In the first half of the week, the PV module market was still in a downward trend.
Following the price reduction of distributed channels of four manufacturers last week, the scope of price reduction was further expanded in the first half of the week. At present, a large number of special component products from three brand manufacturers have flooded into the market, covering TOPCon and BC components. Fortunately, the lowest price in the market remains the same as last week, at 0.63 yuan/W , and has not yet been further explored.
According to the survey of Digital New Energy DataBM. Com, this round of special promotion is driven by two reasons: First, manufacturers have their own demand for inventory clearance, and the inventory level is high at the end of recent years. It is necessary to continue to adjust through price reduction and shipment; secondly, in order to achieve the annual component shipment target, channel providers and agents start to concentrate on impulse , and some product prices are subsidized by channel providers, and the quotation even reaches the lowest price in the market.
However, the priority of this round of price reduction is still to adjust the inventory level, which is a relatively small number of manufacturers to impact the shipment volume-although the price reduction at the end of the component market has become an industry practice, the overall demand this year, except for centralized projects, is obviously weak. In order to keep the profit space, many manufacturers have abandoned the strategy of "price for quantity". As for the
component price index, big data from the Digital New Energy DataBM. Com showed that as of November 4. The TOPCon double-sided 210 mm module price index was 0.7023 yuan/W , down 0.0002 yuan/W from last Friday ; The TOPCon double-sided 210R module price index was 0.7201 yuan/W , down 0.0005 yuan/W from last Friday ; HJT double-sided 210 mm module price index was 0.6967 yuan/W , unchanged from last Friday; The BC double-sided 210R module price index was 0.8141 yuan/W , unchanged from last Friday.
Specifically,
the range of TOPCon component price reduction at the transaction end is expanded, ranging from 0.63-0.76 yuan/W . In the first half of the week, Zhengtai Xinneng and TCL Central have released special products, but according to the manufacturer, the brand has not yet lowered the quotation system, and the special price is mainly channel-side shipment. The special price source of the distribution channel shows obvious version differentiation: 210R components are at 0.65-0.69 yuan/W . The 210mm module is at a lower price, between 0.63-0.66 yuan/W . The phenomenon of price reduction of
large components is slightly "counter-intuitive"-the current price of 210 mm batteries is still at a high level after rising, and the cost of batteries should form a stronger support for components, but the transaction price of distributed market is low. The core reason is that the demand for large-scale products in the distributed market is weak and the purchasing willingness is insufficient. Some manufacturers have disclosed that the shipment of these products has been weak for a long time, so they are at a lower level. The price of
BC components was partially lowered, and the overall quotation was 0.74-0.88 yuan/W . In the first half of the week, the price of Longji Green Energy's 645-650W components declined in varying degrees, ranging from 0.01 to 0.02 yuan/W . At present, the transaction price of distributed market is between 0.77-0.81 yuan/W . However, the price reduction is concentrated in some channel providers, and the main purpose is impulse. The price
of HJT components remained stable, between 0.67-0.76 yuan/W . The shipment focus of HJT components still stays in centralized and overseas projects. Although there are low-cost components in the domestic distributed market, the performance of scattered single shipments is general. At present, the impulse willingness of HJT manufacturers is relatively low in the industry, and there is no obvious price reduction expectation at present.
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 0.65-0.76 yuan/W.
BC component: the price range is 0.74-0.88 yuan/W.
HJT module: the price range is 0.67-0.76 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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