In the past two weeks, the market capacity of photovoltaic modules has continued to be high, and the demand for bidding has returned to the "downturn" after the lack of large-scale projects.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized in two weeks (5.16-5.29) is about 6.30 GW . A slight drop from 6.35 GW in the previous period; The total amount of projects released by the bidding end of PV module centralized procurement reached 1.26 GW , but the scale shrank significantly compared with 12.58 GW in the previous period.
(See the bidding weekly review in the previous period: bidding 12GW, bidding 6GW! In May, the market of photovoltaic module collection was surprised by 0.7 yuan/W quotation .)
Huaneng Group's 6G W collection landed, and the pattern of price differentiation continued
for two weeks. A total of 12 new entries and calibration projects have been added to the domestic photovoltaic market, of which Huaneng Group's photovoltaic module collection project in 2026 has been finalized, accounting for the absolute main body of the total capacity of the current calibration. The project is divided into three bid sections, namely, the capacity of medium efficiency components in bid section I is 1800 MW, the capacity of medium efficiency components in bid section II is 700 MW, and the capacity of high efficiency components in bid section III is 3500 MW, with a total capacity of 6GW. Longji Green Energy, Jingke Energy, Zhengtai Xinneng, Tongwei Stock, Yingli Energy, Trina Solar Energy and Xiexin Integration were selected. The bidding unit price is 0.726-0.920 yuan/W for the projects that
have won the bid and the candidates for winning the bid. The overall average price is 0.861 yuan/W . The lowest price comes from the photovoltaic module equipment procurement project of Huarun Xianghai Photovoltaic 5.988 MW Distributed Photovoltaic Power Generation Project in Yunan District, Yunfu City, Guangdong Province. Gaojing Solar offered a low price of 0.726 yuan/W ; The highest price comes from the bidding section of the photovoltaic module framework agreement of China Huaneng Group Co., Ltd. in 2026. Longji Green Energy offers a unit price of 0.920 yuan/W .
It is worth noting that the last digital new energy DataBM. Com survey found that the centralized market has appeared the phenomenon of "low-price order grabbing", recent tracking feedback, low-price competition phenomenon "only increases but does not decrease" . According to the latest news follow-up, some leading enterprises have failed to withstand the pressure of high-priced bidding, and have now followed up the reduction of bidding prices. This phenomenon is concentrated in the TOPCon component procurement project, and the ex-factory price has not yet fallen below 0.70 yuan/W-but a small number of distributed "six-hair components" have appeared, and the industry needs to be alert again that the component price is sliding into the vicious competition quagmire of low price.
The specific bidding information is as follows:
the number of bidding projects has increased, the scale has contracted, the market activity has rebounded
slightly in the past two weeks, and the total amount of bidding for PV modules is about 1.26 GW . Publicly released 20 projects , down sharply from 12.58 GW in the previous period. However, the volume of the previous period was mainly driven by the 11GW framework procurement orders of Datang Group. After excluding special factors, the bidding volume in the past two weeks was basically the same as the regular level since April and May, and the regular bidding rhythm remained stable .
From the perspective of project type, the current bidding mainly focuses on small and medium-sized distributed and centralized projects . Guangdong Energy Group's 2026 module centralized procurement project totals about 680 MW, which is the largest bidding project, followed by China Resources Power's 300 MW module equipment centralized procurement project in North China.
It is worth noting that the distributed project in T2 area of Guangtou Nanning Airport in Guangxi clearly requires the use of BC double-sided double-glass components , which is rare in small and medium-sized projects in the past. It can be seen that the acceptance of BC components is improving .
The specific bidding information is as follows:
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