DBM Weekly Review: Down 94%! Large single ebb tide, PV module collection scale sharply reduced

2026-07-27 09:05:08

The lowest quotation is as low as 0.530 yuan/W.

In the past two weeks, the PV module centralized procurement market returned to normal after the large orders for centralized procurement were settled one after another, and both the bidding volume and the bidding volume dropped .

According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (7.11-7.24), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 0.89 GW . Decreased by 94% compared with 15.03 GW in the previous period; At the same time, the total amount of bidding projects for photovoltaic modules was about 0.45 GW , down 41% from 0.76 GW in the previous period.

(See the biweekly bidding weekly review: biweekly bidding 15GW, Jinko, Jingao, Tianhe and Tongwei "divide up" large orders for component collection)

The bidding volume returned to normal, and the extreme low price of 0.53 yuan/W appeared in

the past two weeks. The capacity of national component centralized procurement calibration and shortlisted projects was 0.89 GW , a sharp drop of 94% compared with 15.03 GW in the previous period, and 14 projects were shortlisted and calibrated. In the current period, there was no support from the large-scale component centralized procurement project, and the fixed quantity fell back to the conventional level. What

has attracted wide attention is that this week , China Resources Power 2026 Photovoltaic Module Collection Project was opened, with a project scale of 5.4G W . The project is divided into three bidding packages, a total of 18 enterprises participated in the bidding, the overall bidding price range is 0.675-0.765 yuan/W , and the overall average price is 0.71 yuan/W . It is significantly lower than annual average price of Datang Group (0.76 yuan/W) and CGN (0.75 yuan/W). Among the projects that

have won the bid and the winning candidates, the bidding unit price is 0.53-0.79 yuan/W , and the overall average price is 0.690 yuan/W . Compared with the average price of 0.754 yuan/W in the previous period, it dropped by 8.4% . The lowest price comes from the photovoltaic module procurement III (Luneng 182topcon double glass) procurement project. The unit price quoted by Xi'an Yellow River New Silk Road Import and Export Co., Ltd. is 0.530 yuan/W ; The highest price comes from the purchase of photovoltaic modules (the second time) for the project of 130 MW fishing-photovoltaic complementary photovoltaic power station in Xinghua Bay, Guoneng Hanjiang, Putian Company, Fujian Company. Longji Green Energy Technology Co., Ltd. quoted a unit price of 0.790 yuan/W .

It is worth noting that the quotation range in this period is significantly larger than that in the previous period, and the price difference between high and low is as high as 0.26 yuan/W , of which the two abnormal low prices of 0.53 yuan/W and 0.56 yuan/W belong to the internal self-use small purchases of China Building Material Junxin. Therefore, it is far below the price range of conventional centralized procurement. After excluding these two abnormal values, the average price of conventional centralized procurement projects is about 0.73 yuan/W , which is only about 3% lower than that of the previous period.

The specific bidding information is as follows:

DBM周评:大降94%!大单退潮,光伏组件集采规模锐减1

the bidding end continues to be low, the demand for ground power stations is still dominant

in the past two weeks, and the total capacity of the bidding for PV modules is about 0.45 GW . A total of 13 projects were released , down 41% from 0.76 GW in the previous period. Despite the lack of support from large-scale centralized mining projects, the demand for ground power station projects still maintains a certain scale.

In terms of component procurement types, TOPCon components still dominate, but there is a clear demand for anti-fouling components in this tender. Issued 655Wp anti-dust photovoltaic module procurement project, while according to the long-term tracking statistics of digital new energy DataBM. Com, there are very few projects that clearly publicize the type of procurement as anti-dust module, but in 2026, a number of procurement projects have been issued continuously, and the number of projects has increased. For example, Shanghai Zhenhua Heavy Industry Roof Distributed Photovoltaic Power Station Project Component Procurement Project, Shanghai Tianma Organic Luminescence 4.79 MWp Distributed Photovoltaic Power Station EPC Project, etc.

The specific bidding information is as follows:

DBM周评:大降94%!大单退潮,光伏组件集采规模锐减2

All can be viewed after purchase
Correlation

The lowest quotation is as low as 0.530 yuan/W.

2026-07-27 09:05:08

This week, the downward trend of the PV module market slowed down, and leading enterprises lowered their quotations slightly. Two leading manufacturers, Jingke Energy and Tongwei Stock, have lowered their quotations to varying degrees, with a decline of 0.005-0.01 yuan/W and an overall price of 0.69-0.73 yuan/W. At the same time, three second-and third-tier manufacturers have lowered their quotations, and the regular price has reached below 0.68 yuan/W.

2026-07-17 16:21:12

The bidding and shortlisted capacity of centralized procurement of components in two weeks was approximately 15.03 GW, representing a significant increase of 380% on a month-on-month basis. Meanwhile, the total bidding volume was approximately 0.76 GW, representing a significant decrease of 89% as compared with 6.87 GW in the previous period.

