On August 19, the news that Tongwei Co., Ltd. (600438. SH), a dual leader of photovoltaic polysilicon and battery chips, launched downstream components, directly triggered a huge earthquake in the photovoltaic sector, and a number of component leaders fell sharply< Br > < div class = "height" > < / div > on August 17, China Resources Power announced the winning candidates for the fifth batch of centralized procurement of photovoltaic modules, and three enterprises were shortlisted for this centralized procurement. According to the bidding announcement, the scale of this centralized procurement is 3gw, including 2.9gw of double-sided 545w components and 100MW of single-sided 545w components. The first bid winner candidate of the project is Tongwei solar energy, with the bidding price of 5827000000 yuan and the bidding unit price of 1.942 yuan / watt. If there is no objection, Tongwei will take charge of the central enterprise centralized purchase< Br > < div class = "contheight" > < / div > this is regarded by the market as a sign that Tongwei has officially entered the component sector. The photovoltaic industry chain is divided into four links from top to bottom: silicon material, silicon chip, battery chip and module. The most downstream is the terminal power station. Tongwei, which has silicon materials and huge capacity at the battery end, will undoubtedly have a significant cost competitive advantage if it enters the component sector in a large scale< Br > < div class = "height" > < / div > the rich profits in the silicon link also enrich its “ammunition”. Under the sharp rise of silicon material price, Tongwei shares realized a net profit attributable to the parent company of 12.224 billion yuan in the first half of this year, a year-on-year increase of 312.17%. According to the analysis of some insiders, Tongwei may directly open a price war by transferring some silicon material profits and bidding at a relatively low price< Br > < div class = "height" > < / div > stimulated by the news, the share prices of several component leaders of A-share plunged on that day. As of the press release, Trina Solar Energy (688599. SH) fell 14.12%, Jingao Technology (002459. SZ) fell 9.75%, Longji green energy (601012. SH) fell 7.91%, Jingke energy (688223. SH) fell 4.92%, and Dongfang sunrise (300118. SZ) fell 5.01%< Br > < div class = "height" > < / div > photovoltaic module has always been a fierce link, and it is the “place of war” for the integrated layout of photovoltaic enterprises. Different from the upstream, the component tests the brand and channel layout ability of the enterprise. In this regard, compared with its competitors, Tongwei still needs time to expand its market< Br > < div class = "height" > < / div > in the recent institutional research, Tongwei said that based on the industry development trend, the components should be appropriately extended, and the organizational structure should be prepared. However, due to the reasons of information disclosure, it will not be explained too much< Br > < div class = "height" > < / div > as of press release, Tongwei shares rose 5.53% to 60.33 yuan / share.