Dalam kemas kini mingguan baharu untuk majalah pv, OPIS, sebuah syarikat Dow Jones, memberikan pandangan pantas pada arah aliran harga utama dalam industri PV global.
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, sebuah syarikat Dow Jones, menyediakan harga tenaga, berita, data dan analisis mengenai petrol, diesel, bahan api jet, LPG/NGL, arang batu, logam dan bahan kimia, serta bahan api boleh diperbaharui dan komoditi alam sekitar. Ia memperoleh aset data harga daripada Singapore Solar Exchange pada 2022 dan kini menerbitkan Laporan Mingguan Solar OPIS APAC.
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