November, the component procurement market continued the cold atmosphere in October, and the overall bidding scale was small.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (11.08-11.21), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 1.5G W . The total amount of bidding projects for centralized procurement of PV modules is about 2.3GW . As
the end of the year is approaching, the landing of state-owned and central enterprises projects has accelerated. In the past two weeks , China Power Construction, Huadian Group and Datang Group have shown strong performance, accounting for more than 60% of the total number of projects. Among the projects that have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.64-0.79 yuan/W , and the average bidding unit price is 0.72 yuan/W . The lowest price is quoted by Inner Mongolia Shengheng Electric Power Equipment Installation Engineering Co., Ltd. at a unit price of 0.645 yuan/W in the internal procurement (secondary) project of photovoltaic modules of Aohan Banner Photovoltaic Power Station Construction Project (Phase II and Phase III); The highest price comes from the framework procurement (second bidding) project of photovoltaic modules for roof distributed photovoltaic projects of public institutions in Yangjiang City, Hailing Experimental Zone and Yangjiang Binhai New Area (Yangjiang High-tech Zone). Guangdong Runjia New Energy Co., Ltd. quoted a unit price of 0.790 yuan/W .
It is noteworthy that the Three Gorges Group recently opened the bid for the centralized procurement of photovoltaic module framework (the first batch) in 2026, with a total capacity of 2.5G W . According to public information, the first bid section purchases N-type components (182mm and above, conversion efficiency 22.83% and above ), and the bidding price of enterprises is between 0.69-0.77 yuan/W ; The second bid section purchases N-type components (182mm and above, conversion efficiency 23.8% and above ), and the bidding price of enterprises is between 0.75-0.81 yuan/W . More than 80% of the enterprises
participating in the bidding offer more than 0.75 yuan/W, which is also a high offer in the current centralized procurement market. Only 5.9% of the bidding and candidate enterprises offer more than 0.75 yuan/W. The "price limit" measures of the industry may be more clearly reflected in the calibration price in December, and there is a possibility that the price of the subsequent centralized procurement market will rise substantially.
The specific calibration information is as follows:
the bidding demand for centralized procurement is maintained at a low level, and the biweekly demand is about 2.3GW . The main procurement types are TOPCon, BC and HJT components, with obvious preference for high power, and many projects specify 640W or above component products.
On November 12, Guangzhou Development issued a tender announcement for centralized procurement of photovoltaic modules in 2025-2026, with a planned procurement capacity of about 1.2G W, including 0.8G W for the first bid section and 0.4G W for the second bid section. It is worth noting that in this tender, BC components are purchased separately as a bid section, with a power requirement of 610-650 W. It shows that the recognition of BC module products by state-owned enterprises has been improved (this year's projects such as 1.0 GW centralized procurement of South-to-North Water Transfer Project and 1.0 GW centralized procurement of China Carbon Aviation Investment are all shared by BC and HJT modules).
Specific calibration information is as follows:
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