In the past two weeks, the procurement demand for centralized photovoltaic project components has been quiet again, but a large number of pre-centralized projects have been settled.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized in two weeks (7.12-7.25) is about 1.94 GW . The total amount of bidding projects for centralized procurement of PV modules is about 0.29 GW .
It is worth noting that Huadian Group, State Power Investment Corporation, Datang Group and Huaneng Group all have photovoltaic module procurement projects finalized this week. The total is about 0.98 GW , which dominates the growth of centralized demand. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of the enterprise is 0.60-0.77 yuan/W , the overall price difference has widened, and the low price has dropped again. The highest price of 0.768 yuan/W was reported by Hunan Yifu New Energy Co., Ltd . From Guangdong Shuangxing New Materials Group Co., Ltd. 9.5M Wp Distributed Photovoltaic Power Generation Energy-saving Renovation Project Photovoltaic Module Material Procurement (Second Bidding) Project, purchased N-type double-sided double-glass modules above 715 W. The lowest price of 0.609 yuan /W is reported by Hebei Haopan Environmental Protection Technology Co., Ltd. and comes from the procurement project of photovoltaic modules of Huaneng Xingtai Comprehensive Energy, Xinhe Hanhao, Hebei Jieyuan and Qinghe Xusheng Photovoltaic Station. The price of components purchased from 410W to 580 W is about 0.03 yuan/W lower than lowest price in June (the price range in June is 0.640-0.871 yuan/W).
In addition, the phenomenon of "Yin-Yang contract" in the bidding market, which is rumored in the market, has attracted more attention recently, and the actual transaction price in the centralized market may even be in the downward channel. However, according to the news of the semi-annual meeting of China's photovoltaic industry held today, in the second half of the year, the industry will closely supervise and rectify the situation of low-price bidding, or will curb the occurrence of this situation, aiming at the medium- and long-term price trend of the component market. Digital new energy DataBM. Com will continue to observe.
The specific bidding information is as follows:
The scale of the centralized procurement bidding project is about 0.29 GW , and the procurement demand has dropped significantly compared with the previous two weeks. The main types of components purchased include TOPCon components, HJT components , etc. It is worth noting that the second batch of photovoltaic module collection projects of China Resources Power in 2025 have been postponed, the bid opening time has been extended to August , and the wait-and-see sentiment at the purchasing end of the centralized market may continue.
The specific bidding items are as follows:
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