In the past two weeks, there was a strong volume at the calibration end of the PV module collection market, but the bidding end fell sharply again.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (6.27-7.10), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 15.03 GW . A substantial increase of 380% compared with 3.13 GW in the previous period; At the same time, the total amount of bidding projects for photovoltaic modules was about 0.76 GW , down 89% from 6.87 GW in the previous period.
(See the bidding weekly review of the previous period: a month-on-month surge of 304%! Photovoltaic Module Collection Bidding Welcomes a New Round of "Small Peak"! )
Large-scale procurement of Datang, Zheneng and Guoneng has been implemented, frame mining and ground power stations have been promoted
together for nearly two weeks, and the capacity of the national component centralized procurement and shortlisted projects is 15.03 GW . Compared with the previous period , it increased by 380% , and there were 20 shortlisted and calibrated projects. The core data of
this phase is the PV module framework procurement project of Datang Group in 2026-2027, which is divided into three bid sections: TOPCon module bid section 6GW, HJT module bid section 1GW and BC module bid section 4GW. The total capacity is up to 11 GW . At present , the bidding announcements of TOPCon components and BC components have been issued. Jingke Energy, Tongwei Stock, Trina Solar Energy , Jingao Science and Technology, Hengdian Dongci and other 12 enterprises confirmed winning the bid; HJT components have not yet issued the announcement of winning the bid, but the enterprises confirmed to be candidates are Dongfang Risheng, Atlas and Jiangxi Electric Power Investment .
In addition, Zhengneng Group and National Energy have issued component procurement projects for large-scale ground power stations, totaling about 3.1 GW . The winning bidders are also concentrated in the head component manufacturers, such as Trina Solar, Jingao Technology, Jingke Energy and other head manufacturers. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price is between 0.651 and 0.896 yuan/W . The average price was 0.754 yuan/W , down 4.3% from the previous average price of 0.787 yuan/W . The lowest price comes from the purchase of photovoltaic module equipment for Qingxi Photovoltaic Power Generation Project in Hanyuan, Ya'an, Dadu River Company . Tongwei shares quoted a unit price of 0.651 yuan/W ; The highest price comes from 18.39 MWP photovoltaic modules of Qinshui New Energy Qinshui County 200 MW Photovoltaic Power Generation Project of Shanxi Company. Jingao Science and Technology reported a unit price of 0.896 yuan/W .
It is worth noting that in the past two weeks, the three major technical routes have purchasing demand, the price of TOPCon components is between 0.650-0.896 yuan/W, the price of BC components is between 0.790-0.812 yuan/W, and the price of HJT components is between 0.741-0.769 yuan/W. At present, the quotations of the three major technical routes are highly close, but the highest price this week is not from the BC or HJT component section with higher theoretical cost, but from the TOPCon component section . Further observation shows that the price span of TOPCon components is very large, the price difference is as high as 0.245 yuan/W, and most of the high-quoted products are high conversion efficiency or special terrain scenario applications. At present, the quotation logic in the component market has gradually deviated from the simple judgment of technology premium, but the price of subdividing scenarios and high-efficiency components is higher.
However, the discussion is also triggered by the fact that the low-price part of TOPCon components is being further explored in the procurement projects of Zhengneng and Guoneng. The quotations of Tongwei Stock (0.651 yuan/W), Jingao Technology (0.675 yuan/W) and Trina Solar (0.685 yuan/W) are all lower than 0.70 yuan/W.
The specific bidding information is as follows:
the bidding demand returns to normal, and the preference of TOPCon components accounts for 80%
in the past two weeks. The total amount of bidding for PV module procurement was about 0.76 GW , and 14 projects were publicly released, down 89% from 6.87 GW in the previous period. By contrast, excluding the large orders of China Resources in the previous period, the bidding volume of conventional projects in the previous period was about 1.47 GW, 0.76 GW in the current period, down 48% from the previous period, and the demand for bidding slowed down significantly.
The specific bidding information is as follows:
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