The investment pattern of photovoltaic power station is centralized. "state-owned enterprises" will dominate the second half.

SMM News: according to statistics, in the first half of 2020, 15 enterprises including three Gorges, Huadian, National Power Investment, Datang, Huaneng, Huareng, Zhongguang Nuclear, Beijing Energy, Zhongneng Construction, Fujian, Longji, Sunshine Power (300274), Zhengtai, Special change, Jinfeng Technology have signed contracts for super-28GW clean energy projects, with a total investment of over 262.3 billion yuan, of which photovoltaic projects are super-19GW.

Among them, ten state-owned enterprises, namely, three Gorges, Huadian, State Power Investment, Datang, Huaneng, China Resources, Guangzhou Nuclear Power, Beijing Energy, China Energy Construction and State Grid Fujian, signed 25GW clean energy projects one after another in the first half of the year, among which the photovoltaic project 16GW covers 17 provinces and municipalities in Henan, Shandong, Shanxi, Guangxi, Shaanxi, Guizhou, Yunnan, Hubei, Jilin, Inner Mongolia, Zhejiang, Jiangxi, Anhui, Gansu, Heilongjiang and Beijing.

With the National Energy Administration announcing the list of 26GW photovoltaic bidding projects, the photovoltaic market will usher in the strongest rush in the second half of the year.

According to statistics, in the TOP10, state-owned enterprises occupy eight seats, winning a total of super-11GW photovoltaic projects. Among them, the State Power Investment won the championship on a super-3GW scale, including Datang 2.78GW, Huaneng 1.4GW, China Nuclear Corporation 1.2GW, Huadian 1.09GW, China Power Construction 892MW, three Gorges New Energy 768MW, China Resources Power 700MW. Hebei Guoshun New Energy is the only private enterprise in the top five, and its bidding scale exceeds 1.5GW. Zhengtai, Fengling Power and Hong Kong Yongxin International, the three main investors in a total of 862MW projects, ranking seventh.

In addition to traditional power station investors, two project construction enterprises, China Electric Power Construction and China Energy Construction, have joined the army of power plant development. China Power Construction 892MW has surpassed the three Gorges and Zhongguang Nuclear Power Corporation, and China can build 375MW.

Through the statistics of the scale of bidding projects obtained by various enterprises, it is not difficult to see that the pattern of investors in photovoltaic power stations is gradually becoming dominated by "state-owned enterprises", and is more centralized, and the projects are more concentrated in the hands of a small number of enterprises.

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