This week , PV long vacation, the upstream raw material quotation was stable, but a total of 8 manufacturers at the component end lowered their quotations. According to Digital New Energy DataBM, it is noteworthy that the high-efficiency component products with the most stable quotation in the market also showed a collective downward adjustment this week. On the centralized side, this week's component quotation range is 0.69-0.83 yuan/W , with an average price of 0. The change of its price will be the key factor affecting the trend of this round of adjustment. As for the component price index, according to the big data of the Digital New Energy DataBM. Com, as of October 16, the TOPCon210mm component price index was 0.7136 yuan/W . Down 0.0025 yuan/W from last week; The TOP Con210R component price index was 0.7276 yuan/W , down 0.0031 yuan/W from last week; HJT 210mm module price index was 0.7000 yuan/W , down 0.0049 yuan/W from last week; The BC210R module price index was 0.8159 yuan/W , down 0 from last week. Specifically, TOPCon modules were lowered as a whole. Range dropped to 0.65-0. This week, a total of 6 TOPCon component manufacturers lowered their quotations, including 1 head manufacturer, and 3 head manufacturers reduced the price of 645-655W high-power components by 0.01-0.03 yuan/W ; Although the price of this power section product is still at a high level of 0.75-0.77 yuan/W , the actual transaction has fallen back to 0.74-0. According to the survey, only two manufacturers lowered their prices slightly, and the mainstream transaction price remained at 0.66-0.BC. The range was maintained at 0.74-0.2, and the leading manufacturers successively lowered the quotation of all products by 0.01-0. Among them, the price adjustment of mainstream power components was relatively small, while the price of low-efficiency products was still relatively large. At the same time, The price of 780-790W large-version component products is reduced by 0.02-0. According to some manufacturers, the price of digital new energy DataBM. HJT components is 0.67-0. This week, HJT components For new orders for large-scale power station projects, the manufacturer's quotation is 0.75-0.76 yuan/W , and the overall price ceiling is slightly reduced by 0. The average price of mainstream component channels fell by 1.1-3. At the same time, some domestic component manufacturers have lowered their export quotations after the long holiday. The main reason is that the current overseas purchasing sentiment has recovered slightly, although the actual demand growth is not up to expectations, but manufacturers still hope to speed up shipments through price cuts. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.10-0.13/W . The quotation range of BC components is 0.11-0. The distributed market demand continues to be weak, and the effect of promotional incentives for component manufacturers before the festival is not up to expectations. After entering the fourth quarter, some manufacturers have lowered the price of distributed market components. At present, the mainstream transactions in the distribution market are closer to the low-priced products with outstanding cost performance, such as 625-630W power segment products; the inventory of 650-655W high-efficiency component products continues to accumulate, and the spot supply increases. It is worth noting that since October, some manufacturers of head components have adjusted their pick-up rules, cancelled their own pick-up, changed to compulsory transportation by manufacturers, and were responsible for the delivery of logistics transportation mode. Freight is calculated by order quantity and destination one by one. The smaller the quantity is, the higher the unit freight is. Distributed scattered customers become the most influential group in this mode switch, and their purchase cost level rises accordingly. Centralized market demand has recovered, a large number of projects have been released after the festival, and the one-week bidding demand has reached 6. The price information obtained from the survey of the digital new energy DataBM. Com is as follows: TOPCon components: the price range is 0.65-0.BC components: the price range is 0.74-0.HJT components: the price range is 0.67-0.0 HTML 0 UNK74 The above survey prices are all prices including tax and excluding transportation. 0 HTML0UNK75 Click for more component price information 0 HTML0UNK76 The above price data is from Digital New Energy DataBM.
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