In response to the rumors of rising module prices in the market, a number of first-tier PV companies have confirmed the news to the first financial reporter.

Recently, it has been rumored that a number of domestic first-tier PV module companies have collectively raised module prices, and the rumored price increase is in the range of a few cents per watt, which was once interpreted by the industry as sending a positive bottom reversal signal.

On February 25, close to LONGi Green Energy (601012. SH) marketing department told the first financial reporter that affected by the power reform policy, the company's distributed ex-factory price rose by 0.03 yuan/watt to 0.05 yuan/watt last week, and the centralized price has not changed for the time being, but the price increase is expected to be unsustainable.

Trina Solar (688599. SH) also confirmed the rumors of price increases to CBN. "It's really gone up." The relevant person in charge of the company told reporters that the price of modules sold to customers in the channel has increased by 0.02 yuan/watt to 0.03 yuan/watt. At present, the domestic market and the European market have confirmed price increases, and the situation in the US market is not clear for the time being.

Talking about the reasons for the price increase in the domestic and European markets, Trina Solar responded today: "The self-discipline of the domestic industry has gradually played a role, and the market adjustment mechanism has gradually returned. In Europe, inventory depletion has been largely completed. ”

"The price of photovoltaic modules is going to rise." JA Solar (002459. SZ) told the first financial reporter today that the market demand has warmed up after the Spring Festival, and the company's follow-up orders are very good. "In addition to the support of market demand, the price increase of photovoltaic modules is still in a state of loss, and the cost is under pressure to increase the price of commissions, which requires the transmission of module price increases (cost pressure)."

"China's market demand accounts for a large proportion, and if the domestic market can rise, it will basically rise." Talking about the progress of destocking in the European market, the person in charge told reporters that there was a round of distributor dumping in Europe last Christmas, which has now ended.

A domestic first-line photovoltaic module company with a leading global shipment confirmed to the first financial reporter that the company's selling price to domestic distributors has indeed risen recently, with an increase of about 0.02 yuan/watt. The person in charge of the company also said, "The industry continues to promote self-disciplined supply-side reform, and the slight recovery of demand after the holiday may be the main driver of price increases." Whether the follow-up price increase can be sustained mainly depends on the progress of supply-side reform. ”

Aiko Co., Ltd. (600732. SH) responded to the first financial reporter that the ex-factory price of the company's ABC module (All Back Contact) is planned to rise by a few cents, and different channels may be slightly different, and the channel has its own price mark-up method, but on the whole, the feedback and acceptance of end customers are good.

In terms of the drivers of module price increases, Aiko told reporters that due to the industry's relatively ideal compliance with self-discipline, the operating rate of each link remains at a low level, and the contradiction between supply and demand has begun to ease, so the price of the industrial chain continues to walk in the upward channel. "In addition, due to the disconnection of the old and new timelines of market-oriented power transactions, domestic customers will have certain rush to install them, which will further accelerate the process of module price increases."

According to the 2024 global PV module shipment ranking released by industry information agency InfoLink Consulting last week, JinkoSolar (688223. SH), LONGi Green Energy (601012. SH), JA Solar (002459. SZ), Trina Solar (688599. SH) is one of the top four manufacturers in the world in terms of module shipments. These four companies account for 60% of the total shipments of the top 10 manufacturers, with a gap of more than 30% compared to the bottom of the list.

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