in January was 0.74-0.76 yuan/ W, and the price range was significantly narrower than that in December. The average price rose slightly by 0.46% compared with December 2025. Compared with December 2024, it increased by 7.
(See the monthly review of the previous period for details: a sharp drop of 73%, and the monthly bidding was only 5. However, except for the leading companies, the projects of other bidders were generally small in scale, mainly stock projects and small-scale procurement, none of which exceeded 100MW. Lack of large-scale centralized procurement projects to stimulate the market is also the direct cause of the overall scale contraction in January, and the rhythm of centralized procurement has entered a seasonal trough. The proportion
of TOPCon has risen again, and the conversion efficiency requires a new high
. From the distribution of component technology routes, the proportion of TOPCon components in the January calibration project reached 49.1% . Compared with the proportion in December (12.
It is worth noting that in the procurement project of monocrystalline silicon anti-sandstorm new high-efficiency components and related services in the EPC general contracting section 11 of the second phase photovoltaic project of Guoneng Lingshao DC supporting 2 million kilowatt composite photovoltaic base, which was released on January 27. It puts forward the requirement that the product conversion efficiency should be 24.06% or more , which is a record high in the industry's procurement efficiency requirements. 
Huansheng, Jingao and Gaojing are in the top three, and the number of orders taken by leading enterprises has declined
. According to DataBM, but the number of orders taken by enterprises is relatively low." Huansheng Photovoltaic and ", which ranked the top three in terms of quantity, are noteworthy for the lack of large-scale centralized procurement that can boost the overall share in the off-season of demand, and turn to small and medium-sized projects. This situation is more conducive to non-head enterprises to participate in competition and share orders with flexible prices and strategies, which leads to the increase of the statistical ranking of the number of orders and the decrease of the share of head enterprises.
The bidding unit price range contracted sharply, the lowest price was 7, and the average price rose
steadily and slightly, according to the incomplete statistics of the digital new energy DataBM. Com. In January, the calibration price range was 0.74-0.76 yuan/W , and the overall price range was stable but loose. The highest price, the average price and the lowest price changed by-12.60%, 0.46% and 12 respectively. It is worth noting that the lowest bidding unit price in the past 12 months has been maintained between 0.63 and 0.66 yuan/W for a long time. In January, the lowest price and
the highest price appeared in the framework agreement procurement project of the annual photovoltaic power generation project of Shuifa Xingye Holding Co., Ltd. Jingao Solar Energy Technology Co., Ltd. gave 0. The lowest price appeared in Ningxia Silver Star Energy Co., Ltd. Ningxia Energy Southeast Copper Phase II, In the procurement project of monocrystalline silicon battery components for Zunyi Aluminum Industry Phase II Distributed Photovoltaic Power Generation Project, Xiexin Integration Technology Co., Ltd.
In January 2026, the average price increased by 7. But the key change lies in the price fluctuation range: the price range in January 2026 converged to 0.740-0.763 yuan/W, and the price difference was only 0.023 yuan/W . Compared with the same period last year, the price range in January is also the narrowest in the past year. The data show that the mainstream quotation in the centralized procurement market has formed a high degree of consensus, and the irrational extreme quotation behavior may be squeezed out of the market.
Outlook: Weak demand in the off-season continues, and "export grabbing" has limited
pull on the market. According to incomplete statistics from the Digital New Energy DataBM. Com, the total amount of calibration in January dropped by 46.6% compared with December . A significant decrease of 64.
At the same time, the industry is facing a turning point of key policies. Recently, it has aroused widespread concern that the export tax rebate policy for photovoltaic products will be abolished in April 2026, which has stimulated some enterprises to accelerate export hoarding, increased the operating rate of component manufacturers in the short term, and brought a certain increase and support to domestic component prices. According to the research of Digital New Energy DataBM. Com, in the domestic distributed market, the action of "grabbing exports" by leading manufacturers has accelerated the synchronous rise of component quotations in domestic and foreign markets, and the quotation of manufacturers has risen by 0.04-0.15 yuan/W in the first week after the release of policy changes. The quotation of the head manufacturer stands firm at 0.80 yuan/W, and breaks through 0.
However, this situation is actually an advance overdraft of future demand (especially overseas exports) and does not create additional terminal demand. Some domestic power plant installers said that due to the impact of electricity prices and installation costs, some power plant project budgets have risen sharply, superimposed holidays are coming, the installation process has stagnated, and the direct growth of photovoltaic installed capacity is limited in the short term.
On the whole, this pattern of "weak demand and low trading" will continue until the market passes the off-season holidays and fully digests policy changes.
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