Chinese PV Industry Brief: Longi Tops 800 MW Hexi Solar Module Tender

Why It Matters

The announcements signal rapid scaling of solar manufacturing and hybrid projects across China, the U.S., and emerging markets, accelerating renewable capacity growth and reinforcing global supply‑chain diversification.

Key Takeaways

• Longi wins 800 MW Gansu tender at $0.104/W.
• Canadian Solar's 2 GW US HJT pilot starts early 2026.
• Huadian launches 1.6 GW hybrid hydro‑PV in Sichuan.
• Sineng to deliver 249 MW inverters for Egypt's Benban.
• Ginlong targets storage market with residential pilot production.

Pulse Analysis

China’s photovoltaic sector continues to tighten its competitive edge as Longi clinches an 800 MW tender in Gansu at a record‑low price point. The sub‑$0.11 per watt bid underscores the aggressive cost‑reduction trajectory driven by economies of scale and government‑backed new‑energy zones. By mandating delivery within 15 days and completion by mid‑2026, the contract also reflects the accelerating deployment timelines that Chinese developers are imposing to meet national renewable targets.

Across the Pacific, Canadian Solar’s move to launch pilot production at its 2 GW HJT cell line marks a pivotal step in U.S. solar manufacturing. The HJT technology promises higher efficiency with fewer processing steps, reducing labor intensity and environmental controls. This aligns with U.S. policy incentives aimed at reshoring solar supply chains, while the company’s forecast of 14‑17 GWh of global energy‑storage shipments in 2026 signals a broader shift toward integrated storage‑generation solutions.

Hybrid projects and inverter supply deals further illustrate diversification in the industry. Huadian’s 1.6 GW hydro‑PV complex in Sichuan leverages high‑altitude sites to combine renewable sources, cutting coal use and emissions dramatically. Meanwhile, Sineng’s 249 MW inverter contract for Egypt’s Benban solar hub expands African market penetration, and Ginlong’s focus on residential storage, using a light‑asset model, positions it to capture fast‑growing European and emerging‑market demand. Collectively, these developments highlight a global push toward cost‑effective, modular, and storage‑enabled solar ecosystems.