demand, the successive release of large-scale centralized procurement projects has brought certain support to the component market. Although the "rising price tide" of components driven by rising costs has not yet been reflected in the public calibration projects, the rising price of centralized procurement has become an inevitable trend.
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized in two weeks (1.17-1.30) is only 0.05 GW . However, the total amount of bidding projects for photovoltaic modules is as high as 8.7 GW . Compared with the previous two weeks (1.3-1.16), the capacity of bidding has declined sharply, and the total number of bidding projects has increased sharply.
In the past two weeks, there are very few calibration projects, mainly targeted power station procurement projects, and large-scale centralized procurement projects are almost invisible. In the
past two weeks, the bidding unit price of enterprises was 0.74-0.75 yuan/ W, and the average bidding unit price was 0.743 yuan/W , which remained stable. The lowest price comes from the procurement project of monocrystalline silicon battery components of Ningxia Energy Southeast Copper Phase II and Zunyi Aluminum Phase II Distributed Photovoltaic Power Generation Project of Ningxia Silver Star Energy Co., Ltd. GCL Integration quoted a unit price of 0.741 yuan/W ; The highest price comes from the procurement project of photovoltaic module equipment of 50000 kilowatt photovoltaic power generation project in Guangqing Huachi County, and the unit price of Gaojing Solar Energy is 0.746 yuan/W . However, it should be noted that due to the substantial reduction in the total number of projects, there are fewer price samples available for statistics in this period.
Widely concerned is that since the sharp rise in silver prices in December, rising costs have pushed component prices higher and higher. According to the statistics of Digital New Energy DataBM. Com, as of January 30, the price of TOPCon components of head manufacturers has reached 0.81-0.92 yuan/W . The latest quotation of BC components has touched a high of 0.90-1.00 yuan/W , and the quotation of HJT components has returned to about 0.80 yuan/W . Some leading manufacturers disclosed that the current bidding unit price of large-scale centralized procurement projects has reached more than 0.85 yuan/W, because of the rising cost, the possibility of "low-price bidding" is small (especially in large-scale projects). It will be reflected in the publicity of subsequent calibration projects.
The specific bidding information is as follows:
The demand for centralized procurement bidding has increased significantly, and the total amount of biweekly centralized procurement bidding is as high as 8.7 GW .
On January 21, Huadian Group released the photovoltaic module collection project in 2026, purchasing a total of 8GW modules. Among them, 6GW N-type high-efficiency modules with conversion efficiency of 23.8% and above are included . And 2GW of N-type conventional modules with a conversion efficiency of 22.8% and above .
It is worth noting that on January 27, Guoneng Lingshao DC supporting 2 million kilowatt composite photovoltaic base phase II photovoltaic project EPC general contracting 11 tender section of monocrystalline silicon anti-sandstorm new high-efficiency component procurement and related services procurement projec ts were released. Put forward the requirement of conversion efficiency of 24.06% or more - to reach the new peak of procurement efficiency in 2026. The project requires the purchase of BC component products, according to the digital new energy DataBM. Com research and understanding, the current head of the two strong manufacturers have mass production of component products sold to meet this requirement.
The specific bidding information is as follows:
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