DBM Weekly Review: Targeting 2.9 GW, Growth of 136%, Component Collection Market Reversed in the First Year?

2026-01-19 09:14:10

According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic module bidding and shortlisted projects that have been publicized in two weeks (1.3-1.16) is about 2.88 GW, but the total amount of the photovoltaic module bidding projects is 0.17 GW.

In the first two weeks

of 2026, the PV module market was relatively flat.

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 (1.3-1.16) is about 2.88 GW . However, the total amount of bidding projects for centralized procurement of photovoltaic modules is only 0.17 GW . Compared with the previous two weeks (12.20-1.2), the capacity of bidding increased by 136.07% , and the total amount of bidding projects declined by 52.78% again.

(See DBM Weekly Review: 1.2GW Closing! At the end of the year, can bidding price continue to rise?

Compared with the market in the first year of 2025, the calibration scale in the first two weeks of January 2025 reached 6.19 GW, a decrease of 53.47% compared with the same period last year. Mainly due to the lack of finalization of large-scale centralized procurement projects (such as 3.5G W centralized procurement of Inner Mongolia Energy Group and 1.05 GW centralized procurement of Shandong High Speed Energy), the first two weeks of January of this year continued the overall flat tone of the second half of 2025. In the

past two weeks, the bidding unit price of enterprises has been 0.74-0.78 yuan/W , the overall range has moved up sharply, and the lowest price has risen by 0.07 yuan/W . The average bidding unit price is 0.75 yuan/W , which remains stable. The lowest price comes from the centralized procurement project of photovoltaic modules in Guangzhou from 2025 to 2026. The unit price quoted by Gaojing Solar Energy Co., Ltd. is 0.747 yuan/W ; The highest price comes from the photovoltaic module procurement (secondary) project of Hungarian Borsaud 30 MW (AC) photovoltaic power generation project of Henan Walkman Construction Engineering Co., Ltd. Tongwei Co ., Ltd. quoted a unit price of 0.775 yuan/W .

The specific bidding information is as follows:

the demand for centralized procurement bidding has declined, the project has not been fully started in the first year, and the biweekly bidding is only 0.17 GW , a sharp drop of 52.78% .

It is noteworthy that the tender announcement of the 2026 photovoltaic module frame procurement project of Shaoguan Guanshan Engineering Construction Group Co., Ltd. mentioned that the maximum price of the module is 0.78 yuan/W , and the type of the module purchased is 600 W modules with N type double-sided double-glass 182mm. Due to the rapid rise of component prices in the current distributed market, the price of this part of components has reached 0.78-0.85 yuan/W (head brand quotation).

According to the survey, the digital new energy DataBM. Com will continue to follow up and pay attention to whether the current round of distributed price increase will affect the centralized market procurement because of the "insufficient number of bidders" for the procurement projects with a price limit of less than 0.68 yuan/W.

The specific bidding information is as follows:

All can be viewed after purchase
Correlation

According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic module bidding and shortlisted projects that have been publicized in two weeks (1.3-1.16) is about 2.88 GW, but the total amount of the photovoltaic module bidding projects is 0.17 GW.

2026-01-19 09:14:10

Recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Ecology and Environment, the State-owned Assets Commission of the State Council and the State Energy Administration jointly issued the Guiding Opinions on the Construction of Zero Carbon Factories (Ministry of Industry and Information Technology Joint Section [2026] 13, hereinafter referred to as the Guiding Opinions) to tap energy conservation in the field of industry and information technology. Promote carbon reduction and efficiency enhancement and green low-carbon transformation in key industries, and foster and develop new quality productivity.