In April, domestic PV " At the same time, in terms of price, although the prices of upstream silicon materials, silicon wafers and other raw materials stopped falling and stabilized in April, However, due to the combination of factors such as the price reduction of large-scale centralized procurement projects and the further intensification of market competition caused by high inventory, the average bid-winning price of component centralized procurement projects decreased slightly and declined on a month-on-month basis. 3.
Overall, the component centralized procurement market in April improved significantly on a month-on-month basis. However, whether the market can be substantially "reversed" there is still greater resistance. The scale of monthly
calibration increased by 281% annually, reaching a new high
in the past year, according to incomplete statistics of digital new energy DataBM. Com. In April, the total number of photovoltaic module procurement projects that have been published and the results of winning bids have reached 43.3 GW . Among them, the final calibration capacity was 32.0 GW , which increased by 281.0% annually. Year-on-year growth 12.
In terms of the number of projects, there were 16 calibration projects in April, compared with only 7 calibration projects in March, the market activity increased significantly.
However, it is worth noting that although the total calibration scale has been greatly increased this month, among the 32GW calibration capacity, the annual centralized procurement of China Electric Power Construction occupies 31 GW. It can be seen that the market increment is highly dependent on the pull of large framework agreements, the contribution of small and medium-sized projects is limited, and the real demand for terminal installation has not recovered synchronously and comprehensively.
China Electric Power Construction Co., Ltd. takes the lead in 31 GW, and PetroChina and Jingneng Frame Mining are waiting for landing
. China Electric Power Construction is absolutely in the lead with a super-large scale of 31.6GW this month. In 2026, the centralized procurement project of photovoltaic module framework locked 24.0 GW of TOPCon modules, 3.0 GW of HJT modules and 4.0 GW of BC modules (31.0 GW in total) at one time, together with other batch projects, totaling more than 31
. 11.0 GW framework centralized procurement project to be awarded (including PetroChina 7.0 GW, Beijing Energy Group 4.
The proportion of TOPCon components is the first
. In April, TOPCon components accounted for 76.1% of the calibration projects, returning to the absolute dominant position; BC modules and HJT modules account for 12.5% and 9.
The rated capacity of 620 W and below power segment is on the high side, but it should be noted that only 303 MW of the projects whose power information has been publicized this month, and the rest is the framework agreement capacity to be actually implemented.
18 enterprises with the scale of winning bids exceeding 1GW (including the amount of framework allocation). Xiexin Integration, Atlas, Yijing Solar Energy, Dongfang Risheng, Huansheng Photovoltaic and Longji Green Energy won the bid for several bidding sections of the project, so the scale of taking orders is in the forefront. As a result, the number of orders taken by enterprises has increased significantly, and the performance of scaling is generally better than that in March. According to incomplete statistics of digital new energy DataBM. Com, the unit price of
bidding declined again, both
year-on-year and ring-on-ring. In April, the overall bidding unit price range was 0.62-0. The highest price, the average price and the lowest price changed by -10.59%, -3.42%, -14.54%， Year-on-year changes were -16.21%, + 2.32% and -4.
The highest price appeared in the framework procurement project of photovoltaic modules of Beijing Energy Group Co., Ltd. in 2026. The lowest price given by Zhejiang Aixu Solar Energy Technology Co., Ltd. appeared in the second batch of photovoltaic module procurement projects of Pukou Jiaofa Distributed Photovoltaic Power Generation Project in 2025. Ningbo Zhongyi New Energy Co., Ltd. reported 0.
It is noteworthy that more than 60% of the quotation data in April came from the annual framework collection project of China Electric Power Construction. The price difference between the BC module and the TOPCon module of the project basically disappears, which is 0.73-0. However, the price of the HJT module is relatively high, with a range of 0.73-0.
On the one hand, the reserve projects that have been announced in April but have not been calibrated will be implemented one after another: PetroChina (7.0 GW) and Beijing Energy Group (4.
A number of central state-owned enterprises' GW-level component centralized procurement projects have been launched intensively: Datang Group (11.0 GW) and Shenergy (1). In addition, the superimposed power station projects in many places have been started one after another, and the bidding for component centralized procurement of local energy groups will also be launched one after another, so the market demand has continuity.
However, compared with the recovery of demand-side prosperity, the short-term repair of component collection prices is more stressful. Although the prices of raw materials such as upstream silicon materials, silicon wafers and batteries have shown signs of stabilization, there is still a long way to go from the price reversal of the whole industry chain, and the price support from the cost side is still relatively weak. More importantly, the current high inventory pressure of component enterprises has not been alleviated, and destocking is still the primary task of most manufacturers.
According to Digital New Energy DataBM. In the first week after the holiday resumption, the actual transaction price of five enterprises in TOP10 has been reduced by 0.01-0.05 yuan/W . Mainstream transaction price has fallen back to 0.73-0. Due to the lag of the price in the centralized procurement market, even if the demand starts to increase in volume in May, it is difficult to reverse the low price of the centralized procurement price in the short term.
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