In 'n nuwe weeklikse opdatering vir pv tydskrif, OPIS, 'n Dow Jones-maatskappy, bied 'n vinnige blik op die belangrikste prysneigings in die globale PV-industrie.
The Chinese Module Marker (CMM), the OPIS benchmark assessment for mono PERC modules from China, was assessed at $0.123 per W, down $0.003/W week on week, while TOPCon module prices fell $0.004/W to $0.131/W. These new record lows come amid muted year-end demand as module makers cut production.
Prices in China have seen particular declines. While most tier-1 players – including a top 5 solar major – generally offer modules at around the CNY1 ($0.14)/W mark, some sellers lowered prices past that psychologically significant threshold. PERC modules have been offered as low as CNY0.72 ($0.10), multiple manufacturers said.
The winter season is a “weaker period of the year, hence, lower demand,” a solar market veteran said. China’s module makers are trying to clear their inventories, according to a module seller, during this off-season. Before their fiscal year closes in December, Chinese companies are attempting to sell stock and “bump up their revenues,” a different veteran said.
Operating rates are falling in this oversupplied environment. Some medium-sized solar factories are already closing for a break, according to a module maker. Factories in China usually only break during the Spring Festival, and a break now two months ahead of that holiday suggests that “factories don’t have orders,” the module maker said. Module factory operating rates are said to be 50-60%, according to an experienced market observer.
Low prices continue to be on the horizon as 2023 ends and in the year to come. 2024 will be a challenging year, according to a major solar developer. Low prices will persist for a time, with the industry gradually starting to stabilize in 2025 and then recover, the developer said.
OPIS, 'n Dow Jones-maatskappy, verskaf energiepryse, nuus, data en ontleding oor petrol, diesel, vliegtuigbrandstof, LPG/NGL, steenkool, metale en chemikalieë, sowel as hernubare brandstof en omgewingskommoditeite. Dit het prysdatabates van Singapore Solar Exchange in 2022 verkry en publiseer nou die OPIS APAC Solar Weekly Report.
Die menings en menings wat in hierdie artikel uitgespreek word, is die skrywer se eie, en weerspieël nie noodwendig dié wat deur pv tydskrif.
Hierdie inhoud word deur kopiereg beskerm en mag nie hergebruik word nie. As jy met ons wil saamwerk en van ons inhoud wil hergebruik, kontak asseblief: editors@pv-magazine.com.
Bron van pv tydskrif
Vrywaring: Die inligting hierbo uiteengesit word verskaf deur pv-magazine.com onafhanklik van Cooig.com. Cooig.com maak geen voorstelling en waarborge oor die kwaliteit en betroubaarheid van die verkoper en produkte nie.
