N-type dominates and HJT maintains a premium in 16GW China Datang module tender

By Carrie Xiao
Risen was shortlisted in the Datang tender for its HJT modules, which commanded a premium price compared to PERC and TOPcon. Image: Solar Media.

The annual module group procurement tender of China’s central state-owned enterprises is always something of a barometer, revealing the fierce competition within the industry over everything from module technology to pricing.

Recently, the results of state-owned utility China Datang Group’s 2024-2025 PV module procurement programme were announced. Divided into three batches, the total scale of this round of procurement reached 16GW.

This article requires Premium SubscriptionBasic (FREE) Subscription

Unlock unlimited access for 12 whole months of distinctive global analysis

Photovoltaics International is now included.

  • Regular insight and analysis of the industry’s biggest developments
  • In-depth interviews with the industry’s leading figures
  • Unlimited digital access to the PV Tech Power journal catalogue
  • Unlimited digital access to the Photovoltaics International journal catalogue
  • Access to more than 1,000 technical papers
  • Discounts on Solar Media’s portfolio of events, in-person and virtual

Or continue reading this article for free

According to the public notice, among the three batches, the first one is for n-type TOPCon PV modules, with an estimated procurement capacity of 13GW; the second one is for p-type PERC PV modules, with an estimated procurement capacity of 2GW; and the third one is for n-type HJT PV modules, with an estimated procurement capacity of 1GW.

In terms of module classification, n-type modules account for nearly 90% of the tender, reaching 14GW. Against the backdrop of the industry’s tendency of efficiency improvement, p-type capacity is being phased out at an accelerated pace.

Data Source: Datang Group Module Group Procurement Public Notice. Prepared by: PV Tech

This round of bidding has attracted competition from many well-known PV companies. Among them, in the TOPCon module sector, several PV companies including Jinko, Trina Solar, JA Solar, GCL, Chint and Tongwei have been shortlisted, with a quotation range of RMB0.845-0.8948/watt (US$0.117-0.122), and an average quotation of RMB0.852/W.

In the HJT module sector, three companies have been shortlisted – Risen Energy, Huasunsolar and Golden Solar – offering two bidding prices of RMB0.92/w and RMB0.958/W. The average bidding price is RMB0.951/W, which is a certain premium compared with PERC and TOPCon modules.

As early as January of this year, during China Huaneng Group’s 10GW PV module group procurement, HJT modules were, for the first time, tendered as a separate category, which sparked widespread industry discussion. It also marked the beginning of HJT modules being featured as an independent tender category.

“Despite the overall downward trend in module prices, HJT modules still maintain a relatively high premium, which also stems from customers’ recognition of the module performance. The advantages of HJT’s higher efficiency and lower LCOE are gradually being accepted by the market,” said Yinghong Zhuang, global marketing director of Risen Energy to PV Tech.

According to him, as of March 2024, Risen Energy has achieved a cumulative shipment of over 3GW of Hyper-ion HJT PV modules.

27 June 2024
9am BST
FREE WEBINAR -This special webinar will take a deep dive into the latest PV ModuleTech Bankability Ratings pyramid, capturing the relative bankability status of the top 70-80 PV module suppliers globally. In addition to revealing the latest ranking of global PV module suppliers, PV Tech’s Head of Research, Finlay Colville, will show the depth of analysis and commentary included within the report for module suppliers. A key output from the webinar will be to learn which PV module suppliers have moved up the rankings pyramid in recent years and why this growth has been achieved. Conversely, some of the companies that have fallen down the rankings will be discussed, in particular those suffering from market-share losses and financial problems.
8 October 2024
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 8-9 October 2024 is our second PV CellTech conference dedicated to the U.S. manufacturing sector. The event in 2023 was a sell out success and 2024 will once again gather the key stakeholders from PV manufacturing, equipment/materials, policy-making and strategy, capital equipment investment and all interested downstream channels and third-party entities. The goal is simple: to map out PV manufacturing in the U.S. out to 2030 and beyond.
26 November 2024
Málaga, Spain
Understanding PV module supply to the European market in 2025. PV ModuleTech Europe 2024 is a two-day conference that tackles these challenges directly, with an agenda that addresses all aspects of module supplier selection; product availability, technology offerings, traceability of supply-chain, factory auditing, module testing and reliability, and company bankability.

Read Next

June 17, 2024
German quality assurance and testing centre TÜV Rheinlandwill present a traceability testing service for modules at Intersolar Europe 2024.
June 17, 2024
At SNEC 2024 last week, PV Tech spoke to John Zhang, deputy general manager of inverter manufacturer and smart energy provider Hypontech.
June 17, 2024
During SNEC 2024 event, PV Tech spoke with Hopewind's Sara Wang about its range of products at the event, and its latest rebranding efforts.
June 17, 2024
Yindjibarndi Energy Corporation’s 150MW solar farm is the first project approved via Western Australia’s ‘Green Energy Approvals Initiative’.
June 17, 2024
Solar engineering software company PVCase has launched a project planning platform designed to cover the entire construction and planning process for PV projects.
June 17, 2024
This year at SNEC, the booth of Quanwei Solar Technology (QW Solar) attracted many visitors to participate in its interactive experiments.

Subscribe to Newsletter

Upcoming Events

Solar Media Events
July 2, 2024
Athens, Greece
Solar Media Events
July 9, 2024
Sands Expo and Convention Centre, Singapore
Solar Media Events
September 24, 2024
Warsaw, Poland
Solar Media Events
September 24, 2024
Singapore, Asia