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Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

author:International Energy Network

According to the incomplete statistics of PV EPC bidding/winning projects in the second week of May (May 6-May 10), the total bidding scale this week was 1951.70MW, the total winning scale was 1820.50MW, and the total bidding scale was 3772.20MW.

This week, the winning bidders of PV modules have a clear winning price of 16,000MW and an average price of 0.870 yuan/W. This week, the winning PV inverter project has a clear winning bid of 656.6MW, with an average price of 0.180 yuan/W.

This week, the average price of distributed large EPC was 3.04 yuan/W, and the average price of centralized large EPC was 3.70 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

The average price of modules was 0.870 yuan/W, and the average price of inverters was 0.180 yuan/W

This week, CCCG and Datang PV module winning projects have a clear winning price, with a total scale of 16,000MW and an average winning price of 0.870 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

This week, the winning bid price of's PV inverter project has a clear winning price, with a scale of 656.6MW and a unit price of 0.180 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

9 distributed large EPC projects with an average price of 3.04 yuan/W, and 4 centralized large EPC projects with an average price of 3.70 yuan/W

According to statistics from the International Energy Network/PV Headlines (PV-2005), CGN, Datang, Huadian, China Coal and other companies released 26 bid-winning projects this week, with a total scale of 1820.50MW. Among them, CGN ranked first with 600MW, Datang ranked second with 452.75MW, and Huadian ranked third with 230.19MW.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

Judging from the classification of winning projects, there are 9 distributed large EPC projects this week, with a project capacity of 148.70MW, and the winning bid price is between 2.90~3.30 yuan/W, with an average price of 3.04 yuan/W. This week, there are 4 centralized large EPC projects with a project capacity of 850.70MW, and the winning bid price is between 3.26~4.15 yuan/W, with an average price of 3.70 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

This week, the project with the highest unit price of distributed large EPC winning bids is the EPC general contracting of the 25.38MW residential rooftop distributed photovoltaic project in Wuwei City, Wuhu City, Anhui Province of China National Nuclear Corporation. The total installed capacity of the project is 25.38MWp, and the planned construction period of the project is to complete the completion and acceptance within 18 months from the date of commencement.

The first winning candidate of the project is a consortium of Anhui Zhuoshi Construction Engineering Co., Ltd. and Zhonghui Construction Technology Co., Ltd., with a bid price of 83.755056 million yuan and a bid unit price of 3.30 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

This week, the project with the highest unit price of centralized large EPC bidding is the general contracting of the construction of Daning Jingkai wind-solar complementary 100MW photovoltaic project, with a DC side capacity of 130.00104MWp and an AC side capacity of 100MW, and the project bidding scope is the construction of the project, the procurement of all equipment and materials (including spare parts, safety production tools), project management, land acquisition fees (including forest land compensation fees), commissioning (including single commissioning, system commissioning, joint commissioning and commissioning, grid-connected commissioning, etc.), Handle the grid-connected procedures and related expenses, meet the latest requirements of the power grid company (station modeling, stable control and expansion, anti-islanding and network security protection, etc.) and relevant grid-related test and classified protection evaluation after grid connection, network security filing, energy supervision filing, obtain full-capacity grid-connected notice, and assist the employer to obtain the power generation business license and bear the relevant costs within three months after grid connection, complete AGC, AVC, power quality test, dynamic reactive power test, power adjustment test and other related tests within six months after grid connection and obtain relevant test reports.

Shanxi Jinkai Electric Power Technology Co., Ltd. won the bid for the project, with a winning bid price of 540001023 yuan and a unit price of 4.15 yuan/W.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

In addition, the details of the top 3 projects with the unit price of distributed small EPC and centralized small EPC this week are as follows:

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis
Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

18 bidding items! The installed capacity is 1951.70MW

According to statistics from the International Energy Network/PV Headlines (PV-2005), this week Huaneng, PetroChina, China National Nuclear Corporation, Huadian, State Power Investment, National Energy Group and other enterprises released 18 photovoltaic bidding projects, with a total installed capacity of 1951.70MW.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

Specific to this week's bidding market, Huaneng ranked first with 921.63MW. PetroChina ranked second this week with a capacity of 549.77MW. CNNC ranked third with 252.07MW.

