Photovoltaic bidding reproduces collective silence of low-cost private enterprises

Recently, the national 280 MW large-scale photovoltaic power plant concession project was opened in Beijing. Among the 13 projects participating in bidding, the bid prices of participating companies bottomed out to around 0.7 yuan, of which the lowest price reached 0.7288 yuan. Only higher than in 2009 Dunhuang 10 MW photovoltaic power plant concession tender the lowest price of 0.69 yuan 0.03 yuan; Ningxia identified four PV project Development and Reform Commission in April compared with temporary electricity price 1.15 yuan low of nearly 37%; from the industry generally analysis The one- dollar guarantee price is also very different.

In 2009 , the aftershocks of the Dunhuang project bidding have not disappeared. It is only 1 year apart and the scale of the bidding project has been expanded by 10 times. This year, the state took out a bigger “ cake ” to attract more companies to enter the market, but it achieved a photovoltaic industry state-owned enterprises and private enterprises. Confrontation.

It is worthy of recognition that the long-awaited photovoltaic project has been scheduled to open as scheduled, but the outcome is " beyond expectations " .

The country has retreated

The " national team " once again showed great enthusiasm in this PV bidding.

In the tendering process, a total of 50 companies submitted 135 bids. Among them, China Guangdong Nuclear Power Solar Energy Development Co., Ltd. participated in the bidding for all 13 projects, while China Energy Energy Solar Energy Technology Co., Ltd. also participated in the bidding for eight projects. Judging from the bidding price sing recently, the lowest prices of various projects have been swept by state-owned enterprises, and CLP, Huaneng, and Guodian have also become the biggest winners accordingly.

According to relevant media reports, the bidding price sang on the 16th , among 135 bids, the bidder's price was between 0.7 yuan and 1.09 yuan, but the lowest price of 13 items was around 0.7 yuan. The lowest price was 0.7288 yuan reported by the Upper Yellow River Hydropower Development Co., Ltd.

At the same time, the lowest prices for the other 12 projects were also reported by state-owned enterprises, which became the characteristics of this bid opening. Among them, CPI Group's subsidiaries grabbed seven lowest prices, Huaneng and Guodian Group grabbed two lowest prices.

In fact, in the previous round of bidding for PV, the “ Commonwealth ” became the main force for bidding. However, judging from the lowest price quotations that are currently released, unlike the previous year, state-owned enterprises have completely replaced the “ community ” .

Most of the companies that participated in the bid last year were mainly component companies such as Suntech, Yingli, and Tianhe. In this year's bidding list, Yingli Holdings was rarely seen. Compared to last year, they chose to participate as a supplier this time.

“ According to the bidding requirements, each bid requires a deposit of 5 million yuan, and the deposit period is as long as 14 months. The bidding company must also have 10% of the project's capital, and the company’s financing plan must have 30% of its own funds. “ Meng Xiankai, deputy director of the China Renewable Energy Society, said in an interview with the Scientific Times.

"These requirements are not ordinary private enterprises can easily be achieved, and this is one of the reasons the formation of state-owned enterprises 'dominate' the situation in this bid." Mengxian Gan stressed.

However, according to the change of the private enterprise's strategy, Meng Xianji believes that the private enterprises are also helpless. If the private PV companies want to bid as the subject, the risks will be great. On the contrary, using mashups and bundling to bid can reduce risk and make risk sharing between mashups and bundled companies.

At the same time, according to Meng Xiankai, the project selected investment companies through open tendering, using franchise to build management, and the franchise period was 25 years. Individual projects no longer split bids, but bidders are allowed to bid for multiple projects. The bidders are responsible for project design, investment, construction, operation, maintenance, and demolition.

In this regard, Meng Xianyi analyzed: “In contrast to private enterprises, several large state-owned enterprises can receive better care in terms of policies. For example, in terms of loans, state-owned enterprises can apply to banks for low-interest or interest-free loans, but private enterprises are almost impossible. ”

It cannot be denied that most of the central enterprises have a close cooperative relationship with the grid companies, and they have advantages that cannot be matched by private enterprises in terms of cost control. At present, photovoltaic and wind power technologies have not yet fully matured, and the quality of electricity cannot be guaranteed. Whether the grid company permits electric power to enter the grid and what level of electric power is allowed to enter the grid will directly determine the income of the power generation enterprise.

Therefore, the situation of “ advancement of the country by the people ” has also become a necessity.

　 " Black household " still can't be right

When the total number of photovoltaic grid-connected power concession projects was announced at 280 MW, many industry analysts stated that the bidding and construction of the second batch of photovoltaic power plant concession projects will speed up the construction of China's photovoltaic power plants and find that they are reasonable through market competition. Electricity prices to promote the development of photovoltaic power generation industry.

But in fact, it will take time for this beautiful situation to emerge.

In contrast, there are only power grid company spoils, state-owned enterprises have a strong price ... ... in the face of such a once again " low-cost decent " game rules, private can only suddenly exit.

Since the opening of the domestic photovoltaic power generation market last year, the project construction has been accelerating. Although the first phase of the formal tendering project is only 10 megawatts, local governments and state-owned and private enterprises have signed construction contracts. According to statistics from relevant agencies, the total size of photovoltaic power generation in China last year reached 300 to 400 megawatts.

However, these projects that have not been subject to national bidding, especially private projects, enjoy the benefits of “ black households ” . Some projects have not been able to complete the grid connection so far. Some grid-connected projects cannot guarantee on-grid tariffs that are implemented by the state. Therefore, after the announcement of the second tender at the beginning of this year, private enterprises all expressed their desire to go to the country's " battlefield " to enjoy the country's excellent policy.

But this time, they were disappointed again.

A company official who participated in the bidding told the reporter: “ A standard, a string of 0.8 yuan, 0.9 yuan, this is not the price that the average private enterprise can accept, what else can we choose to withdraw? ”

The only thing that gratified them was that in the course of the review of the tender, the review panel was given new powers. That is, the expert group will limit the results of the bidding according to the proportion of the profits of the project. Quotations with prices significantly lower than the cost will not pass the final review.

Therefore, whether the lowest price quoted this time can be favored by experts and it will take time to reveal the answer.

In fact, Meng Xianyi also had his own concerns about the price of this bid.

According to Meng Xianxuan, the current price that companies can make profit is generally around 1 yuan, and it is still more difficult to sing the price now.

However, " The prices that companies have invested indicate that they are fully able to make a profit. What can we say? " Meng Xianyi appeared helpless.

However, just a few days before the opening of the bid, some entrepreneurs said in a conversation with reporters that they would bid rationally and truly consider the future profitability. At the same time, many industry experts also told the "Science Times" that this competition should not appear " ultra-low-cost " phenomenon, and claimed that the photovoltaic industry has entered a healthy development track.

Why is the situation after the opening of the bid completely different from what the company described before, what happened in a short period of time, so that many companies bidding to make such a big change?

The reporter tried to call the person in charge of the company. When asked about the above issues, all people chose to be silent.

From " confidence full " to " not to mention " , the huge contrast in attitude can not help but make people feel more puzzled.

However, for this tendering situation, Meng Xianji reminded: “We must never do this forever. Now the country is only a demonstration, what happens, and the country can still adjust. If the project is expanded again, it certainly cannot be the case. ”