Datang's 11GW PV centralized procurement finalized; TCL Zhonghuan secures core bid sections

On July 3, China Datang Corporation officially announced the winning candidates for its 2026—2027 PV module framework procurement project. The total scale of Datang's annual centralized PV module procurement reached 11GW, making it one of the key annual bulk procurement projects among central state-owned enterprises in China. The project is divided into three main technical sections: N-type TOPCon, HJT, and N-type BC. It focuses on selecting top-tier PV enterprises, serving as a significant indicator for industry technology implementation, annual production capacity digestion, and market share patterns.

In this procurement, TCL Zhonghuan made a comprehensive breakthrough leveraging its dual-technology product advantages, sweeping up prime shares in two core sections. It successfully won the 6GW N-type TOPCon module section and secured the top spot as the first winning candidate for the 4GW N-type BC module section. With a total winning volume of 10GW, it became one of the enterprises with the largest winning scale and most comprehensive technology layout in this Datang procurement.

As a large-scale annual framework procurement by a central state-owned enterprise, this tender set strict thresholds for module conversion efficiency, yield stability, outdoor weather resistance, long-term degradation indicators, delivery assurance capabilities, and full lifecycle warranty systems. The focus was on selecting leading manufacturers with advanced N-type mass production capabilities, large-scale delivery experience, and leading technology iteration. TCL Zhonghuan's simultaneous inclusion in the two mainstream N-type tracks of TOPCon and BC fully demonstrates the company's comprehensive layout strength in new-generation PV technology routes. It can not only rely on mature TOPCon capacity to guarantee the implementation of large-scale grid-parity PV projects but also seize the opportunity for next-generation high-efficiency battery technology iteration through its forward-looking BC technology reserves.

As the PV industry accelerates its iteration towards N-type high efficiency and technology diversification, BC batteries are gradually becoming the preferred technology route for high-end distributed projects, large bases, and highly complex scenarios due to their lower degradation, higher efficiency, and better temperature coefficients. TCL Zhonghuan securing the top spot in the Datang BC section marks the authoritative recognition by top central state-owned enterprise clients of the performance, mass production stability, and cost control capabilities of its self-developed BC series high-efficiency module products, elevating its technological competitiveness to the first tier of the industry.

Industry analysis indicates that the finalization of Datang's 11GW annual module procurement will effectively drive the release of PV terminal installation demand in the second half of the year. TCL Zhonghuan securing super-large shares in dual-technology section orders not only builds a solid foundation for the company's capacity digestion and performance growth in 2026—2027 but also further consolidates its position as a core supplier in the centralized procurement system of central state-owned enterprises, continuously strengthening the company's market voice and industry competitiveness in the field of N-type high-efficiency modules.