China Resources Power1The bid for 5GW PV module centralized procurement was opened, and the procurement was divided into 3 bid sections, with a total scale of 1,510MW. Among them, Lot 1 is 610MW, Lot 2 is 600MW, and Lot 3 is 300MW, and the module requirements are all N-type, of which Lot 1 is clearly N-type TOPCON monocrystalline bifacial double-glass photovoltaic modules.
Deliveries are expected to be between March 2024 and June 2024.
Judging from the bid opening, a total of 23 companies participated in the bidding, and one of the top 6 companies did not participate.
Lot 1: TOPCON monocrystalline bifacial double-glass photovoltaic modules have a minimum of 085 yuan w, the most ** grid is 0992 yuan w, the spread is 0142；The minimum ** of Lot 2 is 0851 yuan w, the highest ** is 0985 yuan w, the spread is 0134；The minimum ** of Lot 3 is 085 yuan w, the highest ** is 096 yuan w, the spread is 0$11 w.
The average prices of the three bids are: 901 and 0$897 w.
From the perspective of bidding enterprises, among the top 5 enterprises, the average price of three bids is in. 911 and 0882 yuan w, the price difference between enterprises is 0025-0.125. There are only three companies** at 0More than 9 yuan w, it can be seen that the competition of head enterprises is also fierce.
Another obvious trend is that among the three bids, most of the lowest ** are from second- and third-tier or even third-tier enterprises, and some enterprises have production capacity of polysilicon and silicon wafers.
Compared with the opening of CNNC's 8GW module bid in mid-January, the lowest price of N-type modules was 0858 yuan w, the most**09755 yuan w, the average price is 0917 yuan w. At the bid opening, the lowest price and average price of modules decreased.
Combined with last week's silicon industry branch**, polysilicon has rebounded, and silicon wafers have also improved. However, from a relatively high point of view, the price increase atmosphere has not affected the module sector, and the first-class game between enterprises is still continuing.