In the past two weeks, the demand for large-scale procurement was released, the biweekly bidding volume exceeded 17.5G W, and the unit price of components rose sharply, but the expected "peak season" did not come.
Relying on the pull of a few projects, the market scale of photovoltaic module collection has started, but the overall number of projects in the past two weeks is still on the low side. According to the incomplete statistics of digital new energy DataBM. Com, since the end of July, some large-scale centralized mining projects have been released, such as Huadian Group 20GW, Huaneng Group 6GW, China can build 17GW and so on-the centralized market demand is obviously warmer than Q2 to the beginning of Q3. In addition, up to now, the total amount of tenders issued in September has reached about 85.0% compared with 2024 (the total amount of tenders issued in September 2024 is about 20.5G W ). However, in terms of the number of projects released, the data so far this month has dropped by about 78.0% compared with the same period last year, which shows that the market activity has been greatly reduced.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized for two weeks (9.6-9.19) is about 0.8GW . The total amount of bidding projects for centralized procurement of PV modules is about 17.5G W . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of the enterprise is 0.70-0.86 yuan/W , and the average bidding unit price is 0.77 yuan/W (including tax and excluding transportation price). The average price has increased significantly. The lowest price comes from the 146.02 MWp photovoltaic module procurement project of Hetou Wangjia and Wang Xiaocun Photovoltaic Power Generation Project in Mouding County, Chuxiong Prefecture, Yunnan Province. Yingli Energy quoted a unit price of 0.706 yuan/W ; The highest price comes from the procurement project of base station photovoltaic modules of Jilin Branch of China Tower Co., Ltd. in 2025. Chengdu Haopu Environmental Protection Technology Co., Ltd. reported a unit price of 0.859 yuan/W .
The specific bidding information is as follows:
The demand for centralized procurement bidding has increased significantly, and the biweekly demand has reached more than 17.5G W. The main procurement types are TOPCon, BC and HJT components , and the power requirements are generally between 580-715W. On September 10,
China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025 , with a total tender of 17 GW . Greatly pull the collection scale of photovoltaic modules in September. The project is divided into 8 bid packages, covering 182mm TOPCon components, 210mm TOPCon components, HJT components and BC components, which will be opened on October 9.
The specific bidding items are as follows:
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