April, the market for PV modules is still weakening.
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 (4.3-4.17) is about 0.44 GW . Compared with 0.21 GW in the previous period, the total amount of bidding projects for photovoltaic modules was only 0.38 GW , which was significantly lower than that of 8.23 GW in the previous period.
(See the last bidding weekly review: up 93% month-on-month! With a scale of over 8GW, is the PV module collection market warming up? )
In the past two weeks, most of the calibration projects were single power station procurement, of which China Power Construction completed the procurement of photovoltaic modules for three power station projects, accounting for 0.38 GW. In addition, the unit price information of the calibration items is not disclosed, and there is no price related data publicity in this period. What
has attracted wide attention is that on April 7, Beijing Energy Group's 2026 4GW PV module framework procurement project was opened. The project is divided into two bid sections: the first bid section is 2GW TOPCon modules, and the second bid section is 2GW BC modules. Bid opening information shows that there are 27 enterprises bidding in the first bid section, with the unit price of 0.717-0.846 yuan/W and the average price of 0.771 yuan/W ; A total of 9 enterprises bid for the second bid section, with a unit price of 0.767-0.860 yuan/W and an average price of 0.816 yuan/W .
According to the survey of digital new energy DataBM. Com, the current price of TOPCon components of head manufacturers is 0.80-0.86 yuan/W, and that of BC components is 0.81-0.86 yuan/W. However, the transaction price has dropped to 0.75-0.78 yuan/W and 0.80-0.82 yuan/W respectively- although there are voices in the market pointing out that the average bidding price of Jingneng Group's centralized procurement project is lower than cost line, the price is still within the conventional range based on the actual transaction data of the current distributed market. At the same time, it is noted that there are more extreme low prices in bidding enterprises, such as the price of 0.717 yuan/W in TOPCon component bidding section , which is much lower than current transaction price in the distributed market. Digital New Energy will continue to follow up on the subsequent successful bidding.
The specific bidding information is as follows:
in the past two weeks, the bidding demand for centralized procurement of PV modules has dropped sharply, and the total amount of biweekly centralized procurement bidding is only 0.38 GW . Compared with 8.24 GW in the previous period , it decreased significantly.
The main reason for the decline is the lack of the release of large-scale component procurement bidding projects, and the equipment procurement of targeted power plant projects is still the main factor in the past two weeks. It is noteworthy that the centralized procurement project of photovoltaic modules of Shanxi International Energy Group New Energy Investment Management Co., Ltd. in 2026 has been postponed again, seven times since the first tender announcement was issued on January 28.
The specific bidding information is as follows:
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