In the first half of the week, five photovoltaic were surveyed by the Digital New Energy DataBM. Com." Five manufacturers , Jingke Energy, Atlas, Xiexin Integration, Skyworth Photovoltaic and Aixu, raised the price of components by 0.01-0.
PV market expectations for September have begun to reverse quietly: the upward trend of module prices in the first half of the week is more a delayed realization of the early cost push, while the two foundations of "cost and demand" that can really support the price increase are loosening .
First, there is a price reduction expectation on the cost side. This round of component price increase mainly relies on the promotion of batteries, but up to now, the price of batteries has fallen, the current quotation is concentrated between 0.32-0.35 yuan/W , last week's high quotation of 0. At present, the demand of overseas traders for battery stock is nearing the end, and the price reduction in September is expected to be strong .
The second is the demand side: the terminal's acceptance of price increases is still low. High-priced components have restrained some purchasing demand to a certain extent. At the same time, some channel providers hoard a large number of low-price component products, the existing low-price inventory is enough to cover short-term purchases, the market's ability to accept new quotation components is limited, and the situation of "price without market" is still continuing. As for the
component price index, according to the big data of the Digital New Energy DataBM. Com, as of August 26, the TOPCon210mm component price index was 0.72 yuan/W . Flat with yesterday; TOP Con210R module price index is 0.73 yuan/W , flat with yesterday; The TOP Con182mm component price index was 0.69 yuan/W , unchanged from yesterday; The price index of H JT 210mm module is 0.71 yuan/W .
Specifically,
the price of TOPCon components continued to rise, and the overall quotation range remained at 0.67-0. In the first half of the week, five companies raised the price of components. The increase is maintained at 0.01-0. At present, the mainstream transaction price of leading enterprises has reached 0.70 yuan/W , concentrated at 0.70-0.73 yuan/W ; Although the quotation of second-tier and third-tier manufacturers has risen to 0.69-0.72 yuan/W , the actual transaction price still stays at 0.68-0.
However, the shortage of 620-630 W power segment continued in the first half of the week. However, it failed to drive the price up-the current transaction is still concentrated in 0.68-0.BC
component prices rose slightly, and the quotation range is 0.78-0.BC. The component price of Aixu shares has risen by 0.02-0.03 yuan/W , which has driven the quotation level of head components up to 0.83-0. However, the high price of this part has not yet seen the actual transaction-some low-price component products have been released recently. The current transaction price remains at 0.80-0.82 yuan/W , and the price
of HJT components remains stable with the quotation of about 0.01-0. At 0.68-0. The price increase of HJT components in this round is less, the current quotation is still at a relatively stable level, and the quotation of high-efficiency components is maintained at 0.73-0. Low-price components are concentrated in the 710-715W power segment. The quotation is 0.69-0.In the
first half of the week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.67-0.BC
components: the price range
is 0.78-0.HJT components: the price range is 0.68-0.0 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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