In August, According to the incomplete statistics of the digital new energy DataBM. Com, In August, the total number of photovoltaic module procurement projects that have been announced as winning bids and candidates for winning bids reached about 4. The rated capacity still decreased by about 24.1% compared with July. It is noteworthy that the unit price of component bidding has continued to show a significant downward trend since May, but there was a "rise" in August. In that month, the bidding unit price range of enterprises was between 0.64 and 0.76 yuan/W , of which more than 70% of the quotations were above 0.70 yuan/W; The average unit price rose significantly to 0.71 yuan/W, an increase of 5.2% compared with the average price in July. Compared with the average price of 0.78 yuan/W in August 2024, it still dropped by 9. (For details of the last monthly review, see: CR Power led with 3.0 GW. Specifically, the capacity of the second batch of https://www.databm. Huadian Corporation, Guangdong Electric Power Development Co., Ltd. and China Railway in 2025 will not exceed 1GW. In addition, a number of large-scale centralized procurement projects completed the bid opening stage in August, among which Huadian Group's 20g W photovoltaic module procurement project attracted wide attention. The project was opened on August 22, and a total of 55 enterprises participated in the bidding. After the project is finalized, it will become the successor of Datang Group's 22.5G W , CNNC 26. In terms of component power preference, the purchase demand of power requirements above 600 W is significantly higher than that below 600 W. Mainly relying on the 3GW procurement project of China Resources Power, the project is divided into three bid sections, purchasing N-type TOPCon double-sided double-glass components above 620 W, 710 W and 710 W (high efficiency) respectively. At the same time, according to the digital new energy DataBM, Huayao and Xiexin have reached the GW level. According to the digital new energy DataBM, Huayao Optoelectronics ranks first with the calibration capacity of 1.5g W. Secondly, Xiexin Integration 1. Projects such as the procurement of photovoltaic modules by Sinopec in 2025 and the procurement of the first batch of photovoltaic modules by Guangzhou Southern Power Group Technology Company in 2025-2026 did not disclose the specific number of winning bids, and the statistical data were limited to a certain extent. Digital New Energy DataBM. Average Price Curve Rises, Component Quotation Reverses in August? According to incomplete statistics, the price range in August was 0.64-0.76 yuan/W , and the price range moved up. The highest price, average price and lowest price changed by -1.06%, + 5.25% and + 5 respectively. The highest price appeared in the first batch of photovoltaic module procurement framework (three tenders) projects of technology companies in 2025-2026. Longji Green Energy reported the lowest price of 0.in the 620Wp photovoltaic module procurement project of Shanxi Minguang New Energy Technology Co., Ltd. It is noteworthy that the unit price of component bidding has continued to show a significant downward trend since May. However, in August, a large area returned to 0. The bidding unit price range of enterprises was between 0.64 and 0.76 yuan/W , of which more than 70% of the quotations were above 0.70 yuan/W. The average unit price rose significantly to 0.71 yuan/W, an increase of 5.2% compared with the average price in July, but the average price of 0.78 yuan/W in August 2024 was still down by 9. At present, the quotation of TOPCon components, which occupies a large market share and the price is at a low level, has finally rebounded significantly. The average price also reached 0. On the other hand, the price of photovoltaic modules shows obvious signs of stabilization. According to the survey and statistics of digital new energy DataBM. Com, the current price of distributed market components is between 0.65-0.76 yuan/W , and the low price range is gradually narrowing. The spot price of head manufacturers is mostly concentrated at 0.67-0. In addition, there is a shortage of supply of some size cells in the market recently. Some manufacturers revealed that if the price of upstream raw materials is strong/continues to rise, it may support the price of components to rise in the short term. On the whole, it is expected that the quotation of PV modules will continue to rise steadily from the end of Q3 to the beginning of Q4. However, despite the good situation, whether the traditional "peak season" can come as scheduled is still facing greater challenges, and the market still has doubts about the sustainability of this round of price rebound. This is reflected in the following aspects: the production schedule of many links is relatively low compared with last year, the price increase action of leading manufacturers has not been implemented, the distributed demand has not met expectations, and the procurement of some centralized project components has been delayed. Termination situation (about in August) 1. The current market is in urgent need of a clear price signal and the demand for large-scale projects to break the deadlock. On the contrary, if some large-scale centralized procurement projects continue to delay bidding or price fluctuations, or will aggravate the cautious mentality of purchasers, resulting in some demand delays, the traditional "peak season" will face a greater test.
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