first half of the week, Tongwei took the lead in launching the second round of price adjustment of components , with the highest increase of 3 cents per watt, which is also the largest price adjustment in this round of market. On
the TOPCon component side, Tongwei rose 2 to 3 cents again in the first half of the week, adding up to the first price increase last week, the cumulative increase was 4 cents, which is equivalent to 30 to 40 yuan more expensive for a board, and the transaction price of the head mainstream power segment has reached 0.69 to 0.73 yuan per watt.
Among them, the recent hottest is actually 620 to 630 watts of this power section, but this round of best-selling is not because the demand is suddenly good, the root cause is the battery piece. At present, the highest price of the battery piece in the market has reached 0.38 yuan per W. The component factories that rely on the external collection of the battery piece can not bear the continuous price increase in a short time, and directly suspend the purchase. As a result, in the past two days, TOP5 manufacturers have experienced insufficient supply of this power segment, and the delivery time of in-transit and newly signed orders has been extended to more than one month, and some brands have stopped signing the power segment one after another.
BC, heterojunction module prices are temporarily stable, BC head enterprises have no change, although the second and third-tier enterprises have increased, but there is still one to two points of bargaining space, the actual transaction is concentrated in 0.78 to 0.81 yuan per watt.
Recently, the atmosphere of price increase in the photovoltaic industry chain has been very strong, domestic and foreign markets, silicon materials , silicon wafers, batteries, all links are rising, the price of batteries even rose by 40% a week, but when it comes to the component link, the momentum of price increase seems to be less fierce. Up to now, the cumulative quotation of up to 4 cents has been raised, but the domestic distributed market still does not buy it, and the deadlock of "reporting up without buying up" is still there. In the final analysis, the demand is not enough.
Upstream raw materials continue to soar, downstream terminals do not buy it, component enterprises are now suffering at both ends!
As far as we know, can market get better later? Most component factories are not so optimistic, and there is no clear plan to increase production. More companies have told us that if the follow-up costs continue to rise and demand fails to rise, the component side will not even rule out the possibility of production cuts this month.
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.
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