DBM Video: The Price of 210R Batteries Is Rising, and the Components Are "Steady and Steady", can "Golden Nine and Silver Ten" Still Be Prosperous?

Old friends, in the first half of the week , the quotation of components seems to be calm and stable, but in fact, the old drama of "dark drop" is on again. Look upstream

first. The supply of 210R batteries , the main specification, has risen slightly this week, with the quotation returning to 0.31 to 0.32 yuan per watt, and high-efficiency batteries are out of stock.

Upstream rebound makes the component market temporarily lose the momentum to follow the fall. At least in the first half of the week, the manufacturers of head components did not have a clear willingness to lower their prices, and the space for components to fall sharply was relatively limited.

In the final analysis, the demand side also gives confidence. The expected autumn peak season of shipment is superimposed on the rebound of overseas medium version purchases, and the visibility of head orders is better than that of small and medium-sized manufacturers, so they are not in a hurry to "exchange price for quantity". According to the

model. The quotation of TOPCon head manufacturers did not move, and the mainstream transaction remained at 0.7 to 0.75 yuan per watt.

BC is stable as a whole, with the head mainstream turnover ranging from 0.81 to 0.83 yuan per watt. High-priced transactions are concentrated in distributed orders, and industrial and commercial purchases tend to be 0.8 to 0.81 yuan per watt.

HJT remained stable, with a small number of new orders recently, with a scale of 1 to 5 MW, a slow pace of shipment, and a highly concentrated price of 0.7 to 0.72 yuan per watt.

In this way, the quotation of mainstream products in the first half of the week is still strong, but in fact, a large number of special price components are being thrown out,

especially the special price range of TOPCon component head manufacturers has been significantly expanded, focusing on 700 to 715 w inefficient components, which is 2 to 3 points lower than conventional quotation. The transaction is 0.68 to 0.7 yuan per watt. Second-line brands have fallen back to 0.65 to 0.68 yuan per watt.

So the question is: now the "golden nine" has been more than half, the market is not as hot as imagined, the market is under the impact of a large number of special prices and even a little unable to hold the signs of slipping down, this year's "golden nine silver ten" fire in the end can not flourish? Talk in the comments section!

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