.72-0.HJT components: the price range is 0.67-0.0 HTML 0 UNK71 The above survey prices are tax-inclusive and non-shipping prices. 0 HTML0UNK72 Click for more component price information 0 HTML0UNK73 The above price data is from Digital New Energy DataBM.
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