Recently, the results of bidding for the second batch of photovoltaic power plant concession projects in the country with a total construction scale of 280,000 kilowatts were released: the 13 bids were all lower than 1 yuan/degree, and all projects were awarded by the central enterprises. This seems to be expected in addition to the results of expectations, so that the photovoltaic industry once again become the focus of attention in the industry.
Cheap crazy project
It is understood that the bidding for the photovoltaic power plant concession project was started in late June this year. The technical standard was formally issued on August 10th. There are 13 projects in 6 provinces in the west with a total scale of 280,000 kilowatts, and the franchise period is 25 years. It is also the largest photovoltaic power plant concession project in China so far.
Such a huge project is naturally regarded by all PV companies as a "defective". However, the bidding results are the same as those predicted by the industry. They are still based on the principle of "the lowest bidder is the successful bidder." The bid price is lower than 1 yuan. The maximum electricity price per kilowatt-hour is 0.9907 yuan/kWh, and the lowest electricity price is only 0.7288 yuan/kWh. In addition, all 13 projects in the tender were awarded by the central enterprises. Among them, CPI was the biggest winner, and 13 projects reached 7.
For this reason, some industry players believe that the bid price is 1 yuan/kWh, partly because the construction period of this photovoltaic power generation project is two years. Therefore, the quotation reflects the decline in the price of photovoltaic modules in the next two years to some extent. As expected, it is estimated that the market for equipment components will exceed supply in the next year, so many products may face a new round of price cuts.
However, for low-cost bids, more people in the industry expressed concern that such low prices have far exceeded the market's reasonable price range, which is unfavorable for the healthy development of the entire photovoltaic industry.
“This kind of non-market behavior bidding is actually confining investment to those companies with strong capital and a background of central enterprises. Private enterprises with development potential and capable of promoting technological progress are excluded.†Song Liang, an analyst at the promotion center, said in an interview with reporters that in the long run, the related upstream industries will surely be involved.
In the interview with this reporter, Geng Xiaoyu, former chairman of the Atlas Sunshine Power Co., Ltd., said: “According to the international level of 8% internal rate of return and the current cost of photovoltaic modules, it is about 1.4-1.5 yuan/kW. The on-grid tariff is reasonable."
Open the domestic market
In fact, at the beginning of this project, many people in the industry stated that the launch of the 280MW photovoltaic grid-connected power concession project is a signal that the domestic photovoltaic application market is accelerating. However, high prices and high costs have always been an important factor hindering photovoltaic power generation.
“At present, solar power is still 5-10 times higher than the average price of thermal power industry at 0.3 yuan/kWh. The high cost is currently the bottleneck that restricts photovoltaic grid-connected power generation and even the entire photovoltaic industry, and it is also an important factor that cannot be fully opened in the domestic consumer market. Factors.†Song Liang said.
In Song Liang's view, opening up the domestic market is very necessary for the long-term development of China's photovoltaic industry, "because the Chinese PV industry mainly depends on the European and American import markets."
It is understood that 98% of the domestic photovoltaic industry's production is used for export, and excessively high foreign dependence has always been a flaw in corporate development. However, there are market institutions expecting that since 2010, with Germany, the world’s largest solar energy consumer, gradually realizing the practice of downgrading government subsidies, Germany’s solar market in 2011 will likely decline by as much as 57%. Not only that, market analysts said that Germany’s actions will trigger a chain reaction in other European countries, and Italy, Spain, the Czech Republic and other countries will have to follow suit. This will undoubtedly bring China's photovoltaic industry into an awkward position.
"This requires the government to intensify the cultivation of the domestic photovoltaic consumer market." Song Liang, for example, said that in many underdeveloped areas, the promotion of home photovoltaic power generation, photovoltaic water heaters, especially behind rural areas, the government to provide a certain amount of financial support.
For the sustainable and healthy development of the photovoltaic industry, Song Liang said that first of all, it is necessary to create a fair and healthy development environment for it, stop unreasonable low-price bidding, encourage diversified capital entry, and ensure that the industry is competitive. , Moldability.