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The reporter learned through various interviews that for this year's PV on-grid tariffs, many PV companies that are preparing to bid will say that the price determination will be more rational. This year's PV on-grid price is likely to be lower than 1.15 yuan / kWh.
a lot of porridge
In an interview with China Securities Journal, Wuxi Suntech said that the company is actively preparing for bidding for PV projects and is currently negotiating with the relevant partners for cooperation and bidding.
At the same time, photovoltaic companies such as Jiangxi Saiwei and Tianwei Yingli are also involved in the preparatory work. A person from Jiangxi Saiwei said that the company will choose to jointly bid with the power investor.
It is understood that China's second batch of photovoltaic grid-connected power concession projects total scale of 280 megawatts, according to regional distribution: 60 MW in Inner Mongolia, 60 MW in Xinjiang, 60 MW in Gansu, 50 MW in Qinghai, 30 MW in Ningxia There are 13 projects in Shaanxi and 20 MW. Compared with the first round of photovoltaic grid-connected concession bidding project initiated by China in March 2009 with a total scale of only 20 MW, the amount of tenders this year has greatly increased.
Many PV companies said that the "low-price vicious competition" appeared last year because the bidding was "more and less porridge". Since the amount of bidding has increased significantly this year, enterprises do not have to endure losses and report ultra-low prices for bidding.
Despite this, Sun Guangbin, head of the China Electromechanical Chamber of Commerce's Photovoltaic Products Branch, said that compared with the current PV module market price, the market's psychological expectation for PV grid-connected electricity price is about 1.15 yuan / kWh this year is not too high, which may affect The enthusiasm of some PV companies to participate in domestic PV bidding, after all, the international demand has been greatly improved, and the profit of the company is also good.
In this regard, a photovoltaic company said that the PV on-grid price generated by the bidding is actually the electricity price level after two years, because the construction period of the photovoltaic power station specified in the bidding documents is two years, and the current quotation of the enterprise will be fully estimated after two years. Market costs and electricity price levels, so the current low price of electricity may not allow companies to suffer low profits or losses after two years.
On-grid electricity prices will not be across the board
Experts said that the tendering of PV grid-connected projects involves a wide geographical range, so the resulting on-grid tariffs will be different. For example, the determination of PV on-grid tariffs is directly related to the calculation of power generation costs, and the locally available solar thermal resources, land, Comprehensive costs such as taxes and labor will be used as the basis for accounting.
In addition, for the PV projects with different technical routes, the final determination of the on-grid price will also be very different. Zhao Yuwen, vice chairman of the China Renewable Energy Society and director of the photovoltaic branch, said that compared with crystalline silicon battery technology, thin film battery technology currently has obvious cost advantages, so its final on-grid price is likely to be lower, even lower than 1 yuan. / kWh is also possible.
Overall, experts expect that the PV grid-connected electricity price generated by this tender will not exceed 1.15 yuan / kWh on average. If the final on-grid price is between 1.15 and 1.25 yuan / kWh, the gross profit margin of the PV project is about 10%.
Now China has launched the second round of PV grid-connected project bidding, and the market is increasingly expecting the government to issue PV grid benchmark price. However, PV experts generally expressed less optimism.
Zhao Yuwen said that in the short-term, the determination of China's PV grid-connected electricity price will adopt the "one-on-one discussion" approach. After the two- or three-year concession bidding pilot, it may lay the foundation for the determination of the future benchmarking price, and the conditions for the introduction of benchmarking tariffs. Will be more mature.
The price of the second round of photovoltaic bidding is difficult to exceed 1.15 yuan
Recently, China's 280 MW photovoltaic grid-connected power generation concession project was launched and will be officially opened on August 10. A number of domestic PV giants including Wuxi Suntech, Tianwei Yingli and Jiangxi Saiwei are actively preparing for bidding.