In 2023, the installed momentum of China's photovoltaic power plants will still be rapid, according to the data of the National Energy Administration, in the first 11 months, China's new photovoltaic installed capacity was 16388GW, a year-on-year increase of 1494%, a new high. In the high-boom market environment, the central state-owned enterprises, as the "big players" of photovoltaic power plants, have rapidly "expanded" their demand for professional operation and maintenance, and the scale of bidding is increasing day by day.
According to Polaris statistics, since 2023, the scale of operation and maintenance bidding for photovoltaic power station development enterprises has reached nearly 60GW, an increase of about 157% over the same period last year, and central state-owned enterprises account for 98% of the total bidding.
Among them, the National Energy Group took 135GW ranked first, followed by and Huadian Group, with a scale of 9034gw、7.26gw；Huaneng Group, Huadian Group, China National Nuclear Corporation, China Power Construction, SDIC Group, Jingneng Group, Jinkai New Energy, Xinjiang Tianfu Group 8 bidding scale accounted for 40 of the total bidding scale95%；In addition, the bidding scale of Datang Group and Guangdong Energy Group exceeded 500MW.
From the perspective of bidding types, operation and maintenance projects are mainly concentrated in ground power stations (accounting for 80.).39%), distributed photovoltaic (8.).63%), photovoltaic base (58%), centralized photovoltaic (181%), household photovoltaic (103%), distributed roofs (0.78%), agriculture and light complementation, fishery and light complementation, animal husbandry and light complementation, forest and light complementary projects (cumulative proportion 1.56%）。
It is worth noting that in 2023, the bidding for the operation and maintenance of photovoltaic power plants will become more and more subdivided. Among them, 77% of the daily operation and maintenance bidding, 12% of the photovoltaic module cleaning, and 4% of the power station weeding. From the perspective of the operation and maintenance requirements of photovoltaic power plants released by enterprises, with the technological progress of the photovoltaic industry and the increase of power grid requirements, there are more and more requirements for operation and maintenance content, and the degree of specialization is getting higher and higher. For example, some projects not only require daily maintenance and maintenance, but also put forward requirements for the number of module cleaning, photovoltaic technical supervision and testing, and equipment preventive testing.
From the perspective of the distribution of operation and maintenance projects, Ningxia, Zhejiang, Xinjiang, Shaanxi, and Guizhou are the main concentrations, accounting for 37% of the total4%；In addition, 29 provinces and cities such as Inner Mongolia, Hebei, Jiangsu, Hunan and Yunnan have projects distributed.
Among the nearly 60GW of bidding projects mentioned above, a total of 34 projects have announced the winning bids945GW, of which the scale of the five major central enterprises reached 2072GW, accounting for 59 of the total scale28%。
Among them, the National Energy Group is known for nearly 6The calibration scale of 783GW ranks first, and Huadian Group ranks first with 5The scale of 296GW ranked second, and Huaneng Group ranked third with a scale of 525gw。In addition, the Three Gorges Corporation, China National Nuclear Corporation, State Power Investment, China Power Construction, Jingneng Group, Jinkai Energy, and SDIC Group are all above GW level.
Specific to the winning bidders, Sunshine Zhiwei Technology Co., Ltd. has nearly 3Led by the scale of 42GW, GCL New Energy, Linyang Energy, and Shenyang Aoruichi Power Technology won the bid with a scale of more than 1 respectively5GW and above, in addition, 138 companies such as China Power Construction, Tianjin Santai Enterprise Services, Tianjin Chengruida Property Group, and Chint Group have all won.
List of the top 5 central enterprises:
National Energy Group
Since the beginning of this year, China Energy Group has awarded a total of 35 projects, with a scale of about 603gw。
A total of 30 enterprises, including Shenyang Aoruichi Electric Power Technology, Tianjin Chengruida Property Group, Suzhou GCL New Energy Operation Technology, etc., shared the bidding project for the operation and maintenance of the power station of the National Energy Group. Among them, Shenyang Aoruichi Power Technology won the bid for the operation and maintenance project of Ningdong Photovoltaic Base in the first phase of Yuanyang Lake of Ningxia Electric Power, with a scale of 15gw；Tianjin Chengruida Property Group won the bid for module cleaning and weed cleaning services for the photovoltaic project in the north area of Ningdong Photovoltaic Base of Ningxia Electric Power Yuanyang Lake Company, with a scale of 1096GW, with these two projects alone accounting for 43 of the group's bid projects2%；Suzhou GCL New Energy Operation Technology won 500MW orders, and Zhejiang Zhengtai Zhiwei Energy Services won nearly 490MWBeijing Tengjiang Group won 300MW.
