In the past two weeks, the centralized procurement projects of central state-owned enterprises have increased the scale of bidding, but the demand for new bidding has fallen.
According to the incomplete statistics of the digital new energy DataBM. Com, In two weeks (8.8-8.21), the capacity of the announced photovoltaic module collection and calibration and the shortlisted projects is about 10.38 GW . A substantial increase of 344% compared with 2.34 GW in the previous period; At the same time, the total amount of bidding projects for centralized procurement of photovoltaic modules was about 1.61 GW , down about 30% from 2.29 GW in the previous period.
(For details of the previous period, please refer to: over 1.2G W project delay and flow mark! Price rebound trend disturbance, component collection market pressure )
China Resources Power and China Nuclear Group have landed one after another, and the supply chain price increase has not been transmitted to the collection market
for nearly two weeks. The capacity of the national component collection and bidding and shortlisted projects is about 10.38 GW , a significant increase of 344% compared with 2.34 GW in the previous period. A total of 15 new entries and bidding projects were added, involving 16 bidding enterprises . The calibration data of the current period is almost entirely driven by the component centralized procurement projects of China Resources Power and China Nuclear Group in 2026. After excluding the two major purchase orders, the remaining calibration volume is only about 0.68 GW , and the conventional demand is not high. The centralized procurement project of
China Resources Power is divided into 5 bid sections, with a total capacity of 5.4GW . Xiexin Integration, Jingao Technology and Huayao Optoelectronics won the bid at a price of 0.66-0.71 yuan/W . In addition , Hengdian Dongci was shortlisted as an alternative . China Nuclear Group has only one bidding section with a capacity of 4.3GW . Zhengtai Xinneng, Jingao Science and Technology, Yingli Energy, Tongwei Stock , Huayao Optoelectronics and Longji Green Energy were selected. The bidding price is between 0.68-0.75 yuan/W .
According to the statistics of the Digital New Energy DataBM. Com, as of this week, 7 of the 11 enterprises in the "Five Big and Six Small" have issued group-level photovoltaic module frame mining projects in 2026. They are Huaneng Group, Huadian Group, Datang Group, CGN, Three Gorges Group, Huarun Electric Power and China Nuclear Group . About 45.6GW in total -At present, there are only four large-scale frame mining projects (State Energy Group, State Power Investment Corporation, SDIC Power and CECEP) that have not yet been released, and the component centralized mining window of the main echelon of this year is nearing the end. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price is 0.624-0.883 yuan/W , and the overall average price is 0.705 yuan/W . Compared with the previous period, the average price of 0.735 yuan/W dropped significantly, and the ring ratio dropped by about 4.1% . The lowest price comes from the photovoltaic module procurement (the third time) project of the distributed photovoltaic power generation project of Songnong Power Station. Hongyuan Green Energy quoted a unit price of 0.624 yuan/W ; The highest price comes from the EPC + O (EPC general contracting) photovoltaic module framework procurement (second bidding) project of the roof distributed photovoltaic construction project of public institutions in Yangdong District of Yangjiang City. Guangdong Runjia New Energy Co., Ltd. quoted a unit price of 0.883 yuan/W .
It is worth noting that although the prices of all links in the photovoltaic industry chain are rising recently, the average price of the component centralized procurement market has fallen, which does not reflect the failure of the price increase, but is limited by the long bidding cycle of the component centralized procurement project and the lagging transmission of the price increase. However, under the current continuous price increase, the framework delivery period spans one year, the purchase price is locked at a low level, and there are some hidden risks in the project delivery stage, which may face the risk of loss-making performance.
The specific bidding information is as follows:
the total amount of 1.3GW framework support for the South-to-North Water Diversion Project, the regular bidding rhythm has been further slowed down
for nearly two weeks, and the total amount of bidding for PV module collection is about 1.61 GW . Compared with the previous period, 2.29 GW dropped by about 30% , and 14 projects were publicly released. This period is driven by the centralized procurement of 1.3GW frame orders for photovoltaic modules by China South-to-North Water Diversion Group Co., Ltd. in 2026-2027. After excluding the large orders, the remaining bidding volume is about 0.31GW . Compared with the previous regular bidding rhythm, it has further slowed down.
In the choice of technical route, N-type TOPCon components are still the dominant choice for ground power station and frame procurement, but it is worth noting that. In the 1.3GW framework of China South-to-North Water Diversion Group in 2026-2027, 300MW is specially purchased for BC double-sided double-glass components , accounting for about 23% of the total framework.
The specific bidding information is as follows:
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