On November 28, South Grid Energy issued the 2023 crystalline silicon PV module framework tender announcement. According to the announcement, the capacity of the PV module framework tender is planned to be 1.4G W, which is divided into three packages , and the supply of package 1 is estimated to be 400 MW. The supply quantity of Package 2 and Package 3 is estimated to be 500 MW, including 560 MW of single-glass modules and 840 MW of N-type double-sided modules. Package 1 will be delivered in the second quarter of 2024, and Package 2 and Package 3 will be delivered in 2024.
This tender not only requires bidders to have a total shipment of crystalline silicon photovoltaic modules not less than 1GW in 2022, but also requires bidders not to be on the list of China Southern Power Grid Integrated Energy Co., Ltd. and its superior management units, and not to accept consortium bidding.
According to the highest bidding price table in the announcement, the highest unit price of the three packages of single-glass components is 1.18 yuan/W, which requires PERC/TOPcon/HJT or IBC technology, and the highest unit price of the three packages of N-type double-sided components is 1.28 yuan/W, which requires TOPcon or HJT technology.
It is noteworthy that the announcement clearly States that Micron products (including spare parts) shall not be used in the bidding products , and the bidder shall issue a "letter of commitment of the bidder not to use Micron products (including spare parts) in the bidding of this project" in accordance with the standard format.
The original text is as follows:
South Grid Energy 2023 Crystalline Silicon Photovoltaic Module Frame Tender Announcement
(Tender No.: NWNY-XNY- 2023021)
I. Bidding conditions
The framework bidding for crystalline silicon photovoltaic modules of CSG Energy in 2023 (Bidding No.: NWNY-XNY- 2023021) has been approved by the project approval authority, the source of project funds has been confirmed, and the tenderer is CSG Integrated Energy Co., Ltd. This project has met the bidding conditions and is now open for bidding. Location of the
bidding project: subject to the location of the photovoltaic project .
2. Project Overview and Bidding Scope
2.1 Project Overview
According to the photovoltaic power generation projects to be invested and constructed by China Southern Power Grid Integrated Energy Co., Ltd. and its subordinate units in the near future, Due consideration is given to the module demand of the newly developed photovoltaic projects of the Company and its subordinate units, and the reserve capacity to ensure the delivery schedule. The bidding capacity of the photovoltaic module framework is proposed to be 1400MW. 2.2 Scope
of
bidding Considering the photovoltaic power generation projects to be invested and constructed by the purchaser and its subordinate units in the near future, taking into account the module demand of the newly developed photovoltaic projects of the company and its subordinate units, and considering the spare capacity to ensure the delivery schedule, the bidding capacity of the photovoltaic module framework is proposed to be 1400MW. It is divided into three packages. The supply quantity of Package 1 is estimated to be 400 MW, and the supply quantity of Package 2 and Package 3 is estimated to be 500 MW, including 560 MW of single-glass modules and 840 MW of N-type double-sided modules. The PV modules purchased
this time will be used for the PV projects invested and constructed by the purchaser and its subordinate units (including Zhuhai, Shenzhen, Foshan, Shanghai, Hainan, Guangxi and other branches, subsidiaries and project companies).
2.3 Quotation and settlement description
2.3.1 Quotation method: the bidder shall quote according to the total price and the unit price per watt. 2.
3.2 Valid quotation: the unit price per watt, subtotal price and total bid price of each specification in the bid quotation shall not exceed the bid price limit, otherwise the bid of the bid package is invalid. 2.3.3 The bid evaluation price of this
project is the total bid price of PV modules (including tax). 2.3.4 For the PV modules in
this tender, the unit price of the first bid package is fixed, and the unit price of the second and third bid packages is subject to the market price adjustment mechanism. The tenderee will not accept the bidding commercial deviation for the PV module price arrangement listed in the bidding documents (i.e., the fixed unit price is applicable to the first bid package, and the unit price adjustment mechanism is applicable to the second and third bid packages). If the bidder does not respond or does not fully respond to the price arrangement of the above photovoltaic modules, it does not substantially respond to the requirements of the tender documents. 2.3.5
Settlement principle
(1) This project is a framework procurement, the estimated procurement amount is the estimated value, the actual supply is subject to the actual demand quantity of photovoltaic modules of the buyer, and the settlement is based on the quotation of photovoltaic modules of corresponding specifications and the actual delivery capacity.
(2) Agreement on the upper and lower limits of the framework procurement amount: ± 0%
(3) Implementation principles of the framework validity period:
1) The validity period of the framework contract is 12 months after the signing of the framework contract, and the actual procurement amount within the validity period of the framework contract reaches 100% of the estimated procurement amount. The framework contract is automatically terminated.
2) When the framework contract expires, but the actual procurement amount has not reached 100% of the estimated procurement amount, the tenderee can extend the validity period of the framework (12 months). The contract will be automatically terminated when the lower limit of purchase is reached within the extension period. If the extension period expires and the actual purchase does not reach the lower limit of purchase, the contract will be automatically terminated.
3) The demand for PV modules shall be submitted by the construction unit of the PV project to China Southern Power Grid Integrated Energy Co., Ltd. on demand, and the capacity can be equally distributed in the framework contracts signed for different bid packages, or a single brand of PV modules can be used according to the demand of the construction unit. & nbsp;
& nbsp; 2.4 List of subject matter:
Bid closing/opening time: 14:00
, December 25, 2023 On November 22, South Grid Energy also issued a tender announcement on the 2023 crystalline silicon PV module frame. The bidding capacity of the module frame is proposed to be 200MW . Among them, the single glass module is 100MW, and the N-type double-sided module is 100MW. The announcement also mentioned that Micron products (including spare parts) are not allowed to be used in the bidding products , and the bidder must issue a "letter of commitment of the bidder not to use Micron products (including spare parts) in the bidding of this project" in accordance with the standard format.
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