央企光伏组件集采再现1元/W报价 多家公司回应涨价
2 1 Shi Ji Jing Ji Bao Dao·2026-02-12 06:36

Group 1 - The core point of the news is the significant increase in the prices of photovoltaic (PV) components in China, with recent bidding results showing prices exceeding 1 yuan/W for the first time in years [1][2] - China Huadian Group's recent tender for 8GW of PV components included two segments: 6GW of N-type high-efficiency components (645W) and 2GW of N-type conventional components (620W) [1] - The bidding results revealed that 25 companies participated in the first segment with prices ranging from 0.78 to 1.018 yuan/W, averaging 0.8831 yuan/W, while 31 companies participated in the second segment with prices from 0.76 to 0.923 yuan/W, averaging 0.8438 yuan/W [1] Group 2 - Longi Green Energy reported a noticeable increase in component prices, with high-power (670W) components now exceeding 1 yuan/W [1] - Trina Solar has raised its distributed PV component prices three times this year, with current prices for mid-size and large-size components ranging from 0.88 to 0.92+ yuan/W, and anti-glare components priced at 0.95 to 0.99+ yuan/W [1] - Aiko Solar indicated that domestic component prices are nearing 0.9 yuan/W, while overseas prices exceed 1 yuan/W [2] Group 3 - The increase in component prices is attributed to the rising silver prices, which have been identified as a key factor driving the current price surge [2] - The China Photovoltaic Industry Association's report on the cost analysis of mainstream PV products indicates that the average all-in cost for the TOPCon210R product varies significantly with silver prices, ranging from 0.783 yuan/W to 0.866 yuan/W depending on the silver price per kilogram [2]

央企光伏组件集采再现1元/W报价 多家公司回应涨价 - Reportify