Industry cluster layout: East China hub + South China export base (Source: ouyuan); Key Rule: Top five provinces are Guangdong, Jiangsu, Beijing, Zhejiang, and Hubei (Source: CNESA); Core: Hefei, Anhui (comprehensive hub) (Source: CHINAISPP); Note: Yancheng hosts over 60 PV supply chain enterprises (Source: Yancheng).
I.
Overall Landscape
Structure: East China hub and South China export hub (Source: ouyuan); Supplement: Supplementary capacity in Central and Western regions (Source: ouyuan); Clusters: Yangtze River Delta, Pearl River Delta, and Hefei hub (Source: ouyuan); Top Five: Top five regions by number of facilities are Guangdong, Jiangsu, Beijing, Zhejiang, and Hubei (Source: CNESA); Guangdong: 27 major facilities (Source: CNESA)—Layout: East hub + South export base + Central supplement (three-part structure).
II.
Jiangsu
Inverters: GoodWe headquarters base in Kunshan, Suzhou (Source: ouyuan); Density: Highest density of Tier-1 suppliers (Source: Fob); Cities: Changzhou, Wuxi, and Suzhou (Source: Fob); Yancheng: 60+ PV supply chain enterprises in the Yancheng Economic and Technological Development Zone (Source: Yancheng); Industry Leaders: Trina Solar, Canadian Solar, Runergy, and Tongwei (Source: CNR)—Jiangsu: Inverters, cells, and systems (three core business areas).
III. Guangdong
Electronics: Electronics manufacturing ecosystem in Shenzhen and Huizhou (Source: CNESA); BYD: BYD and EVE Energy (Source: CNESA); Exports: Export logistics hub (Source: CNESA); Enterprises: Huawei and Sunwoda (Source: Qianzhan); Microgrids: Microgrid EMS, charging piles, and BIPV (Source: Fob)—Guangdong: Electronics + Exports + Microgrids (Three Strengths).
IV.
Anhui
Hefei: Hefei comprehensive new energy manufacturing hub (Source: CHINAISPP); Sungrow: Sungrow (world’s largest inverter supplier) (Source: CHINAISPP); Gotion: Gotion High-Tech (LFP technology; Volkswagen as shareholder) (Source: CHINAISPP); Jinko: Jinko TOPCon production base (Source: CHINAISPP); 100-Billion Scale: Construction of 10-billion-yuan-level PV-plus-storage bases (Source: ouyuan)—Anhui: Inverters + Battery Cells + Modules (Three Leading Sectors).
V.
Zhejiang & Beijing
Zhejiang: Chint, Narada Power, and Xizi Clean Energy (Source: Qianzhan); Beijing: CECEP, Longyuan Power, and SDIC Power (Source: Qianzhan); Hubei: Top five facilities in Hubei (Source: CNESA); Shanghai: Shanghai 800 MW energy storage target for 2026 (Source: Qianzhan); Shandong: Dongying CATL 50-billion-yuan base (Source: Energytrend)—Zhejiang & Beijing: Brands + SOEs + New Bases (Three Tiers).
VI. Procurement Pathways
Cells: Anhui/Guangdong (Source: Industry); Inverters: Jiangsu/Anhui (Source: Industry); Modules: Jiangsu TOPCon modules (Source: FOB); Ancillary Materials: Conductive paste, junction boxes, encapsulant films (Source: Yancheng); One-stop: East China one-stop procurement (Source: Industry) — Strategy: Select provinces based on product category.
VII.
Procurement Recommendations
1. By category (segmenting cells, inverters, and modules by province); 2. Focus on clusters (Yancheng, Hefei); 3. Target industry leaders (e.g., Sungrow, Gotion); 4. Bundle ancillary materials (source auxiliary materials from the same region);
5. Leverage trade shows (connect via PV exhibitions) — Industrial clusters: East China + South China + Industry Leaders (forming a closed-loop network).