The projects of China Energy Group are mainly distributed in Ningxia, Shaanxi, Xinjiang, Jiangsu, Hainan, Shandong, Anhui and ZhejiangAmong them, Ningxia accounted for 44%, Shaanxi accounted for 11%, and Xinjiang and Jiangsu provinces both accounted for 8% and above.
Huadian Group
Since the beginning of this year, Huadian Group has awarded a total of 12 projects, with a scale of nearly 53gw。
A total of 11 companies, including Sunshine Zhiwei Technology Co., Ltd., Jinko Power, Chint Group, and Linyang Energy, won the bid for the operation and maintenance project of Huadian Group's power station. Judging from the winning bidding results, Sunshine Zhiwei Technology Co., Ltd. Suzhou GCL New Energy Operation Technology Co., Ltd. won the bidding for 18 photovoltaic power station entrusted operation and maintenance projects of Huadian (Guizhou) New Energy Development, with a scale of 1775gw；Jiangsu Linyang Photovoltaic Operation and Maintenance***Zhejiang Zhengtai Zhiwei Energy Service***Sunshine Zhiwei Technology Co., Ltd.***Zhejiang Jinghe Electronic Technology***Huadian Hexiang Engineering Consulting***Won 1GW Order;Nengtuo Energy Co., Ltd., Mintou Power Development, and Mintou Power Development Co., Ltd. won 600MW orders respectively. In addition, Jinko Power, Henan Tongxin Electric Power Project, Anhui Xiangyue Construction Project, etc. have all gained.
Huadian Group's projects are mainly located in Guizhou, Jiangsu, Zhejiang, Hebei, Hubei, Anhui and XinjiangAmong them, Guizhou accounted for 39%, and Jiangsu and Zhejiang provinces accounted for 47%.
Huaneng Group
Since the beginning of this year, Huaneng Group has a total of 21 bidding projects, with a scale of nearly 525gw。
Sunshine Zhiwei Technology Co., Ltd., Hunan Xiang Electric Power Engineering, China Power Construction Group, Jiangxi Hydropower Engineering Bureau, and other 14 enterprises won the bid for the operation and maintenance bidding project of Huaneng Group's power station. Among them, only Sunshine Zhiwei Technology Co., Ltd. won nearly 243GW project, Hunan Hunan Hunan Electric Power Engineering won 539MW project, China Power Construction Group Jiangxi Provincial Hydropower Engineering Bureau, Wushi County Ruixiang City Service Management Co., Ltd., Ningxia Zhonghong Haorui Construction Project, Ningxia Lizhixing Power Construction, Xi'an Xianlin Energy Technology, Don't win more than 200MW project.
Huaneng Group's projects are mainly distributed in 8 provinces, including Guizhou, Xinjiang, Ningxia, Hubei, Shaanxi, Anhui and Hebei, with Guizhou accounting for 16%, followed by Xinjiang.
Three Gorges Corporation
Since the beginning of this year, the Three Gorges Corporation has awarded a total of 14 projects, with a scale of about 3385gw。
A total of 11 companies including Tianjin Santai Enterprise Service and Beijing Concord O&M Wind Power Technology won the bid for the Three Gorges Group Power Station O&M Bidding Project, Tianjin Santai Enterprise Service won the 930MW project, Beijing Concord O&M Wind Power Technology won the 600MW project, and Sunshine Zhiwei Technology Co., Ltd. won 51404MW Project;Gansu Heze Environmental Protection Industry and Hebei Yexin Photovoltaic Power Generation won more than 430MW projects respectively.
The Three Gorges Corporation projects are mainly distributed in Shaanxi, Qinghai and Hebei, with Shaanxi accounting for 40%.
CNNC
Since the beginning of this year, CNNC has awarded a total of 34 projects, with a scale of about 281gw。
Jiangsu Jinshi Hongding Environmental Protection Technology Project, Suzhou Tang Dynasty Environmental Protection Technology, Jiangsu Huiyang New Energy Technology, etc., shared the bidding project for the operation and maintenance of the power station of China National Nuclear Group, among them, China Power Construction Ningxia Engineering *** Sichuan Dongxu Electric Power Engineering *** Baoding Yunying Energy Technology *** won the 380MW project, ranking first;Changzhou Trina Smart Energy Project Zhongqing Energy Oasis (Tianjin) Energy Technology won 338MW project, ranking second;Guizhou Puqianyun Technology won the 285MW project, ranking third. In addition, Jiangsu Huiyang New Energy Technology, Xi'an Yellow River Photovoltaic Technology Co., Ltd., Nantong Suyuan Tiandian Maintenance and Installation Project, Shanghai Electric (Xinjiang) New Energy Technology Development, and Shanghai Electric (Xinjiang) New Energy Technology Development won bids of 200MW and above.
CNNC's projects are distributed in 14 provinces including Ningxia, Xinjiang, Guizhou and Shaanxi, with Ningxia and Xinjiang accounting for % respectively.