Core Viewpoint - The article discusses the ongoing "anti-involution" trend in the photovoltaic (PV) industry, highlighted by the recent centralized procurement bidding by China Huadian Corporation, which reflects changes in pricing and competition dynamics within the sector [3][5]. Group 1: Procurement Details - China Huadian Corporation's centralized procurement for PV modules spans a total scale of 20GW, divided into two segments: 18GW for segment one and 2GW for segment two [3]. - The average bidding price for segment one has risen to 0.71 yuan/W, exceeding the previously established industry self-discipline floor price of 0.692 yuan/W, with only a few bids below 0.7 yuan/W [3]. - For segment one, over 40 companies participated, with bid prices ranging from 0.6464 yuan/W to 0.7518 yuan/W, and an average of 0.7103 yuan/W, where only five bids were below 0.7 yuan/W [4]. - Segment two requires high-efficiency N-type TOPCon, HJT, and BC modules, with 26 companies bidding, and prices ranging from 0.7076 yuan/W to 0.8431 yuan/W, averaging 0.7461 yuan/W, with over 60% of bids above 0.73 yuan/W [4]. Group 2: Industry Self-Regulation Initiatives - The China Photovoltaic Industry Association (CPIA) issued an initiative to strengthen industry self-regulation, emphasizing the need for fair competition and adherence to legal frameworks to combat predatory pricing [5]. - The initiative calls for optimizing bidding rules by reducing price weight and increasing the importance of technical evaluation in the bidding process [5]. - Recent discussions among various government departments have focused on curbing low-price disorderly competition and establishing effective pricing mechanisms to prevent below-cost sales and false marketing practices [6].
中国光伏行业协会重申加强行业自律
第一财经·2025-08-22 13:06