In the first week of August, the upstream link of the photovoltaic industry chain has signs of bottoming out, but from the perspective of supply and demand structure, cost changes and downstream price trends, the rising signal is not stable.
This week in the distributed field, the prices of various types of solar panel continued to be low and stable. The mainstream trading price range of the first-line 182 single-sided single crystal PERC component is 0.75-0.81 yuan /W, and the average price is maintained at 0.78 yuan /W; The mainstream price range of first-line 182 PERC double-glass components is 0.77-0.83 yuan /W, and the average price is maintained at 0.80 yuan /W; The 210 series is the same price.
In terms of N-type modules, N-type TOPCon components also continued to maintain stability in the distributed range this week. First-line enterprises 182 single-side TOPCon component order delivery average price maintained 0.81 yuan /W; First-line enterprises 210 single-sided TOPCon component order delivery average price maintained 0.83 yuan /W; The price of HJT modules remained stable, and the mainstream trading price of first-line manufacturers remained stable in the range of 0.85-1 yuan /W, and the average price remained 0.95 yuan /W.
This week, although upstream silicon prices have bottomed out signs of rebound, but from the supply and demand structure, cost changes and downstream price trends, the rising signal is not stable; Silicon wafer, battery link is still in the process of slow to go to the library, there is still a lack of recovery power, and at present, distributed terminal demand has not been significantly improved, in addition to some head component enterprise orders improved, the overall order visibility of the market is limited, the tail market is still in the volume. Under the intensification of internal volume, the short-term component price is expected to be weak.
Notes:
1. This week’s component quotation is the guide price of distributed project modules for 1MW of spot purchase volume, including 13% value-added tax and freight in East China (not as a reference for large-scale bidding projects).
2. The price of this solar panels is a reference to the market transaction price of the first-line solar panels plants. The price of the second-line solar panel modules factory is generally 0.02-0.04 yuan /W cheaper than that of the first-line component factory.
3. The 1MW distributed PV modules guide price is only for distributed investors and EPC reference.
Post time: Aug-11-2024