This week, in the first half of the photovoltaic ," Jingao Technology , Tongwei Stock , Xiexin Integration and other three leading manufacturers lowered their quotations by 0.02-0.
In the first quarter, large PV module manufacturers mainly focus on the overseas market. According to the digital new energy survey, the proportion of overseas shipments of some domestic TOP5 manufacturers in the first quarter is as high as 50% -70% . However, with the adjustment of export tax rebate policy approaching, overseas orders are expected to decrease, while domestic projects are still in the bargaining and wait-and-see stage, and the overall production schedule is expected to decline in April.
Specifically,
the price of TOPCon components dropped slightly this week. The overall quotation range is maintained at 0.75-0.3, and the head manufacturers and some distributors have lowered their quotations . At present, the mainstream transaction price of the head enterprises is concentrated at 0.78-0.81 yuan/W . Second-and third-tier manufacturers are 0.73-0.
It is worth noting that some leading manufacturers will raise their quotations by 0.03-0 next week. However, considering that the price of upstream auxiliary materials is low, the domestic demand side is still light, and the acceptance of high-priced orders is very low. It remains to be seen whether the price increase action initiated by the manufacturer can be implemented. The overall quotation range of
BC components was maintained at 0.78-0. The mainstream transaction price of head manufacturers was stable at 0.84-0.86 yuan/W , while the price of second-and third-tier manufacturers increased slightly. The current price comes to 0.78-0.
In addition, there are still a large number of low-priced degraded components ( 630-650 W) in circulation in the market. The quotation is as low as 0.64-0. However, the recent trading volume of such special products is very low, and there is a risk of continuous accumulation. The price of HJT
components was partially adjusted back, with the price at 0.75-0. The overall high price transaction was less ( above 0.83 yuan/W). This week, it was observed that a small number of new projects were returned to the market, and the price of the remaining HJT components was extremely low, at 0.69-0.
On the supply side , due to the "rush for export" and the stock in the peak season, the overall production schedule of components in March maintained a substantial increase. However, in the last ten days of March, the production scheduling of component manufacturers is divided:
due to the relatively small output of BC components , manufacturers plan to maintain a high production scheduling in the last ten days of March, and will continue until April; The long-term output of HJT components is relatively low. Recently, there is news of production line recruitment and production increase in both Zhejiang and Anhui, and manufacturers may increase production scheduling at the end of March or April ; The production of TOPCon components is relatively high, but the current inventory level is rising, and three manufacturers have disclosed that they will implement production cuts . In
the overseas market , the cancellation date of the export tax rebate policy is approaching, while the shipping risk has not been lifted, and the actual export turnover of domestic manufacturers has declined. However, component prices remain stable and have not yet loosened downward. The overseas quotation of TOPCon components falls between $0.11 and $0.12/W , while the price of all-black BC components is relatively high, with the quotation reaching 0.
The distributed market demand is still at a low level. This week's actual turnover is still flat. However, according to some manufacturers to digital new energy DataBM. Due to the high price of components at the beginning of the month, more projects are at a standstill. With the recent news of price reduction, some purchasers who delayed the start of construction began to inquire frequently to confirm the procurement node.
In addition, the survey found that the number of second-and third-tier brand signatures has increased recently, mainly concentrated in 0.65-0.
Bidding demand reaches 4. The scale of bidding reaches 31.
This week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon module: the price range
is 0.75-0.HJT module: the price range is 0.75-0.HJT module: the price range is 0.75-0. BC component: The price range is 0.78-0.
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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