In the first half of the week, two manufacturers lowered the price of photovoltaic modules . Prices of
silicon wafers and batteries have been under pressure for two consecutive weeks, and the transaction price of batteries has dropped to 0.28-0.33 yuan/W this week. The pressure of falling prices of upstream raw materials was officially transmitted to the component sector this week-some first-line manufacturers took the lead in loosening their quotations, with a range of about 0.01-0.02 yuan/W . According to the survey of digital new energy DataBM. Com, the quotation of head manufacturers in the distributed market has not been adjusted, but the quotation of centralized projects has been loosened first, and the quotation of some head manufacturers has fallen back to about 0.70 yuan/W .
The component price index is now temporarily stable. According to the big data of digital new energy DataBM. Com, as of September 9, the price index of TOPCon210mm components was 0.72 yuan/W , which was the same as yesterday; TOPCon210R module price index is 0.73 yuan/W , unchanged from yesterday; TOPCon182mm module price index is 0.69 yuan/W , unchanged from yesterday; HJT 210mm module price index was 0.71 yuan/W , unchanged from yesterday.
Specifically,
the price of TOPCon components is slightly loosened, and the quotation range is 0.65-0.78 yuan/W . In the first half of the week, TCL Zhonghuan and Runma Guangneng lowered their quotations by 0.01-0.02 yuan/W , which may become the starting point of this round of price reduction. At present, although the quotation of the head enterprises is still stable, the transaction side shows a downward trend, the mainstream transaction has dropped to 0.69-0.72 yuan/W , while the second and third-tier manufacturers have further declined to 0.66-0.69 yuan/W .
In addition, as the cost of raw materials in the upstream falls, the market price reduction is expected to heat up, and the wait-and-see sentiment in the terminal market is further aggravated. 650-655W high-power products with high quotation and few transactions have the risk of continuous high inventory. At present, the quotation of this power segment has fallen back to 0.74-0.76 yuan/W .
BC modules are stable as a whole, with a price range of 0.75-0.86 yuan/W . In the first half of the week, the quotation was temporarily stable, and the transaction price of conventional mainstream products remained at 0.80-0.82 yuan/W , while that of products below 650W ranged from 0.75-0.78 yuan/W . It is worth noting that some manufacturers are in the impulse at the end of the quarter, introducing a rebate policy of 0.01-0.02 yuan/ W for 650-655W power products, and the price may have further room to fall in the near future. The price of HJT
components continued to loosen, ranging from 0.67 to 0.77 yuan/W . The price reduction is mainly concentrated in the low-efficiency components of distribution channels, and the lowest price is 0.67 yuan/W . It is worth noting that in August, some brands still have 40-50 MW inventory components. In the context of the current weak demand, the price of this part of HJT products has the possibility of further exploration.
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 0.67-0.77 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.
浙公网安备33010802003254号