Old friends, this week 's component market sentiment has finally begun to reverse. Recently, the role of several consecutive heavyweight symposiums has begun to emerge, the industrial chain market has shown signs of stabilization, and the atmosphere of price increases is also brewing and fermenting.
In the first half of the week, polysilicon manufacturers have stopped quoting, and it is said that the next step will be to push up the quotation, and rumors of a comprehensive increase in the quotation of cells and components are also flying everywhere. At present, a head component factory has taken the lead in raising the quotation across the board.
Although most of the enterprises are still mainly wait-and-see, the rumors of price increases in the market have spread everywhere, and it is said that four companies are also thinking about following the rise. Is the photovoltaic market really going to reverse this time?
Specifically:
Topcon, Tongwei, Zhengtai and Atlas all dropped 1 to 3 cents in the first half of the week, and the mainstream transaction price shrank to 0.65 to 0.71 per watt. But interestingly, Tongwei withdrew the price reduction notice urgently after lowering the quotation, and then rose back. This wave of operation is said to have directly stimulated terminal procurement, with new orders exceeding 30 MW in one day. Among them, 625 to 630W power section is the most full, inventory can not keep up, and delivery has to wait for 3 to 5 days. The
BC component is quite stable as a whole, and the price has not changed much. After the price reduction of 640 to 645W, many people did ask, but those who really placed orders still focused on inefficient special products, focusing on the batch of 0.74 to 0.77 per watt, and the inventory pressure of conventional products did not disappear.
HJT prices haven't changed much, but this week there was a rumor that the 720W power segment might go up.
From the various signals of the current photovoltaic market, the sentiment of price increase has been pulled up, but now TOPCon is still in the price reduction market as a whole, BC conventional products are still accumulating, and HJT price increase is only a real hammer. At present, the determination of high-level anti-involution has been very clear, but whether the market can be completely reversed ultimately depends on whether the demand can be more powerful, what do you think?
Pay attention to the anchor, let's continue to follow up the component market!
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 0.75-0.83 yuan/W.
HJT module: the price range is 0.68-0.77 yuan/W.
The above survey price is the price including tax and excluding transportation.
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