In the past two weeks, the procurement demand for centralized photovoltaic project components has increased substantially, with a biweekly tender of 7.1GW . Huadian Corporation and China Resources Power have completed the bid opening for a total of 23 GW centralized procurement projects .
According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized for two weeks (8.9-8.22) is about 0.2G W . The total amount of bidding projects for centralized procurement of PV modules is about 7.1GW . Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.66-0.76 yuan/W , and the average bidding unit price is 0.71 yuan/W . The bidding unit price range has moved up as a whole, and the average price has remained stable. The lowest price was quoted by Sailafu at a unit price of 0.66 yuan/W in the procurement project of the second bid section of photovoltaic modules for the 200 MW photovoltaic composite project in Zhongguanzhen, Longhua; The highest price comes from the first batch of photovoltaic module procurement framework (three tenders) projects of technology companies in 2025-2026, and Longji Green Energy quoted a unit price of 0.76 yuan/W .
It is worth noting that this week , China Resources Power 3GW and Huadian Group 20GW photovoltaic module collection project bid opening, the head TOP10 manufacturers have participated. Due to the recent weakening of distributed market demand, the rising price of photovoltaic modules is fatigue, and the "anti-involution" action continues to advance, the two large-scale collection projects have attracted wide attention in the market.
According to public information, the bidding unit price of Huarun Electric Power Collection Project is between 0.67-0.78 yuan/W . The bidding unit price of Huadian Group 's centralized procurement project has a large span, ranging from 0.64 to 0.85 yuan/W , which is mainly affected by the price of high-efficiency components. The quotation of BC and HJT manufacturers reached a high level of 0.72-0.84 yuan/W . In contrast, the bidding price of TOPCon components is still at a low level, which is consistent with the price characteristics of the current distributed market. TOPCon components may be the key area to strictly control the low-price competition, and the follow-up project trend and the bid-winning information digital new energy DataBM. Com will be highly concerned.
The specific bidding information is as follows:
The scale of the centralized procurement bidding project has reached 7.1GW , and the demand has increased significantly. The main types of procurement include TOPCon components, BC components and so on, and the power spans between 580-715 W. Among them, Huaneng Group released the 2025 photovoltaic module framework agreement procurement project on August 22, accounting for 6GW . According to the types of low-efficiency, medium-efficiency and high-efficiency modules, it is divided into four sections: 0.5G W for modules with conversion efficiency of 22.3% -23.1% ; The modules with conversion efficiency between 23.1% and 23.8% are divided into two packages, and 3GW is purchased in total; Components with conversion efficiency of 23.8% and above are purchased for 2.5G W .
It is worth noting that a number of recent photovoltaic module procurement projects are divided into procurement packages by conversion efficiency (for example, Huadian Group's high-efficiency module bidding section requires conversion efficiency of 23.8% or more), or reflect the preference trend of bidding units for high-efficiency technology.
In addition, China Electric Power Construction, China Anneng, China Nuclear Construction and other state-owned enterprises have released procurement projects, all of which are targeted procurement, and the component procurement capacity is relatively small.
The specific bidding items are as follows:
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