TrendForce Jibang Consulting: Jingke won the lead bid for 12.89GW of domestic PV modules in June

Zhitongcaijing · 2d ago

The Zhitong Finance App learned that in June 2026, Jibang Optical Storage published an article stating that in June 2026, China Resources Electric Power and Zhejiang Energy Group contributed to the core increase; the winning bid volume (including finalists) was 10.56 GW, Jingke, GCL, Gaojing, Yingli, and Zhengtai led the standard market; the average bid price for N-type modules was 0.764 yuan/W, down slightly from the previous month.

The tender volume of PV modules in June was 12.89GW

According to incomplete statistics from Jibang Optical Storage Observation, the domestic PV module tender scale reached 12.89 GW in June 2026, a decrease over the previous month. Central state-owned enterprises are still the main tenders. China Resources Electric Power started collecting 5.4 GW photovoltaic modules, while Zhejiang Energy Group started 2.5 GW of procurement.

In June, it was clarified that the tender scale for N-type components reached 10.08GW, accounting for 78.22% of the total tender volume. Looking at the breakdown, TopCon components dominated tenders, with a bid volume of 6.69 GW, accounting for 66.37%; BC modules had a tender volume of 53.26 MW, accounting for 0.53%.

Figure: Percentage of N-type component segmentation technology routes in June

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PV modules won the bid amount of 10.56GW in June

According to incomplete statistics from Jibang Optical Storage, in June 2026, it was announced that the winning bid results and the component size of the winning candidate was 10.56 GW, including the determined bid scale of 6.79 GW, and the first successful candidate to win the bid was 3.77 GW. Among them, CGN's 8.4 GW module collection contributed 79.54% of the bid scale in the same month.

Judging from the company's bid scale, Jinko ranked first with 1.67 GW. The orders mainly came from CGN New Energy's 2026 PV module equipment frame collection package section 1 section 2 and Daduhe Company's Ganluo Phase II photovoltaic module equipment procurement project; the four companies GCL, Gaojing, Yingli, and Zhengtai each won the CGN 1.2GW module collection section, and the winning bid volume tied for second place.

The average bid price for Topcon components is 0.749 yuan/w

In June 2026, the PV module bid price range was 0.708-0.878 yuan/W, and the average price was 0.761 yuan/W. The lowest price was invested by GCL in the procurement of photovoltaic modules and inverters for the Jiaocheng Rongfeng 50MW distributed photovoltaic power generation project, while the highest price was invested by Shaanxi Nuocheng Aohua Photovoltaic Technology Co., Ltd. in the procurement of photovoltaic module equipment for the T2 area distributed photovoltaic power generation project in the T2 area of Nanning Airport.

Figure: Domestic PV module bidding price trend in June (unit: yuan/W)

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Looking at the technical route, it is clear that the bid price range for N-type components is 0.708-0.878 yuan/W, with an average price of 0.764 yuan/W. Let's take a look at the specific breakdown:

TopCon module: The bid price range is 0.718-0.778 yuan/W, with an average price of 0.749 yuan/W. The lowest bid price was invested by TCL Zhonghuan in the procurement of PV module goods for Inner Mongolia's Shangwan Thermal Power project. The highest bid price came from Shanghai Pudong Environmental Energy Development Co., Ltd.'s 2026 PV module procurement, which was invested by Zhengtai.

BC components: The bid price range is 0.77-0.878 yuan/W, with an average price of 0.818 yuan/W. The lowest price comes from the 108 MWp PV module equipment project of China Power Construction's 130mW composite photovoltaic power generation project, which was invested by Aixu.

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