Since the end of last year and the beginning of this year, the prices of photovoltaic modules have seen a significant increase, with the highest price increase reaching 50%.
Under the influence of multiple factors, since the end of last year and the beginning of this year, the prices of photovoltaic modules have seen a significant increase, with some manufacturers claiming that the price increase in this round of modules has reached as high as 50%. Behind the price increase, on the one hand, the rise in the price of materials, mainly silver, has greatly increased the cost of modules; on the other hand, the previous "anti-inner loop" did not effectively touch the module link, causing the losses of module companies to expand, leading to a stronger demand for profits.
It is worth mentioning that, due to the higher premium enjoyed by high-power and scenario products compared to conventional modules, journalists have learned from multiple manufacturers that this will be the focus of breakthroughs this year. In the 8GW module collective procurement of State Power Investment Corporation, the proportion of high-power products reaches 75%. Some top-tier manufacturers have also explicitly stated that the proportion of high-power products shipped this year will reach 60%. However, it was learned during interviews that even within the group of top-tier manufacturers, there are still certain differences in their judgments on the direction of module prices and profit returns for this year.
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