Judging from the categories of bidding projects this week, there are 11 distributed photovoltaic projects, 7 centralized photovoltaic projects, 12 large EPC projects, and 6 small EPC projects.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

There are 8 distributed large-scale EPC projects, among which the project with the largest bidding capacity is the EPC bidding for the 104 MW rooftop distributed photovoltaic project in Long'an District, Qingneng Branch of Huaneng Henan Branch. The total capacity of the AC side is planned to be 100 megawatts, and distributed photovoltaic projects will be developed using the roofs of existing party and government offices, hospitals, schools, enterprises and industrial and commercial buildings in Anyang City, Henan Province. The total duration of the project is 12 months.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

There are 4 centralized large-scale EPC projects, among which the project with the largest bidding capacity is the EPC general contracting of the centralized photovoltaic power generation project in Jinggu County (Chengtie Village and Laoyi Village) of Huaneng Shanghai Branch Huaneng (Shanghai) Qingneng Company. The AC side of the project has a capacity of 255MW and a DC side capacity of 312.018MWp, and it is planned to be connected to the grid at full capacity by December 30, 2024, and the construction of two sub-projects will be carried out simultaneously.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

In addition, the details of the top 3 projects in distributed small EPC and centralized small EPC bidding capacity this week are as follows:

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis
Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

Yunnan, Xinjiang and Jiangsu are at the top of the bidding capacity list

Sanshan, Shanxi, and Shaanxi won the top three in the bidding capacity list

According to the statistics of International Energy Network/PV Headlines (PV-2005), this week's bidding projects are located in 13 provinces, including Yunnan, Xinjiang, Jiangsu, Henan and Sichuan. Among them, Yunnan ranked first with 551.32MW, Xinjiang ranked second with 549.77MW, and Jiangsu ranked third with 323.56MW.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

This week's winning projects are located in 13 provinces, including Shandong, Shanxi, Shaanxi, Yunnan and Guizhou. Among them, Shandong ranked first with 600MW, Shanxi ranked second with 328.38MW, and Shaanxi ranked third with 243.15MW.

Distributed 3.04 yuan/W centralized 3.70 yuan/W Weekly PV EPC analysis

News of the Week: Polysilicon Drops by 8.88%, N-Type Wafers Plummets by 9.68%

In terms of polysilicon, on May 8, the Silicon Industry Association announced the latest polysilicon prices for this week. Among them, the transaction price range of n-type rod silicon was 43,000-48,000 yuan/ton, and the average transaction price was 45,300 yuan/ton, down 7.93% month-on-month. The transaction price range of P-type dense material was 38,000-43,000 yuan/ton, and the average transaction price was 39,000 yuan/ton, down 8.88% month-on-month. The price spread of n/p rod silicon is 4,300 yuan/ton. The transaction price range of n-type granular silicon was 39,000-41,000 yuan/ton, and the average transaction price was 40,000 yuan/ton, down 6.98% month-on-month.

In terms of wafers, on May 9, the Silicon Industry Branch announced the latest mono-Si wafer prices this week. Among them, the average transaction price of P-type M10 monocrystalline silicon wafers (182 mm/150μm) fell to RMB 1.57/piece, down 3.68% week-on-week. The average transaction price of N-type M10 monocrystalline silicon wafers (183.75 mm / 130μm / 256 mm) dropped to RMB 1.4/piece, down 9.68% week-on-week. The average transaction price of P-type G12 mono-Si wafers (210 mm/150μm) dropped to RMB 2.08/pc, down 2.35% week-on-week. The average transaction price of N-type G12 monocrystalline silicon wafers (210 mm/150μm) was RMB 2.18/piece, unchanged week-on-week.

Source: International Energy Network/PV Headlines