集邦咨询：7月光伏组件市场中标规模达4.62GW 投标均价0.701元/W

智通财经08-19

智通财经APP获悉，集邦咨询数据显示，2025年7月，光伏组件市场中标规模(含入围)达4.62GW，N型组件占比显著；投标价格区间0.608-0.74元/W，均价0.701元/W，其中TOPCon报价微涨；交货期以8-10月为主，部分延至2026年，灵活适配多元需求。4.62GW项目披露结果 N型组件占比突出据集邦光储观察不完全统计，2025年7月光伏组件已公布中标结果及中标候选人的规模达4.62...

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yuan/W","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1,"688599":1,"002506":1},"content_text":"智通财经APP获悉，集邦咨询数据显示，2025年7月，光伏组件市场中标规模(含入围)达4.62GW，N型组件占比显著；投标价格区间0.608-0.74元/W，均价0.701元/W，其中TOPCon报价微涨；交货期以8-10月为主，部分延至2026年，灵活适配多元需求。4.62GW项目披露结果 N型组件占比突出据集邦光储观察不完全统计，2025年7月光伏组件已公布中标结果及中标候选人的规模达4.62GW，含已定标规模1.39GW，第一中标候选人规模3.23GW。明确为N型组件的中标规模(含入围)达 3.35GW，主要增量来自中国铁建3GW光伏组件框架采购项目，隆基(601012.SH)、晶科、天合光能(688599.SH)、通威、晶澳、正泰、英利、协鑫集成(002506.SZ)、一道新能源、阿特斯共10家企业成功入围。投标价格0.608-0.74元/W TOPCon组件报价微涨7月光伏组件投标价格区间为0.608-0.74元/W，均价为0.701元/W。最低报价由河北昊攀环保科技有限公司在华能邢台综能、新河邯昊、河北洁源、清河旭升光伏场站光伏组件采购中投出；最高报价由正泰新能在四川华电凉山州盐源白乌二期等640MW光伏发电项目光伏组件采购中投出。图：2025年7月国内光伏组件投标价格趋势，单位:元/W从技术路线上看，明确为N型组件的投标价格区间在0.701-0.74元/W，均价达0.715元/W。具体细分来看：TOPCon组件报价基本维持在0.70元/W及以上，反内卷政策推动与成本压力倒逼下，价格微幅上涨。HJT方面，东方日升成功斩获大唐金能棋子湾200MW光伏发电项目EPC总承包光伏组件(异质结)采购项目，具体中标价格尚未披露。BC组件本月无开标项目。交货期以8-10月为主 灵活适配多元项目周期从交货时间上看，7月已公布中标结果及中标候选人的项目以短期集中交付为主，8-10月为主要交付窗口，华电集团766.6MW、广东能源集团124.09MW等组件采购项目均将交货期设在此区间；另有部分项目的交货期限延长至2026年，且部分项目采用分阶段交付方式，既满足即时需求，也为长期合作预留调整空间。随着各省市136号文细则逐步完善，央国企加速推进光伏项目落地。华润电力3GW光伏组件集采已于8月18日开标，投标价格区间为0.673-0.776元/W；华电集团20GW光伏组件集采计划8月19日开标。图：华润电力2025年第2批光伏项目光伏组件设备集中采购项目投标价格趋势，单位：元/W","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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