In June, the total amount of PV module centralized procurement projects was as high as 27.3GW . The centralized procurement was closed in the first half of the year, and the demand in the second half of the year was to be released.
According to the incomplete statistics of the digital new energy DataBM. Com, the total number of photovoltaic module procurement projects that have been published in June and announced by the winning candidates is about 27.3 GW.
However, the unit price of components continued to decline in May. The calibration price range is 0.64-0.88 yuan/W , which is slightly lower than calibration price range of 0.65-0.89 yuan/W in May, and the average unit price decreases again. About 0.717 yuan/W .
CNNC's large-scale centralized procurement drives demand, and the "five big and six small" are relatively quiet
as a whole. From the perspective of bidding units, the centralized procurement market as a whole is relatively quiet in June. Except for individual large-scale centralized procurement projects, the average procurement capacity is about 60 MW.
Among them , in June, CNNC finalized the first-level centralized procurement project of photovoltaic module equipment in 2025-2026, with a total procurement of about 26.7 GW , ranking first. China Nuclear Construction and China Railway followed closely with 0.38 GW and 0.21 GW respectively. None of the other tenderers exceeds 0.2G W.
It is worth looking forward to that although the purchasing demand released by the "five big and six small" in June is sparse, according to the survey of the Digital New Energy DataBM. Com, some units have followed up the task of annual component procurement bidding in early July. China Resources Power released a bidding project for the centralized procurement of 3GW photovoltaic module equipment. In addition to the goal of grid-connected large base projects in the second half of the year, there may still be a lot of room for the demand for photovoltaic modules in the central enterprises of power countries. The proportion
of TOPCon component procurement has declined for three consecutive months, mainly due to the continuous increase
in the proportion of framework procurement. The June calibration project involves TOPCon components, HJT components, BC components, flexible components , etc.
It is worth noting that in June, a large number of projects did not publicize the type of procurement components, and the proportion of framework procurement continued to rise. Due to the further decline in the integrity of information disclosure, there are some obstacles to the interpretation of component procurement type preferences. In terms of
module power preference, photovoltaic modules with higher power demand capacity are higher. The rated capacity of 600W and above conventional power bid section is about 0.20G W , which is higher than demand of components below 600W. Digital New Energy DataBM. Com is concerned that the performance of the current collection market is similar to that of the distributed market, and component manufacturers are increasing the power of the main push component products. Some manufacturers have revealed that their low-power components have entered the stage of discontinuation, and will focus on component products above 640 W in the future.
Component quotations declined for two consecutive months, ranging from 1.1% to 2.9%.
According to incomplete statistics from the Digital New Energy DataBM. Com, the price range in June was 0.640-0.871 yuan/W . Compared with the price range in May, the highest price, the average price and the lowest price changed by -2.02%, -1.10% and -2.88% respectively. The highest
price appeared in the component procurement project of semiconductor accelerator (Phase II) 5 # plant 0.65 MW distributed photovoltaic power generation project. Hongyuan Green Energy won the bid at a high price of 0.867 yuan/W . In addition, the calibration price of BC components has declined, focusing on 0.70-0.75 yuan/W , while the current quotation in the distributed market has also declined in early July, with the overall quotation falling below 0.80 yuan/W . Now at 0.68-0.79 yuan/W . In the first half of
2025, the scale of centralized photovoltaic projects continued to decline for several months, and entered a quiet period
in April. In the first half of 2025, the scale of centralized photovoltaic projects continued to shrink. According to the statistics of the Digital New Energy DataBM. Com, the total amount of calibration in the first quarter was about 54 GW , which was affected by the "rush to install" in the distributed market and the policy changes in the electricity market after entering the second quarter. A number of large-scale centralized procurement projects were suspended or delayed (such as the termination of 51GW centralized procurement of China Power Construction Corporation and the extension of the 26.67GW framework of China Nuclear Power Corporation), resulting in a sharp decline in the actual landing projects, with only about 30GW in the second quarter . Since April, the market has obviously entered a period of demand silence, and the one-week fixed volume from April to May has not reached more than 1.0 GW, and the centralized procurement activities have slowed down significantly.
Despite the phased contraction of centralized photovoltaic procurement in the first half of the year, the demand of central enterprises in power countries is more likely to be released from the third quarter. According to the survey of digital new energy DataBM. Com, the second half of the year will enter a centralized delivery period for large base projects, such as Inner Mongolia, Xinjiang and other bases, which is expected to support the rebound of centralized demand. At the same time, the energy group represented by "five big and six small" is launching the annual centralized procurement plan (such as China Resources Power launched the bidding for 3GW modules in July), and the scale of centralized procurement of photovoltaic modules may improve .
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