Source 丨Sobi PV Network Author | Yin Yeze
According to the Three Gorges bidding announcement, the bidding content is a single crystal single-sided 445Wp and above power modules, of which the single-crystal single-sided 445Wp-450Wp power module (166 mm cell) is used as the designated model scheme, and the other model schemes are self-declared by the bidders according to their own product conditions. The total capacity of the tender is planned to be 800MW (including 500MW ground-based photovoltaic power plants and 300MW distributed photovoltaic power plants), but no specific projects and delivery times have been determined. The top 6 bidders are selected as the successful bidders in this tender and sign the shortlisted contract, but there is no guarantee that all the successful candidates will have actual supply.
At the same time, Three Gorges requires bidders to have an annual production capacity of 3000MWp and above for efficient monoCRY photovoltaic modules.
Sobi photovoltaic network noted that 20 companies bid when the battery size is more complicated, of which 11 choose to use 166 products as the main model, 5 companies choose to use 182 products as the main model, 3 companies choose to use 210 products as the main model, and 1 company's battery size is not clear. In addition, there are 2 companies in addition to 166 products as the main model, providing 182 product quotations as alternative model schemes.
Overall, the lowest price of this bid opening is 1.795 yuan / W, the highest price is 2.3 yuan / W, the second highest price is 1.9 yuan / W, the average is 1.878 yuan / W, after removing the highest price, the average is 1.856 yuan / W.
Among them, the lowest quotation of 166 products is 1.819 yuan / W, the highest quotation is 2.3 yuan / W, the second highest price is 1.9 yuan / W, the average is 1.8965 yuan / W, after removing the highest quotation, the average is 1.856 yuan / W.
Regarding the 2.3 yuan / W quoted by the No. 20 enterprise, we contacted the bidder. The relevant person in charge said that this price includes briquettes, screws, nuts and other products, and the price of components should be 1.84 yuan / W. However, many participants in the bid opening pointed out that enterprise No. 20 should participate in the scoring according to the 2.3 yuan / W quotation.
The lowest price of 182 products is 1.795 yuan / W, the highest price is 1.87 yuan / W, and the average is 1.852 yuan / W (2 alternative prices have been considered).
The lowest price of 210 products is 1.865 yuan / W, the highest is 1.88 yuan / W, and the average is 1.8725 yuan / W.
The specific prices are as follows (yellow represents the first-tier brands, top 6 in global shipments in 2021):
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According to the bidding announcement of CGN, the projects to be tendered are the first batch of module collection and mining of CGN New Energy in 2022 - Guangdong Lufeng Neiyang Phase II project, and the planned delivery date is from July 10 to October 20. The project has a planned capacity of 120MW and an actual installed capacity of 120.02256MW, and it is planned to use 222264 72P, 540Wp monocrystalline silicon double-glass bifacial components.
The tender attracted 8 companies, including 2 first-line brands (serial number marked in yellow). From the price point of view, the lowest price is 1.86 yuan / W, the highest is 1.96 yuan / W, and the average is 1.8985 yuan / W. Among them, the average price of first-line brands is 1.9535 yuan / W, and the average price of second- and third-line brands is 1.88 yuan / W. Obviously, in the view of these 8 companies, from the third quarter to the beginning of the fourth quarter, the module price will still be at a high level.
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