In May, the total number of photovoltaic module collection projects was only 1.
According to the incomplete statistics of the digital new energy DataBM. Com, In May, the total number of PV module procurement projects for which bid-winning announcements and bid-winning candidates have been published reached about 1.
Among them, 19 projects were awarded, including 20 bidding sections, with a total capacity of about 0. While the scale of bidding contracted, the unit price of modules was also in a downward state. The calibration price range is 0.65-0.89 yuan/W , which is slightly lower than calibration price range of 0.65-0.99 yuan/W in April. The average unit price dropped to 0.
The procurement projects of state-owned enterprises remained at a low level, and the industry was expected to be conservative
. From the perspective of bidding units, the overall market of centralized procurement in May was relatively cold, and GW level calibration projects were not visible.
Among them, China Electric Power Construction finalized eight photovoltaic module procurement projects in May. About 0.36 GW for Xinjiang Energy and 0.36 GW for Guangdong Energy . China Railway Group has completed the procurement project of photovoltaic module framework. Daheng Energy, CECEP, Haitai Xinneng, Longji Green Energy and other eight , according to Digital New Energy DataBM." Only CNNC 26. The industry is generally cautious and conservative about the expectation of market recovery at the end of the second quarter and the beginning of the third quarter, and the scale of centralized procurement will remain low or become the norm in the short term.
about 55.TOPCon modules covered 6 bidding sections, and the installed capacity accounted for only 33.45% , which was significantly lower than that in April; HJT and BC modules cover 4 bid sections in total, with installed capacity accounting for 10.
In terms of module power preference, May continued the change of power segment preference in April, that is, the demand capacity of photovoltaic modules with lower power is higher. The capacity of 600W and below conventional power bidding sections is about 0.
The orders of enterprises are significantly reduced. Longji Green Energy ranks first
for the time being. According to Digital New Energy DataBM . Longji Green Energy is 0.
Overall, the calibration volume disclosed by TOP10 photovoltaic module manufacturers in public channels is at a very low level. Especially compared with the calibration data in March, the number of enterprises with calibration volume above 1GW in March is 8, while the calibration volume of enterprises in April-May is below 1GW, and the industry as a whole is in a difficult situation of weak new orders. The price of
components declined again, ranging from 1.7% to 13.1%.
According to the incomplete statistics of the digital new energy DataBM. Com, the price range in May was 0.65-0.89 yuan/W . Compared with the bidding price range in April, the highest price, the average price and the lowest price changed by -13.07%, 0.00% and -1 respectively.
The highest price appeared in the 610 W component section. Ningbo Lefeng New Energy Co., Ltd. in Bahrain Left Banner Photovoltaic Power Station Project (Phase II) Photovoltaic Module Procurement Project, with 0. It is noteworthy that the winning bid price of HJT and BC modules has declined , focusing on 0.72-0.76 yuan/W.
According to Digital New Energy DataBM, although a few head component manufacturers tried to report a rise , it was difficult to resist the overall market trend dominated by price reduction. Centralized projects have a significant lag in response to changes in component prices because of their long procurement process and long contract execution cycle. Therefore, the downward range of centralized component prices in May is likely to be only the "beginning" rather than "end" of this round of decline. In the absence of strong demand support, the price of centralized photovoltaic modules in June is facing further downward pressure.
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