May Day holiday, the domestic terminal demand for photovoltaic modules continued to be depressed, and the downstream transactions were light. At the end of April, four first-tier companies said they would raise prices after the festival, but the actual landing situation this week was far less than expected-most of the head and second-tier and third-tier companies lowered their component quotations instead.
According to the survey of Digital New Energy DataBM. Com, five enterprises in TOP10 have lowered their quotations by 0.01-0.05 yuan/W .
Specifically,
the price of TOPCon components continued to decline, and the overall price range dropped to 0.70-0.82 yuan/W . After the festival, the actual transaction prices of five manufacturers, including Jingke Energy, Jingao Technology, Xiexin Technology, TCL Central and Atlas , dropped by 0.01-0.05 yuan/W . The mainstream transaction price has fallen back to 0.73-0.78 yuan/W range.
It is worth noting that before the festival, individual head manufacturers said that the low-price rebate activity was about to expire, but it was not actually cancelled at present, and according to some distributors to the Digital New Energy DataBM. Com, more manufacturers began to implement shipment incentives after the festival. On the basis of price reduction, additional services such as buying gifts are added, which is equivalent to increasing the rebate policy again, and the strength is greater than before . The price of
BC components remained stable, and the overall quotation range remained at 0.75-0.96 yuan/W . The mainstream transaction price of leading enterprises is strong at 0.81-0.84 yuan/W , and some dealers still have more low-price supply after rebate. Compared with other manufacturers, there is still a bargaining space of 0.01-0.02 yuan/W . The price of second-tier and third-tier enterprises dropped further, and the transaction price dropped to 0.74-0.78 yuan/W . The price
of HJT components declined partially, and the overall range remained at 0.73-0.83 yuan/W . The transaction price of major HJT manufacturers such as Dongfang Risheng and Huasheng Xinneng declined in the distributed market this week, with 720 W components falling to 0.78-0.80 yuan/W . The lowest price of low-efficiency HJT module is 0.74 yuan/W . However, the feedback from dealers is that most of them are still in the inquiry state, which is affected by the overall demand downturn, and the transaction orders are few. In
the overseas market , this week's demand fell slightly compared with the end of April, and the sentiment of overseas traders to inquire and hoard goods was high. Some dealers feedback that overseas customers pay more attention to special component products recently, and it is difficult to ship high-priced components. This week, the component quotation rose temporarily , and the TOPCon component quotation in the European market was between $0.11 and $0.13/W . The price range of BC components is $0.11-0.18/W . In the
distributed market, the signs of demand recovery are not yet clear. Although the number of project inquiries has increased after the festival, the purchase orders of conventional products are still flat. However, according to feedback from some manufacturers and dealers, the inventory of special price components is gradually being digested and reduced in the near future, and the backlog of special price components last month has also begun to raise the quotation slightly.
The centralized market demand was gradually released, and the one-week component procurement bidding demand reached 1.03 GW , mainly driven by Shenneng's annual component procurement project. However, after the festival, the number of calibration projects is less, and the capacity of the projects that have been made public is only 0.18 GW .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.70-0.82 yuan/W .
BC component: the price range is 0.75-0.96 yuan/W .
HJT module: the price range is 0.73-0.83 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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