Components

The price of components increased this week . The price of TOPCon210 bifacial solar panels for ground-mounted power stations is 0.645 yuan/W , the price of TOPCon rectangular bifacial solar panels is 0.645 yuan/ W , and the price of HJT rectangular bifacial solar panels is 0.715 yuan/W .

In terms of supply and demand, the output of the module segment was about 46GW in June, and the production schedule decreased slightly in July . Battery manufacturers actively accumulated inventory to put pressure on module manufacturers, but the inventory of the module segment increased simultaneously. The inventory accumulation cycle continued in July, and the contradiction between supply and demand was prominent.

In terms of installed capacity, the National Energy Administration released national power industry statistics from January to June on July 23. In the first half of the year, 212.21GW of new photovoltaic installed capacity was installed, of which 14.36GW was installed in June .

In terms of price, the Central Finance and Economics Commission and the Ministry of Industry and Information Technology clearly stated in early July that they would "fight against low-price disorderly competition", requiring that the selling price cover all costs and that leading enterprises implement a 30% production cut, which directly pushed up upstream prices. However, the power station electricity price mechanism has not been determined, and the sensitivity to component prices is extremely high, which inhibits the transmission of price increases. The Politburo meeting at the end of July may issue more detailed rules. If the enforcement is weakened, the basis for price increases may loosen. Under the residual heat of the policy, component prices still have the inertia of rising, but the rise has slowed down and differentiation continues .

Silicon material/wafer/battery

Silicon material prices rose this week . The average price of N-type reinvestment is 46,800 yuan/ton , the average price of N-type dense silicon is 43,800 yuan/ton , and the average price of N-type granular silicon is 44,000 yuan/ton .

This week, the price of battery cells has increased . The average price of N-type TOPCon monocrystalline 210 battery is 0.26 yuan/W.Average price of N-type TOPCon monocrystalline 210R battery0.26 yuan/W .

Note:

1. The data are compiled by Sobi Consulting, and the prices are average prices. If you have any questions, please contact us. Welcome to discuss

2. Sobi Consulting will update the price trend of the industry chain every Wednesday and Thursday. Please pay attention.