Multi-model photovoltaic module prices down the industry's traditional installed peak season will be

Recently, the price of photovoltaic cell module products has been loosened again. According to my steel network data, taking the 166 series single-sided single crystal PERC model components in East China as an example, the price quoted on August 8 was 1.16 yuan/watt, down 7.2 from the previous day.
Data show that in addition to the above-mentioned types of photovoltaic modules, 182 series single-sided single-sided single-crystal PERC and 210 series single-sided single-sided single-crystal PERC were quoted at 1.27 yuan/watt and 1.29 yuan/watt respectively on August 8, down 1.55 and 2.27 respectively from the previous day.
Yang Ruyi, general manager of Kuwang Investment, said in an interview with a reporter from the Securities Daily that from the perspective of market supply and demand, most mainstream component companies shipped less than expected in the first half of this year, so in order to make the annual supply quantity meet The standard, companies have increased the shipments of photovoltaic modules in the second half of the year, promoting supply growth, leading to oversupply, which in turn promoted a further decline in photovoltaic module prices.
"From the perspective of cost, cost is not the main reason for the recent decline in the price of photovoltaic modules. In fact, the photovoltaic upstream industry chain has been in a stable and slightly rising stage recently. On the one hand, the demand for overseas silicon materials has maintained a growth trend. On the other hand, the delay in production and the power supply have led to a decline in the overall output of silicon materials, and the supply is lower than expected, which eventually stabilizes the price of silicon materials and the component cost increases, however, because component companies need to meet shipping targets, the increase in costs has not led to a reduction in component supply and has not had a significant impact on component prices." Yang Ruyi further said that in addition to supply and demand factors, competition between enterprises is also the main reason for the decline in photovoltaic module prices. Since the beginning of this year, the number of bidding enterprises for photovoltaic modules has increased sharply. At the same time, the concentration of winning bids for photovoltaic modules has also begun to disperse. Many second-and third-tier enterprises have won and won orders in the competition with first-tier enterprises. In the case of a white-hot market, in order to meet the shipping target, many enterprises have tried to compete at low prices. The "price war" has also led to a drop in module prices. What changes in photovoltaic module prices? Liu Jimao, assistant to the president of Xingchu Century Technology Co., Ltd., told the "Securities Daily" reporter that taking the 166 model as an example, it is expected that the component price will hover between 1.0 yuan/watt and 1.2 yuan/watt for a long time. Yang Ruyi said frankly that in the long run, the prospects of the photovoltaic industry are still bright. With the increasing pursuit of clean energy in the world, photovoltaic technology and industry will be further developed and improved. my country's photovoltaic companies, with their advantages in technology, cost control and market layout, are expected to continue to occupy a place in the global market. Therefore, the profit expectations of photovoltaic module manufacturers in the second half of the year are still optimistic.
In Yang Ruyi's view, it is expected that the market demand will explode after entering the traditional peak season in the second half of the year. Judging from the semi-annual performance of listed companies, the net profit growth of most photovoltaic companies in the first half of the year is gratifying. This profit growth is mainly due to the synergy of various links in the industrial chain, especially in the field of battery modules, photovoltaic inverters and equipment. On the one hand, such achievements can ensure the sustainable development of the supply side, on the other hand, it will also attract more investors to enter the industry.

"The performance of the international market has also played a positive role in promoting the profit growth of photovoltaic module manufacturers. China's photovoltaic products have strong demand in overseas markets. In terms of policy, new energy-related industries have been the object of strong national support." Yang Ruyi said. (article data, views from the network) in Yang Ruyi's view, is expected to enter the second half of the traditional installed peak season, the market demand will explode. Judging from the semi-annual performance of listed companies, the net profit growth of most photovoltaic companies in the first half of the year is gratifying. This profit growth is mainly due to the synergy of various links in the industrial chain, especially in the field of battery modules, photovoltaic inverters and equipment. On the one hand, such achievements can ensure the sustainable development of the supply side, on the other hand, it will also attract more investors to enter the industry. "The performance of the international market has also played a positive role in promoting the profit growth of photovoltaic module manufacturers. China's photovoltaic products have strong demand in overseas markets. In terms of policy, new energy-related industries have been the object of strong national support." Yang Ruyi said. (Article data, views from the network)