As the "531" deadline approaches, large and small companies are working day and night, setting off a nationwide "rush to install". According to data from the National Energy Administration, the new installed capacity of photovoltaic power generation in April alone reached 45.22GW, a year-on-year increase of 215%.

According to policy requirements, after "531", new photovoltaic projects will fully participate in electricity market transactions, which puts forward higher-dimensional requirements for operation and maintenance services: the operation and maintenance party must not only increase power generation through intelligent means, but also accurately control the power station output period based on electricity price forecasts and load analysis, and realize efficient electricity sales in the peak electricity price range, helping owners to achieve "maximum value per kilowatt-hour".

From the perspective of market demand, the demand for large-scale photovoltaic operation and maintenance has been accelerated. According to statistics from Sobi Photovoltaic Network based on public information, from January to April this year, nearly 48GW of operation and maintenance projects have been announced. As the "big households" of photovoltaic power stations, central state-owned enterprises such as Huaneng, Guoneng, China Resources, State Power Investment Corporation, and Huadian have high demand for operation and maintenance, and the scale of bidding has reached GW level, with a total scale of over 40GW.

Among them, Huaneng Group ranked first with a scale of 11.6GW. Its 19 bidding projects covered 10 provinces including Yunnan (accounting for 71%) and Anhui, mainly focusing on the daily operation and maintenance of ground power stations. 21 companies including Sungrow Intelligence and Chint Intelligence won orders.

The State Energy Group followed closely with 9.6GW. The projects were distributed in 13 provinces, with Fujian, Inner Mongolia and Xinjiang as the core areas. Daily operation and maintenance accounted for nearly 90%. Five companies including Yunying Zhiwei and Chint Zhiwei won 7.7GW of orders.

Although China Resources Power has only 5 projects, it ranks third with a scale of 5.07GW. Among them, Linyang Operation and Maintenance alone has a 4.65GW large project in Xinjiang, highlighting the advantages of centralized projects.

In terms of project types, orders from central state-owned enterprises are mainly for ground-based power stations (over 35GW), with distributed power stations accounting for less than 15%. However, China National Nuclear Corporation's 1.36GW household distributed power projects and Beijing Energy Group's 400MW module cleaning projects show a diversification trend in subdivided fields.

Sunshine Intelligence, Linyang, and Chint led the

The head effect is prominent

In terms of winning bidders, Sungrow Intelligence ranked first with over 7GW of winning bids, and performed well in projects from Huaneng, State Power Investment Corporation, Three Gorges Group, etc., especially winning 1.4GW in three orders from Three Gorges Group, demonstrating its comprehensive operation and maintenance capabilities.

Linyang Operation and Maintenance and Chint Zhiwei followed closely with over 4GW scale respectively. Linyang Operation and Maintenance became the core supplier of China Resources Power with a large order of 4.65GW in Xinjiang; Chint Zhiwei continued to make breakthroughs in the Yunnan region of Huaneng and multi-province projects of State Energy Group.

In the second echelon, companies such as Sumec, Xiehe Operation and Maintenance, and Yunying Zhiwei have winning bids with a scale of between 1-3GW, and their businesses focus on regional markets or specific operation and maintenance types (such as cleaning and weeding).