[SMM PV News] 1.84 Yuan/W, CNNC Shanxi 118 MW PV Project Small EPC Bid Award Announcement

According to the Ordos Municipal Energy Bureau’s official WeChat account, on August 21, construction began on the first generation-grid-load-storage integrated new energy project in Otog Front Banner—the 100,000 kW generation-grid-load-storage integrated project of Xinkuang Inner Mongolia Energy Co., Ltd. It is reported that the project is located in Bayi Village, Shanghaimiao Town, Otog Front Banner. Phase I has a total installed capacity of 50,000 kW, including installed wind capacity of 30 MW and PV rated capacity of 20 MW. Electrochemical energy storage will be built at 15% of the total wind and solar capacity for a duration of four hours, with a storage capacity of 7.5 MW/30 MWh. The wind power portion will be equipped with four 7.5 MW wind turbines, and the PV DC-side capacity is 21.7 MWp. Supporting facilities include a step-up substation, an ESS, and an intelligent operation and maintenance center. The project is planned to achieve grid connection in June 2027.

Recently, Guangdong Power Grid released its September 2026 announcement on electricity prices for industrial and commercial users under grid-agent electricity purchases. In September, agent-based electricity purchase prices in the Pearl River Delta region will rise 6.5% MoM. The announced electricity prices include detailed tariffs for the five Pearl River Delta cities, Huizhou, Jiangmen, the eastern and western wings, and the mountainous areas of northern Guangdong, and are divided into single tariff and two-part tariff systems, with the peak-valley time-of-use pricing policy implemented simultaneously. They apply to industrial and commercial users whose electricity is purchased by the grid as an agent.

In H1 2026, new PV installations in China underwent a phased correction, and LONGi Green Energy recorded revenue of 27.045 billion yuan. During the same period, the company achieved BC module sales of 19.55 GW, up a strong 125% YoY, with the share of shipments rising significantly to over 65%; module sales volume outside China grew over 26% YoY, and the share of module revenue from outside China jumped to over 65%; cumulative signed energy storage orders exceeded 3 GWh. Leveraging its BC technology, the company built a differentiated competitive lead, with clear signs of structural improvement.