This week, photovoltaic " Jingke Energy and Tongwei Stock , two leading manufacturers, have lowered their quotations to varying degrees. The decrease was 0.005-0.01 yuan/W , which was 0.69-0 as a whole. At the same time, three second-and third-tier manufacturers lowered their quotations. Regular prices have come to 0.
This week, there is news of component price increases next week, but the willingness of downstream customers to lower prices is very clear, and most manufacturers have revealed that there is no price increase plan in the short term-the market generally believes that the current price increase signal lacks substantial support, in addition to the falling upstream costs. At present, domestic and foreign demand is still weakening, which is also an important reason.
More noteworthy is that the overseas component market purchasing demand has been weaker than before, although the follow-up purchasing willingness is still sufficient, but the short-term order volume has declined . At the same time, component prices in overseas markets, which rose sharply in the first half of the year due to rising costs and policy disturbances, have also entered a substantial correction channel , with monthly component prices in some regions falling by 5% annually.
Specifically,
the price of TOPCon components continued to decline, remaining at 0.65-0. Jingke Energy and Tongwei have lowered their component quotations by 0.005-0.01 yuan/W , which is a small adjustment, but it is worth noting that the current quotations of these two companies are at the lowest level of the leading enterprises. At 0.69-0.73 yuan/W , the overall head manufacturer's quotation range is maintained at 0.67-0.
In the past two weeks, about three enterprises have lowered their quotations by 0.02-0.03 yuan/W , and the current regular quotations of some enterprises are concentrated at 0.65-0. Some second-tier and third-tier manufacturers have also begun to produce steel frame products to further reduce costs, and the price of conventional large 720-730W products is as low as 0.63-0.66 yuan/W . Compare with that conventional aluminum frame product , the price of the
component is kept stable by 0.02-0.BC, At present, the overall transaction price of BC is concentrated at 0.78-0. However , the digital new energy DataBM. Com found that the current inventory of special price components is still on the high side. However, the market acceptance has certain differentiation: 650-670W has better sales volume and faster market digestion speed due to its adaptation to industrial and commercial distributed projects; At the same time , 770-780 W large version products are unsalable, even though the price
of HJT components has fallen by 0.05-0.00 in the past two weeks. 0.70-0 . It is worth noting that the purchase demand of some medium HJT components has been added to the market recently, and the power segment is concentrated at 650W and above . However, according to Digital New Energy DataBM.
On the supply side , the component production schedule continued to run at a high level in July, and the overall operating rate did not drop significantly. However, according to Digital New Energy DataBM.
In the overseas market , the demand for procurement has declined, and the price of components has remained at a low level. According to the survey of overseas institutions, the overall demand for component procurement has declined compared with a month ago, but the willingness to follow-up procurement is still relatively adequate. In addition, the price of TOPCon double-sided components fell by 5% in June -the price has been gradually adjusted back since June due to the sharp rise in cost and policy changes. In terms of price, taking the European market as an example, the quotation range of TOPCon components is 0.10-0.12 US dollars/W , and the quotation range of BC components is 0.10-0.0.In the distributed market . Demand continues to be weak. Terminal purchasing enthusiasm for 760-780W super-large components has gradually ebbed, although some manufacturers have lowered the price of this power segment to 0.70-0 in the past two weeks. Overall, the distributed market still lacks effective demand increment in the short term. In the
centralized market, the new demand remained low, with a one-week bidding demand of 0.33 GW , but 0.78 GW compared with last week's 0.78 GW . Compared to last week 15.
This week, The price information of the digital new energy DataBM. Com is as follows:
TOPCon component : the price range is 0.65-0.BC
component : the price range is 0 HTML0UN K790.75-0.0 HTML0UNK80HJT component 0 HTML0UNK81: The price range is 0 HTML0UNK820.70-0.0 HTML0UNK83. The above survey prices are tax-inclusive and non-shipping prices. 0 HTML0UNK84 Click for more component price information 0 HTML0UNK85 The above price data is from Digital New Energy DataBM.
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