In the first half of the week, PV module prices continued the trend of differentiation, mainly reflected in two aspects:
First, in March, some module manufacturers tentatively raised their quotations, but high-priced transactions were still scarce. At the same time, some low-priced futures orders have been released, and the actual transaction price is still significantly lower than quotation level ;
Second, the gap between the transaction price of the head manufacturers and other manufacturers is further widened , and the transaction price of some TOP10 tail manufacturers is deadlocked around 0.80 yuan/W . At present, there are signs of loosening, and there is downward pressure.
In addition, head component companies are still focusing on overseas shipments, component inventory has not yet accumulated significantly, the urgency of price reduction is low, and component quotations are expected to remain high.
Specifically,
the overall price range of TOPCon components is maintained at 0.75-1.03 yuan/W . Among them, the mainstream quotation of head enterprises is concentrated at 0.85-1.03 yuan/W . The quotations of some second-tier and third-tier manufacturers are concentrated at 0.78-0.87 yuan/W . Judging
from the transaction situation, the mainstream transaction price of the head manufacturers is concentrated at 0.80-0.85 yuan/W . According to some head manufacturers to the digital new energy DataBM. Com, in order to promote the transaction after the year and speed up the clearance of low-price contracts, some low-price orders suspended before the year have been reopened and signed in the past two days. According to the survey, the low-price contracts of about three leading manufacturers have been opened in the near future. As the window period is limited to this week, local demand has rebounded slightly in the past two days.
Second-and third-tier enterprises, this week's transaction price rose slightly, the mainstream quotation concentrated in 0.76-0.80 yuan/W . At present, some manufacturers still maintain the strategy of fixed production based on sales, and their mainstream models are more abundant in stock. The price of
BC components remained stable, and the quotation range remained at 0.78-1.17 yuan/W . The overall transaction price of BC products is concentrated at 0.80-0.86 yuan/W . Among them , the high price of 0.85-0.86 yuan/W is mainly concentrated in the household market . The price of HJT
components remained stable, and the quotation was slightly raised to 0.75-0.85 yuan/W . According to the survey of Digital New Energy DataBM. Com, some manufacturers said that they planned to follow up the market price increase in March, and the current quotation is 0.80-0.85 yuan/W . However, at present, there are fewer distributed orders and fewer high-priced transactions, and the transaction price of distribution channels is still concentrated below 0.80 yuan/W.
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 0.75-1.03 yuan/W .
HJT module : the price range is 0.75-0.85 yuan/W .
BC component : the price range is 0.78-1.17 yuan/W .
The above survey price is the price including tax and excluding transportation.
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The above price data comes from the research of digital new energy DataBM. Com, for reference only, if you have any questions, you can send a private message to the background.
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