, five component companies raised their quotations, but this round of price increases may not be sustainable. It is more like the delayed realization of the early cost push, because the two pillars of "cost" and "demand" that really support the price increase have been loosened. Look at the cost side
first. This round of price increases is mainly driven by upstream raw material prices, but the prices of silicon wafers and batteries have fallen in the past two days, with silicon wafers falling by 1 to 2 cents per watt and batteries falling by 3 to 5 cents per watt. Some manufacturers revealed that the stock of overseas traders is coming to an end, and the price reduction of batteries in September is expected to be very strong.
Look at the demand side. Downstream customers do not buy high-priced components at all, but the price increase depresses the purchasing intention; in addition, channel providers have a large number of low-priced components in stock, short-term orders are completely enough, no one accepts high-priced components, and the "price without market" is still continuing. In terms of
models:
on the TOPCon side, Jinko, Atlas, GCL, and Skyworth raised their prices by 1 to 4 cents, and the head mainstream transactions reached the 7 cents mark in an all-round way, and the second and third-line transactions were still at 0.68 to 0.69 yuan per watt. In the past, the supply of 620 to 630 watts was tight, but the shortage has been difficult to push up the price, the transaction is still concentrated in 0.68 to 0.70 yuan per watt, the high price order is very few, the delivery cycle is shortened from one month to one week, and the price dividend brought by the shortage is fading.
BC, Aixu raised 2 to 3 points, but affected by hoarding and low-price contracts, the transaction price did not change, still hovering at 0.80 to 0.82 yuan per watt. HJT basically did not follow the rise, maintaining 0.69 to 0.77 yuan per watt.
Generally speaking, the cost-side batteries are falling, demand-side customers do not pay, this wave of rising prices continue to support, September component prices are likely to return to the game shocks, and even have callback pressure. Of course, there are also manufacturers who are optimistic that prices will not fall rapidly in the short term after low-price contracts are cleared and high-price orders are landed. While bearish and stable, the market divergence is indeed not small. How long
do you think this price hike will last? Talk in the comments section. Pay attention to the anchor, let's continue to follow up the component market!
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 0.67-0.78 yuan/W.
BC component: the price range is 0.78-0.86 yuan/W.
HJT module: the price range is 0.68-0.77 yuan/W.
The above survey price is the price including tax and excluding transportation.
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