In the past two weeks, the photovoltaic module collection market has continued to heat up, and the pace of bidding in the industry has accelerated, but there is also a phenomenon of "low-price order grabbing", which has become a major risk affecting the stability of the market.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (5.1-5.15), the capacity of the announced PV module collection calibration and shortlisted projects was about 6.35 GW , which was lower than 11.87 GW in the previous period; However, the total amount of projects released by the bidding end of PV module collection is as high as 12.58 GW , which is a significant increase compared with 1.93 GW in the previous period.
(See the bidding weekly review in the last issue: 12GW for bidding and 2GW for bidding! Strong rebound in the centralized procurement market of PV modules)
The bidding quotation span is polarized, with a very low quotation
of 0.7 yuan/W. In the past two weeks, there have been 11 new entries and calibration projects in the domestic PV market. Although the total amount of projects has dropped slightly compared with the previous period, considering the general stagnation and delay of bidding activities during the May Day holiday, the concentrated volume of projects after the holiday indicates that the market as a whole has started quickly and maintained a high level of activity. In terms of
collection price, the bidding unit price is 0.70-0.92 yuan/W for the projects that have been publicized in the past two weeks. The overall average price is 0.851 yuan/W . The lowest price comes from the base station photovoltaic module equipment procurement project of Iron Tower Energy Hunan Branch in 2026-2027. Hunan Red Sun New Energy Technology Co., Ltd. reported a very low unit price of 0.70 yuan/W ; The highest price comes from the bidding section of the photovoltaic module framework agreement of China Huaneng Group Co., Ltd. in 2026. Longji Green Energy Technology Co., Ltd. quoted a unit price of 0.920 yuan/W .
In addition, in the past two weeks, the quotation has shown obvious differentiation: one is the procurement of components mainly based on distributed or small ground power stations, such as iron tower energy base stations, self-owned power plants of coal-to-oil companies, and small and medium-sized projects such as Tianjin Yuyang Agricultural and Photovoltaic Complementary Project. The bidding price is in the range of 0.70-0.78 yuan/W , and the bidding enterprises are mainly second-and third-tier manufacturers, so the price competition is very fierce; The other is large-scale annual framework procurement, the bidding price is in the range of 0.84-0.92 yuan/W , superimposed brand premium and efficiency premium, the overall head enterprise quotation is generally higher.
What needs to be vigilant is that the phenomenon of " grabbing orders at low prices" has appeared in both centralized and distributed markets recently, and some enterprises have sharply lowered their prices in order to obtain orders. The ex-factory price of modules has generally dropped to the range of 0.70 – 0.73 yuan/W . (It should be noted that the price reflects the bare price level of the enterprise's ex-factory caliber, which is not exactly the same as the tender offer.) Nevertheless, the significant decline in ex-factory prices has reflected the intensification of market competition, and there is even a risk of triggering another stampede in component prices.
The specific bidding information is as follows:
The bidding volume and the proportion of centralized procurement of BC components have increased
significantly in the past two weeks, driven by the 11GW framework procurement order of Datang Group. The total bidding volume for PV module procurement was approximately 12.58 GW , representing a significant increase from 1.93 GW in the previous period. Excluding this large order, the remaining bidding volume is about 1.58 GW , which is basically the same as the previous periods, indicating that the regular bidding rhythm remains stable , and the volume of this period mainly comes from the centralized release of a single large-scale project.
In addition, the technical preference of bidding projects has changed significantly. The procurement scope of Shenneng's 1GW components is BC and TOPCon components, while Datang Group explicitly requires 4GW BC components , which is still a high proportion in the annual centralized procurement of large central enterprises. The above bidding trend shows that the penetration rate of BC components in large-scale centralized procurement is increasing, and the technical preference reflected by large-scale centralized procurement deserves high tracking and attention.
The specific bidding information is as follows:
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