International Energy Network/PV Headlines (PV-2005) continues to track the winning market for PV modules.
According to public information statistics, from August 1 to August 31, 2023, about 16.56GW of photovoltaic module procurement projects were bid in the bidding market, with an average price of 1.263 yuan/W.
In terms of bidding enterprises, a total of 76 bidding projects (tender sections) were awarded by central enterprises such as CGNPC, PowerChina, Three Gorges, China South-to-North Water Diversion, China Energy Group, SDIC, CNNC, China Baowu, China Tonghao, PetroChina and China Southern Power Grid, as well as local enterprises such as Guangdong Hydropower, Hydropower Group and Guangdong Energy Group.
In terms of winning enterprises, LONGi Green Energy, JinkoSolar, Tongwei Solar, Risen Energy, Yiyi New Energy, Yingli Energy, JA Technology, Trina Solar, Yige New Energy, Chint New Energy, Liansu Banhao, Canadian Solar, Jinneng Technology, Hongyuan Green Energy, Dongjiang Energy, Huayang Group, Yingchen Energy, Huayang Hanpeng Technology, CECEP Solar, Daheng Energy, Gubo Construction, Jiachuang Power, Puri Green Energy, Daycare Photovoltaic, Shangmai New Energy, Shuangliang New Energy Technology, GCL Integration, Simba Technology, EGing, China Communications Construction and other enterprises have made gains.
In addition, from August 1 to August 31, State Power Investment, National Energy Group, SDIC, CNNC, CECEP and other enterprises issued 41 bidding projects, with a total capacity of about 15.21GW.
Among them, State Power Investment, Datang and National Energy Group have opened 5 module centralized procurement bidding projects, with a total scale of 14.02GW.
LONGi, Jinko, Tongwei, Risen Energy, together
Leading in the flaunt
According to the statistics of International Energy Network/PV-2005, from August 1 to August 31, in the domestic module bidding market, 30 enterprises such as LONGi Green Energy, JinkoSolar, Tongwei Solar, Risen Energy and Yixin Energy jointly won 16.56GW of PV module bidding and purchase orders.
Among them, among the specified project calibration capacity, LONGi Green Energy won the bid of 1995.11MW, ranking first in the statistical cycle; JinkoSolar won the bid of 1528.72MW, ranking second; and Tongwei Solar ranked third with 1300MW. Risen Energy, Yiyi New Energy, Yingli Energy, JA Technology, Trina Solar, Yige New Energy, Chint New Energy and other enterprises ranked 4-10 respectively. (Note: Because some projects have not announced the specific winning share, the winning capacity of enterprises in this statistical cycle is small.) ）
In terms of price, in this statistical cycle, the winning enterprises with clear bid capacity and fixed price are LONGi Green Energy, JinkoSolar, Tongwei Solar, Yiyi Xinneng, JA Technology and Trina Solar. The lowest price is from JinkoSolar and JA Technology, and the winning bid price is 1.210 yuan/W. The highest price is from Trina Solar, and the winning bid price is 1.373 yuan/W.
11 central enterprises, 10.65GW procurement projects,
Who are the winners?
According to the statistics of International Energy Network/PV-2005, central enterprises are still the main force in the bidding and procurement market in this statistical cycle. In August, 11 central enterprises including CGNPC, PowerChina, Three Gorges, China South-to-North Water Diversion, China Energy Group, SDIC, CNNC, China Baowu, China Tonghao, PetroChina and China Southern Power Grid had a total of 58 projects (tenders) calibrated, of which 10 central enterprises of CGNPC, PowerChina, Three Gorges, China South-to-North Water Diversion, National Energy Group, SDIC, CNNC, China Baowu, China Tonghao and PetroChina confirmed the scale with a procurement capacity of 10.65GW.
In this statistical period, the central enterprise with the largest calibration capacity is CGN, with a total of 8 projects (sections) with a total scale of 6582.54MW.
Among them, CGN's Nanjiang Clean Energy Base Luopu 1 million kW photovoltaic project module procurement is divided into 2 bidding sections, with a total scale of 1282.5384MW, JA Technology and LONGi Green Energy won the bid.
CGN New Energy will have a total scale of 10,600MW from 2023 to 2024 PV module framework centralized procurement bidding sections 1 to 6 (remarks: procurement capacity 5,300MW, reserve capacity 5,300MW, calibration capacity calculated as 5,300MW). Yiyi New Energy, LONGi Green Energy, JinkoSolar, Risen Energy, Yingli Energy and Trina Solar were the first winning candidates for Lots 1 to 6 respectively.
The specific winning bids are as follows:
PowerChina has 32 projects (tenders) in this statistical period, with a total scale of 2376.55MW. Tongwei Solar, LONGi Green Energy, Yige New Energy, Liansu Banhao, Canadian Solar, Jinneng Technology, Trina Solar and other enterprises won the bid.
The specific winning bids are as follows:
Three Gorges has 2 projects (tender sections) in this statistical cycle, with a total scale of 587.59MW. A new energy, Daheng energy, China energy-saving solar energy and other enterprises won the bid.
