This week, photovoltaic " in addition to the first half of the week's seven major component leading manufacturers, in the past two days, a number of enterprises have joined the ranks of price cuts! databm.com/hot/2433/" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> According to the incomplete statistics of the Digital New Energy DataBM. Com, 11 manufacturers have lowered their quotations this week, with a decline of
0.01-0. Compared with the previous week, this week's bidding market for centralized procurement projects has also cooled down compared with the previous week.
Specifically,
the price of TOPCon components continued to decline, with the overall range dropping to 0.69-0. This week, the price reduction range was further expanded, with a total of 11 component manufacturers lowering their quotations. Among them, Atlas, Yingli Energy, Hongyuan Green Energy, Zhengxin Optoelectronics and other four new price reduction enterprises were added in the past 2 days.
In addition, according to the survey of Digital New Energy DataBM. Com, there are only four leading manufacturers whose quotations are temporarily stable at 0.72-0. In addition, the prices of some high-power multi-chip components are temporarily stable in the quotation range. In addition, the market mainstream trading range of TOPCon component products has moved down to 0.67-0.BC.
The quotation range is maintained at 0.75-0. Except for Longji Green Energy, the rest of BC enterprises are stable this week, and the mainstream transaction price is maintained at 0.80-0. However, according to the survey, some dealers still hold a small rebate. The real transaction price is 0.05-0.10 yuan lower than conventional quotation /WHJT
component price remains at 0.70-0.80 yuan/W , and the high price part declines. It is worth noting that the price of HJT cells has declined recently, but the current price of modules has not changed, mainly because the output of HJT modules is low, the demand for purchasing cells is weak, and the current distribution price has been at a low level. Conventional 700-730W module prices are concentrated in 0.71-0.
Overseas markets remain relatively stable this week. Recently, a number of leading manufacturers have signed new export orders, mainly in Europe . In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.11-0.13/W . The quotation range of BC components is 0.12-0.
The distributed market demand is driven by price reduction, but the overall demand is still weak, and the market is still in the game stage of price-for-volume. According to the weak
centralized market demand from some channel providers to digital new energy DataBM, this week's demand mainly comes from the procurement of distributed power station projects. Due to the lack of large-scale centralized procurement projects, the bidding capacity of one-week projects is only 0.46 GW .
On July 2, the Ministry of Industry and Information Technology, together with the National Development and Reform Commission and the State Administration for Market Regulation, issued three mandatory national standards for energy efficiency of photovoltaic energy consumption, which set the grading standards for photovoltaic module products. The lowest access line of power is 630W, and the lowest access line of conversion efficiency is 23. This means that the elimination of module products with low conversion efficiency has entered the countdown. The focus of the
current market discussion is whether there will be a large-scale centralized sale of "not reaching the minimum entry threshold" component products in the near future , which will further disrupt the current declining component market? On the one hand, major component manufacturers have completed product upgrades ahead of schedule, high power/efficiency products will accelerate the release of production capacity in the third quarter, and low power/efficiency product inventory can be controlled as a whole; On the other hand, in the distribution market, some traders have hoarded large-scale inefficient component products in the early stage, and there is the possibility of subsequent export overseas or domestic discount sales, which will cause inventory accumulation to a certain extent, and the follow-up impact remains to be tracked.
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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