In the first half of the week, two head manufacturers lowered the price of components again, one of which was the second time in a week. The scope of
"price reduction tide" is also expanding, and the first-line enterprises have successively lowered their quotations. Second-and third-tier manufacturers are more aggressive to follow up, taking TOPCon components as an example, according to the research of digital new energy DataBM. Com, the lowest spot price on the market has reached 0.70 yuan/W .
It is noteworthy that this round of price reduction is not a direct price adjustment, but is still promoted by "rebate + special price" and other ways. Although many first-line manufacturers have not made substantial adjustments in their quotations, they have added shipping incentives to distribution channels and major customers, and the transaction price is significantly lower than "listing price". Subsequently, the situation of further rapid decline in the component market is more severe.
Specifically,
the overall price range of TOPCon components is maintained at 0.70-0.83 yuan/W . In the first half of the week, the quotation of Jingke Energy and Tongwei shares was lowered by 0.02-0.03 yuan/W . The mainstream transaction price of head enterprises further dropped to 0.73-0.76 yuan/W . At present , the quotation of only three leading enterprises is maintained above 0.75 yuan/ W, and the transaction range is 0.75-0.78 yuan/W .
It is worth noting that there has been news of price increase in the market recently, but according to the Digital New Energy DataBM. Com, only a small adjustment has been made in the quotation of individual models, but because some old contracts are still being executed, the actual transaction price has not changed significantly, and the overall tone of the market is still dominated by price reduction. The quotation range of
BC components remained stable at 0.75-0.96 yuan/W . In the past two weeks, the stock of 645 W and below BC products on the market has gradually decreased, except for special products, conventional components can only be obtained through bulk transfer. The price of this part of the product further dropped to 0.78-0.80 yuan/W this week. The transaction price of conventional mainstream products above 650W remains at 0.81-0.85 yuan/W . The price
of HJT components has declined partially, and the current quotation range is 0.73-0.83 yuan/W . In view of the recent scarcity of transactions in the distributed market, the price of HJT components has been adjusted accordingly according to the centralized quotation, in which the lowest quotation of Dongfang Risheng's HJT components will be reduced to 0.78 yuan/W . In addition, the special price range of distribution channels continued to decline, and the price of 710-720 W power segment components dropped by about 0.02-0.03 yuan/W . It has reached the lowest point of 0.73 yuan/W .
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 0.73-0.83 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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