In the past two weeks, the annual centralized procurement projects of central enterprises have entered the publicity period of the results. Photovoltaic " According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (10.17-10.30), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 10.24 GW . Compared with the previous period (10.3-10.16) 2.81 GW, it increased by 264.7% ; At the same time, the total amount of bidding projects for photovoltaic modules is about 8.87 GW . Compared with 6.60 GW in the previous period, it increased by 34.
Huadian 5GW, China Power Construction 4GW, Shenneng 1GW … In the past two weeks, the scale of calibration has been greatly increased
, and the capacity of the national component collection and calibration projects is about 10.24 GW . Significant increase compared with the previous period 264.
The three largest orders in the current period were all annual or batch procurement by central enterprises: Huadian Group's 5GW procurement, China Power Construction's 4GW procurement and Shenergy's Shanghai New Energy's 1GW procurement . According to the publicity results, the structure of the enterprises listed in the above projects is mainly composed of head component manufacturers. For example, the bidding range of the three major projects of Longji Green Energy, Jingke Energy, Jingao Technology and 0.66-0.79 yuan/W .
However, in the 5GW procurement project of Huadian Group, TCL Zhonghuan quoted a "floor price" of 0.665 yuan/W , ranking first among the successful candidates, which is not only the lowest quotation for the centralized procurement project of state-owned enterprises. It is also the lower limit of Huadian Group's bid opening quotation for this project (the quotation range of 26 companies at the time of bid opening is 0.665-0.
This phenomenon of "low price entry" is not the first time . The lowest price comes from the 1.6G W purchase of China Resources Power , and the price of Xiexin Integration is 0.663 yuan/W , but on the whole, the pricing mechanism of frame mining is "first shortlisted, then negotiated according to specific projects". The entry price is not the same as the final transaction price, but the low-price "sentiment" formed by the head frame quotation is still inevitably transmitted to the overall quotation expectation of the centralized and even distributed market. In terms of
bidding price, the bidding unit price is 0.661-0.830 yuan/W for the projects that have been publicized as winning bidders and candidates. The overall average price is 0.748 yuan/W , which is slightly lower than average price of 0.757 yuan/W in the previous period. Decrease 1. The lowest price comes from the procurement of photovoltaic modules for 1177.29 kW roof distributed photovoltaic project in Cheese Town, Chayouhou Banner. Inner Mongolia Liyang Photovoltaic New Energy Technology Co., Ltd. reported a unit price of 0.661 yuan/W ; The highest price comes from the announcement of the successful candidates for the photovoltaic module procurement project of Guangzhou Water Investment Group's "Water + Photovoltaic" Integrated Energy-saving Renovation Project (the second batch). Guangdong Huyingguang New Energy Technology Co., Ltd.
Chint New Energy and JinkoSolar each tied for the top spot three times . However, according to the actual situation, the capacity of single project in the past two weeks is only 129. Dongfang Risheng ranks first with 86.26 MW of Lesab project in South Africa. Followed by Trina Solar Inner Mongolia Energy Integration Project 21.
Biweekly calibration data overview is as follows:
Three Gorges Group 5.2G W led, Longyuan Power shrank by half to 3GW! Driven by the 2GW project and Longyuan Power's 2026 photovoltaic module centralized procurement 3GW project, the total amount of bidding for photovoltaic module centralized procurement was about 8.87 GW , an increase of 34% compared with 6.60 GW in the previous period. The remaining bidding volume is 0.
The most noteworthy change in this period is the project of Longyuan Power. Although the project appeared on the bidding list again, the division of bid sections and the total amount have been substantially adjusted compared with the previous statistical interval: the previous phase was released in 7 bid sections with a total scale of 6GW, of which the onshore photovoltaic bid sections were 1.
The naming of the bid section also clearly distinguishes between "high efficiency" and "medium efficiency" , corresponding to 24% and 23% respectively.
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