市场快讯：华电集团20GW组件集采招标，带动多晶硅价格上涨

Report Industry Investment Rating - No relevant information provided Core Viewpoints - The 20GW component centralized procurement tender of Huadian Group has driven up the price of polysilicon. Although the industry has achieved certain results in "countering internal strife" and market sentiment has been boosted, the actual demand in the photovoltaic market remains weak, and only the improvement of the supply - demand structure can support market prices in the long term. Short - term polysilicon futures are recommended to take long positions at low levels, and futures speculation is advised to shorten the operation cycle and allocate a certain amount of options to control risks [1][2] Summary by Related Content Huadian Group Tender Information - On August 22, Huadian Group's centralized procurement of photovoltaic components for 2025 - 2026 opened. The project is divided into two sections. Section one purchases N - type TOPCon components with a scale of 18GW and a conversion efficiency requirement of ≥22.5%. Section two purchases N - type TOPCon, BC, and HIT components with a scale of 2GW and a conversion efficiency requirement of ≥23.8% [1] - In section one, the bid prices range from 0.646 to 0.751 yuan/W, with an average of 0.71 yuan/W. Only 5 out of 47 enterprises bid below 0.7 yuan/W. In section two, 26 enterprises participated in the tender, with bid prices ranging from 0.708 to 0.843 yuan/W and an average of 0.746 yuan/W [1] Market Situation Analysis - Compared with InfoLink's average prices of TOPCon components in the centralized and distributed markets on August 21 (0.67 yuan/W and 0.69 yuan/W respectively), the tender average prices have increased significantly. The industry has achieved certain results in "countering internal strife", but the follow - up project tender prices need to be monitored [2] - The actual demand in the photovoltaic market is still weak, and only the improvement of the supply - demand structure can support market prices in the long term. Although the newly installed photovoltaic capacity in July declined significantly, short - term polysilicon futures are recommended to take long positions at low levels, and futures speculation is advised to shorten the operation cycle and allocate a certain amount of options to control risks [2]