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光伏产业链景气度修复
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华润电力光伏组件开标均价提升,产业链涨价传导顺利景气度望修复
Xuan Gu Bao· 2025-08-18 15:27
Group 1 - China Resources Power recently held a bidding for 3GW photovoltaic module procurement, with average bid prices significantly higher than current market prices, indicating potential price increases in the industry [1] - The average bid prices for the three segments were 0.729 CNY/W, 0.729 CNY/W, and 0.718 CNY/W respectively, which are above the current average prices of 0.67 CNY/W for centralized projects and 0.69 CNY/W for distributed projects [1] - The expectation of a cancellation of export tax rebates for photovoltaic products may lead to further price increases for overseas components, supported by the upcoming 20GW component bidding by Huadian Group [1] Group 2 - Junda Co. has achieved large-scale production of N-type batteries and focuses on cost reduction and efficiency improvement, leading the industry in battery efficiency and cost [2] - JA Solar Technology is a leading company in photovoltaic modules, with a production capacity of 100GW, and its silicon wafer and battery capacities exceed 80% and 70% of its module capacity respectively [2]