In the past two weeks, the market volume and price of photovoltaic modules have risen simultaneously, and the average price has risen to 0.735 yuan/W.
According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic module collection and bidding and entry projects announced in two weeks (7.25-8.7) is about 2.34 GW, which is significantly higher than that of 0.89 GW in the previous period; At the same time, the total amount of bidding projects for centralized procurement of photovoltaic modules was about 2.29 GW, a significant increase from 0.45 GW in the previous period.
(For details of the previous period, see: a big drop of 94%! With the ebb tide of large orders and the sharp decline
in the scale of photovoltaic module collection, the volume and price have risen simultaneously, and the scale of large order driven calibration has increased by 163%
in the past two weeks. The capacity of the national module collection calibration and shortlisted projects is 2.34 GW. Compared with 0.89 GW in the previous period , it increased by 163% , with 17 new entries and calibration projects . The sharp rebound of the fixed quantity in this period is mainly driven by the Aba Rong'an 1150MW Photovoltaic Project (Phase II) of Guoneng Dadu River Company, which has two bid sections totaling 843.62 MW and mainly purchases 645 W of TOPCon double-sided double-glass modules. Three manufacturers , Tongwei Stock, Trina Solar and Jingao Technology , were shortlisted. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price is 0.654-0.800 yuan/W , and the average price is 0.735 yuan/W . Compared with the average price of 0.690 yuan/W in the previous period, it rose by 6.5% . The lowest price comes from the second batch of centralized bidding and procurement projects of photovoltaic modules (630 W tender section) of Guangdong Energy Group in 2026. Hengdian Dongci reported a unit price of 0.654 yuan/W ; The highest price comes from the purchase of photovoltaic modules for the 12365 MWp distributed photovoltaic power generation project in the VDC reservoir area of GM Cadillac. JinkoSolar quoted a unit price of 0.800 yuan/W . The reason for the sharp rise in the average price in the
past two weeks is not the overall increase in the price of photovoltaic modules in the market, but the reduction of abnormal low prices. The abnormal low price of 0.53 yuan/W of traders in the previous period disappeared completely in this period, and the price range returned to the common range.
The specific bidding information is as follows:
the flow of bidding and delayed projects exceed 1.2GW, the uncertainty of the bidding market has increased
in the past two weeks, and the total bidding amount of photovoltaic modules is about 2.29 GW . A significant increase of 0.45 GW compared with the previous period. Mainly driven by the large purchase order of photovoltaic modules under the 1.5g W framework agreement of China Anneng Group, after excluding the large order, the remaining bidding volume was about 0.79GW, which was basically the same as the regular bidding volume of the previous period.
It is worth noting that in recent years, there have been many failures and delays in bidding projects for centralized procurement of components. On August 5, Shenneng Stock System Enterprise issued a termination announcement for the bidding of the framework agreement for photovoltaic modules in 2026-2027. The procurement of 1GW N-type high-efficiency (BC or TOPCon) components failed due to less than three valid bidders. The bid opening of the project was delayed for a time after the bid was issued in May, and it has not been implemented for three months. At the same time, Ruichang City Investment Supply Chain Management Co., Ltd. The Seventh Division also announced the postponement of bid opening for the tender of 200 MW EPC general contracting photovoltaic modules for the first bid section of BD Fusion 2G W Photovoltaic Project in Huyanghe City (Zhongxinjian Power 1GW).
At present, in the period of policy change, the phenomenon of blocked bidding may continue to increase in the short term, especially in small and medium-sized bidding projects of non-central enterprises and non-head power enterprises. This part of the project is more sensitive to the purchase price, and the expectation of bearing the price increase is relatively weak. The bidding market is waiting to anchor the new purchase budget and the purchase price acceptable to both buyers and sellers. It remains to be seen whether the bidding can be restarted in the future.
The specific bidding information is as follows:
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