The concession bidding for the second round of large-scale photovoltaic power stations in the country ended. Despite the fact that no one has yet announced the flowers, the “Quotation of Projects Quotes†that has flowed out recently has been on the horizon. The reporter noted that almost exactly the same results as in the first round of bidding last year, the private enterprises participating in the bidding did not lose their bids because of technology failure, or they lost all advantages in this price war.
Among the 13 bidding projects, the best light condition of the “Qinghai Gonghe 30MW grid-connected project†broke its lowest price of 0.7288 yuan/kWh. The identity of the licensee as a holding company of CPI regained the market's utmost. However, industry insiders speculated that, with reference to last year's first-round bidding experience, the winning bidder may not necessarily be the lowest bidder. But in any case, among the few private enterprises that have passed the technical standard and only survived, there is indeed no one quotation that can be called against the "national team."
The lowest price is difficult to compromise
Can 0.7288 yuan take off "Golden Apple"? Many analysts tend to "not necessarily." The reporter learned from the Energy Research Institute of the National Development and Reform Commission that this open bidding is not just a bidding game, but similar to a policy mapping. According to the researcher and photovoltaic expert Wang Sicheng, the new round of bidding for the on-grid PV tariff concession is itself aimed at determining a more reasonable price range, so that benchmarking prices can be determined on this basis.
"Last year, the final winning price of the Dunhuang project was 0.4 yuan higher than the lowest price, and the "Chinese cabbage price" of the SDIC 0.69 yuan was abandoned because the country wanted to find out the price through bidding. It finally determined that there is a certain benchmark for 1.09 yuan. Nature, but due to the changes in the component cost market, the country needs to conduct another survey on the pricing range. "Analysis of a person who participated in the bidding of the company's market strategy department is not the positioning of a pure price competitive platform, so that the lowest price is set aside. possibility.
According to the reporter’s quotation from the Qinghai project, among the 11 bidders, in addition to the technical indicators of Tuoxin Energy and Sanan Optoelectronics, the two private enterprises failed to pass the quotation, and there were five quotation of more than one yuan, and the average quotation was 1.0227 yuan. However, even if the lowest price can not be won, this "fat" is also difficult to fall into the mouth of private enterprises. According to the statistics of the reporters, among the 135 bids, about 40% of the participating companies quoted less than 1 yuan/degree, and the only one who invested less than 1 yuan in price was "Central Grassroots", a subsidiary of China National Solar PV System Co., Ltd., the largest polysilicon manufacturer in China. group.
"According to the 8% internal rate of return, the reasonable on-grid tariff should be 1.4 yuan." Atos CEO Yan Xiaoyu told reporters on the eve of the tender. Liu Zhibo, assistant to the president of Suntech Power, said that at least until 2012, the cost of photovoltaic power generation could be reduced to 1 yuan/kWh. The reporter found that in the face of private enterprises' "returning from difficulties", among the lowest prices, only the CPI subsidiary companies accounted for 6, and state-owned large-scale power groups such as Huaneng and Guodian also each had their gains.
Benchmark price hard to produce
It is worth mentioning that as early as the NDRC promulgated the "Trial Measures for the Management of Renewable Energy Power Generation Prices and Expenses" in 2006, it has been clearly stipulated that the on-grid tariffs of solar power generation, ocean energy power generation and geothermal power generation projects should be priced by the government. Electricity price standards are formulated by the pricing authority of the State Council in accordance with the principle of reasonable cost plus reasonable profit. However, what is embarrassing is that the long-established fixed-price research mechanism has not been approved. The pricing system for one-on-one discussions continues.
It is reported that the preliminary program is "on-grid tariff of about 1.1 yuan / kWh -1.2 yuan / kwh", and the local energy associations in accordance with different conditions in the local recommendations of various increases. "Different resource conditions in the country determine the different payback periods and the unification of electricity prices is unreasonable," said Meng Xianji, the secretary-general of the China Renewable Energy Society. There is controversy among governments, businesses, and society regarding the establishment of reasonable electricity prices.
Cui Rongqiang, a solar expert at the Institute of Energy Research, Jiaotong University, is worried that bidding for photovoltaic concession projects may not reflect the true cost of the company.
The reporter was informed that wind power had conducted a total of seven tenders before determining the benchmark price, which lasted for seven years, and its electricity price also experienced a process of returning from a frighteningly low price to a rational return. Experts believe that China needs to learn from the experience of the Spanish government to evade the ups and downs of future subsidies. It is reported that in 2004 under the support of large-scale subsidy policies, Spain’s new installed capacity accounted for half of the global new volume in 4 years, but after the financial crisis in 2008, the government drastically reduced subsidies, resulting in a decrease in new volume in 2009. Into more.
Thin film company marginalization
Only a few amorphous silicon thin film companies participated in the bidding. Shenzhen Chuangyi, Sun Moon Ring, Tianjin Jineng, Beijing Shihua, etc. have not been seen, and Tuoxin New Energy, which participated in the bid, has already lost its position in the technical standard. , Mapping the edge of thin-film batteries.
Not only is thin film companies involved in the tendering process, Suntech also shut down its thin-film battery production line in Shanghai. Zhang Jianmin, the head of the company's public relations department, said in an interview with reporters that the switch to a crystalline silicon battery is a strategic strategy for “accompanying the marketâ€. In the past two years, the New Austrian Group, which had high-profiled in the field of thin-film batteries, rejected the reporter’s interview request on the ground that “the internal structure of the group is being combed and it is inconvenient to promote photovoltaic productsâ€.
