After the off-season of the Spring Festival in February, in March, the price of domestic photovoltaic " was driven by factors such as higher silver prices and export tax rebate policy nodes. The average price in the first quarter increased by about 12% compared with the same period last year. (For details of the monthly review of the previous period, see: has been substantially repaired." However, it still fell by more than 70%
year-on-year, according to incomplete statistics of digital new energy DataBM. Com. From February to March, the total number of photovoltaic module procurement projects that have been published and the results of winning bids are as high as 44.12 GW , covering 17 projects. Among them, the final calibration capacity is 13.
In terms of the ring-to-ring growth rate, the traditional off-season of photovoltaic installation in January-February, March became the main month of the photovoltaic collection market in the first quarter. The total amount of shortlisted and bid-winning projects announced in a single month was 39.41 GW, compared with 4.72 GW in February ; The calibration capacity in February and March is 4.72 GW and 8.37 GW respectively. Compared with the previous month , it increased by 65.03% and 77.
However, in terms of the number of projects, the situation is not so optimistic. A total of 10 projects were awarded in February and only 7 in March. It can be seen that the total amount of bidding in March is mainly driven by the landing of large-scale centralized procurement projects. Although the scale of centralized procurement has increased, the actual activity of centralized procurement in the market is not high, and the overall demand for power station procurement shows a downward trend.
In fact, compared with the same period in 2025, In February and March of this year, the photovoltaic collection market was extremely bleak-down 72.51% and 71% respectively .
From February to March, a number of state-owned and central bidding units released photovoltaic module collection projects and completed bid opening and selection, and the overall procurement scale showed a significant increase.
In addition, in March, China Power Construction released the announcement of successful candidates for the annual component frame procurement in 2026, with a total procurement volume of up to 31 GW , which has entered the stage of pending bidding. The proportion of
BC component calibration is the first, and the heat of high-efficiency components continues to rise
. From the perspective of component technology route distribution, in the calibration project from February to March, The proportion of TOPCon components is 40. The proportion of BC and HJT components is 47.
From the perspective of component power, the preference for high-power components above 620W has become overwhelming. Among the projects that have publicized the procurement power information, the calibration capacity required to be above 620 W has reached 1.
Longji, Tianhe and Jingao rank the top three.
According to Digital New Energy DataBM,
the rapid growth of orders is mainly driven by the 8GW project of Huadian Group and the 3GW project of China Coal. The leading enterprises have also obtained orders for the supply of ground power stations in Gansu, Ningxia and other places. According to the incomplete statistics of digital new energy DataBM. Com, the
bidding unit price gap is widening, the trend is rising first and then declining, and the year-on-year increase
is significant. From February to March, the overall bidding unit price range was 0.73-0. The price curve between the two months showed the characteristics of first growth and then callback . In March, the average price dropped sharply to 0.The highest price changed by + 17.96% and + 2.78% . The average price changed by + 9.59% and -5.10% . The month-on-month change of the lowest price is + 1.89%, -2.
It should be noted that the bidding unit price data in February is very few, and the price data in February can not directly prove the rapid rise of the pricing in the centralized procurement market. However, according to the data of the first quarter, the dual pressures of the cost side and the policy side have effectively promoted the rise of the price of component collection: compared with the same period last year, the average price of Q1 in 2026 is about 0.785 yuan/W . Compared with the average price of Q1 in 2025, it is 0.698 yuan/ W. 12.
Review of the first quarter and market outlook for the second quarter: the chill has slightly subsided, but the pressure still exists
. Looking back to the first quarter of 2026, the domestic PV module collection volume has shown a rising trend month by month. At present, the total bidding volume is about 16GW; on a month-on-month basis, it increased by 65.03% and 77.33% in February and March respectively, showing a strong growth momentum; However, compared with the same period in 2025, it decreased by 72.51% and 71% respectively .
From the price side, the average bidding price of components in the first quarter was about 0.785 yuan/W. Compared with the average price of 0.698 yuan/W in the first quarter of 2025, it rose 12. However, this price increase was not driven by strong demand-on the contrary, the scale volume shrank sharply year-on-year.The core driving force of the price rise comes from two aspects: one is that the silver price continues to rise , and the component enterprises intensively "shout up"; the other is that the export tax rebate policy changes , and the short-term "shortage" of the distributed market drives the quotation of the component enterprises to rise. Therefore, the price rise in the first quarter is more a passive push up under the influence of cost transmission and policy, rather than active pull up caused by the recovery of demand.
In the second quarter, the upstream price of the industrial chain has been falling for several weeks, the demand side is still weak, and the market pressure may further increase. Silicon materials, silicon wafers and batteries continue to fall, and the price of distributed market components has been loosened. According to the latest survey by Digital New Energy DataBM. Com, the transaction price of TOPCon components of head manufacturers is in the range of 0.74-0.78 yuan/W, and that of second-and third-tier manufacturers is approaching 0
. From January to March 2026, the newly installed photovoltaic capacity in China was 41.39 GW. Installed capacity decreased by 30.86% year-on-year in the first quarter (see < a href = "https://www.databm.com/news/66927278463476115." for details).
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