Module Prices Continue to Diverge, Distributed Market Expectations Remain Weak [SMM Silicon-Based PV Morning Meeting Summary]
[SMM Silicon-Based PV Morning Meeting Minutes: Module Prices Continue to Diverge, Distributed Market Expectations Remain Weak] Last week, domestic module prices continued to diverge. For centralized projects, with the recent signing of some projects, the publicly announced bidding prices have increased compared to early November, with an upward adjustment of approximately 0.01-0.03 yuan/W, as bid price limits provided some support. Demand in the distributed market has weakened again recently, while competitive sentiment for module types below 620W remains high. It is expected that before mid-December, the market will continue to be dominated by low-price competition, and the price center is expected to shift downward. Currently, distributed high-efficiency Topcon 183, 210R, and 210N modules are quoted at 0.667 yuan/W, 0.684 yuan/W, and 0.673 yuan/W, respectively, while centralized high-efficiency Topcon 182/183 and 210N modules are quoted at 0.667 yuan/W and 0.687 yuan/W, respectively.
