Module prices are rising across the board? Responses from first-tier PV companies such as LONGi, JA Solar, and Trina Solar
Recently, there have been market rumors that many domestic first-tier photovoltaic module companies have collectively raised module prices. The rumored price increase is about a few cents per watt, which was once interpreted by the industry as a positive bottom reversal signal. On February 25, a person close to the marketing department of Longi Green Energy told reporters that due to the impact of 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 also confirmed the rumor of price increase to reporters. "It has indeed increased a bit." The relevant person in charge of the company told reporters that the price of modules sold to customers through channels has increased by 0.02 yuan/watt to 0.03 yuan/watt. At present, the domestic market and the European market have confirmed the price increase, and the situation in the US market is not clear yet. "The price of photovoltaic modules is going to increase." The relevant person in charge of JA Solar told reporters today that market demand has warmed up after the Spring Festival, and the company's subsequent orders are very good. "The price increase of photovoltaic components is not only supported by market demand, but also because the upstream raw materials are still in a loss-making state, and there is pressure for commission price increase, which requires the transmission of component price increase (cost pressure)."