Silicon Wafer Prices Dip, Module Output Climbs in October: SMM Weekly Commentary

On June 26, the candidate announcement for Guangdong Energy Group's 2026 centralised tender procurement of PV modules was officially concluded. The total scale of this centralised procurement was 679.87 MW, covering multiple core scenarios such as agrivoltaic complementary systems and composite ground-mounted power stations. TCL Zhonghuan secured the first winning bid candidate for sections one, three, and four, relying on its mature product matrix and new scenario-based technological achievements, delivering an excellent performance in centralized procurement and continuing to lead the efficient module bidding track for large energy groups in South China.

On July 3, good news came from the 10-million-kW-level new energy base in Hainan Prefecture and the PV industrial park in Delingha City, Haixi Prefecture: the Dingyao PV+ESS Power Station, supporting the Hainan PV+ESS integration demonstration base built by Huanghe Company, and the Xinzong Energy Storage Power Station, supporting the Yixuan PV Power Station in Delingha, were successfully connected to the grid on the same day. With this, the capacity of Huanghe Company’s ESS installations has increased to 1,153.63 MW/3,509.52 MWh. The Dingyao PV+ESS Power Station is configured with a capacity of 85.63 MW/151.29 MWh and has set up four major experimental zones for energy storage technology, PV+ESS coupling, small-scale PV+ESS, and PV+ESS systems. It has filled the gap in multi-technology comparison and verification in high-altitude areas and will provide crucial high-altitude field data for the selection of China's new-type energy storage technology routes.