On December 12, China Energy Construction announced the transaction information of 15GW photovoltaic module centralized procurement in 2023, and a total of 22 module manufacturers were shortlisted for this centralized procurement, and the module requirements of each bid section are as follows:
Among them, the bidding type of the bid section is P-type modules, and the bidding capacity is 44GW, accounting for 293%。The unit price of the winning bid is 0974~1.0745 yuan w, with an average of 1069 yuan w.
The bidding type of the bid section is N-type, and the bidding capacity is 106GW, accounting for 707%。The unit price of the winning bid is 10176~1.125 yuan w, with an average of 1029 yuan w. See the table below for details:
In addition, with the acceleration of the deployment of leading companies in n-type technology and production capacity, the price gap of N-P modules is further narrowing. Sobi Solar noted that JA Solar, as the first winning bidder in multiple bids for P and N, had a bid price difference of 0025 yuan w, reflecting the progress of the head enterprises in the N-type production capacity layout.
It is reported that JA Solar has actively deployed the production capacity of n-type products, and the n-type production capacity in Ningjin, Xingtai, Dongtai, Baotou, Shijiazhuang and other places is being put into operation successively, and it is expected that by the end of 2023, the N-type cell production capacity will exceed 57GW, ranking among the top three in the industry. In terms of products, in 2023, JA Solar released a new n-type module product based on a new generation of rectangular silicon wafers, DeepBlue 40 pro。The product adopts the company's self-developed high-efficiency N-type passivated contact Bycium+ battery technology, with an open-circuit voltage (VOC) of up to 733mV and a mass production conversion efficiency of up to 26%.