This week, after the photovoltaic experienced two weeks of price cuts in the upstream, the acceptance of high-priced components in the downstream was even lower, and the domestic distributed demand continued to weaken." The market wait-and-see mentality is further aggravated. According to Digital New Energy DataBM
, on September 10, the State Development and Reform Commission and the General Administration of Market Supervision issued the Notice on Cost Accounting of Low-price and Disorderly Competition for Important Industrial Products this week. Operators suspected of low-price competition can be warned and cost investigation can be carried out when necessary. Since the launch of industry self-discipline activities, the Notice has finally established the "bottom line" of component quotation.
Generally speaking, under the dual constraints of industry self-discipline and cost support, component prices will not decline sharply in the short term, but there is a decline to 0.69-0.
Component price index . As of September 11, the TOPCon210mm component price index was 0.72 yuan/W , unchanged from last week, according to big data from the Digital New Energy DataBM. Com; The price index of TOP Con210R module is 0.73 yuan/W , which is the same as last week; the price index of TOP Con182mm module is 0.69 yuan/W , which is the same as last week; The price index of HJT 210mm module is 0.
Specifically,
the price of TOPCon module drops slightly, and the overall price range is 0.65-0. The current component price of head enterprises is stable, and the quotation is maintained at 0.70-0.75 yuan/W , while the quotation of 650-655W high-power components is maintained at 0.75-0.A few manufacturers have loosened their prices.
In addition, in recent days, some leading enterprises have added small batches of low-cost products, mainly from regression and project surplus , with power concentrated below 630W. The transaction price is as low as 0.66-0.
BC component price is stable, and the quotation range is maintained at 0.74-0. This week's quotation is basically stable, and the mainstream transaction is maintained at 0.80-0. North China region has accumulated a large number of low-efficiency components below 650 W of leading enterprises, and the quotation is as low as 0.76-0. According to the feedback from some dealers, since the beginning of the month, the inquiry enthusiasm of this batch of low-price goods is high, but the actual transaction is less, and the purchaser is still waiting for further exploration. The price
of HJT components is stable, and the quotation range is maintained at 0.67-0. This week, the special price of HJT components dropped to 0.67 yuan/W, but the turnover is concentrated at 0.70-0. The new turnover of high-efficiency components is relatively small. Shipments are mainly concentrated in the 700-720 W range.
In overseas markets , component prices fluctuated. Some manufacturers revealed that the current export price of components has been lowered, coupled with the weakening of overseas demand (European region), the export off-season is approaching. At the same time, the prices of overseas traders dropped synchronously. According to the data of European institutions, the prices of TOPCon and BC component products dropped by 1.5-6. The quotation range of TOPCon components is $0.10-0.12/W . The price range of BC components is 0.11-0.
The distributed market demand has further converged, as the bargaining space of component products in the manufacturer channel has been significantly narrowed this week. Some end customers turn to the dealer link inquiry to strive for profit space, but even so, the demand for new orders from dealers is still decreasing this week.
It is worth noting that in order to promote the transaction, channel providers no longer increase the price of small batch orders. According to some dealers, the
centralized market demand for digital new energy DataBM has contracted sharply, and the demand for new tenders in a single week has increased by a large amount. This week, it reached more than 1.7 GW , and the demand for large-scale power station projects in Northwest China was settled, compared with last week
. 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 0.67-0.0 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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