This week, the demand for PV in the current module market has not completely stopped, but the internal differentiation is obvious: centralized project procurement is still in progress, and projects have landed one after another; In contrast, the distributed demand is insufficient, even since the start of the price increase cycle in August, the price has continued to weaken, and the price is also in the game stage. In addition, the current photovoltaic industry chain has a strong wait-and-see mood, the transaction activity of each link is generally not high, and the risk of accumulation has emerged. However, it is rumored that a meeting on polysilicon will be held this Saturday, or issues such as production reduction and pricing will be discussed. At present, Component Price Index." According to the big data of digital new energy DataBM. Com, as of September 4, the price index of TOPCon210mm components was 0.72 yuan/W , which was the same as yesterday; The TOP Con210R module price index was 0.73 yuan/W , unchanged from yesterday; The TOP Con182mm component price index was 0.69 yuan/W , unchanged from yesterday; The price index of H JT 210mm modules is 0. Specifically, the price of TOPCon modules is partially downward. The quotation range was maintained at 0.66-0. This week, the quotation of leading manufacturers remained stable at a high level after the last round of price increase. In the face of market inquiry, most manufacturers still quoted at a high level, and the mainstream quotation was maintained at 0.70-0.75 yuan/W ; However, the actual purchase contract signed by the end customer still carries out the low price before the rise, resulting in the formation of 0.03-0 between the current actual transaction price and the manufacturer's quotation. It is worth noting that this week, some second-and third-tier component manufacturers have taken the lead in reducing prices slightly, and the price reduction products are mainly concentrated in the 715-725 W large version. The decline reached 0.02-0.04 yuan/W , and the transaction price dropped to 0.66-0. According to some manufacturers to the digital new energy DataBM. Prices remained mostly at 0.68-0. BC component prices were stable, and the quotation range remained at 0.74-0. Although there was no adjustment at the quotation end this week, there were signs of price loosening in the market. Previously, although manufacturers after a round of price increases, but dealers can still give the price before the rise, this week, this part of the low-priced products again showed signs of price cuts. According to some manufacturers'sales to the Digital New Energy DataBM. Com, the price of 650-655W conventional mainstream products in South China has further declined, and the current actual transaction comparable quotation is 0.01-0.02 yuan/ W lower . Mainstream transactions were as low as 0.80-0.HJT component prices were relatively stable, at 0.68-0.In the first half of the week, The lowest quotation of HJT components on the market dropped to 0.68 yuan/W , and the quotation of conventional medium-efficiency components of mainstream manufacturers dropped back to 0. On the supply side , the production schedule of components in September was generally stable. The domestic module production schedule is still expected to be between 37-39 GW . However, according to Digital New Energy DataBM. In the overseas market , the quotation remained stable and there was no significant fluctuation. It is worth noting that there is no actual transaction in the early stage of price increase, and after the current decline in domestic component costs, overseas quotations are also beginning to show signs of loosening. In terms of price, taking the European market as an example, the quotation range of TOPCon components is $0.11-0.13/W . The quotation range of BC components is 0.11-0. The overall demand of the distributed market continues to weaken, the conventional quotation is still at a high level, the actual transaction of special products is not much, and the low-price supply can not effectively leverage the transaction. At the same time, according to some leading manufacturers, the backlog of pre-increase orders during the price increase period has recently begun to be delivered one after another, and the delivery power is mainly concentrated in 625-630W, but this batch of delivery is the delayed performance of pre-orders, rather than release of new demand. Centralized market demand increased slightly this week, with a new one-week tender demand of 5.1GW . Huadian Group issued the second batch of tenders in 2026, with an estimated capacity of 5.1GW. The scale of bidding dropped sharply compared with last week. This week is only 0.9 GW , mainly from the grass-light complementary project of Shaanxi Construction New Energy, and the confirmed procurement demand is about 0 . The price information obtained from the survey of the digital new energy DataBM. Com is as follows: TOPCon components: the price range is 0.66-0.BC components: the price range is 0.74-0.HJT components: the price range is 0.68-0.0 HTML 0 UNK68 The above survey price is the price including tax and excluding transportation. 0 HTML0UNK69 Click for more component price information 0 HTML0UNK70 The above price data is from Digital New Energy DataBM.
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