In the first half of the week, there was a rare extreme differentiation in the price trend of components : two large manufacturers raised their quotations, while four large manufacturers chose to reduce their prices . Compared
with the "ups and downs" at the quotation end, the situation at the transaction end is generally more depressed. According to a survey by the Digital New Energy DataBM. Com, photovoltaic module manufacturers of the three mainstream technologies are facing a scarcity of new orders, and even last week's shipments of a large number of special component products did not meet expectations. At present, terminal purchasers generally hold a wait-and-see attitude, and the actual landing price is still close to the low level.
In addition, the price of upstream silicon materials has fallen for four consecutive weeks. According to the latest quotation of Silicon Branch, the average transaction price of various varieties of polysilicon has fallen sharply this week, and the lowest price has reached 38200 yuan/ton , which adds new uncertainties to the current round of component price increase.
Specifically,
the overall price range of TOPCon components is maintained at 0.75-0.85 yuan/W . In the first half of the week, the price of Tongwei shares and Zhengtai Xinneng products rose by 0.02-0.03 yuan/W . The price of component products of four enterprises, such as Jingke Energy, Trina Solar Energy , Jingao Technology and TCL Central , was reduced by 0.01-0.02 yuan/W . Although the quotations of various enterprises vary, the actual transaction price fluctuates little and basically stabilizes in the range of 0.78-0.81 yuan/W .
It is worth noting that a batch of special components to be sold in the market this week, with a large scale ( 25-30 MW ), mainly from the engineering surplus and inefficient inventory products of the head brand. The power covers 585-610 W , and the selling price is as low as 0.63-0.68 yuan/W . The price of
BC components remained stable, and the quotation range remained at 0.76-0.96 yuan/W . Among them, some single-sided BC products ( 640-650 W ) continue to face the pressure of destocking, and the shipment is not smooth. This week, the price was lowered again by 0.01-0.02 yuan/W , and the current quotation has dropped to 0.76-0.79 yuan/W . The price
of HJT components remained stable at 0.75-0.85 yuan/W . The price of HJT components in the distributed market remained stable, but the price in the centralized market declined, with the average price falling to about 0.76 yuan/W . At the same time, the low-priced components that flooded into the market last week were not traded smoothly ( 620-710 W ), and dealers reported that the demand for these components was less, although as low as 0.69-0.71 yuan/W , there was no large number of transactions.
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 0.75-0.85 yuan/W .
HJT module: the price range is 0.75-0.82 yuan/W .
BC component: the price range is 0.78-0.96 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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