RCCN WeChat QrCode
Mobile WebSite
Recently, everyone is very concerned about module prices, especially the price trend of photovoltaic modules next year. Compared with waiting for the national subsidy policy in previous years, this year everyone pays more attention to the group price. After all, the subsidy is only a few cents, and the policy has stabilized. It is unlikely that major changes will occur. And the price of the components has a larger room for fluctuations. The revenue situation and customer needs of next year’s photovoltaic installations.
Component price mattersAccording to statistics from media organizations, the price trend of photovoltaic modules since 2018 has gone from 2.7-2.91 yuan/watt at the beginning of 2018 to the current 1.3-1.59 yuan/watt. During this period, many technological innovations and process iterations have been paid in the industry. In addition, policy demand factors have forced the price of photovoltaic modules to decline rapidly, and the price of modules has nearly doubled in three years.
Beginning in mid-2020, the price of photovoltaic modules has not continued to cut prices. On the contrary, under the conditions of market recovery and shortage of raw materials, prices have risen all the way. The final price of photovoltaic modules is fixed at around 1.3-1.6 yuan/watt.
According to the current photovoltaic system installation price of about 3-5 yuan/watt, module equipment occupies 30-40%. For every 0.1 yuan decrease, the profit space for installers and owners will expand, and terminal installation needs will increase accordingly. Installers It's no surprise then that you look forward to lower component prices.
The average annual price reduction is 0.3 yuan/watt
According to the module price trend in previous years, the average annual price drop was 0.3 yuan/watt. Especially in 2018, due to the 531 policy, the price of photovoltaic modules plunged, the price of polycrystalline modules fell by 0.9 yuan/ yuan, and the price of monocrystalline modules fell by 0.7 yuan/watt. It also indirectly stimulated the installation demand in the second half of 2018.
Since the end of this year, high component prices and tight supply have made many installers choose to wait and see. Seeing a series of good news at the end of the year, it is obvious that the photovoltaic market will be hot next year, and the price of modules is another uncertain factor.
According to statistics from media organizations, the production capacity of the leading seven modules will account for 80% of the expected total demand before next year. Coupled with the fact that the 210 camps and 182 camps will meet each other, a photovoltaic group price war is about to start.
In addition, some experts believe that the price of photovoltaic modules will not fall sharply next year. Due to the high price of raw materials such as silicon and glass and the shortage of supply, the oversupply of the module side will not promote the decline of the price of photovoltaic modules. After all, the price and supply of raw materials Limits the decline in component prices.
Optimistic photovoltaic people believe that there are always more roads than difficulties. The shortage of raw materials is forcing leading module companies to develop industrial chain integration. The competition in upstream raw material manufacturing will become more fierce. The expansion of production capacity will continue to release. More intense.
The limitation of the shortage of glass is also solved with the efforts of photovoltaic people. After the supply of photovoltaic raw materials is guaranteed, next year will usher in the era of 1 yuan modules. Polycrystalline modules are expected to reach 1 yuan/watt, and the price of high-efficiency monocrystalline modules may drop To 1.3 yuan/watt.
