In the past two weeks, the PV module collection market has stepped out of the holiday rest period, and the bidding end has a strong volume, but the calibration end has recently fallen back.
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 (10.3-10.16) is about 2.81 GW . Down 35.4% from 4.35 GW in the previous two weeks (9.19-10.2); At the same time, the total amount of bidding projects for photovoltaic modules is about 6.6GW , which is more than 14 times higher than 0.41 GW in the previous two weeks.
(For the weekly review of the last issue, please refer to: biweekly bidding of 7 GW and bidding of 17 GW! Central enterprise PV module centralized procurement (volume
) Anneng 1.5g W landed, Huadian + Zhongnengjian 20GW procurement is pending for
nearly two weeks, and the capacity of module centralized procurement and shortlisted projects is 2.81 GW . Compared with the previous period, it fell by 35.4% , with a total of 12 projects, of which 6 projects have been completed and 6 projects are in the state of candidate publicity. The largest project in
this period is the 2026 Framework Agreement Photovoltaic Module Procurement Project of China Anneng Group, with a scale of 1.5GW and 14 enterprises. Hongyuan Green Energy, Xiexin Integration, Longji Leye, Zhengtai Xinneng, Trina Solar Energy , TCL Central, Jingao Technology, Tongwei Stock and other manufacturers were shortlisted. In terms of the frequency of
enterprises entering the list, TCL Central and Dongfang Risheng each ranked first three times . Longji Green Energy, Zhengtai Xinneng, Trina Solar Energy, Tongwei Stock and Gaojing Solar Energy each had two entries. From the perspective of single project calibration capacity, Dongfang Risheng ranks first with 343 MW orders. Followed by Longji Green Energy 287 MW and Huayao Optoelectronics 196 MW . In terms of
price, among the projects that have been publicized as winning bidders and candidates, the bidding unit price is 0.691-0.830 yuan/W , and the average price is 0.757 yuan/W . Compared with the average price of 0.746 yuan/W in the previous period, it rose slightly by 1.50% . The lowest price comes from the photovoltaic module procurement project (second time) of Jingmen Duodao Tuanlin 99 MW Agricultural Photovoltaic Complementary Project (Phase I) of China Railway Fourth Bureau Installation Company. Dongfang Risheng quoted a unit price of 0.691 yuan/W ; The highest price comes from the newly planned photovoltaic project (the fourth phase) of Qingneng Baoshan Base in Baowu, and Jingke Energy quoted a unit price of 0.830 yuan/W .
In addition, in the past two weeks, two super-large centralized procurement projects have been completed, and Huadian Group and Zhongneng Construction 2026 photovoltaic module centralized procurement project have been opened on October 9. Their scales are 5GW and 15GW respectively. Among them, Huadian 5GW frame mining has 26 enterprises participating in the bidding, with a quotation range of 0.66-0.75 yuan/W , and the lowest quotation has dropped to a very low water level of 0.665 yuan/W ; Zhongnengjian 15GW has 31 enterprises participating in the centralized procurement, with a quotation range of 0.69-0.79 yuan/W .
It is worth noting that the lowest price (0.665 yuan/W and 0.690 yuan/W) is lower than lowest bidding unit price (0.691 yuan/W) in the current period. The price trend of component collection in the fourth quarter may usher in new downward pressure .
The specific bidding information is as follows:
the total bidding volume has increased significantly, the demand for module procurement has been further subdivided
in the past two weeks, and the total bidding volume for PV module procurement is about 6.6GW . Compared with 0.41 GW in the previous period, it has increased by more than 14 times, and 13 projects have been released publicly. The sharp increase of bidding volume in this period is mainly driven by the large order of 6GW frame mining of Longyuan Power. After excluding the large order, the remaining bidding volume is about 0.6GW . Among them, the large-scale projects include Qinghai Jingyuan Technology Photovoltaic Power Station Project (200 MW), Guangxi Dongxing Company Fishing-Photovoltaic Complementary Project (151.80 MW) and SDIC Power Fishing-Photovoltaic Complementary Project (120.37 MW). TOPCon is still absolutely dominant
in the procurement of technical routes. However, it is noteworthy that there are more scenario-based requirements this week-Longyuan Power 6GW framework procurement is divided into seven bidding sections, which are divided into offshore photovoltaic and onshore photovoltaic , requiring conversion efficiency of 24% or more. The three parameters of efficiency gear, power gear and application scenario are being included in the tender documents at the same time, and the segmentation trend of the subsequent component market may be more obvious.
The specific bidding information is as follows:
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