0.79元/瓦，光伏组件价格没有最低，只有更低

国际能源网获悉，日前，<span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”>国华能集团有限公司2024年光伏组件框架协议采购招标项目开标。

根据招标公告，该项目分为三个标段，其中标段1采购P型组件，采购容量为2GW；标段2采购N型TOPCon组件，容量7.5GW；标段3采购异质结组件，采购容量0.5GW。三个标段合计容量10GW。

本次集采开标共计<span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”>共47家企业参与投标。其中标段1有36家企业参与投标，价格在0.79元/W至0.96元/W之间，均价0.863元/W；标段2即N型TOPCon标段，参与竞标企业40家，单价在<span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”>0.85元/W至1.049元/W之间，均价0.917元/W；标段3采购异质结组件，参与竞标企业9家，投标报价在1.02<span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”>元/W至1.053元/W之间，均价1.048元/W。

<span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”><span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”><span style="color: rgba(0, 0, 0, 0.9); font-family: system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; text-align: justify; background-color: rgb(255, 255, 255);”>本次竞标情况来看，P型组件价格最低价低于0.8元/W，且32家企业投标报价低于0.9元/W。企业之间过渡内卷，市场已经崩坏。相比P型组件，更多企业布局N型TOPon，相较P型也有0.05元/W左右的溢价。不过随着众多企业参与，N型TOPCon赛道竞争也更趋激烈。