In the first half of the week, the component prices of the three manufacturers were partially lowered, but as the rebate activities of some manufacturers are about to expire, the transaction price may rise further after the festival.
Recently, the demand has improved significantly, which is reflected in the distributed market and the centralized procurement market: in the first half of the week, dealers launched a large number of pre-holiday promotions and special price components, and the shipment volume increased significantly; at the same time, nearly 1GW projects were newly released in the centralized procurement market, and the bidding demand increased significantly.
But there is still differentiation behind the growth of demand, first, the growth point of shipment is concentrated in low-price range components, high-price components are less traded, manufacturers are faced with "guaranteed price" and "guaranteed quantity" two choices ; Second, in the distributed market, the popularity of BC components continued to rise, and some dealers revealed that the sales of BC components in April were almost the same as the sales of TOPCon components. Driven
by the recovery of domestic demand, the production schedule of domestic components is expected to increase slightly to 35-38 GW in May. According to the survey by the Digital New Energy DataBM. Com, two large factories have revealed that they have increased their production schedule. Another three major factories remained unchanged.
Specifically,
the price of TOPCon modules dropped slightly, and the overall price range was maintained at 0.70-0.83 yuan/W . In the first half of the week, Jingke Energy , Atlas, Dongfang Risheng and other three companies lowered their quotations for some products by 0.01-0.02 yuan/W . At present, the mainstream transaction price of head enterprises is concentrated at 0.75-0.79 yuan/W .
It is noteworthy that although the recent market demand has warmed up, the increment is still highly concentrated in special products. Some dealers revealed that in the past week, they concentrated on the "impulse" of pre-holiday shipments to obtain high rebates ( 0.01-0.03 yuan/W ), and high-priced orders shrank further than last week.
In addition, about four manufacturers said that the rebate will be cancelled after the May Day holiday, when the transaction price is expected to increase slightly by 0.01-0.03 yuan/W . The quotation range of
BC components remained stable at 0.75-0.96 yuan/W , but the mainstream transaction price of leading enterprises was further reduced. Data from the past two days show that the turnover of 645-660W power products is concentrated at 0.79-0.82 yuan/W . Down about 0.01-0.02 yuan/W from last week. The price of HJT
components remains stable, and the quotation is between 0.72-0.85 yuan/W . Recently, the inventory level of HJT modules has increased, mainly concentrated in the distributor part, and the power is concentrated between 710 and 720 W, with about 60-70 MW in stock 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 0.70-0.83 yuan/W .
BC component: the price range is 0.75-0.96 yuan/W .
HJT module: the price range is 0.74-0.85 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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