September component production schedules are expected to slightly decrease compared to expectations. The price center of centralized components is shifting downwards.

Recently, prices of centralized component enterprises have slightly decreased, and the number of terminal projects has started to decrease. Some projects have not been evaluated yet, but the prices offered by enterprises have decreased significantly compared to the previous period. Currently, the mainstream centralized component enterprise prices have decreased to between 0.650-0.660 yuan/watt. The support from the cost end limits the decline of components, and it is expected that the bargaining sentiment will further increase in the near future. Component production in September is expected to decrease slightly compared to expectations, with some leading enterprises planning to reduce production accordingly. Overall production in September is expected to decrease by around 1GW compared to expectations.