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On the same day, the reporter learned from the relevant personnel of Huadian Group that Huadian Group plans to participate in the bidding for four large-scale photovoltaic power station projects in Xinjiang, Gansu, Qinghai and Inner Mongolia, with a total investment of about 2 billion yuan.
Shi Lishan, deputy director of the New Energy Department of the National Energy Administration, confirmed in an interview that the five major power groups (including Datang, Huadian, Guodian, China Power Investment and Huaneng) were involved in the bidding for the photovoltaic power plant concession project. He believes that the final decision The factor that can win is "mainly price."
Qunxiong West
The bidding for the photovoltaic power plant concession project involves 13 projects in six provinces in the northwest of Shaanxi, Qinghai, Gansu, Inner Mongolia, Ningxia and Xinjiang. The installed capacity is 280 MW, which is the largest bidding for PV projects in China so far.
According to the reporter's understanding, the bidding organized by the National Development and Reform Commission did not give the PV power grid a "reasonable price" space as expected in the industry. On July 11, a responsible person in charge of the bidding work mentioned by Huadian revealed that the on-grid tariff determined by the National Development and Reform Commission was lower, and would not exceed 1.2 yuan/kWh, which means that the on-grid price is higher than 1.2 yuan/kWh. The bids will be scrapped. Huadian Group has jointly participated in the bidding of Suntech Power, Changzhou Tianhe and Yingli Group.
The source said that according to the 1.2 yuan / kWh on-grid price, the yield is about 6%, which is only equivalent to the current bank's 5.94% interest rate. Enterprises rely on loans to build these projects "substantially unprofitable." Another insider of a large power generation company that intends to bid, said that the current investment in photovoltaic power plants does not make money at all, and is worried about "sending one." But even so, it has attracted many corporate giants to compete.
Who will win the final
Who can win now is still a suspense. Shi Lishan said that the Chinese solar photovoltaic market can be opened, the key is to see whether the PV price can be reduced.
"At present, everyone's technology is similar. The main factor determining who wins is the price."
In addition, he also said that the country has tendered through the second batch of photovoltaic power plant concession projects, and also wants to try again, "see the results of this tender."
"If the electricity price can be lowered, it is more reasonable, and the enterprise can achieve a certain profit. It is possible to start a similar large-scale bidding, and the development of the domestic photovoltaic industry may accelerate." Shi Lishan said.
On July 11, it was learned from Datang Group that in addition to the support level of the group, Datang Group formed a large lineup including Datang International, New Energy Company, Gansu Company and Xinjiang Company to participate in the bidding of the second batch of photovoltaic power plant concession projects. .