2025, the price collection market of photovoltaic group further cooled down, and the scale of calibration declined sharply.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic module collection calibration and entry project announced in two weeks (12.20-1.2) is about 1.22 GW . However, the total amount of bidding projects for centralized procurement of photovoltaic modules is only 0.36 GW . Compared with the previous two weeks (12.06-12.19), the capacity of bidding decreased by 76.72% , and the total number of bidding projects increased slightly by 33.33% , but remained low.
(See the bidding weekly review of the last issue: Centralized procurement and bidding of 5G W, Guangdong Development, Three Gorges Group.. Large orders continue to be settled at the end of the year! )
In the past two weeks, the bidding unit price of enterprises has been 0.67-0.76 yuan/W , the range has narrowed to a high level, and the extreme high price has decreased, but the overall price has moved up. The average bidding unit price is 0.75 yuan/W , and the ring ratio remains stable. The lowest price comes from the 40MW module procurement project of the distributed photovoltaic power generation project of Guangdong Zhidu New Energy Co., Ltd., and the unit price quoted by Zichuang Guangke Green Energy (Shenzhen) Engineering Co., Ltd. is 0.670 yuan/W ; The highest price comes from the annual photovoltaic power generation project photovoltaic module framework agreement procurement project of Shuifa Xingye Holdings Co., Ltd., and the unit price of Jingao Solar Energy Technology Co., Ltd. is 0.763 yuan/W .
It is worth noting that the news of the recent interview with China Photovoltaic Association and leading polysilicon enterprises by the General Administration of Market Supervision has attracted wide attention. It mentions the follow-up rectification measures: "No agreement on production capacity, capacity utilization rate, production and sales volume and sales price" . As well as " no communication and coordination on price, cost, production and sales information at present and in the future" - "price limit measures" have directly led to the rise of bidding prices, in some large-scale centralized procurement projects from November to December, the bidding prices of enterprises have generally been raised to about 0.75 yuan/W. In December's calibration data, the highest price, average price and lowest price rose by 14.01%, 3.57% and 2.33% respectively, and the price curve rose significantly.
Therefore, the industry is also very concerned about the price impact of the follow-up rectification work of the interview on the bidding market of photovoltaic projects : Is the "bidding price water line" counted? Will it return to the previous state of low-price competition? According to the survey by the Digital New Energy DataBM. Com, up to now, the head component manufacturers have not had a strong expectation of price reduction, and generally hold a wait-and-see state , coupled with fewer new projects released in the current off-season. In the short term, it is expected that it will be difficult to reflect in the collection market, and the digital new energy DataBM. Com will continue to track and observe.
The specific bidding information is as follows:
the bidding demand for centralized procurement has increased slightly, but the biweekly demand is still at a low level, only 0.36 GW .
It is worth noting that Huaneng Group's small-scale procurement still makes a distinction between conversion efficiency, in which the larger part is the procurement of high-efficiency components with conversion efficiency of 23.8% or more . At present, "five big and six small" generally pay more attention to efficiency, which has changed greatly from the previous long-term practice of dividing bidding sections by technology and power.
The specific bidding information is as follows:
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