component bidding has risen sharply for two consecutive months, and the current centralized market price has exceeded the same period last year. It reflects that the domestic "anti-involution" action has achieved results.
(For details of last monthly review, please refer to: PowerChina led with 3.9 GW , It includes a number of photovoltaic module procurement projects. Among them, the first batch of 3000MWp centralized procurement projects of N-type (TOPCon) photovoltaic modules in 2025 occupied 3. The public procurement capacity of Huadian Group and Huaneng Group did not break through 1.
According to the statistics of the Digital New Energy DataBM. Com, In September 2024, there were about 5 state-owned power enterprises with a scale of more than 1.0 GW (for example, Guangdong Hydropower 4.0 GW, Guoyuan Power 1.
Chint has a big lead! According to com incomplete statistics, from the point of view of the main body of bidding, a total of 18 enterprises won the centralized procurement project in September (only the enterprises that have disclosed the bidding results are counted). Only one enterprise, Zhengtai Xinneng, has reached GW level in the scale of bidding. 3.
It is worth noting that the main structure of bidding in the current PV module centralized procurement market has changed significantly (Note: the capacity of some framework procurement projects that have not been publicized is not included). Compared with the previous pattern of being "dominated" by leading enterprises for a long time, the top five enterprises in the monthly calibration capacity ranking have appeared in the second and third-tier enterprises in the TOP ranking this month, and the ability of small and medium-sized manufacturers to take orders is improving. (It should be noted that the current overall order volume is shrinking, and there is a statistical bias caused by the limited sample size.)
According to the incomplete statistics of digital new energy DataBM. Com, the bidding price range in September was 0.65-0.86 yuan/W , and the price range moved up. Highest price, average price and lowest price changed by + 12.99%, + 1.41%, + 1.
The highest price appeared in the base station photovoltaic module procurement project of Jilin Branch of China Iron Tower Co., Ltd. in 2025. Chengdu Haopu Environmental Protection Technology Co., Ltd. quoted a price of 0.The lowest price appeared in Wensu County Jinkun Energy Investment and Development Co., Ltd. Tumuxiuke 5.99 MWp Distributed 0 HTML0 UNK5 5 Photovoltaic Power 0 HTML0 UNK5 6 In the procurement project of monocrystalline silicon N-type battery module panel materials, 0 HTML0 UNK5 7 Dongfang Risheng 0 HTML0 UNK5 8 reported 0 HTML0 UNK5 90.0 HTML0 UNK60 In addition, the bidding unit price of centralized procurement of modules has risen sharply for two consecutive months. At present, the price of photovoltaic modules in the centralized market 0 HTML 0 UNK61 has been higher than data of September 2024 0 HTML 0 UNK62, 0 HTML 0 UNK63, the highest price, the average price and the lowest price 0 HTML 0 UNK64 have increased by 7.34%, 1.00% and 4. September 2024 is the most intense period of "price war" in China. The prices of distributed and centralized market components have "broken 7", and the bidding unit price has dropped sharply to 0 HTML 0 UNK660. (For details of previous years, see: 0 HTML 0 UNK67 beginning with the word "6", the operating rate has increased … PV Module Market Review in September and Outlook in October 0 HTML0UNK68) 0HTML0UNK69 < IMG SRC = "https://img7.ccement.com/news/2510/richtext/img/e24mgufb2pa1760340997072.0HTML0UNK70 According to the research of digital renewable energy DataBM. Com, Since the implementation of several measures of "anti-involution", < a href = "On October 10, https://www.databm.0HTML0UNK7110, the two ministries and commissions jointly issued the Notice on Governing Price Disorderly Competition and Maintaining Good Market Price Order, which clearly put forward the management of vicious competition below cost price in the field of bidding. Under the influence of the policy control of the rising cost of raw materials, the price of the components collected in October is more likely to rise again. 0HTML0UNK72 But on the other hand, the demand side that the market is most concerned about is still relatively quiet. According to Digital New Energy DataBM. At the same time, many large-scale projects in the centralized procurement sector have not landed, and the market as a whole holds a "conservative wait-and-see" attitude. 0 HTML 0 UNK73 In addition, affected by the sluggish demand, the component production schedule of manufacturers in the fourth quarter is expected to shrink. A number of manufacturers said that 0 HTML 0 UNK74 will focus on the overseas market 0 HTML 0 UNK75 in the fourth quarter, and the proportion of head overseas shipments is expected to rise to more than 50%.
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