Among them, the centralized procurement of photovoltaic modules (bid 4) of Three Gorges Group in the second quarter of 2023 totaled 586.8127MW, requiring N-type monocrystalline double-sided double-glass modules, and two enterprises, Xinneng and Daheng Energy, won the bid.
The centralized procurement scale of lightweight components of the distributed photovoltaic project of Fiberhome Communication Optical Cable Park of Hubei Energy Integrated Energy Company was 0.774MW, and China Energy Saving Solar won the bid.
The specific winning bids are as follows:
In this statistical cycle, the shortlisting results of the 2023 PV module framework procurement of China South-to-North Water Diversion South-to-North Water Diversion Middle Line New Energy (Beijing) Co., Ltd. were announced, including 3 projects (tender sections) with a total scale of 500MW.
Among them, the procurement scale of P-type monocrystalline silicon photovoltaic modules in the bid section was 350MW, and LONGi Green Energy, JinkoSolar, Yixinneng, Trina Solar, Tongwei Solar and Chint New Energy won the bid; The procurement scale of N-type monocrystalline photovoltaic modules in Bid 2 was 120MW, and JinkoSolar, Yixinne, LONGi Green Energy, Trina Solar, Tongwei Solar and Chint New Energy won the bid. The procurement scale of flexible lightweight modules in the third tender section is 30MW, and a new energy and daycare photovoltaic won the bid.
The specific winning bids are as follows:
China Energy Group has 4 projects (tender sections) in this statistical period, with a total scale of 299.71MW. JinkoSolar and Chint won the bid.
The specific winning bids are as follows:
SDIC has 1 project (bidding section) in this statistical period, and the procurement scale of photovoltaic module equipment for the 100MW photovoltaic + energy storage project in Pusong in Renbu County and the 50MW photovoltaic + energy storage project in Tanglu, Nyima County of SDIC is 160.8215MW, and Chint New Energy won the bid.
The specific winning bids are as follows:
CNNC has 1 project (tender section) in this statistical period, which is the target section of 4 photovoltaic modules for the target section of 100MW agricultural photovoltaic complementary photovoltaic power generation project in Yangqi Town, Suixi County, Zhanjiang, with a scale of 74.8MW, and Hongyuan Green Energy won the bid.
The specific winning bids are as follows:
China Baowu has 2 projects (tender sections) with a scale of 53.07MW in this statistical cycle, and Chint New Energy won the bid.
The specific winning bids are as follows:
China Tonghao has 1 project (tender section) in this statistical cycle, which is the procurement of photovoltaic modules for the 12.02072MWp distributed photovoltaic power generation project of Tianjin Tianchuang Green Energy Xianyang Road Sewage Treatment Plant, and Dongjiang Energy won the bid.
The specific winning bids are as follows:
PetroChina has 1 project (tender section) in this statistical cycle, which is the centralized procurement (secondary) of light monocrystalline silicon flexible photovoltaic modules sold by PetroChina Liaoning, with a scale of 0.99MW, and Huayang Hanpeng Technology won the bid.
The specific winning bids are as follows:
China Southern Power Grid has 1 project (bidding section) in this statistical cycle, which is the photovoltaic module procurement (secondary bidding) of the contract energy management (EMC) photovoltaic power generation project of Wusha Third Plant of Guangdong Shunde Electric Power Design Institute Co., Ltd., and Puri Green Energy won the bid.
The specific winning bids are as follows:
In terms of local enterprises, according to the statistics of public data, a total of 18 projects (standard sections) of Guangdong Hydropower, Shuifa Group, Guangdong Energy Group and other enterprises were calibrated in August, with a total calibration capacity of about 5912.97MW. A new energy, Chint new energy, Tongwei solar and other enterprises won the bid. Among them, Guangdong Hydropower 2023-2024 photovoltaic module centralized procurement bid 1 monocrystalline P-type double-sided double-glass high-efficiency module, Chint New Energy won the bid unit price of 1.180 yuan / W, the lowest price in August.
LONGi Green Energy won the bid for 10 projects
The total capacity is 1995.11MW
In this statistical cycle, LONGi Green Energy won the bid for 10 projects (bidding sections) of Guangdong Hydropower, PowerChina, China General Nuclear Power and other enterprises, and determined that the winning bid capacity was 1995.11MW.
Among them, the highest winning project is the 2023 PV module framework procurement bid of the South-to-North Water Diversion Middle Line New Energy (Beijing) Co., Ltd., with the winning bid price of LONGi Green Energy of 164.4 million yuan and the winning unit price of 1.370 yuan/W.
The lowest winning project is CGN New Energy 2 bids for the centralized procurement of photovoltaic module frames from 2023 to 2024, and the winning price of LONGi Green Energy is 1242 million yuan, and the winning unit price is 1.242 yuan/W.
