March, the bidding for the procurement of photovoltaic project components started one after another. Although the overall scale of the project bidding is small and the number is limited, there are also many large-scale annual photovoltaic module collection projects of central state-owned enterprises such as PetroChina (7 GW) among the newly released bidding projects. The overall scale has been promoted.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (3.21-4.3), the capacity of the announced photovoltaic module bidding and shortlisted projects was only 0.21 GW , and the total amount of photovoltaic module bidding projects was 8.23 GW. Annular growth of 93% .
It can be seen that the market demand for photovoltaic modules has warmed up in the past two weeks, but the pace of project landing is relatively slow.
(See the bidding weekly review in the last issue: 39GW for bidding and 4GW for bidding! Photovoltaic Module Collection Market Relay Overseas "Grab Export"? )
The total amount of calibration projects in the last two weeks was significantly reduced compared with the previous period ( 39.05GW in the previous period ), mainly due to the procurement of single power station projects and the lack of large-scale centralized procurement projects. Among the projects that have won the bid and candidates for winning the bid, the bidding unit price of enterprises is 0.62-0.89 yuan/W , and the average bidding unit price is 0.757 yuan/W , which is 1.03% lower than that of the previous period.
The lowest price comes from the second batch of photovoltaic module procurement projects of Pukou Jiaofa Distributed Photovoltaic Power Generation Project in 2025. Ningbo Zhongyi New Energy Co., Ltd. reported a very low unit price of 0.628 yuan/W ; The highest price comes from the photovoltaic module equipment procurement project of Hongnijing Photovoltaic Power Station Photovoltaic Module Bracket, Inverter and Box Transformer Foundation Heightening Renovation Project of Mengneng Group. Longji Leye Photovoltaic Technology Co., Ltd. quoted a unit price of 0.885 yuan/W .
It is noteworthy that in the second batch of photovoltaic module procurement projects of Pukou Jiaofa Distributed Photovoltaic Power Generation Project in 2025, the bidding prices of the three successful candidates are at an unusually low level, ranging from 0.628 to 0.639 yuan/W . The average price is only 0.634 yuan/W . According to the statistics of Digital New Energy DataBM. Com, the bidding price is a new low since August 2025 (the lowest price fluctuates between 0.640-0.740 yuan/W ). There are two reasons for
this extremely low price, one is that according to the bidding information, the project self-financing is 1.1 million yuan, and the bidding unit price level is about 0.679 yuan/W . This budget "ceiling" directly limits the bidding space of bidding enterprises; Second, after the first bidding, the second bidding may prompt the bidder to improve the probability of winning the bid by lowering the quotation.
The specific bidding information is as follows:
Compared with the previous two weeks, the bidding demand for PV modules in these two weeks has increased significantly, 15 projects have issued procurement bidding, and the total amount of biweekly bidding is 8.24 GW. Compared with 4.27 GW in the previous cycle, it increased by 93% .
Among them, PetroChina's 2026 bidding for photovoltaic modules has a total capacity of 7 GW , including 6.8GW for TOPCon modules . BC component procurement is 0.2G W, and the bid opening is expected on April 22.
In addition, the centralized procurement project of photovoltaic modules of Shanxi International Energy Group New Energy Investment Management Co., Ltd. in 2026 has been postponed several times since the first tender announcement was issued on January 28. It has been postponed for five times , and the tenderer has not explained the reasons. According to the survey of the Digital New Energy DataBM. Com, the reason may be that the price of the photovoltaic module market has changed frequently and substantially since January, the tenderer and the component manufacturer have not reached an agreement on the purchase price, the superposition is in the off-season of installation, and the urgency of project promotion is not high, so the project has been delayed continuously.
The specific bidding information is as follows:
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