The second national large-scale solar photovoltaic power plant concession project was released

The results of the second half of the country's second batch of large-scale photovoltaic power plant concession projects have finally come out, and the 13 lowest-priced offers controversial in the industry are expected. China Power Investment Corporation (hereinafter referred to as China Power Investment) has become the biggest winner.

On September 14, the reporter of “Finance” learned from the person approaching the National Energy Administration that the result of winning the bid was still adhering to the principle of “the lowest bidder is the successful bidder”. The bid price was lower than 1 yuan/kWh and the highest price For 0.9907 yuan / kWh, the minimum price is only 0.7288 yuan / kWh.

As the concession tender for China's largest PV power plant so far, the project involved a total of 13 PV power plant projects in Shaanxi, Qinghai, Gansu, Inner Mongolia, Ningxia, and Xinjiang, with a total installed capacity of 280 megawatts. Among them, 11 projects have an installed capacity of 20 MW, and the remaining 2 projects have an installed capacity of 30 MW.

Prior to this, unexpected low price quotes not only made the industry criticize, but also made the National Development and Reform Commission and the National Energy Administration unprepared. On August 20th, the National Energy Administration had convened more than 20 key companies to hold internal conferences. Many solar energy companies pointed to “This is a loss-making trade”, and detailed low-price competition will give the industry a development belt. The negative impact.

The Caijing reporter learned that after the meeting, the National Energy Administration disclosed to the bidder that the company intended to make internal adjustments to the winning bids. According to the bidding documents, if the on-grid tariff is consistent with the technical plan report and the financial evaluation report, the lowest bidder will be the successful bidder. After half a game, the results did not change and CPI became the biggest winner.

According to statistics from Caijing, CPI has subordinated or local companies, including the Yellow River Upstream Hydropower Development Co., Ltd. (CLP Northwest Branch), China International Energy New Energy Holdings Co., Ltd., China Power Investment Xinjiang Energy Co., Ltd., etc., and won the bids for Qinghai, Gansu, and Xinjiang. In 7 projects in other places, the bid price was between 0.7288 yuan/kWh and 0.9907 yuan/kWh.

Huaneng Group and Guodian Group each won two bids, the former being in the name of Huaneng New Energy Industry Holdings Co., Ltd., with 0.7803 yuan/kWh and 0.9791 yuan/kWh respectively winning the bids for the Gansu Jinchang and Qingtongxia projects in Ningxia; the latter to Inner Mongolia Guodian Energy. In the name of Investment Co., Ltd., they won the bid for the Alashan and Bayannur projects in Inner Mongolia at 0.8847 yuan/kWh and 0.8444 yuan/kWh respectively.

Guohua Energy Investment Co., Ltd. subordinated to Shenhua Group and Baotou Luneng Baiyun Ebo Wind Power Co., Ltd., a local state-owned enterprise, each had a seat. The bid price was 0.8687 yuan/kWh and 0.7978 yuan/kWh respectively.

In this regard, the industry is concerned that the emergence of a large number of "irrational" low prices won, not only will suppress the enthusiasm and morale of private enterprises to participate in the domestic market, more likely to make the introduction of universal subsidies policy has become more distant.

At present, the successful bidder has received a written notice from the tendering company and the unsuccessful bidder has not received any reply.