The market has gradually entered the peak season of traditional photovoltaic installation in the second half of the year, but the recent intensive disclosure of information on the termination of bidding for photovoltaic projects indicates that the chill of the photovoltaic industry is far from dissipating. According to incomplete statistics from the
Digital New Energy DataBM. Com, 21 photovoltaic projects have been terminated since August, covering various types from centralized photovoltaic power generation projects to small and medium-sized distributed photovoltaic power generation projects. The total capacity involved is 2873.2367 MW (about 2.87 GW) . See the following table for
details:
The scale of the terminated project is significantly different, up to the PC project bidding of 1GW photovoltaic sand control project. Small and medium-sized projects as small as 0.75 MW rooftop distributed photovoltaic power generation project procurement bidding , but most of them are distributed photovoltaic projects.
Of the 21 terminated projects, 9 are bidding for component procurement projects, with a total procurement scale of nearly 1.2GW , which is also a microcosm of the recent downturn in component market demand. According to the statistics of
Digital New Energy DataBM. Com, the termination of these bidding projects is mainly driven by three factors.
First, the bidding plan has changed , involving a total of 13 projects, subdividing the reasons for the change. It includes the change of procurement demand or content, the change of project construction conditions, and the change of some bid sections of the project. The details are as follows:
Second, due to the low enthusiasm of downstream bidding enterprises to participate in bidding, many projects were terminated due to less than three effective bidders. There are four
specific projects , namely; Loufan County Rural Revitalization Photovoltaic Industry Assistance Project Photovoltaic Module Procurement Project, Dalong Township 2025 Linkage Fund Mabu Village Photovoltaic Power Generation Construction Project Procurement Project, some expressways in Anhui Province 120.28 MW supporting new energy EPC project photovoltaic module bidding, Jianghai Zhihui Park 3.2MW Distributed Photovoltaic Project.
Third, it is affected by the market environment of the photovoltaic industry, such as the introduction of the national new energy policy, which makes it impossible for the project to continue bidding. Specifically, it is the framework procurement project of photovoltaic modules of China Carbon Aviation Investment New Energy Group Co., Ltd. in 2025-2026. (For details, please refer to the termination of 1GW PV module frame of enterprises under central enterprises! )
Among the many terminated projects, a total of 2 projects reached the GW level . They are the Photovoltaic Module Framework Procurement Project (1GW) of China Carbon Aviation Investment New Energy Group Co., Ltd. in 2025-2026 and the PC Project of Jinda Hongjing Shache County's 1 million kilowatt Photovoltaic Sand Control Project.
Among them, China Carbon Aviation Investment New Energy Group Co., Ltd. terminated the procurement of photovoltaic module framework in 2025-2026 due to the impact of the national new energy policy, so it announced the termination.
It is reported that the project is divided into two bidding sections with a bidding capacity of 1GW, one of which is N-type TOPCon photovoltaic modules, with an estimated total purchase of 600MW . The second bid section is N-type (BC/HJT) photovoltaic modules, with an estimated total procurement of 400MW , which is the largest module procurement project in the recently terminated projects. The
same scale of 1GW is the PC project of Jinda Hongjing Shache County 1 million kilowatt photovoltaic sand control project, which is temporarily terminated due to major changes in the design scheme.
The announcement shows that the bidding work of the project will be reorganized after the adjustment and improvement of the project design scheme and the revision of the bidding documents. (See: Temporary Termination! Xinjiang 1GW Photovoltaic Sand Control Project Bidding Major Change, the Official Has Cracked Down! Behind the frequent termination of bidding for
photovoltaic projects, the photovoltaic market is experiencing a painful process under the policy and market "change track", and it is also an investment rhythm reset after the rapid development of the market in the early stage and the rapid consumption of resources; It is also the only way for enterprises and investors to become more rational and prudent, and it is also the only way for a number of inefficient and low-yielding projects to be eliminated, which will inevitably bring greater momentum to the next wave of market development.
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