2026-07-13 09:09:31

According to the incomplete statistics of the DataBM. Com of Digital New Energy, the capacity of the PV module centralized procurement bidding and shortlisted projects that had been publicized for two weeks (from June 13 to June 26) was approximately 3.13 GW, representing a significant decrease of 63.3% as compared with 8.53 GW of the previous period, while the total capacity of the PV module centralized procurement bidding projects was approximately 6.87 GW, representing a sharp increase of 304% as compared with 1.70 GW of the previous period.

2026-06-26 16:50:44

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 (5.16-5.29) is about 6.30 GW, which is slightly lower than that of the previous period (6.35 GW); The total amount of projects released by the bidding end of PV module procurement reached 1.26 GW, but the scale shrank significantly compared with 12.58 GW in the previous period.

2026-06-01 09:10:28

Different from the previous market, the head of large factories has been difficult to maintain the previous price posture, following the second and third-tier manufacturers, began to significantly lower the offer. What needs to be vigilant is that the photovoltaic module market is entering a new round of low price crisis.

2026-05-25 18:08:26

In the past two weeks, the market of photovoltaic modules has continued to heat up, and there are obvious signs of improvement in May. According to the incomplete statistics from the DataBM. Com of Digital New Energy, the capacity of PV module centralized procurement bidding and shortlisted projects that had been publicized in two weeks (5.1-5.15) was approximately 12.58 GW, representing a further increase as compared with 11.87 GW in the previous period; meanwhile, the total capacity of PV module centralized procurement bidding projects was as high as 6.11 GW, also representing a significant increase as compared with 1.93 GW in the previous period.

2026-05-18 17:37:30

According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic module bidding and shortlisted projects announced in two weeks (4.3-4.17) was about 0.44 GW, and the total amount of the photovoltaic module bidding projects was 0.38 GW, which was significantly lower than that of the previous two weeks.

2026-04-20 09:05:22

According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic module bidding and shortlisted projects that have been publicized in two weeks (3.21-4.3) is only 0.21 GW, and the total amount of photovoltaic module bidding projects is 8.23 GW.

2026-04-07 09:04:24

At present, component manufacturers are pessimistic about the expectations of orders in April-the demand for overseas orders decreases and the domestic power plant projects start slowly, which leads to the continuous increase of inventory pressure and the difficulty of price increase.

2026-04-01 16:15:25

According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the announced photovoltaic module bidding and shortlisted projects increased significantly to 39.05 GW in two weeks (3.6-3.20), and the total number of photovoltaic module bidding projects increased to 4.27 GW at the same time.

2026-03-21 12:40:06

The actual trading center of the market has moved down slightly, and the recent transaction price of domestic distributed components is still highly concentrated at 0.79 yuan/W.

2026-03-11 15:54:29

According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic module bidding and shortlisted projects has increased significantly to 9.3GW in two weeks (2.21-3.6), but the total amount of photovoltaic module bidding projects is only 0.05GW.

2026-03-07 12:52:27

In the first half of the week, PV module prices continued the trend of differentiation.

2026-03-04 17:30:51

Prices quoted by leading manufacturers have been tentatively raised, with prices of some brands gradually approaching 0.90 yuan/W or even 1.0 yuan/W, and manufacturers have strong expectations of component price increases in March.

2026-02-27 17:34:42

According to the survey of digital new energy DataBM. Com, 11 enterprises have acted quickly in the past 5 days, raising the price by 0.04-0.10 yuan/W, corresponding to the price increase of 50-70 yuan per piece of conventional components.

2026-01-14 15:34:52

In the last two weeks of 2025, the centralized procurement market further cooled down, and the scale of calibration declined sharply.

2026-01-12 09:09:13

In the first half of the week, Longji and Tongwei raised their prices twice. As the holidays are approaching, the component market has temporarily stagnated. As most manufacturers will issue new guidance prices in January, distribution and distributors have suspended signing bills in large areas.

2025-12-31 14:58:07

At the end of the year, large-scale centralized procurement projects continued to be finalized, and the scale of new projects was reduced. According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic modules bidding and shortlisted projects announced in two weeks (12.06-12.19) is about 5.24 GW, but the total amount of photovoltaic modules bidding projects is only 0.27 GW.

2025-12-22 09:17:38

According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the announced photovoltaic modules bidding and shortlisted projects in two weeks (11.22-12.05) was about 19.47 GW, and the total amount of photovoltaic modules bidding projects was about 33.96 GW.

2025-12-08 09:23:07

According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the announced photovoltaic modules bidding and shortlisted projects in two weeks (11.08-11.21) was about 1.5g W, and the total amount of photovoltaic modules bidding projects was about 2.3GW.

2025-11-24 09:20:12

Component links have also experienced different degrees of price decline this week, with individual head enterprises suddenly reducing their prices by 0.01-0.05 yuan/W in the middle of the week, but according to the survey by the Digital New Energy DataBM. Com, the manufacturer's sharp price reduction (up to 0.1 yuan/W) has been withdrawn.

2025-11-14 15:25:14

This week, the photovoltaic module market as a whole is relatively depressed, the focus of signing bills is still around low prices, the domestic market "winter" signs are obvious.

2025-11-07 15:32:50

In late October, the centralized procurement market recovered slightly, and the scale of bidding and bidding increased.

