In the first week of December, the market finally ushered in the successive release and landing of large-scale component collection projects of state-owned enterprises, which brought a strong confidence boost to the photovoltaic industry in the "cold winter of demand" .
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (11.22-12.05), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 19.47 GW . The total amount of bidding projects for centralized procurement of PV modules is about 33.96GW . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.71-0.76 yuan/W , and the average bidding unit price is 0.74 yuan/W . The lowest price comes from the zero-carbon park distributed photovoltaic power generation project of Guangdong Jushen Storage Co., Ltd. and the distributed photovoltaic power generation project of Guangdong He's Intelligent Fisheries Technology Co., Ltd. Guangdong Zhuoyiming Technology Co., Ltd. quoted a unit price of 0.715 yuan/W ; The highest price was quoted by Gaojing Solar Energy Co., Ltd. at a unit price of 0.758 yuan/W in the procurement project of 120 MW and 45 MW fishing-photovoltaic complementary photovoltaic modules in Liuji Town, Tongshan District, China Power Construction. Compared with the statistics in mid-November, the bidding price of
enterprises increased significantly ( the average price increased by 0.02 yuan/ W compared with 0.72 yuan/W) . The quotation below 0.70 yuan/W is almost invisible ; Second, the product requirements for purchasing components have increased , and high-power component products above 630 W occupy the majority, which are also high-priced products in the distributed market (0.68-0.71 yuan/W). What
has aroused widespread concern is that the annual component procurement project of China Nengjian 2025 was announced on November 25, with a procurement scale of up to 17 GW . A total of 23 enterprises such as Jingke Energy, Longji Green Energy and Jingao Science and Technology were selected. The procurement includes 182mm TOPCon components, 210mm TOPCon components, HJT components and BC components.
The specific bidding information is as follows:
the bidding demand for centralized procurement increased significantly, and the bidding volume of 32.07GW in a single week reached the peak of this year. The biweekly demand is 32.96 GW, and the main type of procurement is high-power modules above 620 W, of which many projects put forward the requirement of conversion efficiency between 22.7% and 23.8%.
On December 3, China Power Construction released the centralized procurement project of photovoltaic module framework in 2026, with a total procurement of 31 GW . Among them, TOPCon module 24GW, HJT module 3GW, BC module 4GW, size requirements are double glass 182mm and above, power and conversion efficiency are not specified.
According to the statistics of Digital New Energy DataBM. Com, the peak season of "Golden Nine Silver Ten" did not meet expectations, except for the 17 GW tender built by China, the one-week tender volume from September to November was maintained at about 1.02 GW per week. Market sentiment has been in a downturn for a long time. Therefore, the newly released 31 GW component frame mining of China Power Construction has brought greater confidence to the current component market, and will bring support to the component demand next year after landing.
The specific bidding information is as follows:
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