Old iron, just after the National Day holiday, the component market has ushered in a wave of adjustment-six manufacturers have lowered their quotations, the overall decline of 1 to 3 points, and this wave of price reduction is not over yet.
Recently, the demand of overseas component market has not met expectations, the distributed market continues to be depressed, the shipment of component manufacturers is mainly supported by domestic centralized projects, the inventory has been relatively high, from the supply and demand point of view, the price of components can not find support at present.
This week, 6 manufacturers have been lowered, of which 3 are all price adjustments, and the other 3 are partially lowered. According to the
model. TOPCon components, Tongwei's whole system was reduced by 1 to 2 points, the mainstream turnover of leading enterprises was maintained at 0.67 to 0.73 yuan per watt, and the local products of Jingke, Tianhe and Jingao were reduced by 2 to 3 points. Unlike before the festival, the price cut fell on the previously stable high-power products, and the medium version of 645 to 655 watts of high-efficiency products has been reduced to 0.74 to 0.76 yuan per watt. The price of
BC has been lowered slightly, the head quotation system has been loosened, Aixu and Longji have been lowered by 1 to 1.5 points, and the mainstream transaction has moved down as a whole, currently at 0.8 to 0.82 yuan per watt. The price
of HJT remains stable, and the manufacturer has not yet adjusted the price. However, before the festival, there was a low price of about 0.67 yuan per watt in the distribution market, and now the low price power segment has expanded to more than 720 watts.
However, there is another big event this week. Eight leading photovoltaic companies held a closed-door meeting in Hangzhou to set a "bottom line" for the price of silicon materials and components: BC should not be less than 0.86 yuan per watt. TOPCon shall not be less than CNY 0.79 per watt.
But the bottom line is the bottom line, and the real reaction of the market is another matter. Entering the fourth quarter, some head manufacturers have been planning impulse ahead of time, but at present, the demand in the fourth quarter of this year is not optimistic compared with previous years. Will this wave of price reduction be just the first "starter" after the festival? Let's talk in the comments section!
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