JinkoSolar won bids for 17 projects
The total capacity is 1528.72MW
In this statistical cycle, JinkoSolar won bids for 17 projects (tenders) of PowerChina, National Energy Group, Guangdong Energy Group, Guangdong Hydropower and other enterprises, and determined the winning bid capacity of 1528.72MW.
Among them, the highest price winning project is Guangdong Electric Power Development Co., Ltd.'s third batch of photovoltaic module procurement bid in 2023, JinkoSolar won the bid price of 241.40818 million yuan, and the winning unit price was 1.312 yuan/W.
The lowest winning project was the Zibo Bus Hub Distributed PV Module Procurement Project Solicitation Announcement, and the winning unit price of JinkoSolar was 1.210 yuan/W.
Tongwei Solar won the bid for 7 projects
The total capacity is 1300MW
In this statistical cycle, Tongwei Solar won the bid for 7 projects (bidding sections) of PowerChina, Guangdong Energy Group, Guangdong Hydropower and other enterprises, and determined that the winning bid capacity was 1300MW.
Among them, the highest price winning project is the 2023 photovoltaic module framework procurement bid of South-to-North Water Diversion Middle Line New Energy (Beijing) Co., Ltd., Tongwei Solar won the bid price of 162.648 million yuan, and the winning unit price was 1.355 yuan / W.
The lowest winning project is Guangdong Hydropower's 2023-2024 photovoltaic module centralized procurement bid 1 monocrystalline P-type double-sided double-glass high-efficiency module, and the winning unit price of Tongwei Solar is 1.222 yuan/W.
One new energy won the bid for 9 projects
The total capacity is 1000MW
In this statistical cycle, a new energy won the bid for 9 projects (bidding sections) of PowerChina, Three Gorges, Guangdong Hydropower and other enterprises, and determined that the winning bid capacity was 1000MW.
Among them, the highest price winning project is the centralized procurement of photovoltaic modules by Three Gorges Group in the second quarter of 2023 (bid 4), and the winning bid price of one new energy is 768,397,5893 yuan, and the winning unit price is 1.309 yuan/W.
The lowest winning project is CGN New Energy 2023-2024 PV module frame centralized procurement bidding 1 bid, a new energy winning bid price of 1218 million yuan, the winning unit price of 1.218 yuan / W.
JA Technology won bids for 8 projects
The total capacity is 814.62MW
In this statistical cycle, JA Technology won bids for 8 projects (tender sections) of PowerChina, China General Nuclear Power and Guangdong Hydropower, and determined the winning bid capacity of 814.62MW.
Among them, the highest bid project was CGN Nanjiang Clean Energy Base Luopu 1 million kW photovoltaic project module procurement (1 bid), JA Technology won the bid price of 6.412692 million yuan, and the winning unit price was 1.330 yuan/W.
The lowest winning project is Guangdong Hydropower's 2023-2024 PV module centralized procurement bid 1 monocrystalline P-type double-sided double-glass high-efficiency module, and the winning unit price of JA Technology is 1.210 yuan/W.
Trina Solar won the bid for 9 projects
The total capacity is 451.80MW
In this statistical cycle, Trina Solar won the bid for 9 projects (tenders) of PowerChina, China General Nuclear Power and China South-to-North Water Diversion Project, and determined the winning bid capacity of 451.80MW.
Among them, the highest price winning project is the 2023 PV module framework procurement bid of South-to-North Water Diversion Middle Line New Energy (Beijing) Co., Ltd., Trina Solar won the bid price of 164.796 million yuan, and the winning unit price was 1.373 yuan/W.
The lowest winning project is CGN New Energy's 2023-2024 PV module frame centralized procurement bidding 6 bids, Trina Solar won the bid price of 367.14 million yuan, and the winning unit price was 1.224 yuan/W.
State Power Investment, Datang, National Energy Group
and other 14.02GW module centralized procurement projects
According to the statistics of International Energy Network/PV Toutiao (PV-2005), from August 1 to August 31, State Power Investment, National Energy Group, SDIC, China Nuclear Corporation, China Energy Conservation and other enterprises issued 41 bidding projects, with a total capacity of about 15.21GW.
Among them, State Power Investment, Datang and National Energy Group have opened 5 module centralized procurement bidding projects, with a total scale of 14.02GW.
The 50th batch of centralized bidding (the first batch of photovoltaic module equipment) of State Power Investment Group Co., Ltd. in 2023 has a total procurement capacity of 10GW, including 5.8GW of P-type modules and 4.2GW of N-type modules.
Guohua Investment's second batch of public bidding projects for the procurement of photovoltaic module equipment in 2023 includes 2 bidding sections with a total scale of 2.168GW.
Datang Group's centralized framework procurement of photovoltaic modules in 2023 is the centralized framework procurement of P-type monocrystalline single-sided single glass, P-type monocrystalline double-sided double-glass and N-type photovoltaic modules in 2023, covering photovoltaic modules belonging to Shenergy Co., Ltd.'s photovoltaic projects, with an estimated total procurement capacity of 1GW.
Source: International Energy Network/PV Headlines