National Day, a small number of collection projects were released, large-scale projects were scarce, "Silver Ten" was more than half, the market was still cold.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (10.1-10.17), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 0.66 GW . The total amount of bidding projects for centralized procurement of PV modules is about 2.4G W . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of the enterprise is 0.71-0.74 yuan/W , and the average bidding unit price is 0.721 yuan/W (including tax and excluding transportation price). The average price has remained above 0.70 yuan for two consecutive months. The lowest price comes from the project of selecting photovoltaic module suppliers from 2025 to 2026. Shaanxi Hualongxing Digital Energy Technology Co., Ltd. quoted a unit price of 0.715 yuan/W ; The highest price came from the first batch of centralized procurement projects of photovoltaic modules of Yunnan Green Energy New Energy Development Co., Ltd., and Tongwei shares reported a unit price of 0.733 yuan/W .
The specific bidding information is as follows:
the demand for centralized procurement bidding has increased, and the biweekly demand has reached more than 2.4G W. The main procurement types are TOPCon and BC components , and the power requirements are generally above 630W. Up to now, the overall demand for bidding in October is weak, lacking the pull of large-scale centralized procurement projects, and the demand for bidding in the first two weeks has dropped by about 86.1% compared with the same period in September. However, the overall bidding scale increased by 34.7% compared with the same period in 2024.
It is worth noting that, according to the incomplete statistics of the digital new energy DataBM. Com, after the festival, a number of projects issued abandoned bids and delayed announcements, totaling about 95.7 MW . Most of the reasons are that there are less than three qualified bidders. At the same time, the large-scale procurement projects of some state-owned enterprises (37 GW in total) were not announced as scheduled .
At present, in the period of electricity market policy adjustment, the uncertainty of return on investment is increasing. Some bidding units choose to postpone or suspend project bidding to observe the policy landing and market feedback, but at the same time, it indirectly leads to the lack of market confidence. Some investors also say that demand improvement will wait until the first quarter of 2026.
The specific bidding items are as follows:
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