The government pushes the price of solar energy central enterprises to compete for the second round of photovoltaic bidding

“How many have you invested?” At 10:00 am on August 10, the second batch of large-scale photovoltaic power plant concession project opening ceremony was held at the scene. The acquaintances greeted each other with this sentence.

On this day, a total of 13 headings were tendered at the same time, with a total capacity of 280 MW, which is 28 times that of the first photovoltaic bidding project in 2009 (Dunhuang 10 MW). According to preliminary statistics of field staff, nearly 50 companies participated in the bidding and submitted 135 bids. At least 8 and at most 16 companies compete in each project. Among them, CGNPC, which won the bid for the Dunhuang project last year, participated in the competition for all 13 projects this year.

“There are many bidding projects, the situation is complicated, and there are many uncertainties.” Zhang Zhe, deputy general manager of Yingli Sales Corporation, described the bidding.

Still the "lowest price bid"

The Dunhuang 10MW bidding project in March last year was the first bidding project for China's solar industry. At that time, both the bidder and the bidder were in the “blind person”. After a company reported a price of 0.69 yuan shocking the industry, the National Development and Reform Commission dragged on for three months before finally declaring a scrap of 0.69 yuan. The second low price, CGNPC, won the bid of 1.09 yuan.

A number of people involved in the tender told reporters that this year's tendering plan is more reasonable than last year, given the experience and lessons learned from the tender last year. For example, no longer limit the technical solution, more companies start to choose thin-film batteries, which is beneficial to investors; for example, the suppliers are strictly bound, not allowed to supply according to the agreement; The tendering program has also made more detailed technical regulations to prevent enterprises from bidding and so on.

"Everyone has become more rational and more mature. 2009 is the first year of photovoltaic grid connection. This year's bidding indicates the beginning of large-scale construction. The company's mentality is no longer testing the water, and will not lose money to advertise." Xu Yongbang, deputy general manager of the New Energy Division of Central Engineering Co., Ltd., told the China Business Journal.

For the bidding, Liu Yingkuan, chairman of Ningxia Power Generation Group Co., Ltd., seemed to have a calm mind. Today, Ningxia Power Generation Group has several of its own photovoltaic power plants. "Our state of mind is that if you can take it, you can take it. If you can't get it, it's not that we are holding an irresponsible attitude, but we think that our price is already the closest to reality in China. We built it ourselves. There are several power stations that don't dare to say that they have a lot of experience, but at least we are not blind."

However, according to the reporter, in the tendering plan this year, the principle of “lowest bid” is still adhered to. Price is still the focus of attention of all parties.

"Through last year's tender and some projects already in operation, everyone has already approved this price of 1.09 yuan last year." A person involved in the bidding revealed to the "China Business News" reporter that he felt in communication with the government. The government also hopes to start the industry scale at a lower price. "Everyone has formed a tacit understanding. The estimated bid price should be between 0.79 yuan and 1.09 yuan. The price range of 13 projects is estimated to be 0.79 yuan to 0.99 yuan. Between the two. Xu Yongbang also told reporters that although the prices between enterprises are confidential, there is not much difference. Because the country passed the tender and bottom-up survey last year, it has already found out that it is costly.

"There was no limit to bidding last year. The results of this year's bidding should have a reference system. According to the results of the bidding last year, this is a guide for us to bid and it has also increased the difficulty." At the tender meeting, deputy director of the New Energy Department of the National Energy Administration Shi Lishan said, "At present, we must reduce costs as a condition for promoting development. If there is no cost reduction, we can't afford to go online at a cheap price. If we don't rely on subsidies, we can't survive."

The aforementioned industry insiders told reporters that one of the bidding conditions, the government has the right to abolish the "high price mark", showing the government's determination to lead the price of solar power.

Strategic bidding
It is understood that the 13 projects involved in the bidding are distributed in different provinces and cities, and their land issues, local policies, preferential policies, and resource conditions are very different. In addition, traffic conditions, infrastructure, future expansion space, etc. are all The basis for each enterprise to select key projects.

Compared with last year's Dunhuang bidding, this year, various companies have realized that the market has really entered the stage of large-scale construction. Therefore, in the bidding, they are no longer as good as last year, but they are focused on their own strategic layout and their own conditions.

For example, CGNPC, which won the bid for the Dunhuang project last year, reappeared in this year's tender and participated in the competition of all 13 projects.

Zhang Wei, executive vice president of Enfinity Greater China, which co-wins with China Guangdong Nuclear Power Corporation last year, told the China Business Journal that this year they and China Guangdong Nuclear Power Development Co., Ltd., China Energy Conservation Solar Technology Co., Ltd., Guodian Technology Environmental Protection Group The company has bundled two projects, each holding 51%, while Enfinity holds 49%.

Bundling different companies and investing in six projects, Enfinity said that this is a strategic choice, and hopes that it will not fail on key projects. However, because the tender is still in the technical standard stage, the bidding result is unknown, and Zhang Wei refuses to disclose more details of the strategic choice.

As of press time, it was not possible to interview relevant persons of CGNPC.

China Energy Saving Solar Technology Co., Ltd. selected 8 of the 13 projects.

Jiang Likai, chief engineer of China Energy Conservation Solar Technology, told reporters that their bidding was mainly to complete the company's strategic layout. At present, China Energy Conservation Solar Technology has two projects in operation in Ningxia. There is one project in Qinghai, and there are also projects in Wuwei, Gansu and Alashan, Inner Mongolia. “The development and construction of domestic solar power plants is still in its infancy. In this case, we still consider the project choices from the perspective of perfecting the strategic layout and promoting the strategy. Like Wuwei and Alashan, we already have projects in the local area, so this time. We did not participate in the local project of the concession bidding," Jiang Likai said.

Xu Yongbang said that although he is going to participate in the bidding of nine projects in a normal way, there will be key considerations in the strategy: "Some projects will highlight the highlights in technology, and let a little more in price, so as to ensure one or two. The project won the bid."

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