In the past two weeks, the procurement demand for components of centralized photovoltaic power plant projects has been temporarily quiet, the release of bidding projects is less, and the demand for centralized procurement in September is not clear.
However, it is noteworthy that with the continuous and in-depth anti-involution and resistance to low-price competition in the whole industry, the bottom line of bidding unit price for bid opening/calibration projects has moved up dramatically in the past two weeks, and the one-week compo nent calibration price has entered the "0.7 yuan/W" mark in an all-round way.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic module collection calibration and entry project announced in two weeks (8.23-9.5) is about 3.7 GW . The total amount of bidding projects for centralized procurement of PV modules is about 0.1GW . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.68-0.74 yuan/W , and the average bidding unit price is 0.72 yuan/W . The bidding unit price range contracted, the low price moved up sharply, and the average price remained stable. The lowest price comes from the photovoltaic module procurement project of an industrial and commercial roof distributed photovoltaic power generation project in Xiamen. Nanwei Photovoltaic quoted a unit price of 0.689 yuan/W ; The highest price comes from the centralized procurement project of photovoltaic module equipment for the second batch of photovoltaic projects of China Resources Power in 2025. Huayao Optoelectronics and Xiexin Integration quoted a unit price of 0.731 yuan/W .
It is noteworthy that on September 4, the Ministry of Industry and Information Technology and the General Administration of Market Supervision and Administration jointly issued a circular on the issuance of the Action Plan for Steady Growth of Electronic Information Manufacturing Industry in 2025-2026. It is clearly required to govern the low-price competition in photovoltaic and other fields according to law. Since the "anti-involution" action and initiative, the quotation of enterprises in the photovoltaic module collection market has been widely concerned for a long time, which has prompted the unit price of modules to rise. At present , the one-week module calibration price has risen to more than 0.70 yuan/W. The scheme may help consolidate the quotation level of the current centralized procurement market, and the subsequent changes in the digital new energy DataBM. Com will continue to track.
The specific bidding information is as follows:
the number of centralized procurement bidding projects is relatively small, the bidding demand in September has not yet started in a large area, and the biweekly demand is only about 0.1GW. The main type of procurement is N-type components, and the power requirement is generally 625W and above.
The specific bidding items are as follows:
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