Core Insights - The China Energy Construction Corporation has announced a centralized procurement project for photovoltaic modules for the year 2025, with an estimated total scale of 17GW, divided into 8 bidding packages [4]. Group 1: Bidding Candidates and Prices - The bidding candidates for the first package (001) for 182mm TOPCon components include: - Hefei JA Solar Technology Co., Ltd. with a bid of 2,886 million yuan - JinkoSolar Holding Co., Ltd. with a bid of 2,916 million yuan - Trina Solar Limited with a bid of 2,906 million yuan - LONGi Green Energy Technology Co., Ltd. with a bid of 2,916 million yuan - Other candidates include Chint New Energy Technology Co., Ltd. and Tongwei Co., Ltd. with bids ranging from 2,864 million to 2,892 million yuan [1][5]. - For the second package (002) for 210mm TOPCon components, the bids are as follows: - Hefei JA Solar Technology Co., Ltd. with a bid of 721.5 million yuan - JinkoSolar Holding Co., Ltd. with a bid of 729 million yuan - Trina Solar Limited with a bid of 727 million yuan - Other candidates include Tongwei Co., Ltd. and LONGi Green Energy Technology Co., Ltd. with bids around 716 million to 723 million yuan [1][5]. - The third package (003) for HJT components has bids from: - Dongfang Risheng New Energy Co., Ltd. with a bid of 179.25 million yuan - Changshu Artes Solar Power Technology Co., Ltd. with a bid of 186.25 million yuan - Anhui Huasheng New Energy Technology Co., Ltd. with a bid of 186.5 million yuan [1][5]. Group 2: Project Overview - The centralized procurement project is part of China's efforts to enhance its solar energy capacity, with a significant focus on various types of photovoltaic components [4]. - The project is expected to stimulate competition among leading solar manufacturers in China, potentially leading to more competitive pricing and innovation in solar technology [4].
中国能建17GW光伏组件集采:晶澳、正泰、通威、天合、隆基、华晟、东方日升、阿特斯、协鑫、中来光电、高景等23企入围