On May 6, soby photovoltaic network learned that the first batch of 100MW photovoltaic module frame procurement bidding of Guoneng Longyuan environmental protection Nanjing Co., Ltd. in 2022 has been officially opened.
The bidding announcement shows that 183482 545wp double-sided components with a capacity of 99.99769mwp are required in this bidding. The total capacity of bidding components shall be equal to or slightly greater than 99.99769mwp (the difference shall be less than 1 component). The delivery time is from July to September 2022, and the delivery place is expected to be Inner Mongolia.
The specific technical requirements are: single crystal perc high-efficiency double-sided double glass module (with frame), supporting DC1500V, module power ≥ 545wp, silicon wafer specification 210mm, conversion rate ≥ 20.9%, first year attenuation rate not more than 2%, 30-year average attenuation rate not more than 0.45%, and 30-year guaranteed efficiency not less than 84.95%.
According to the information of soby photovoltaic network, in 2022, the number of enterprises explicitly requiring the selection of large-size components increased through parameters such as maximum power, silicon wafer cell size and module size, and there were not a few bidding for 182 and 210 sizes separately. Experts from the Design Institute pointed out that in large ground power plants, the selection of high-power components will help to reduce the system BOS cost and kwh cost and bring higher benefits. From the perspective of the bidding scheme of relevant enterprises, many doubts about 210 components are self defeating. With the improvement of the supply chain, 210 products have won extensive support from downstream customers.
It is understood that four enterprises participated this time. In terms of price, different enterprises have different expectations for the market in the third quarter. A second tier brand enterprise offered the lowest price of 1.89 yuan / W, but because the component model is 540wp, it may be judged not to meet the requirements; Another first-line brand enterprise invested the highest price of 2.03 yuan / W, which is obviously cautious about the future supply chain price.
According to the prediction of soby consulting, in May, the output of domestic silicon materials and silicon wafers will increase, and the operating rate of middle and downstream links such as batteries and modules will also recover, so as to meet the requirements of some photovoltaic projects planned to be connected to the grid before the end of June and support the slight rise in the price of the industrial chain. Overseas, due to the increasing demand for components in the high price market in Europe and the United States, the impact of the upstream price rise can be digested, and the price of silicon material is not expected to decline. In the long run, at least until the end of the third quarter, silicon materials will always be in short supply, and the upstream and downstream game of the industrial chain will continue.
| Guoneng Longyuan’s first batch of 100MW photovoltaic module frame procurement in 2022 | ||
| NO. | Average bid price（RMB/W） | Panel model |
| 1 | 1.89 | 540Wp |
| 2 | 1.896 | 545Wp |
| 3 | 1.97 | 545Wp |
| 4 | 2.03 | 545Wp |