SMM: June 28th, two weeks after the deadline for declaration, the National Energy Administration officially announced the list of photovoltaic projects in 2020. A total of 434 projects from 15 provinces, autonomous regions and municipalities and Xinjiang Corps were successfully shortlisted, with a total installed capacity of 26GW. For power plant development enterprises, "December 31" has become the key node of whether they can catch the last subsidized bus or not. After the calm 630s, the "1231" rush will eventually break out.
According to the State Energy Administration, a total of 22 provinces across the country, including Beijing, Tianjin, Hebei, Inner Mongolia, Shanghai, Jiangsu, Zhejiang, Anhui, Jiangxi, Shandong, Henan, Liaoning, Guangdong, Guangxi, Hunan, Chongqing, Guizhou, Shaanxi, Gansu, Qinghai, Ningxia, Xinjiang and Xinjiang production and Construction Corps, applied for bidding projects, with 4168 projects and total installed 33.5GW. Undeclared projects in Shanxi, Jilin, Heilongjiang, Fujian, Hubei, Hainan, Sichuan, Yunnan and Tibet provinces.
Judging from the shortlist, Qinghai and Inner Mongolia have the highest shortlist rate, and all the projects declared by the two provinces and regions are on the list. The advantage of the two provinces not only lies in the leading reduction of electricity price, but also the competitive configuration has been carried out in the province in the early stage, and the project conditions are more mature.
Guangdong, Liaoning, Hunan, Beijing, Tianjin, Jiangsu and Gansu provinces and cities did not have a single project shortlisted. Among them, the on-grid price of ordinary photovoltaic power station projects in Jiangsu and Gansu Class II areas decreased by 0.09 yuan per kilowatt-hour, but none of the projects were included in the list, which is surprising. Guangdong, Liaoning, Hunan, Beijing, Tianjin five provinces and cities of ordinary photovoltaic station projects grid price reduction space of less than 0.04 yuan / kilowatt-hour, bidding has no advantage.
In addition, the province with the largest number of shortlisted projects is Zhejiang Province, with a total of 66 projects on the list, while the largest finalist is still Guizhou Province, where a total of 5.2GW projects are qualified as state subsidies, while Ningxia, Hebei, Zhejiang, Jiangxi and Qinghai all exceed 2GW.
For those projects that are not shortlisted, the state encourages them to switch to low-price online projects on a voluntary basis.
From the perspective of the resource area, the III resource area can be described as a complete victory, with 354 shortlisted projects, accounting for 82%, and the shortlisted project size of 17.6 GW, accounting for 67.8%.
Due to the use of revised electricity price for national ranking, that is, based on type I resource areas, type II and III resource areas are reduced by 0.05yuan / kWh and 0.15yuan / kWh, respectively. If the three types of resource areas are based on the guidance price, the electricity prices of the three types of resource areas are reduced by 3 points, and the revised electricity prices are 0.32,0.32,0.31 respectively. Class III resource areas have more competitive advantages.
Similarly, because it does not have an advantage in the overall bidding, the scale of centralized photovoltaic power stations accounts for 98.7% of the shortlisted projects this year, and only 139 distributed photovoltaic projects are shortlisted, of which only 2 are self-use and residual power grid projects (Ningxia, national energy group project).
In terms of electricity price, the lowest electricity price is 0.2427 yuan / kWh in II resource area, and the highest price reduction is 0.1573 yuan / kWh in II resource area. The lowest subsidy intensity of the three types of resource areas is 0.0001 yuan / kWh.
Datang and the state took the lead again, and the competitive advantage of state-owned enterprises was obvious.
In the 25.62GW centralized photovoltaic bidding project, nearly 100 enterprises finally succeeded after fierce competition. From the point of view of the main investors of the project, state-owned enterprises have once again become the main force of power plant development. In the TOP10, state-owned enterprises accounted for eight seats, winning a total of super-11GW projects. Among them, Datang won the championship with the scale of 2.78GW, and the national power station ranked second, and the distance between the two power stations was less than 200MW. In addition, Huaneng and CNNC performed well, winning GW-level projects. Hebei Guoshun New Energy is the only private enterprise in the top five, and its bidding scale is higher than that of 1.5GW. Zhengtai, Fengling Power and Hong Kong Yongxin International, the three main investors in a total of 862MW projects, ranking seventh.
In addition to traditional power station investors, China Electric Power Construction and China Energy Construction these two project construction enterprises have joined the army of power plant development. From the point of view of the scale of the power plant, China Power Construction Co., Ltd. successfully bid for the 892MW project, surpassing the three Gorges and CGN.
In addition, there are 16 owners whose scale exceeds 500MW (inclusive) in this bidding project, with a total scale of more than 16GW, and the proportion of state-owned enterprise camp projects is more than 76.5%. In the fierce competition, in addition to Hebei Guoshun New Energy, Zhengtai complex, Sunshine Power supply, Trina Photovoltaic two photovoltaic enterprises respectively won the 500MW scale.
According to the bidding project announced by the Energy Bureau, the capacity of the grid-connected project included in the national bidding subsidy project is 9235 kilowatts (all of which are grid-connected projects in 2020), and the capacity of the new project is 25.957973 million kilowatts.
It is worth noting that included in the list of projects within the scope of state subsidy bidding is only qualified for subsidies, and whether the project can finally enjoy the state subsidy depends on whether it will be completed and connected to the grid on time in accordance with the requirements of the "notice". That is, if the full capacity is not completed and connected to the grid before the end of 2020, the subsidy for grid-connected electricity price will be reduced by 0.01 yuan / kWh for each overdue quarter; if it has not been completed and connected to the grid for two quarters overdue, the project subsidy qualification shall be cancelled.
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