This week, the price of photovoltaic module market is still increasing.
According to a survey by the Digital New Energy DataBM. Com, the prices of silicon materials and wafers fell for the seventh and ninth time this week, respectively , and the prices of batteries also fell slightly at the same time. However, the leading manufacturers of photovoltaic modules are still trying to raise their prices, and the number of large manufacturers trying to slow down the price decline by raising their external quotations has increased to four in the week.
At the same time, component manufacturers have lowered their production schedules, but there has been a significant differentiation-production cuts are concentrated on TOPCon production lines, and BC production schedules are relatively stable at present.
Specifically,
this week, the price of TOPCon components showed a mixed trend, and the overall quotation range remained at 0.73-0.83 yuan/W . Zhengtai Xinneng lowered its quotation by 0.01-0.03 yuan/W . Four leading manufacturers , Jingke Energy, Trina Solar Energy , Jingao Technology and Tongwei Stock , raised their quotations to 0.80-0.86 yuan/W . With the successful digestion of some special products, the mainstream transaction price of the first half of the week rose slightly to 0.76-0.79 yuan/W in the middle of the week.
Second-and third-tier enterprises, the transaction price of some low-priced products fell to 0.70-0.75 yuan/W , but there are still some enterprises whose quotations remain at the same level as the leading manufacturers ( above 0.80 yuan/W). The overall quotation range of
BC components is maintained at 0.76-0.96 yuan/W . This week, Aixu shares and TCL Central successively lowered their quotations by 0.01-0.03 yuan/W . Mainstream turnover remained at 0.79-0.84 yuan/W .
In addition, market orders are mostly concentrated in the head manufacturers, while some second-and third-tier manufacturers, due to weak demand, this week's price was lowered again to 0.76-0.79 yuan/W , and BC products still adopt the strategy of "production based on sales", the pace of shipment is relatively slow. The price
of HJT components has not fluctuated for the time being, and the quotation is between 0.72-0.85 yuan/W . Some manufacturers have revealed that some of their HJT components have been shipped overseas in the first quarter, but the overall HJT component shipments in the first quarter may decline year-on-year, mainly due to the reduction of domestic centralized and distributed demand. On
the supply side, the component production schedule was further lowered in April, focusing on TOPCon components. According to the survey of digital new energy DataBM. Com, the spot inventory level of domestic head component manufacturers is maintained at about 30-35 GW, which has slightly decreased compared with the high point in early April. In
the overseas market , the new demand is still small, but the component price continues to rise. According to data from European institutions, the price of photovoltaic modules rose by 4% -6% in early April, with BC modules rising by 10% . However, according to the survey of digital new energy DataBM. Com, the domestic head TOPCon manufacturers have not yet raised their overseas quotations. This week, TOPCon components were quoted at $0.11-0.12/ W in the European market, while BC components rose to $0.11-0.18/W . In terms of
distributed market demand , the shipment of individual models increased slightly, mainly focusing on the special component products launched by the head manufacturers. According to some head manufacturers to the digital new energy DataBM. Com, the scale of the special price products launched in the past two weeks is about 30-40 MW, and the price is as low as 0.72-0.75 yuan/W . This part of the inventory is digested faster this week.
In contrast, most purchasers still hold a wait-and-see attitude towards products above 0.75 yuan/W , while low-priced products are more attractive.
The centralized market demand continues to be low, the bidding demand for component procurement is only 0.32GW , and the type of purchased components is more than 620 W N-type components. The capacity of the calibration project is about 0.24 GW , and the unit price of the calibration is not disclosed.
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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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