2025-11-03 09:17:44

At present, the price adjustment mainly focuses on the new high-power component products, while the inefficient components are still reducing prices to promote sales, and the market presents a differentiation pattern of "new products rising, old products falling".

2025-10-28 15:57:59

This week, the expected large-scale price increase did not come as expected.

2025-10-24 15:53:23

After the National Day, a small number of collection projects were released, large-scale projects were scarce, and "Silver Ten" was slightly deserted.

2025-10-20 09:18:49

This week, the price sentiment of photovoltaic module market is still strong, but the actual transaction market is significantly differentiated.

2025-09-26 16:21:47

The centralized market demand is obviously warmer than that from Q2 to the beginning of Q3.

2025-09-20 15:01:46

The upstream and downstream game of the photovoltaic industry chain is more significant, and the price of silicon materials is supported and pushed up by the policy, but the component side has been partially loosened and declined.

2025-09-19 14:55:24

At present, the supply of 182/183 and 210 square cells on the market is tight, and some downstream component manufacturers have been affected by the shortage.

2025-09-10 17:55:58

In the past two weeks, the procurement demand for components of centralized photovoltaic power plant projects has been temporarily quiet, the release of bidding projects is less, and the demand for centralized procurement in September is not clear.

2025-09-06 16:35:28

This week, the PV module market is in an observation period, with Atlas and Xiexin Integration raising prices slightly, but a large number of low-cost modules are appearing in the downstream market.

2025-09-05 15:33:50

According to the incomplete statistics of digital new energy DataBM. Com, the component production schedule in September is expected to be around 46-50GW. Although some component products are "out of stock" and "waiting for goods", manufacturers are not willing to increase production.

2025-08-29 15:17:44

This week, China Resources Power 3GW and Huadian Group 20GW PV module collection project was opened.

2025-08-23 12:12:08

The procurement demand for centralized photovoltaic project components has risen sharply, the bidding demand has exceeded 20GW, and the "five big and six small" procurement is being released.

2025-08-11 09:10:42

In the past two weeks, the procurement demand for centralized photovoltaic project components has been quiet again, but a large number of pre-centralized projects have been settled. According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the announced photovoltaic module bidding and shortlisted projects in two weeks (7.12-7.25) was about 1.94 GW, and the total amount of photovoltaic module bidding projects was about 0.29 GW.

2025-07-28 09:07:59

According to the survey of Digital New Energy DataBM. Com, seven of the top 10 enterprises have raised their component quotations. In the first half of the week, Longji Green Energy and Dongfang Risheng followed up and raised their quotations by 0.02-0.03 yuan/W. Some second-and third-tier manufacturers were slightly affected by the rising cost of raw materials. However, the transaction of new price orders is extremely limited, and the characteristics of "price without market" are significant.

2025-07-24 09:00:19

In the first half of the week, the actual price increase action of photovoltaic module manufacturers was limited, and the bargaining space was still significant, showing the characteristics of "strategic price increase".

2025-07-16 17:42:29

In the past two weeks, the procurement demand for centralized photovoltaic project components has increased significantly, and the demand for centralized procurement of state-owned enterprises is slowly releasing.

2025-07-14 09:06:30

According to the survey of Digital New Energy DataBM. Com, the price of photovoltaic modules fluctuated greatly in the first half of 2025 due to market competition and policy changes.

2025-07-07 10:58:40

This week, the market for photovoltaic modules declined steadily, with two leading manufacturers following up on price cuts, and three small manufacturers all cutting prices. According to the incomplete statistics of digital new energy DataBM. Com, the domestic photovoltaic module production schedule was slightly reduced in July, and the head manufacturer's production schedule was divided.

2025-06-27 14:55:42

According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the photovoltaic module centralized procurement bidding and shortlisted projects that have been publicized in two weeks (6.7-6.20) is about 0.61 GW, and the total amount of photovoltaic module centralized procurement bidding projects is about 1.09 GW.

2025-06-20 16:06:22

This week, the market price of photovoltaic modules remained stable as a whole. After the SNEC exhibition, the price of PV modules has not been adjusted, and it is expected that there will be a decline of 0.01-0.02 yuan/W in late June.

2025-06-16 09:08:20

In the first week of June, the PV module market continued the downturn of price reduction and production reduction.

2025-06-09 09:08:39

According to the incomplete statistics of the Digital New Energy DataBM. Com, the capacity of the announced photovoltaic module bidding and shortlisted projects in two weeks (5.17-5.30) was about 0.43 GW, and the total amount of photovoltaic module bidding projects was about 3.66 GW.

2025-06-03 09:13:45

The lowest price has dropped to 210 yuan/kg.

2023-03-22 16:38:18

Recent delivery is relatively tight, and orders are executed at a unified price.

2023-02-16 16:05:54

Is the price of silicon still rising?

2023-02-15 14:36:06

The third wave of price increase of silicon materials is coming after the year!

2023-02-08 16:54:48

The cement clinker production line (2 # kiln) of Jiangxi Ruijin Wannianqing Cement Co., Ltd. with a daily output of 4000 tons has been dismantled as required, and does not meet the production conditions of cement clinker, and has passed the on-site verification and acceptance, which is now publicized.