On August 10th, China's 280MW photovoltaic grid-connected power generation concession project will be officially opened, and many domestic PV manufacturers will enter the final sprint stage of preparation for bidding.
According to the reporter's understanding, some crystalline silicon battery manufacturers expect the on-grid price to be around 1.4 yuan / kWh. In comparison, thin film battery manufacturers can afford a slightly lower price. However, unlike the folk expectations, the relevant person from the National Energy Administration recently said that the ceiling price for this round of PV bidding is likely to not exceed the price of 1.09 yuan / kWh last year. Earlier, Chinese Academy of Sciences academician He Wei said in an interview with reporters: "The price will not exceed Dunhuang's 1.09 yuan / kWh."
The ideal price of component manufacturers is 1.4 yuan
When a number of PV producers bid for this year's PV grid-connected concession bidding project, the psychological price of different manufacturers on the on-grid price is also different.
Yingli Energy Company said that the company is currently preparing two bidding projects, and the expected on-grid price is around 1.4 yuan / kWh. Tianwei Baobian said that at the group level, some photovoltaic power generation assets are under construction, and the scale is not very large. The more acceptable on-grid electricity price is also between 1.35.1.4 yuan/kWh.
Wu Dacheng, deputy director of the Photovoltaic Special Committee of the China Renewable Energy Society, said that the factors affecting the PV on-grid price mainly include the quantity and enthusiasm of the bidding enterprises, the market supply and demand relationship at that time, and the price of photovoltaic industry chain equipment products. With reasonable costs and reasonable profits, the probability of winning such a price is relatively large.
Some experts also said that although some PV manufacturers are expecting high on-grid tariffs, the resulting bid price will not be too high. The reason is that there are only so many projects, and companies will weigh the price. In this year's international market, the domestic concession bidding project is not too attractive, but if the international market fluctuates, domestic projects are still indispensable.
The decline is still a big trend
It is understood that the first photovoltaic grid-connected concession bidding in 2009 produced a price of 1.09 yuan / kWh. Experts said that due to the special industrial environment for the concession bidding at that time, due to the global financial crisis, the price of international PV product components fell. Therefore, in the context of the time, the determined on-grid price was low, according to the supply and demand of the PV market this year. In the situation, the psychological expectations of PV producers on the on-grid price will also increase.
A domestic silicon wafer manufacturer said that the orders signed by the company from abroad are relatively full and the prices are not bad. Therefore, analysts said that for PV companies preparing for bidding, if you start to compress costs upstream, the difficulty can be imagined.
Xinao Photovoltaic Energy Co., Ltd. is also actively preparing for project bidding in several major power companies within the United Nations. However, because Xinao Photovoltaic uses silicon-based thin film solar cell technology, it has a certain cost advantage, so its expected on-grid price is slightly lower.
Wu Dacheng said that although the thin-film battery technology route is lower than the cost of the crystalline silicon battery technology route, its conversion efficiency is inferior to that of crystalline silicon cells, plus other costs such as floor space, and the cost after conversion is not obvious with crystalline silicon cells. The pros and cons. The difference between the two technical routes will be considered by investors when conducting preliminary cost estimation. He believes that although the market price fluctuations lead to different on-grid tariffs generated by bidding in different periods, the general trend is still declining.
According to the reporter's understanding, some crystalline silicon battery manufacturers expect the on-grid price to be around 1.4 yuan / kWh. In comparison, thin film battery manufacturers can afford a slightly lower price. However, unlike the folk expectations, the relevant person from the National Energy Administration recently said that the ceiling price for this round of PV bidding is likely to not exceed the price of 1.09 yuan / kWh last year. Earlier, Chinese Academy of Sciences academician He Wei said in an interview with reporters: "The price will not exceed Dunhuang's 1.09 yuan / kWh."
The ideal price of component manufacturers is 1.4 yuan
When a number of PV producers bid for this year's PV grid-connected concession bidding project, the psychological price of different manufacturers on the on-grid price is also different.
Yingli Energy Company said that the company is currently preparing two bidding projects, and the expected on-grid price is around 1.4 yuan / kWh. Tianwei Baobian said that at the group level, some photovoltaic power generation assets are under construction, and the scale is not very large. The more acceptable on-grid electricity price is also between 1.35.1.4 yuan/kWh.
Wu Dacheng, deputy director of the Photovoltaic Special Committee of the China Renewable Energy Society, said that the factors affecting the PV on-grid price mainly include the quantity and enthusiasm of the bidding enterprises, the market supply and demand relationship at that time, and the price of photovoltaic industry chain equipment products. With reasonable costs and reasonable profits, the probability of winning such a price is relatively large.
Some experts also said that although some PV manufacturers are expecting high on-grid tariffs, the resulting bid price will not be too high. The reason is that there are only so many projects, and companies will weigh the price. In this year's international market, the domestic concession bidding project is not too attractive, but if the international market fluctuates, domestic projects are still indispensable.
The decline is still a big trend
It is understood that the first photovoltaic grid-connected concession bidding in 2009 produced a price of 1.09 yuan / kWh. Experts said that due to the special industrial environment for the concession bidding at that time, due to the global financial crisis, the price of international PV product components fell. Therefore, in the context of the time, the determined on-grid price was low, according to the supply and demand of the PV market this year. In the situation, the psychological expectations of PV producers on the on-grid price will also increase.
A domestic silicon wafer manufacturer said that the orders signed by the company from abroad are relatively full and the prices are not bad. Therefore, analysts said that for PV companies preparing for bidding, if you start to compress costs upstream, the difficulty can be imagined.
Xinao Photovoltaic Energy Co., Ltd. is also actively preparing for project bidding in several major power companies within the United Nations. However, because Xinao Photovoltaic uses silicon-based thin film solar cell technology, it has a certain cost advantage, so its expected on-grid price is slightly lower.
Wu Dacheng said that although the thin-film battery technology route is lower than the cost of the crystalline silicon battery technology route, its conversion efficiency is inferior to that of crystalline silicon cells, plus other costs such as floor space, and the cost after conversion is not obvious with crystalline silicon cells. The pros and cons. The difference between the two technical routes will be considered by investors when conducting preliminary cost estimation. He believes that although the market price fluctuations lead to different on-grid tariffs generated by bidding in different periods, the general trend is still declining.
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