In July, the total monthly rated capacity of domestic PV " was 15.72 GW . Compared with June , it increased by about 69.9% , with an average monthly price of about 0.735 yuan/W , and a slight decline of about 2.
Although July continues the characteristics of " the scale of centralized mining has increased but the price has continued to decline " since June, the centralized mining market will also usher in a new trend under the influence of the recent publication of the General Principles of Cost Accounting Model for Photovoltaic Industry, the guidance of price compliance and the self-discipline meeting of leading enterprises. The situation of continuous low-price competition may come to an end.
(For the monthly review of the last issue, please refer to the incomplete statistics on the DataBM. Com of digital renewable energy . The total rated capacity is about 15.72 GW . Compared with June (9.26 GW) , it increased by about 69.9% . Compared with July 2025 (5.39 GW) , the number of calibration projects increased by about 191. In terms of the number of calibration projects, 26 projects were completed in July , and the number of projects increased significantly compared with June (19). In addition, another nine projects have been in the state of candidate publicity.
From the point of view of project structure, after excluding the annual framework centralized procurement project, the capacity of conventional power station procurement project only accounts for 3.8GW, but compared with June (0.
China Resources and China Nuclear 9.
Datang Group accounted for 70% of the total monthly calibration volume with 11 GW frame collection volume, occupying the dominant position in July. Zhengneng Group ranked second with 2.5GW, National Energy ranked third with 1.2GW, and the total proportion of the top three was as high as 93. The total is not more than 6.
In addition to the settled July projects, the follow-up reserve projects are also considerable. Since the third quarter, the annual centralized mining projects of "five big and six small" state-owned enterprises have entered a period of intensive release, with the share of 4.3GW annual centralized mining projects of China Nuclear Group
and 5.TOPCon components of China Resources Power rising to 60%. HJT components returned to the technical route distribution of the collection catalogue
in July, and TOPCon components regained the dominant position with 62.4% . The BC component jumped to 25.4% , while the HJT component reappeared in the centralized procurement list after two months of absence.
From the point of view of the projects marked with power sections, the threshold of calibration power in July was generally raised to 630W and above . About 3023. Since the official release of the energy efficiency classification policy for photovoltaic products on July 2, the trend of purchasing components with a preference of 630W and above is constantly strengthening. Led by
TCL Zhonghuan, the number of orders taken by six manufacturers reached GW level
. From the perspective of winning bidders, TCL Zhonghuan ranked first in the month with 2.17 GW . Accounting for 13.8% of the full month scalar, compared to June, In July, the market concentration of the winning bidders was significantly diluted , and the situation of a single enterprise monopolizing large orders was alleviated to a certain extent. This month , the first six winning bidders accounted for 60.1% of the capacity, while more non-leading enterprises were included in the major projects, breaking the competition pattern in which a few leading manufacturers monopolized the main share in the previous months. The seven shortlisted companies accounted for 98% of the total.
In July, the overall bidding unit price range was 0.530-0.812 yuan/W . The highest price, average price and lowest price changed by -3.36%, -2.28% and -26% respectively.
The highest price appeared in the framework procurement project of photovoltaic modules of China Datang Corporation in 2026-2027. Zhejiang Aixu Solar Energy Technology Co., Ltd. quoted a price of 0.812 yuan/W ; The lowest price appeared in the photovoltaic module procurement III (Luneng 182topcon double glass) procurement project. Xi'an Huanghe New Silk Road Import and Export Co., Ltd. reported 0.
It should be noted that 0. The lowest price in July was 0.
second highest level of the year. However, the price did not recover at the same time, and the average bidding price dropped to 0 for the second consecutive month.
However, in the near future, under the coordinated development of policies and regulations, the expectation of promoting the price of products in all sectors of the industry to return to a reasonable level is very high.The General Principles of Cost Accounting Model for Photovoltaic Industry (hereinafter referred to as the General Principles), which was formally implemented on July 27, unifies the cost calculation scope, calculation coefficient and calculation model of the whole industry chain of "silicon material-silicon wafer-battery-component", which will take the lead in influencing the bidding process of centralized procurement. Subsequently, the government, central enterprises and project owners can explicitly quote the General Principles in the tender documents, and take the industry reference cost calculated according to the standard as the reference benchmark of cost rationality in bid evaluation. When the bid price is obviously lower than reference benchmark and the enterprise can not provide a reasonable explanation, the bid evaluation committee may reject it according to law.
Looking ahead, although the policy landing and effectiveness still need time to digest, the current market has taken the lead in releasing positive signals in both demand and price. On the
demand side, the future reserve projects are considerable. CNNC's annual centralized procurement of 4.3GW and China Resources Power's annual centralized procurement of 5.4GW have completed the bid opening in July, and are expected to complete the calibration in August. The total amount of the two items is about 9.7GW, which is close to 60% of the calibration in July; At the same time, Anneng Group 1. This means that the total amount of bidding in August is expected to continue to maintain a high level under the support of the central state-owned enterprises, and the possibility of a sharp drop in demand is relatively small. In terms of
price, the prices of all links in the industrial chain have shown an upward trend, and silicon wafers and batteries have taken the lead in raising prices. In the component distributed market, seven leading manufacturers, including Tongwei Stock, Jingke Energy, Jingao Science and Technology, Trina Solar Energy, Atlas, Longji Green Energy and TCL Central, have successively increased their prices , while three second-and third-tier manufacturers have followed up the rise, which further illustrates that the current market sentiment has recovered significantly. In August, the market is expected to switch to the characteristics of "stable volume and rising price".
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