However, for the prospect of thin-film batteries, most manufacturers are still optimistic. Yao Feng, director of LDK's president office at LDK, told the reporter that thin-film batteries and crystalline silicon batteries are not in a competitive relationship but complement each other. There is no substitute for whom.
Among the 13 bidding projects, the best light condition of the “Qinghai Gonghe 30MW grid-connected project†broke its lowest price of 0.7288 yuan/kWh. The identity of the licensee as a holding company of CPI regained the market's utmost. However, industry insiders speculated that, with reference to last year's first-round bidding experience, the winning bidder may not necessarily be the lowest bidder. But in any case, among the few private enterprises that have passed the technical standard and only survived, there is indeed no one quotation that can be called against the "national team."
The lowest price is difficult to compromise
Can 0.7288 yuan take off "Golden Apple"? Many analysts tend to "not necessarily." The reporter learned from the Energy Research Institute of the National Development and Reform Commission that this open bidding is not just a bidding game, but similar to a policy mapping. According to the researcher and photovoltaic expert Wang Sicheng, the new round of bidding for the on-grid PV tariff concession is itself aimed at determining a more reasonable price range, so that benchmarking prices can be determined on this basis.
"Last year, the final winning price of the Dunhuang project was 0.4 yuan higher than the lowest price, and the "Chinese cabbage price" of the SDIC 0.69 yuan was abandoned because the country wanted to find out the price through bidding. It finally determined that there is a certain benchmark for 1.09 yuan. Nature, but due to the changes in the component cost market, the country needs to conduct another survey on the pricing range. "Analysis of a person who participated in the bidding of the company's market strategy department is not the positioning of a pure price competitive platform, so that the lowest price is set aside. possibility.
According to the reporter’s quotation from the Qinghai project, among the 11 bidders, in addition to the technical indicators of Tuoxin Energy and Sanan Optoelectronics, the two private enterprises failed to pass the quotation, and there were five quotation of more than one yuan, and the average quotation was 1.0227 yuan. However, even if the lowest price can not be won, this "fat" is also difficult to fall into the mouth of private enterprises. According to the statistics of the reporters, among the 135 bids, about 40% of the participating companies quoted less than 1 yuan/degree, and the only one who invested less than 1 yuan in price was "Central Grassroots", a subsidiary of China National Solar PV System Co., Ltd., the largest polysilicon manufacturer in China. group.
"According to the 8% internal rate of return, the reasonable on-grid tariff should be 1.4 yuan." Atos CEO Yan Xiaoyu told reporters on the eve of the tender. Liu Zhibo, assistant to the president of Suntech Power, said that at least until 2012, the cost of photovoltaic power generation could be reduced to 1 yuan/kWh. The reporter found that in the face of private enterprises' "returning from difficulties", among the lowest prices, only the CPI subsidiary companies accounted for 6, and state-owned large-scale power groups such as Huaneng and Guodian also each had their gains.
Benchmark price hard to produce
It is worth mentioning that as early as the NDRC promulgated the "Trial Measures for the Management of Renewable Energy Power Generation Prices and Expenses" in 2006, it has been clearly stipulated that the on-grid tariffs of solar power generation, ocean energy power generation and geothermal power generation projects should be priced by the government. Electricity price standards are formulated by the pricing authority of the State Council in accordance with the principle of reasonable cost plus reasonable profit. However, what is embarrassing is that the long-established fixed-price research mechanism has not been approved. The pricing system for one-on-one discussions continues.
It is reported that the preliminary program is "on-grid tariff of about 1.1 yuan / kWh -1.2 yuan / kwh", and the local energy associations in accordance with different conditions in the local recommendations of various increases. "Different resource conditions in the country determine the different payback periods and the unification of electricity prices is unreasonable," said Meng Xianji, the secretary-general of the China Renewable Energy Society. There is controversy among governments, businesses, and society regarding the establishment of reasonable electricity prices.
Cui Rongqiang, a solar expert at the Institute of Energy Research, Jiaotong University, is worried that bidding for photovoltaic concession projects may not reflect the true cost of the company.
The reporter was informed that wind power had conducted a total of seven tenders before determining the benchmark price, which lasted for seven years, and its electricity price also experienced a process of returning from a frighteningly low price to a rational return. Experts believe that China needs to learn from the experience of the Spanish government to evade the ups and downs of future subsidies. It is reported that in 2004 under the support of large-scale subsidy policies, Spain’s new installed capacity accounted for half of the global new volume in 4 years, but after the financial crisis in 2008, the government drastically reduced subsidies, resulting in a decrease in new volume in 2009. Into more.
Thin film company marginalization
Only a few amorphous silicon thin film companies participated in the bidding. Shenzhen Chuangyi, Sun Moon Ring, Tianjin Jineng, Beijing Shihua, etc. have not been seen, and Tuoxin New Energy, which participated in the bid, has already lost its position in the technical standard. , Mapping the edge of thin-film batteries.
Not only is thin film companies involved in the tendering process, Suntech also shut down its thin-film battery production line in Shanghai. Zhang Jianmin, the head of the company's public relations department, said in an interview with reporters that the switch to a crystalline silicon battery is a strategic strategy for “accompanying the marketâ€. In the past two years, the New Austrian Group, which had high-profiled in the field of thin-film batteries, rejected the reporter’s interview request on the ground that “the internal structure of the group is being combed and it is inconvenient to promote photovoltaic productsâ€.
However, for the prospect of thin-film batteries, most manufacturers are still optimistic. Yao Feng, director of LDK's president office at LDK, told the reporter that thin-film batteries and crystalline silicon batteries are not in a competitive relationship but complement each other. There is no substitute for whom.
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