In the past two weeks, the market performance of photovoltaic modules has been stable.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (6.13-6.26), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 3.13 GW . Decreased by 63.3% compared with 8.53 GW in the previous period; However, the total amount of bidding projects for centralized procurement of PV modules was about 6.87 GW , a sharp increase of 304% compared with 1.70 GW in the previous period.
On the whole, the current centralized procurement market is in the initial stage of a new round of bidding peak, and the regular project bidding rhythm remains stable.
(See the weekly review of the last bidding period: the rapid spread of "grabbing orders at a low price"! Photovoltaic module collection and bidding volume double growth! The average price fell by 11% against the trend.)
The release rhythm of the calibration project was stable, and the characteristics of the peak season were not significant
. In the past two weeks, the capacity of the national component collection calibration and shortlisted projects was 3.13 GW . Compared with 8.53 GW in the previous period, the ring ratio decreased by 63.3% , and a total of 8 new entries and calibration projects were added. The core data of
this phase is the two bid sections of CGN New Energy 2026 PV Module Equipment Framework Centralized Procurement Project, which has a total of seven bid sections of 8.4G W, of which two bid sections have been finalized in the past two weeks, each of which is 1.2G W, totaling 2.4G W. Among them, Package 1 Bid Section 2 was won by Jingke Energy at a unit price of 0.763 yuan/W . Bid section 2 of package 2 was won by Zhengtai Xinneng with 0.770 yuan/W . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price is 0.740-0.878 yuan/W , and the overall average price is 0.787 yuan/W . Compared with the average price of 0.760 yuan/W in the previous period, it rose slightly by 3.5% . The increase of average price mainly relies on the higher price of 0.81-0.88 yuan/ W reported by BC components in Guangxi Guangtou T2 distributed project, which raises the overall average price.
The lowest price comes from the photovoltaic module equipment procurement project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company, and Tongwei shares quoted a unit price of 0.740 yuan/W ; The highest price comes from the procurement project of photovoltaic module equipment for distributed photovoltaic power generation project in T2 area of Nanning Airport, Guangxi Guangtou Integrated Energy Management Co., Ltd. Jiangsu Nuoyiao Photovoltaic Technology Co., Ltd. reported a unit price of 0.878 yuan/W .
On the whole, although the scaling volume has contracted substantially, the conventional scale after excluding large orders is relatively stable. At the same time, price fluctuations are more due to differences in product technology types. At present, the market is still in a stable state, and the activity of the market has increased since June, but the expected "peak season" characteristics are not significant.
The specific bidding information is as follows:
Driven by the 5.4GW bidding of China Resources Power, the bidding volume increased by 304%
on a month-on-month basis. In the past two weeks, the total bidding volume for PV module procurement was about 6.87GW . Compared with the previous period, 1.70 GW increased by 304% , and 16 projects were released publicly. The main pulling force of the total amount of bidding in
this period comes from the centralized procurement project of photovoltaic module equipment of China Resources Power in 2026, with a total bidding scale of 5.40 GW for the three bidding sections . It accounts for 78.6% of the total amount of this period, and the pulling effect of large orders is very prominent.
However, excluding the super-large centralized procurement project, the remaining conventional bidding capacity totaled about 1.47 GW , a slight drop of about 13.5% from 1.70 GW in the previous period. The decline is moderate-the demand for regular bidding still maintains a steady release rhythm.
The specific bidding information is as follows:
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