In the past two weeks, the PV module collection market continued to heat up, and the volume of bidding and bidding both increased.
According to the incomplete statistics of the digital new energy DataBM. Com, In the two weeks (5.30-6.12), the capacity of the announced PV module collection calibration and shortlisted projects was about 8.53 GW , a significant increase from 6.29 GW in the previous period; At the same time, the total amount of bidding projects for centralized procurement of PV modules was approximately 1.70 GW , representing a slight increase from 1.26 GW in the previous period.
However, since June, although the centralized mining market has obviously recovered, the quotation of large-scale centralized mining projects has dropped sharply compared with the previous period, gradually approaching 0.75 yuan/W. The market competition situation has gradually evolved from the previous "low-price order grabbing" of individual manufacturers to the collective downward movement of the overall quotation level.
CGN's 8.4GW centralized procurement project has landed, and the market activity is still rising
for nearly two weeks. The capacity of the national component collection and calibration projects was 8.53 GW , an increase of 35.61% over the previous period, and 14 new projects were added. Market activity is still rising. The calibration data of
this phase is mainly driven by the centralized procurement project of CGN New Energy in 2026, which is divided into 7 bid sections, each with a capacity of 1.2G W and a total capacity of 8.4G W . TCL Zhonghuan, Jingke Energy, Jingao Science and Technology, Xiexin Integration, Gaojing Solar Energy, Yingli Energy and Zhengtai Xinneng were selected, and the bidding prices were relatively concentrated. Between 0.74-0.77 yuan/W . Compared with the quotation of Huaneng Group's centralized procurement project in the previous period ( 0.83-0.92 yuan/W ), the quotation range of the project is significantly reduced . The bidding unit price is 0.73-0.84 yuan/W for the projects that
have won the bid and the winning candidates. The overall average price was 0.76 yuan/W , which was sharply lower than previous average price of 0.86 yuan/W . Down 11.6% .
The lowest price comes from the procurement of monocrystalline silicon battery components for distributed photovoltaic power generation projects in Ningxia Energy Co., Ltd., Henan Branch of China Aluminum Material Co., Ltd. Jingao Technology quoted a unit price of 0.737 yuan/W ; The highest price comes from the photovoltaic module procurement project of Luoyang Multi-energy Complementary Transportation System and Green Low Carbon Technology Integrated Application Demonstration Project Phase II. Luoyang Transportation Investment Group Supply Chain Co., Ltd. reported a unit price of 0.840 yuan/W .
The specific bidding information is as follows:
the bidding demand for ground power stations continues to be dominant, perovskite modules have rarely appeared in
the past two weeks, and the total capacity of bidding for photovoltaic modules is about 1.70 GW . Publicly released 15 projects, an increase of 34.92% compared with 1.26 GW in the previous period. Despite the lack of large-scale centralized mining projects, the demand for ground power stations and industrial and commercial power stations has increased significantly.
In the choice of technical route, N-type components are still the preferred choice of ground power stations (99.2% in this period ), but it is worth noting that. Nanjing Lukou Airport 1.99 MW photovoltaic project directly purchases perovskite modules , although the volume is small, but as a rare appearance of perovskite technology in public bidding, its landing progress is worth continuous tracking.
The specific bidding information is as follows:
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