2026 Hnub ci ModuleNqe
Txij li thaum Lub Ib Hlis 2026, cuam tshuam los ntawm kev hloov kho rau photovoltaic xa tawm se rebate txoj cai, nce nqi ntawm cov khoom siv raw, thiab kev xav tau ntawm kev xa tawm, cov tuam txhab xws li Trina Solar, LONGi Green Energy, Jinko Solar, thiab JA Solar tau sib sau ua ke cov nqi ntawm lawv cov modules, silicon wafers, thiab lwm yam khoom. Tus nqi tshwj xeeb hloov pauv raws li hauv qab no:
|
Enterprise |
Lub Ib Hlis Ntuj Quotation (USD/W) |
Nruab nrab -Lub Ib Hlis Quotation (USD/W) |
Tus nqi nce (USD / W) |
Lus hais |
Cov ntaub ntawv Source |
|
Trina Hnub Ci |
0.117-0.123 |
0.121-0.127+, qee tus qauv ncav cuag 0.131-0.137 |
0.011-0.014 |
Lwm tus nqi nce rau Lub Ib Hlis 13th, ob tus nqi nce nyob rau hauv ib lub lis piam, thiab ntau dua quotes rau lub teeb yuag modules |
Trina Solar Official WeChat Tshaj Tawm, SMM Shanghai Nonferrous Network, Sina Nyiaj Txiag (2026.01.16) |
|
Longi Green Zog |
Cov paib modules 0.107-0.114, BC modules 0.114-0.121 |
Cov paib modules 0.114-0.121, BC modules 0.121-0.129 |
0.006-0.011 |
Tag nrho cov khoom kab nce nqi ib txhij, cov lus txiav txim qub tsis raug cai, thiab BC modules muaj tus nqi loj dua. |
TrendForce EnergyTrend, PV Zog Network, Tuam Tshoj Kev Lag Luam Journal (2026.01.15) |
|
JinkoSolar |
0.103-0.107 |
0.111-0.121 |
Mus txog 0.021 |
Ob tus nqi nce nyob rau hauv ib lub lis piam, qhov tseeb pauv nqi 0.107-0.116, TOPCon 3.0 module quotes tshaj 0.114 |
InfoLink Consulting, Sina Finance (2026.01.16), NetEase Xov Xwm (2026.01.16) |
|
JA hnub ci |
0.104-0.109 |
0.111-0.117 |
0.007-0.009 |
Ua raws li cov thawj coj hauv kev lag luam kom nce nqi ib txhij, nrog cov nqi siab dua rau kev txiav txim xa tawm; tus nqi pauv ntawm 710mm ob -sided modules yog 0.116 |
SMM Shanghai Nonferrous Network, Douyin PV Market Trends, PV Zog Network (2026.01.14) |
Silicon Wafer Nqe Hloov
Hauv thawj lub lim tiam ntawm Lub Ib Hlis, N- hom silicon wafer tus nqi tau nce siab, raws li cov lus qhia hauv qab no:
- N-hom G12 monocrystalline silicon wafer (182 × 210mm / 130μm): Tus nqi nruab nrab yog $0.203 / thooj, nce 9.21% lub lis piam-ntawm-lub lim tiam.
- N-hom G10L silicon wafer (182 × 183.75mm / 130μm): Tus nqi nruab nrab yog $0.187 / thooj, nce 9.17% lub lis piam-ntawm-lub lim tiam.
Cov tuam txhab xws li LONGi thiab Jinko tau tsa lawv cov nqi silicon wafer ib txhij, tsav cov nqi ntawm cov hnub ci hnub ci thiab cov qauv.
Source: Tuam Tshoj Silicon Industry Association, EnergyTrend, PV Energy Network (Lub Ib Hlis 9, 2026)
Solar Cell Nqe Hloov
Tus nqi nruab nrab ntawm cov khoom siv hluav taws xob Topcon hnub ci (M10, G12, thiab lwm yam) nyob rau lub Ib Hlis yog $0.055/W, 4.93% nce lub hli-ntawm- hli. Cov tuam txhab ua lag luam tau nce lawv cov lus siab siab - kawg cov lus rau $ 0.060 / W, nrog cov nqi lag luam tseem ceeb ntawm $ 0.054 txog $ 0.057 / W, nce ntawm $ 0.004 txog $ 0.007 / W piv rau thaum pib lub Ib Hlis.
Source: SMM Shanghai Metals Market, InfoLink Consulting, TrendForce (Lub Ib Hlis 14, 2026)
Cov laj thawj tseem ceeb rau tus nqi nce (Kev Ntsuam Xyuas Tso Cai)
1. Txoj cai-Tsav: Kev tshem tawm cov nyiaj them se tawm rau cov khoom lag luam photovoltaic rau lub Plaub Hlis 1st tau ua rau cov tuam txhab maj nrawm rau nkoj thaum lub sijhawm muaj txiaj ntsig, tsav tsheb nce nqi module thiab cov tuam txhab ua lag luam vying rau xaj.
2. Tus nqi nce: Cov nqi nyiaj tau nce siab tshaj $ 93 toj ib ooj, cov ntaub ntawv siab; tus nqi ntawm cov khoom siv raw xws li silicon, tooj liab, thiab aluminium rebounded, thawb cov nqi ntau lawm.
3. Kev xav tau nce siab: Cov kev thov hauv tsev rau cov tshuab hluav taws xob xa hluav taws xob tau rov qab los, thiab kev lag luam tawm txawv teb chaws tau ua raws li, nrog rau cov nqi FOB hauv Tebchaws Europe mus txog ze li peb- xyoo siab.
Cov ntaub ntawv sau tseg
- Txhua tus nqi hauv kab lus no yog se- suav nrog cov lus hais tom qab hloov dua siab tshiab. FOB nqi xa tawm tiag tiag feem ntau yog $ 0.005-0.01 / W siab dua li cov nqi teev tseg.
- Tus nqi hloov pauv tiag tiag tuaj yeem sib txawv vim muaj ntau yam xws li xaj loj, nqe lus them nqi, thiab lub sijhawm xa khoom. Qee qhov kev txiav txim qub qub tau muab tso tseg.
- Nqe Lus Cim: Txhua tus nqi USD hauv kab lus no tau hloov pauv ntawm tus nqi pauv ntawm 1 USD=7 RMB. Tus nqi pauv no yog qhov zoo sib xws nrog RMB / USD qhov sib luag nruab nrab ntawm 7.0006 thaum Lub Ib Hlis 20, 2026, thiab muaj kev ntseeg siab heev rau kev siv.