In the first half of the week, a head manufacturer lowered its quotation again, and a large number of low-priced components flooded in.
According to the survey of Digital New Energy DataBM. Com, in the first half of the week, the recent price reduction rhythm was continued, and the quotation of Jingke Energy High Power Products was lowered again. However, the market immediately spread the news that it plans to pull back the price in the near future-once landed, it may become the first leading company to raise the price in this downward cycle. But under the current market trend, can price increase plan be implemented? Digital new energy DataBM. Com will continue to follow up.
In addition, we need to be vigilant that unconventional components are flooding into the market on a large scale this week in a "dumping" manner , with three types of sources being particularly prominent- marine components, project surplus components, and low-power inventory components . Among them, due to its extremely low price (as low as 0.51-0.54 yuan/W ), the regression module was the first to be digested-according to the feedback from some dealers, its 8-10 MW inventory has been sold within a week.
Specifically,
the price of TOPCon modules dropped slightly, and the overall price range was 0.65-0.76 yuan/W . In the first half of the week, Jingke Energy lowered the price of 645-650W high-power products by 0.01-0.02 yuan/ W, and set a two-day window period to encourage end customers to speed up the signing of bills. At present, the price of TOPCon3.0 component products of head manufacturers is 0.73-0.76 yuan/W , while the mainstream transaction price of other conventional products is 0.67-0.71 yuan/W .
It is worth noting that due to the release of mandatory national standards for energy consumption and energy efficiency such as components, a large number of low-power components around 540-550W are being "passively dumped" in the near future. Some dealers on the market have begun to sell at low prices, with prices falling from 0.70 yuan/W to below 0.60 yuan/W, a significant decline. Nevertheless, most purchasing customers believe that the price of this part of the product still has downward space, and they still hold a wait-and-see attitude, and the actual turnover is not optimistic . The price of BC
components is stable, and the price range is 0.75-0.90 yuan/W . In the first half of the week, the pressure of inventory turnover in some channels of BC component market is still increasing. According to some dealers, a large number of surplus products of the project have been purchased in batches recently, and the price of 640-650 W has gradually dropped to 0.70-0.78 yuan/W . The price
of HJT modules has narrowed, and now the overall price is 0.70-0.79 yuan/W . According to the survey of Digital New Energy DataBM. Com, there are fewer orders for HJT manufacturers, especially for large-scale power plants, and the price of high-power components has been reduced to less than 0.80 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 0.65-0.76 yuan/W .
BC component: the price range is 0.75-0.90 yuan/W .
HJT module: the price range is 0.70-0.79 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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