In the past week, the bidding for on-grid price bidding for 280 MW photovoltaic power generation projects has been heated up in the industry. According to the quotation results that have already been exposed, the lowest on-grid tariffs of 13 projects have fallen below 1 yuan. The highest electricity price is 0.9907 yuan, and the lowest electricity price is only 0.7288 yuan. The average electricity price was 0.8469 yuan, which was 20% lower than the final price of 1.09 yuan from the Gansu PV power plant last year.
Central enterprises won the victory
It is worth noting that these quotations are almost all of the central enterprises and their subsidiaries. Among the 13 projects with the lowest investment, 12 are central enterprises or have central enterprises. In more than 130 bidding documents, the Yellow River upstream hydropower development company under the China Power International Corporation's China Power Investment Corporation, including the lowest price of 0.7288 yuan per kWh, included 7 of the 13 lowest items. In this situation, some people in the industry have screamed: "Central enterprises are collectively irrational."
The reporter called the central enterprises participating in the bidding and asked about the cost structure behind these ultra-low electricity prices, but as of press time, they still could not get a reply. Suntech Power is a solar cell module manufacturer that proposed to reduce the cost of photovoltaic power generation to 1 yuan/kWh. Liu Zhibo, assistant to the president of Suntech Power, said in an interview with the media that according to Suntech’s plan, it will not be until 2012 to achieve the above goals.
Liu Zhibo believes that the most irrational in the bidding is mainly the central enterprises, because they are eager to seize the market and complete the "staking." "Central enterprises are not afraid of losing money, and may get subsidies from other places in disguise," he said.
Of course, some insiders also said that the current offer is still in a reasonable range. Liu Yuan, senior vice president of MARSH, which provides insurance economic services to major domestic PV manufacturers, told this reporter: "With my understanding of the cost control capabilities of domestic PV producers, I don't think the current offer is irrational. of."
For the current situation of bidding, the reporter of China Energy News called Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration. He said that from the current bidding plan of the enterprise newspaper, its technical plan and operation management And the rate of return is in line with the bidding rules, and the ratio of net assets to the total assets of the project is also more than 1/3. Therefore, in this case, the price quoted by the company is also reasonable, not “irrationalâ€. "The principle of 'lower bidders' is no problem," said Shi Lishan.
Or change the industrial landscape
An expert who participated in the bid evaluation meeting told the reporter that from the current situation, according to the technical standard and price mark submitted by the enterprise, the price of the component given by the equipment provider is enough to support the project with an internal rate of return of about 8%. However, he reminded that this is only the expected benefit of the entire project. Under this premise, if the owner of the upstream power station lowers the price of the downstream component supplier during the construction of the power station, it may end up being very unfavorable for the healthy growth of the domestic PV market. “If downstream component manufacturers do not sell products at lower cost, the power companies will turn to small factories, which may encourage some low-quality manufacturers to develop. In this case, it will inevitably lead to photovoltaic manufacturers. Vicious competition." The expert said.
Perhaps a more realistic concern may be that if a company bids for this round of bidding at a very low price, it will have a certain impact on the export of domestic PV products. Wei Qidong, secretary-general of the Jiangsu Photovoltaic Industry Association, told reporters that when the price of 0.69 yuan/degree came out last year, European investors believed that the domestic price could be achieved, and the domestic equipment manufacturers pressed the price. Later, European manufacturers even set a request for China. The sound of anti-dumping investigations on photovoltaic products.
Central enterprises won the victory
It is worth noting that these quotations are almost all of the central enterprises and their subsidiaries. Among the 13 projects with the lowest investment, 12 are central enterprises or have central enterprises. In more than 130 bidding documents, the Yellow River upstream hydropower development company under the China Power International Corporation's China Power Investment Corporation, including the lowest price of 0.7288 yuan per kWh, included 7 of the 13 lowest items. In this situation, some people in the industry have screamed: "Central enterprises are collectively irrational."
The reporter called the central enterprises participating in the bidding and asked about the cost structure behind these ultra-low electricity prices, but as of press time, they still could not get a reply. Suntech Power is a solar cell module manufacturer that proposed to reduce the cost of photovoltaic power generation to 1 yuan/kWh. Liu Zhibo, assistant to the president of Suntech Power, said in an interview with the media that according to Suntech’s plan, it will not be until 2012 to achieve the above goals.
Liu Zhibo believes that the most irrational in the bidding is mainly the central enterprises, because they are eager to seize the market and complete the "staking." "Central enterprises are not afraid of losing money, and may get subsidies from other places in disguise," he said.
Of course, some insiders also said that the current offer is still in a reasonable range. Liu Yuan, senior vice president of MARSH, which provides insurance economic services to major domestic PV manufacturers, told this reporter: "With my understanding of the cost control capabilities of domestic PV producers, I don't think the current offer is irrational. of."
For the current situation of bidding, the reporter of China Energy News called Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration. He said that from the current bidding plan of the enterprise newspaper, its technical plan and operation management And the rate of return is in line with the bidding rules, and the ratio of net assets to the total assets of the project is also more than 1/3. Therefore, in this case, the price quoted by the company is also reasonable, not “irrationalâ€. "The principle of 'lower bidders' is no problem," said Shi Lishan.
Or change the industrial landscape
An expert who participated in the bid evaluation meeting told the reporter that from the current situation, according to the technical standard and price mark submitted by the enterprise, the price of the component given by the equipment provider is enough to support the project with an internal rate of return of about 8%. However, he reminded that this is only the expected benefit of the entire project. Under this premise, if the owner of the upstream power station lowers the price of the downstream component supplier during the construction of the power station, it may end up being very unfavorable for the healthy growth of the domestic PV market. “If downstream component manufacturers do not sell products at lower cost, the power companies will turn to small factories, which may encourage some low-quality manufacturers to develop. In this case, it will inevitably lead to photovoltaic manufacturers. Vicious competition." The expert said.
Perhaps a more realistic concern may be that if a company bids for this round of bidding at a very low price, it will have a certain impact on the export of domestic PV products. Wei Qidong, secretary-general of the Jiangsu Photovoltaic Industry Association, told reporters that when the price of 0.69 yuan/degree came out last year, European investors believed that the domestic price could be achieved, and the domestic equipment manufacturers pressed the price. Later, European manufacturers even set a request for China. The sound of anti-dumping investigations on photovoltaic products.
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