of 2026, the component centralized procurement market in June ushered in a sprint, and the project scale increased against the trend, but the component centralized procurement price repair process has been interrupted.
In June, the total calibration amount of the component centralized procurement project was 9.26 GW . The monthly average price of 0.752 yuan/W fell 10.
Overall, the market in June showed the characteristics of "volume increase and price decrease" . The bottom effect of large orders is obvious, and the scalar quantity of conventional projects is very small. In terms of price, low-price competition is playing out again, and there is a growing trend.
(See the monthly review of the previous period: the fixed price has dropped by 80% on a month-on-month basis, and the price has risen by the most in a year!)! Databm. Com/news/60986301896386115. HTML "rel =" noopener noreferrer "target =" _ blank "> Is there an inflection point signal in the PV module centralized procurement market?
According to the incomplete statistics of digital new energy DataBM. Com, the total amount of photovoltaic module collection market calibration in June was 9.26 GW . Compared with May , it increased by 41.43% , the second highest in 2026, but decreased by 66% compared with June last year. Compared with 19 projects in May, the market activity is relatively stable.
However, it is worth noting that the growth of this month's fixed quantity is almost entirely driven by the large order of single project frame mining. After excluding this single item, the fixed quantity of conventional project collection is only about 0.
Single projects accounted for more than 90%
of the bidding units in June, showing extreme concentration characteristics, and CGN New Energy accounted for 90% of the total monthly bidding volume with 8400MW frame collection volume.
None of them reached the GW level . National Energy ranked second with 477.8 MW , and Sichuan Energy Investment ranked second with 185 MW. Guangdong Energy 679.
More than 90% of the procurement types are not marked, and the new national standard will accelerate the trend
of "high power, high conversion efficiency". Among the capacities with clearly marked technical routes, TOPCon components account for 91.5% and BC components account for 8.
Among the capacities with marked power sections, the scaling of power components above 630W is as high as 8. The PV module energy efficiency classification policy released at the end of June will further accelerate this trend-high power and high conversion efficiency will be upgraded from market orientation to regulatory constraints. Therefore, it can be predicted that the efficiency threshold of the centralized procurement market will accelerate to transition to 630W and above, and the proportion of the power segment below 630 W in the calibration statistics will accelerate to shrink in the next few months.
Jinko ranked first for two consecutive months, and the bottom effect of large orders was significant
. In June, the pattern of winning bidders showed a "seven-legged" trend due to the CGN component frame mining project, and the total share of the top seven orders was as high as 98. JinkoSolar ranked first with 1671.9 MW , mainly benefiting from CGN Package 1 (1200.0 MW) and National Energy Ganluo Phase II (448. Jingao Technology ranked second with 1421.9 MW.
It is worth noting that the "Matthew effect" of the component collection market in June is more significant, and the market resources are concentrating on the leading enterprises-a small number of front-line enterprises have concentrated on obtaining large-capacity orders for large-scale projects. Although the number of winning projects of second-tier and third-tier manufacturers has not been significantly reduced, the effective capacity of actual competition is less than 300 MW, resulting in the capacity of all but the top seven below 50 MW. The momentum of
component price repair was interrupted, and the average price fell by 10.73%
in June. According to the incomplete statistics of the digital new energy DataBM. Com, there was a significant turning point in the component price trend. In June, the overall bidding unit price range was 0.71-0.84 yuan/W . The highest price, the average price and the lowest price changed by -8.67% and -10.73% respectively. + 2.
The highest price appeared in 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. quoted a price of 0.84 yuan/W ; The lowest price appeared in the purchase project of photovoltaic module goods for Shangwan Thermal Power New Energy Project of Inner Mongolia Company. TCL Zhonghuan reported that the bidding price of
this month showed a downward trend as a whole, but the bidding range was narrowed. Average price month-on-month decline was the most significant, with a month-on-month decline of 10. This downward trend has not yet bottomed out, according to Digital New Energy DataBM.According to com survey, the quotation of some projects opened in June has dropped to 0.
Review and outlook: In the first half of the year, the characteristics of "volume reduction and price increase" are obvious, and the expected growth
of installed capacity in the second half of the year. In the first half of 2026, the photovoltaic module collection market showed the core feature of " volume reduction and price increase "-the total amount of calibration is about 63.8GW . Compared with 112.3GW in the same period of 2025, the monthly average price showed an "M-shaped" trend, and after two increases, it fell back to the level at the beginning of the year at the end of June. In the first half of 2026, the average price of component collection was 0.784 yuan/W . Compared with 0.712 yuan/W in the same period of 2025, it increased by about 10.
"Volume reduction" is reflected in the reduction of both the total amount of centralized procurement and the installed capacity. Firstly, according to the incomplete statistics of the digital new energy DataBM. Com, the total amount of centralized procurement and calibration in the first half of 2026 decreased by 43. In April , 31.97 GW accounted for nearly 50% of the total volume in the first half of the year, while in the remaining five months, only 31.1-3 months , the fixed volume continued to run at a low level. About 16.0 GW in total, decreased by 71.0% compared with 55.2GW in the same period of 2025; In May and June , relying on the support of Huaneng and China-Guangzhou Nuclear Power Framework, the total amount of calibration was relatively stable, but it was 44%
lower than that of the same period in 2025. In terms of installed capacity data , from January to May 2026, 59.59 GW of new photovoltaic installed capacity was added nationwide , down 69.88% from the same period last year. Among them, the monthly installed capacity in May was 8.68 GW , with a sharp drop of 90% compared with the same period last year. The double cliff-like decline of fixed volume and installed capacity confirmed the sharp reduction of market demand in the first half of the year.
"Price rise" is mainly due to https://www.databm.1-3 months at the beginning of the year , silver prices continued to rise, photovoltaic module manufacturers have "shouted up", combined with changes in export tax rebate policy, the distributed market has experienced a temporary shortage. The bidding price in the centralized procurement market will rise. However, from April to June, the upstream price of the industrial chain fell frequently, the inventory pressure of component enterprises was high, and the distributed market took the lead in the situation of price reduction and shipment, which was reflected in some centralized procurement projects. In
May, the rising price of centralized mining components was not a substantial rise in the market, but a pull of high-priced large orders (the quotation of the high-efficiency component section of Huaneng Frame Mining was as high as 0.87-0. In June, the silver price continued to bottom out, and silicon materials and batteries continued to fall for several weeks. The average bidding price of components dropped sharply by 10.
The first is the expected upward revision of terminal installation. With the gradual implementation of No.136 in the first half of the year, the certainty of the photovoltaic installed market is increasing. China's annual PV installed capacity is expected to rise from 200 GW at the beginning of the year to 220-240 GW, and the installed capacity in the second half of the year is expected to increase by more than 30% year-on-year, according to digital new energy DataBM.
Secondly, the multiple benefits of the policy side are released centrally. The new version of the guidelines for the carrying capacity of distributed generation has been formally implemented, the new energy consumption assessment of provinces and key industries has been rigidly constrained, and the multi-user green power direct connection policy has been promulgated. In addition, on June 25, the State Development and Reform Commission and the State Energy Administration issued the " However, on the price side, the downward pressure in the second half of the year is still greater. Although three mandatory national standards in the photovoltaic field have been promulgated, the second half of the year, as the final transition period before the landing of the new policy, will seize the last opportunity to speed up the shipment of production capacity to be eliminated, or will br e about periodic chaos in the component market.
At present, the upstream polysilicon is still grinding the bottom, the silver price has not yet shown signs of recovery, failing to provide "stable price" support for the current component price, the superimposed component market has started to accelerate the price reduction shipment mode, the current component spot price has fallen to 0.
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