DBM PV Modules: 3 Companies Drop Together, Scattered Orders Are Also Issued! Is the next wave of price cuts on the way?

In the first half of the week, three first-line component manufacturers lowered their quotations.

At present, "price reduction + high rebate" is still the main tone of promotional activities in the photovoltaic module market. However, in view of the fact that demand is still very low, in order to promote shipments, the "bottom line" of manufacturers has been repeatedly lowered-from the previous whole delivery to support bulk delivery .

At the same time, some manufacturers said that near the SNEC exhibition, the current price will be mainly stable. According to the usual practice in previous years, after the Shanghai Photovoltaic Exhibition, the industry will usher in a round of price reduction, but this year's price combined with rising costs, has been at a low limit, whether this year will usher in a new round of substantial price reduction activities, remains to be seen.

Specifically,

the overall price range of TOPCon components is maintained at 0.70-0.80 yuan/W . This week, Trina Solar , Zhengtai Xinneng, Atlas and other three companies lowered the price of all components by 0.01-0.03 yuan/W . The mainstream transaction price of head enterprises dropped to 0.73-0.76 yuan/W .

At the same time, the recent demand for 580-590 W power segment components is tight, because some of the photovoltaic power plants in stock need to replace components, but the mainstream manufacturers have stopped producing the power segment products, resulting in a structural shortage, which has no great impact on the basic supply and demand of the market. At present, the transaction price of the power section component is 0.70-0.73 yuan/W . The quotation range of

BC components remained stable at 0.75-0.96 yuan/W . According to the survey of Digital New Energy DataBM. Com, the special spot inventory in BC market was basically exhausted in the first half of the week, and the price of conventional component products has risen, with the transaction price stabilizing at 0.81-0.85 yuan/W . The price of special products (mainly degraded components) is 0.72-0.76 yuan/W . There is no fluctuation in the price

of HJT components for the time being, and the quotation is between 0.73-0.83 yuan/W . Unlike TOPCon and BC manufacturers who plan to postpone the price adjustment until after the exhibition, HJT's major manufacturers did not appear in the list of exhibitors. As the HJT component order market continues to be weak, manufacturers are cautious about the investment in the exhibition. At the same time, the component price has not yet followed the price adjustment, and the transaction price will remain stable at the current low level ( 0.73-0.78 yuan/W ) in the short term.

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 0.70-0.80 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.