In August, the domestic PV month", the total amount of PV module collection market was 12.48 GW . Compared with July , it dropped by 20.6% , but increased by 257% compared with August 2025.
At the same time, the average bidding price in August was 0.710 yuan/W . Compared with July , it fell by 3.4% , a slight decline of 0 compared with the same period in 2025.
Overall, the fixed volume in August is basically in line with market expectations. There was no stall decline on the demand side, and the overall level remained relatively stable. However, the price of components has not been able to stabilize and rebound , and the average bidding price is still continuing the downward trend .
(See the last monthly review: up 70%! 7GW！
According to the incomplete statistics of digital new energy DataBM. Com, the total market calibration of photovoltaic modules in August 2026 is 12.48 GW . Compared with 15.72 GW in July, it decreased by 20.6% , compared with 3.49 GW in August 2025, it increased by 257. In August, a total of 28 projects were completed, the number of projects increased slightly by 2 compared with July , and another 5 projects were in the state of candidate publicity.
From the perspective of project structure, after excluding the annual framework procurement projects, the capacity of conventional power station procurement projects is about 2.8G W , accounting for only 22.3% of the total, which is lower than that in July (3.8G W). Nearly 80% of the total amount of bidding in August was contributed by the annual framework procurement of central enterprises, and the demand for project procurement of specific power stations was actually further contracted.
China Resources Power and China Nuclear Group are leading by a large margin, and the annual frame mining project is coming to an end
. According to the bidding units, China Resources Power ranks first with 5.4GW capacity. Accounting for 43.3% of the monthly total; CNNC ranked second with 4.4G W, accounting for 35.4%; State Energy Group 1.1GW and CGN 0.7GW followed closely-the first four central enterprises totaled 12.1GW, accounting for 96
. This year, seven of the "five big and six small" central state-owned enterprises have issued the group-level 2026 annual component frame. The total amount is about 45.6GW (after the second batch of 5GW procurement of Huadian in September, the total amount is about 50. The centralized release of the annual procurement of central enterprises in this year is nearing the end . Subsequent calibration will rely more on the implementation of existing framework projects and the procurement needs of conventional power plants, and the support of the demand side may be weakened.
BC and HJT components are both "absent", and the purchasing demand above 630 W accounts for more than 62%
. From the distribution of technical routes, most of the projects in August did not specify the technical route requirements. The capacity of TOPCon components is about 2.1GW , accounting for only 16% of the total. However, the demand for BC or HJT components is not included in the calibration content of this month.
From the point of view of power requirements, the total calibration capacity of power requirements in August is 8.1 G W , of which 630W and above account for 62.1% . More importantly, high power is upgrading from purchasing preference to entry threshold . For example, Huadian Group and other purchasers have made the conversion efficiency no less than 23.
Hongyuan Green Energy ranked first with 0.87 GW , followed by Jingao Technology with 0.71 GW and Tongwei Stock
with 0.71 GW. The number of orders taken by leading enterprises showed obvious differentiation: the monthly order volume of Jingao Technology and GCL Integration increased significantly, while that of Jinko Energy, Tongwei Stock and Aixu Stock all declined . However, after excluding the frame mining capacity, the total amount of the above-mentioned first-line enterprises has generally declined, further indicating that the current market activity is actually weakening. The average
bidding price fell by another 3.4%, with a cumulative decline of 15.7%
. In terms of component prices, the average bidding price in August continued its downward trend, which is the third consecutive month of decline since June. The cumulative decline reached 15.
According to the incomplete statistics of the Digital New Energy DataBM. Com, the overall bidding unit price range in August was 0.624-0.867 yuan/W , The highest price, the average price and the lowest price changed by + 6.8%, -3.4% and + 17 respectively.
The highest price appeared in the second phase of the distributed photovoltaic power generation project of Baotou Aluminum Co., Ltd. Xinrong Digital Energy Co., Ltd. quoted a price of 0.867 yuan/W ; The lowest price appeared in the photovoltaic module procurement (the third time) project of the distributed photovoltaic power generation project of Songnong Power Station. Hongyuan Green Energy Co., Ltd. reported 0.
It should be noted that the recovery of both the highest price and the lowest price does not mean recovery of the collection price. The highest price of 0.867 yuan/W has not yet won the bid , and in the same project bidding, the price of the first winning candidate is only 0.704 yuan/W , and the price difference is as high as 0. Mainly due to the extreme low price in July 0.
Although there was a round of price increase in the photovoltaic industry chain in August, driven by the high price of silicon materials and the rush for export of batteries, the bidding price of component collection failed to be realized synchronously, and the average bidding price in August still fell 3. The bidding in August is mostly corresponding to the previous quotation, and the quotation has not really entered the pricing link after the rise; on the other hand, the purchaser has been holding a negative wait-and-see attitude towards the acceptance of high-priced components, and the actual trading volume of this round of high-priced components is not optimistic in both centralized and distributed markets.
Looking forward to the future market, China is about to usher in the traditional stock and start-up season, demand is still likely to be stable, but the price side is more uncertain. On the
demand side, in September, a number of centralized power station projects in Northwest China started one after another (such as the grass and light complementary 637 MW project in Xinjiang, the desert base 640 MW project in Gansu, etc.). It is expected that it can still provide 1-2G W demand support . At the same time, the new 5G W collection of Huadian Group is expected to land in September-October, or form a certain support for the scaling volume. In terms of
price, the price of silicon wafers and batteries has turned downward, and it is expected that the price of components will remain in the downward channel in September. However, it is worth noting that some leading manufacturers have lowered their annual shipment targets. If manufacturers generally turn to the strategy of "reducing production and guaranteeing prices", the downward speed of prices may slow down, and the follow-up will continue to observe and track.
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