Component manufacturers are expected to improve in the third quarter , and there has been a more consistent upward intention on the production scheduling side-mainly the head manufacturers. In July, the domestic component production scheduling plan was raised substantially, and a few sub-first-line manufacturers followed suit.
Specifically,
the price of TOPCon components continued to decline, with the overall range dropping to 0.69-0. Jingke Energy's high-power products decreased slightly by 0.02-0.03 yuan/W , and the current market's conventional mainstream transaction price was concentrated to 0.69-0.74 yuan/W . The price of 645W-650 W power segment products is concentrated at 0.75-0. The head manufacturer's special products are 0.70-0.
It is worth noting that. This week, the overall quotation of second-and third-tier manufacturers has reached 0.69-0.72 yuan/W , and the price of special price touching
0.BC components has dropped slightly. The quotation range is maintained at 0.75-0. At present, the supply of 650-655 W double-sided products has been eased, and the delivery period has been shortened to about 3 working days, but the 670 W power segment is still in a state of continuous shortage.
At the same time, the shortage phenomenon has driven some second-and third-tier manufacturers to achieve small shipments this week. At present, the price of high-power products above 650 W for second-and third-tier manufacturers remains
at 0.80-0.HJT component price has not changed for the time being. It is maintained at 0.70-0. Unlike TOPCon and BC modules, which are impacted by special price competition, HJT modules are currently mainly delivered by centralized purchase orders, and the inventory in the distribution market is low, so this round of price reduction has not yet significantly affected them. But this week, a small number of special products flowed out of Atlas and Huasheng Xinneng, with quotations as low as 0.71-0.
On the supply side , the overall production schedule of domestic component manufacturers showed a significant upward trend in July, and TOP5 component enterprises increased to varying degrees. Among them, the highest production increase of a single company can reach 2G W . It is worth noting that the focus of production scheduling in July is more inclined to high-power component products, such as 645-660W and 730-740 W power products. According to the
overseas market of digital new energy DataBM, the recent rising shipping costs (especially China-Europe routes) have aroused concern, but according to the price of digital new energy DataBM, take the European market as an example. The quotation range of TOPCon components is $0.11-0.13/W , and the quotation range of BC components is $0.12-0.
Degraded products and high-power products continued to heat up this week, while conventional product shipments were relatively cold. According to some distributors to the Digital New Energy DataBM. Com, the current main shipments are concentrated in 0.68-0.
In addition, the price of high-power components in the distributed market has been reduced in the past two weeks, and the cost-effective advantage has gradually become prominent. Shipments have been driven accordingly.
The centralized market demand has increased significantly, and the bidding scale of one-week component procurement has increased significantly to 6. However, the bidding scale has decreased by about 0.6 GW compared with last week. The one-week scalar is 1.
this week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.69-0.BC;
components: the price range is
0.75-0.H JT components: the price range is 0.70-0.
The above survey price is the price including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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