In the past two weeks, the market of photovoltaic modules has recovered and the market activity has increased.
According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic module collection and bidding and entry projects announced in two weeks (4.18-4.30) is about 11.87 GW, which is significantly higher than that of 0.44 GW in the previous period; At the same time, the total amount of bidding projects for centralized procurement of photovoltaic modules was 1.93 GW, which was significantly higher than that of 0.38 GW in the previous period.
(See the weekly review of the previous bidding: the centralized procurement is cold, the 4GW project is to be implemented, and the bidding price of components is approaching the 0.7 yuan mark again? Since late
April, distributed and centralized PV procurement projects have been implemented intensively, with a total of 17 new shortlisted and calibrated projects within two weeks, and the market activity has increased significantly. Among them , three bidding units, Jingneng Group, PetroChina and Zhejiang Trading , have issued annual framework procurement announcements for photovoltaic modules, and a total of 24 enterprises intend to win the bid-after a long period of observation, downstream demand has finally accelerated release. The willingness of purchasers to concentrate on stock has increased significantly. Among the projects that
have won the bid and the candidates for winning the bid, the bidding unit price of enterprises is 0.72-0.83 yuan/W , which is narrowed as a whole, and the average bidding unit price is 0.775 yuan/W . A slight decrease of 2.38% over the previous period .
The lowest price comes from the photovoltaic module framework procurement project of Beijing Energy Group Co., Ltd. in 2026. Shandong Runma Solar Energy Technology Co., Ltd. quoted a unit price of 0.720 yuan/W ; The highest price also comes from the photovoltaic module framework procurement project of Beijing Energy Group Co., Ltd. in 2026. Zhejiang Aixu Solar Energy Technology Co., Ltd. reported a unit price of 0.827 yuan/W .
It is worth noting that although the average bidding price of components has dropped slightly by 2.38% to 0.775 yuan/W recently, the overall price is still in a reasonable range and there is no cliff-like decline. At the same time, the price of distributed photovoltaic modules also showed a synchronous downward trend. Market research shows that this week, the price of TOPCon components generally falls in the range of 0.70-0.83 yuan/W . With the end of the "export grabbing" market, the inventory level of domestic component enterprises is on the high side as a whole, and the price of upstream raw materials has fallen from February to March. The current slight downward trend of component prices is still a normal market adjustment phenomenon.
The specific bidding information is as follows:
In the past two weeks, the bidding demand for PV module procurement also showed a significant growth trend. A total of 14 procurement bidding projects were issued, and the total amount of biweekly centralized procurement bidding reached 1.93 GW, a significant increase of 407.89% compared with the previous cycle (0.38 GW).
From the point of view of project structure, the bidding in the past two weeks is mainly targeted procurement of a single power station, and mostly concentrated on large-scale centralized power stations . For example, Guodian Electric Power Tianjin Haijing Salt and Light Complementary 1000 MW Project Phase II Photovoltaic Module Procurement Project, Fujian Putian Company Guoneng Hanjiang Xinghua Bay 130MW Fishing-Light Complementary Photovoltaic Power Station Project Photovoltaic Module Procurement Project, etc. The procurement demand of each project ranges from 100-500MW, reflecting the accelerated release of downstream power plant installation demand.
The specific bidding information is as follows:
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