In the past two weeks, centralized demand has improved, and both bidding capacity and calibration capacity have increased significantly.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (5.17-5.30), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 0.43 GW . The total amount of bidding projects for centralized procurement of PV modules is about 3.66 GW .
(See DBM Weekly Review for the summary of bidding information in the last issue: average bid price is 0.74 yuan/W! List of biweekly photovoltaic module collection projects)
Among the projects that have been publicized as winning bids and candidates for winning bids, the bidding unit price of enterprises is between 0.65 and 0.88 yuan/W . The average unit price is 0.73 yuan/W , the bidding unit price range remains stable, and the high level is slightly reduced by 0.01 yuan/W. The highest unit price of 0.875 yuan/W is reported by Beijing Duchen Jietong Enterprise Management Service Co., Ltd. and comes from the 20.08 MW photovoltaic module procurement project of the roof photovoltaic resource paid use project controlled by Zijin County Government.
The specific bidding information is as follows:
The scale of the bidding project is about 3.66 GW , which is significantly higher than that in the first ten days of May. The main types of components purchased include TOPCon components, HJT components, flexible components and so on. Among them, China Railway Construction Network Information Technology Co., Ltd. released the 2025 annual photovoltaic module framework procurement project, the procurement module type is N-type TOPCon double-sided double-glass module, the demand capacity is 3.0 G W. Influenced
by the hot distributed market from March to May, the rising price of photovoltaic modules and policy uncertainty, the demand for centralized bidding has been depressed since March, but there are signs of improvement in mid-April. According to incomplete statistics from the Digital New Energy DataBM. Com, the demand for bidding increased significantly last week, reaching the highest point in March-May, exceeding 3.0 GW , and remained at the normal level this week. About 0.66 GW . However, according to some industry sources, the possibility of a substantial recovery in the centralized market in June is still unclear . At present, the installers of large-scale power plants still maintain a wait-and-see attitude . Whether the centralized market will grow significantly in the third quarter remains to be tracked and observed.
The bidding capacity data is as follows:
the specific bidding items are as follows:
浙公网安备33010802003254号