Photovoltaic on-grid electricity price innovation low enterprise and then welcome the exam
After “6·30â€, PV companies began to guarantee cash flow through price cuts. In August, in the “Top Runner†base project in Yangquan, Shanxi, GCL New Energy invested 0.61 yuan/kWh per kilowatt hour, and Qingdao Changsheng Solar Power Technology Co., Ltd. (hereinafter referred to as “Changsheng Daily Powerâ€) And Huadian Inner Mongolia Energy Co., Ltd. (hereinafter referred to as “Huadian Inner Mongoliaâ€) also reported a bid price of 0.52 yuan/kwh in the Baotou project. This reflects the overcapacity of the photovoltaic industry and the intensity of competition. But this will not only bring business pressure to the company itself, but will also bring a reshuffle in the industry. New low A few days ago, Inner Mongolia issued a public announcement that 12 companies including Trina Solar, Huadian Inner Mongolia, and Changsheng Nippon Electric Co., Ltd. entered the list of investors in the Baotou Photovoltaic Runner Base Project. Among them, Changsheng Nippon Electric and Huadian Inner Mongolia reported a declared electricity price of 0.52 yuan, which is another new low after the price of 0.61 yuan for the Xinyang New Energy Holdings, the leading project of Shanxi Yangquan. The Baotou project has obvious advantages. It is reported that the front runners project bases include Baotou, Wuhai, Zhangjiakou, Yangquan, Xintai, Yucheng, Huaibei, Jining and Huainan. At present, the publicity stage of Yangquan and Baotou has ended, and the publicity stage of Xintai and Jining will also end today. According to relevant data, the Baotou leader's base direct shooting ratio is as high as 0.64, which is the best among the national leader bases, and is very suitable for tracking photovoltaic power plants. The Baotou Front Runner project has a total installed capacity of 1 million kW. A total of 12 projects, including 11 demonstration projects, 7 are 100,000 kW projects, 4 are 50,000 kW; platform projects are 100,000 kW. The deadline for construction of all projects is June 30, 2017, and the development period is 25 years. The reporter called the Inner Mongolia Development and Reform Commission, and the relevant staff said that the public announcement has ended and 12 enterprises have officially won the bid. However, at a meeting held recently by the photovoltaic industry, many corporate executives also predicted that the price of the Baotou leader's project may be above 0.7 yuan. Intense competition Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, believes that the decline in component prices and overcapacity in the photovoltaic industry and fierce competition in enterprises are the reasons for the record low prices of this round of base runners. The industry also expressed the same view. Cao Sihai, assistant to the president of Zhongqing Nengzhou Science and Technology Co., Ltd., said that there is no problem of power cuts in the future of Baotou Runners Project, which can provide sufficient cash flow for the entering enterprises. Another important reason is that the price of components has declined recently. “The price of components will drop by a dime, and the price of electricity will drop by one cent.†Zeng Yi, general manager of Trina Solar's China Marketing Department, said at the inaugural meeting of the “Leader†Technology Promotion Working Group. At present, the price of some components has dropped below 3 yuan/W, while the low price in the first half of the year is still around 3.8 yuan, which means that the declared electricity price has dropped by nearly 1 cent. Although the price of components has dropped, there are still people in the industry who believe that this kind of competition in price reduction is not beneficial to the photovoltaic industry. Shortly after the break of the low price record by GCL New Energy at a bid price of 0.61 yuan/kWh, Cui Yaping, deputy general manager of ZTE Energy Co., Ltd., said at the inaugural meeting of the “Leader†Technology Promotion Working Group that for an industry, a need is needed. The pulse of normal development, not the price quoted by a company can represent the development of the industry, and ultimately return to a rational, normal profit space. "We don't stress that the photovoltaic industry should have huge profits, but I don't want to go well in industries without profit." Cui Yaping believes. At that meeting, a number of business leaders predicted the price of the Baotou project. Among them, Zeng Yi said that the estimated price of Baotou project will be around 0.65 yuan, and the price of Trina Solar is only 0.56 yuan. Beijing Business Daily reporter contacted Trina Solar for many times, but as of the time of publication, it did not receive a reply from Trina Solar. Cao Sihai believes that since June 30, many SMEs have seen a significant decline in shipments. These companies either have no advantage in scale and need an opportunity to enter the PV core competition circle, and price reduction has become the most direct and effective method. . "Some small businesses may have good technology, but due to the current financial pressure, the future may disappear." Cao Sihai expressed concern. Lin Boqiang believes that there may be a process of shuffling in the future. “This is the process of going to capacity. Enterprises with low efficiency and no local government support will be out,†Lin Boqiang said. Far-reaching influence The impact of consecutive low-price bidding is far-reaching, and for companies, the pressure will be greater and greater. An industry insider said that the price pressure is low, and in fact the pressure on enterprises is very large. Under such pressure, in fact, enterprises hard-headed to build power stations, it is inevitable to passively lower the standard in the control of reliability. For the entire industry, the amount of subsidies in the future will fall. Lin Boqiang said that the government has seen the quotation of various enterprises continue to be lowered, and will reduce the amount of subsidies. In the long run, the cost reduction is of course a good thing. But doing so has released a signal. Everyone believes that the photovoltaic industry still has profit margins, and future subsidies may be reduced. It is understood that the subsidy for new energy has reached 55 billion yuan, and the subsidy gap at the end of the year may reach 60 billion yuan. The adjustment of new energy subsidy policy is imperative. "Recently, the price reduction signal released by the photovoltaic industry has found a good reason for the National Development and Reform Commission to reduce the amount of subsidies. The National Development and Reform Commission is working with relevant enterprises to find out the price of photovoltaic power, so as to subsidize the price." Beijing Business Daily reporter introduced. In addition, there has been a significant price change, which has an impact on industry financing. The most worrying about financial capital is policy change, and the constant and non-political price fluctuations in the PV market leave financial capital with an impression that there is no regulation, and financial capital may be far away from the industry. Automatic Saw Blade Sharpening Machine,Sharpening Machine For Saw Blade,Sharpening Machine,Circular Saw Blade Sharpening Machine GUANGDONG CHITTAK INTELLIGENT EQUIPMENT CO.,LTD , https://www.ctklasercutting.com