04,08,2026 32 views
【instrumentOnline Industry Report】On March 20th, the first bidding for measuring equipment for the 2026 marketing project of State Grid Corporation of China was officially launched, coveringelectricity meterCollection terminal, measurementmutual inductorThe annual procurement of measuring equipment for the three core categories has begun with a scale of 432 standard packages and a total demand of 35.29 million units. Compared to previous rounds, this bidding not only achieved a dual increase in the number of bidding packages and material demand, but also introduced four major rule adjustments in key areas such as abnormal quotation review and unbalanced quotation punishment, directly targeting the chaotic bidding situation in the industry and reshaping the competitive landscape of the power metering equipment market.
From the perspective of bidding scale and category structure, this procurement presents a trend of comprehensive growth in demand for various categories, which directly reflects the acceleration of power grid intelligent construction. Among them, the electric energy meter, as the core category, has a total of 224 standard packages, with a demand of 32.25 million units, almost doubling compared to the previous period, becoming the largest increment in this bidding; The collection terminal sector has a total of 118 standard packages, with a demand of 540000 units, a significant increase of 60% year-on-year and 46% month on month, highlighting the upgrading demand of the power grid for data collection terminals; There are 90 standard packages for measuring transformers, with a demand of 1.44 million units, a month on month increase of 85%, and the demand for supporting power grid infrastructure is released. From the perspective of regional distribution, Shandong, Henan, Zhejiang, Sichuan, Jiangsu, and Heilongjiang have become the core demand provinces for this bidding, accounting for the main share of the national procurement volume. The differentiated demand characteristics of regional power grid construction are significant.
The synchronous expansion of the number of bidding packages also confirms the scale upgrade of this bidding: 432 bidding packages increased by 42 compared to the same period in 2025, and 46 compared to the third batch of bidding in 2025. The larger bidding package splitting not only provides more opportunities for enterprises to participate, but also puts higher requirements on the supply capacity of segmented categories of enterprises. Based on industry analysis, the winning pattern of each sub bid in this round will present the characteristics of hierarchical competition and concentrated top players: the entry-level A-level single-phase intelligent electric energy meter market is highly competitive, and it is expected that at least 70 companies can obtain the bid qualification; B-class three-phase intelligent energy meters are second, and about 50 companies are expected to win the bid; The C-level and D-level three-phase intelligent energy meters with higher technical barriers are expected to have 18 and 2 winning bidders, respectively; Due to strict technological barriers, only three companies can share the market for high-end smart energy meters. In the field of collection terminals, the expected winning bidders for specialized variable collection terminals and intelligent fusion terminals are 25 and 50, respectively; The competition pattern for each sub standard of measuring transformers remains relatively balanced, with 30 companies expected to win the bid.
More importantly, this bidding has introduced four major rule adjustments, comprehensively optimizing the bidding system from dimensions such as quotation, qualifications, and bidding standards, becoming an important signal for the industry to transform from "price competition" to "value competition". The specific adjustments directly target the pain points of the industry:
The threshold for reviewing abnormal quotations has been significantly relaxed,The threshold for triggering abnormally low price review has been adjusted from "30% lower than the average package price" to 50%, significantly expanding the reasonable range of low price quotations and reducing the cumbersome cost proof process required by enterprises for normal low price bidding. This not only encourages reasonable price competition, but also avoids the harm of excessive review to high-quality enterprises.
The penalty for unbalanced pricing has been upgraded to a "joint veto",For the high-end intelligent energy meter category with high technological content and difficult pricing, the new regulations not only review the quotation deviation between different packages, but also add a deviation review within the same package. If the quotation deviation exceeds the average price ± 5%, all packages using the same technical specifications by bidders will be rejected, and the most severe punishment will be imposed to prevent enterprises from "robbing one wall and filling another wall" speculative quotation behavior.
The requirements for commercial environmental impact assessment evidence have been fully tightened,Regarding the "Environmental Impact Assessment" item in business evaluation, it is explicitly required that the ESG report submitted by enterprises must be published through public channels such as authoritative media. Environmental impact assessments, energy assessments, and three waste reports must be issued by qualified institutions and reviewed and approved by environmental regulatory departments to promote the industry's green and low-carbon transformation with high qualification requirements.
Falsifying awards and including them in false bidding "one vote veto",Add a clause on "award fraud" to the definition of false bidding, and severely crack down on the behavior of some enterprises forging awards to obtain high scores for "scientific and technological innovation achievements". Standardize the bidding order from the source and ensure the fairness of bidding.
The scale expansion and rule reconstruction of the State Grid metering equipment bidding this time are not only inevitable requirements for the intelligent and green construction of the power grid, but also set a new competitive track for the power metering equipment industry. For industry enterprises, it is necessary to abandon the previous speculative bidding strategy, strengthen cost control and technological research and development capabilities, and adapt to the competitive requirements of different product categories; On the other hand, standardize qualification management and bidding behavior, keeping up with the industry trend of green development and compliant operation. With the continuous optimization of bidding rules, the industry concentration of the power metering equipment market is expected to further increase, and leading enterprises with core technology, large-scale production capacity, and compliance operation capabilities will occupy a dominant position in the new round of competition.
