In the past two weeks, the demand for centralized procurement of photovoltaic modules by state-owned enterprises has been released, and the bidding capacity in this period has risen by 500% compared with mid-August, and "Jinjiu" can be expected!
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (8.22-9.4), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 6.07GW . Compared with 6.08 GW of the previous period, it is basically the same (Note: due to the calibration of CNNC's centralized procurement project this week, in order to avoid data duplication, the capacity of the previous period has been adjusted to 6.08 GW). At the same time, the total amount of bidding projects for centralized procurement of photovoltaic modules was about 9.66 GW , a significant increase of 500% compared with 1.61 GW in the previous period.
(For the last weekly review, see: DBM Weekly Review: Scaling volume increased by 344% on a month-on-month basis! Upstream rose sharply, the average price of photovoltaic modules fell to 7 cents?
CNNC's 4.3GW was officially launched, and the Northwest Power Station project performed brilliantly
in the past two weeks. The capacity of photovoltaic module collection and bidding and shortlisted projects was about 6.07GW . Compared with the previous period of 6.08 GW, it decreased slightly by 0.16% , with 18 new entries and bidding projects , involving 28 bidding enterprises . The current bidding is almost entirely driven by the 4.3GW procurement of China Nuclear Group, and there are two major centralized power plant project procurement needs. They are Shaanxi Jiancao Photovoltaic Complementary Project (637 MW) and Junggar Photovoltaic Project (722 MW) , while the remaining small and medium-sized conventional projects are less than 500 MW in total.
In addition to the annual collection project of China Nuclear Group, it is worth noting that. The shortlist of large-scale projects in this issue is almost covered by non-leading manufacturers : the 722.6MW project in Zhungeer Banner is exclusively locked by Hongyuan Green Energy . The grass light complementary 637 MW project is scheduled by Zhejiang Gepu, Runma Solar Energy and Xinjiang Tianfu Tianyao-the competitiveness of non-leading manufacturers is steadily rising. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price is 0.670-0.748 yuan/W , and the overall average price is 0.705 yuan/W . Compared with the average price of 0.705 yuan/W in the previous period, it was basically flat (less than 0.1% change in the ring ratio). The lowest price comes from the public bidding and procurement of photovoltaic modules for Luanzhou Gucheng Photovoltaic Project of China Jiaotong Second Navigation Bureau Construction Engineering Co., Ltd. Qiming Photovoltaic quoted a unit price of 0.670 yuan/W ; The highest price comes from the first-level centralized procurement project of photovoltaic module equipment of China Nuclear Group in 2026-2027. Huayao Optical Telegraph offers a unit price of 0.748 yuan/W .
Among them, the current quotation range narrowed to 0.67-0.748 yuan/W from 0.624-0.883 yuan/ W in the previous period, and the price difference between high and low was reduced from 0.259 yuan/W to 0.078 yuan/W. The decline of nearly 70% further shows the convergence of current pricing strategies of manufacturers. Taking the centralized procurement project of China Nuclear Group as an example, the quotation range of six shortlisted enterprises is 0.685-0.748 yuan/W, the price difference between high and low is only 0.063 yuan/W, and the quotation concentration of head enterprises is very high .
The specific bidding information is as follows:
Huadian Group's 5GW procurement demand was released, the orders of the three major state-owned enterprises were in
progress for nearly two weeks, and the total amount of bidding for PV module procurement was about 9.66 GW . Compared with 1.61 GW in the previous period, it increased by 500% , mainly driven by the annual framework procurement projects of Huadian Group 5GW, China Railway Construction 3GW and Shanghai New Energy 1GW .
In the choice of technical route, TOPCon components are still the preferred choice for the framework procurement of central enterprises. However, according to the data in the past two weeks, the procurement demand for BC modules has appeared in many projects: Shanghai New Energy 1GW Project accepts BC or TOPCon modules, and Hai Investment Company explicitly designates 287.28 MW BC modules in the northern area of Laos Namo 500MW Project. SDIC Power 100 MW Fishing-Photovoltaic Complementary Project accepts BC or TOPCon components at the same time.
On the whole, the current bidding market shows the characteristics of "Jinjiu". With the follow-up of some annual framework procurement projects entering the bid opening and calibration links, a new round of calibration volume is expected to be gradually realized in the fourth quarter, which also lays a foundation for the recovery of the follow-up market demand.
The specific bidding information is as follows:
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