In the first half of the week, the PV module market ushered in the second round of price increase in the current price increase cycle.
Tongwei shares took the lead in launching the second price adjustment, with an increase of 3 points/W , which also became the largest single increase in recent years.
According to a survey by the Digital New Energy DataBM. Com, the main reason for the price rise of components in the first half of the week was the sharp increase in the price of batteries. At present, the highest price of batteries in the market has reached 0.38 yuan/W . Among them, 210R is the most popular, and some component manufacturers relying on external batteries choose to suspend purchasing in the face of short-term continuous price increases. At the same time, the medium version components corresponding to 210 R are also out of stock, and the delivery time is further extended.
However, although the price increase initiated by silicon materials since August has been transmitted to the component side along the industrial chain, the acceptance of the terminal domestic distributed market is still low, on the contrary, the wait-and-see sentiment is further aggravated, and the deadlock of "reporting up without buying up" is still continuing.
This round of price rise is similar to the price rise of components in the first quarter of this year: despite the continuous rise in upstream costs, the domestic terminal demand is weak, resulting in the actual transaction price of components lagging behind the quotation increase. However, there are key differences between the two-the demand for overseas photovoltaic installations in the first quarter is relatively strong, the superimposed market is in the window period of "grabbing exports" before the cancellation of export tax rebates on April 1, and the strong pull of oversea s orders effectively hedges the weakness of domestic demand. In this round of price increase cycle, although overseas demand has warmed up, its support is far less than that in the first quarter.
According to the survey of digital new energy DataBM. Com, in view of the current market and trend judgment, most component manufacturers still remain on the sidelines, and there is no clear plan to increase production. If the follow-up cost continues to rise, but the demand has not improved significantly, there is even a certain possibility of production reduction on the component side this month.
Specifically,
the price of TOPCon components is slightly increased, ranging from 0.65-0.78 yuan/W . In the first half of the week, Tongwei shares raised their quotation by 0.02-0.03 yuan/ W twice, and the mainstream transaction price continued in the range of 0.69-0.73 yuan/W last week . The price of 650-655W high-power products rose slightly to 0.76-0.78 yuan/W .
It is worth noting that the 620-630 W products shipped in the early stage are becoming more and more popular this week. According to the survey of Digital New Energy DataBM. Com, TOP5 manufacturers have been in short supply of this power segment in the past two days, and the delivery time of new orders has been extended to more than one month, and some brands have stopped signing the power segment products one after another. The price of
BC components is stable as a whole, and the price range is 0.75-0.86 yuan/W . In the first half of the week, there was no change in the quotation, and the overall transaction remained at 0.81-0.85 yuan/W . However, there is still a large bargaining elasticity-the actual transaction price can be reduced to 0.78-0.81 yuan/W by superimposing the dealer 's rebate of 0.01-0.02 yuan/ W. The price
of HJT components remained stable, between 0.68-0.77 yuan/W . As HJT cells are mostly for self-use and the demand for external procurement is relatively small, it is less affected by the upstream price increase at present, and there is no plan to further raise the price of components in the first half of the week.
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 0.65-0.78 yuan/W .
BC component: the price range is 0.75-0.86 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.
Click to view more component price information
. 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.
Digital new energy/1484436785093110.
浙公网安备33010802003254号