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Since July, the introduction of photovoltaic “National Eight Articles†has ignited a new round of PV investment boom. Recently, the “five big and four small†power generation enterprises in the central enterprises have obtained nearly 30 billion yuan of photovoltaic independent power supply construction projects in the non-electricity population area; China National Machinery Industry Group and AVIC Group also won the large 2,900 megawatt photovoltaic power station.
Yesterday, a private PV company official said in an interview that when he exchanged the current situation with a central enterprise, the latter said that the loss does not matter. Now it is a matter of throwing out the cost and picking up the land. .
Central enterprises have recently won more than 50 billion projects
A few days ago, the National Energy Administration handed over the construction project of photovoltaic independent power supply system with a total investment of 29.4 billion yuan to Huaneng, Datang, Guodian, Huadian, China Power Investment, China Energy Conservation, China Guangdong Nuclear Power, and the Three Gorges Group.
It is reported that the above-mentioned photovoltaic independent power supply project will solve 1.19 million people's electricity consumption, including a total of 583 projects, and the required installed capacity of photovoltaic systems is about megawatts.
Some central enterprises outside the photovoltaic circle have also joined this "feast". On August 5, China National Machinery Industry Group said it would invest 20 billion yuan to build a 2,500 megawatt desert ecological photovoltaic power station in Ningxia.
On August 6, the largest single-unit distributed photovoltaic power generation project in China is also under the hands of AVIC. In the next three years, it will invest 3.8 billion yuan in the factories of 20 cities in 11 provinces including Beijing and Shanghai. , construction of a 400 MW distributed generation system.
"Since this year, private PV companies have participated in the construction of power stations much less. Everyone has no money, and it is difficult to borrow money. The expansion of central enterprises is very prominent." Insiders of private enterprises said.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, said: "Private enterprises are considering whether they can earn money. Now the on-grid tariff and subsidy standards are not yet clear. Private enterprises are still waiting to see, while state-owned enterprises are different."
PV power plant investment has the characteristics of long-term, stable and low return. If you want to develop a photovoltaic power station with a scale of 1 GW, it will cost about 10 billion yuan. This means that central enterprises have an advantage in terms of funds.
Private enterprise follow-up to provide components
Before 2009, the photovoltaic industry was once the most energetic area of ​​private manufacturing. The domestic and international market share was basically dominated by several private giants, and central enterprises have not yet established a foothold in the photovoltaic field. From 2009 to 2010, the global PV industry experienced a recession. From Saiwei to Suntech, they all staged a scene of retreat. Some enterprises faced credit cuts, high debts, and the impact of the “double opposition†in Europe and the United States, and the market share shrank sharply.
The above-mentioned business person said that if you want to drive the sales of PV modules by entering the downstream power station, you must build a large power station. At present, the power station assets cannot be securitized, and it must be held for a long time. The cash pressure is very high.
However, Yingli in the PV private enterprise recently signed a 200 MW PV power plant agreement with the Henan Zhumadian government. In the agreement with Yunnan Province, it plans to deploy 3 GW of photovoltaic projects in Yunnan in the next three years.
Yingli also formulated the "334" strategy, that is, the market distribution of Yingli PV products in the future will be 30% ground, 30% roof, 40% distributed.
Liang Tian, ​​deputy director of Yingli’s presidential office, told the reporter of “Daily Economic News†that the national policy orientation is to build photovoltaic power plants and distributed photovoltaic power generation. Now the central enterprises are taking the lead, which shows that the investment in power stations is profitable, and the private enterprises mostly use component production as The main and central enterprises also need private enterprises to provide components for them.
Lin Boqiang believes that this year's central enterprises will expand vigorously in the downstream of photovoltaics, and will soon enter the component field in the next year.
Abstract The photovoltaic enterprises that are in deep crisis have not been able to wait for the local government to place high hopes, but they have ushered in the direct entry of central enterprises. Since July, the introduction of the “National Eight Articles†of photovoltaics,
The photovoltaic enterprises that are in deep crisis have not been able to wait for the local government to place high hopes on the “nationalizationâ€, but they have ushered in the direct entry of central enterprises.