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According to the relevant policy, the photovoltaic power station that was filed before June 30, 2016 and completed grid-connected power generation before June 30, 2016 can continue to perform “0.9 yuan/KWh for the first-class area and 0.95 yuan for the second-class areaâ€. /KWh; the benchmark price of 1.0 yuan/KWh in the three types of areas; and after June 30, the newly-connected photovoltaic power station needs to implement the price reduction after “0.8 yuan/KWh for the first-class area and 0.88 yuan for the second-class area/ KWh; the benchmark price of 0.98 yuan / KWh in the three types of areas.
This node has a huge impact on the domestic PV industry. Almost as expected, before the "630", a photovoltaic power station "rushing tide" came as expected, and in the period near "630" and the following period, the market has increased inventory, PV modules The situation of falling prices.
Perhaps it is at such a node. Recently, CGN Solar Energy Development Co., Ltd. launched the bidding for the 500MW “Lead Runner†project, which attracted the attention of the industry.
In the second half of this year, the grid-connected capacity of China's PV power plants will be far less than the “cold winter†period of PV in the first half of the year. Some suppliers, especially PV module suppliers, are looking forward to the construction of PV “leaders†bases, which can fill the gaps in their orders.
In the second half of the year, photovoltaics will be hard to stay cold
The reason why China's photovoltaic power plants will be connected to the grid in the second half of this year will be far less than the same half of the year. The reason is that in early June, the National Energy Administration issued the "2016 Photovoltaic Power Generation Implementation Plan" to clarify the scale of the new PV power plant construction this year. The goal.
However, on this basis, the industry predicts that due to the "rushing tide" triggered by the "630", the actual scale of the newly added photovoltaic power plant construction in the first half of this year may have exceeded 15GW. In other words, the space left for new PV power plants in the second half of the year is even less than 3GW.
The “Photovoltaic Runners Program†mentioned above is a special PV support plan initiated by the National Energy Administration in 2015. The plan will be implemented through the construction of advanced technology photovoltaic power generation demonstration bases and new technology application demonstration projects.
In the “2016 Photovoltaic Power Generation Construction Implementation Planâ€, the management specifically planned the 5.5GW indicator for the construction of the photovoltaic leading technology base, and the rest was the 12.6GW ordinary photovoltaic power station project.
It is understood that for the project selected for the “Photovoltaic Runners Programâ€, the National Energy Administration will entrust a third-party testing and certification organization to carry out the whole process technical monitoring and evaluation, and focus on checking whether the promised indicators are met during the project completion acceptance, and the project is put into production for one year. Post-assessment and publication of the assessment results.
Among them, the National Energy Administration proposed the construction standards, technological progress and cost reduction targets for the “Photovoltaic Runners Program†demonstration project, and selected the development investment enterprises with strong technical capabilities and investment management strength through competitive methods. Photovoltaic products with "leaders" technical indicators.
The reason why the industry has given CGN 500MW "leaders" bidding to pay close attention to, the industry analysis, after the "630", "robbing the tide" to pull the market energy has been exhausted, PV supply chain demand has dropped sharply. It is understood that some of the cell manufacturers began to accept orders below the price of 0.275 US dollars per watt, the innovation is low; the price of silicon wafers fell to 0.8 US dollars per piece, approaching the new low of 0.78 US dollars; "At present, in addition to the price of polysilicon raw materials still maintained at 140,000 yuan / More than ton, other declines are not small." Industry insiders told the "Securities Daily" reporter.
Component suppliers are counting on the construction of the PV leader base to bring orders. However, whether or not to participate in the tender is not a good "multiple choice".
Although the top component manufacturers can not only gain revenue and enhance brand reputation in this project, but also hope to take the lead in the 5.5GW market segment of the photovoltaic leading technology base planned by the National Energy Administration in 2016.
On the other hand, the subsidies given by the “Leader Plan†are not much different from the general power station subsidies, so the participating bidders will not receive a too high premium on the product value return. Secondly, once the bid is down, the company will lose a great advantage in the bidding for the follow-up leader base, and it will also damage its image.
Efficient component supply is still scarce
However, the “Top Runner Program†has indeed set off a wave of research and development of efficient components in the Chinese PV industry. And this is also due to the high threshold that you can't avoid if you want to be a "leader".
The above-mentioned CGN tender notice shows that the total bidding for the CGN 2016 component leader project strategic procurement project is 500MWp, which clearly sets high requirements for the conversion efficiency of batteries and components, more than 18.5% of polycrystalline silicon cells, more than 16.5% of polycrystalline silicon components, and single crystal. The silicon battery is 20% or more, and the single crystal silicon module is 17% or more.
In addition to the conversion efficiency must meet the leader's standards, for the project component suppliers, CGNPC has strict limits on company qualifications, third-party certification, credit, and scale. In addition, the actual actual supply performance of domestic and foreign project components from 2013 to 2015 is more than 100MWp (including 100MWp), and there are three domestic large-scale photovoltaic power plants of 20MWp or above (including 20MWp) from 2013 to 2015. Performance (non-affiliated transactions). In addition, the announcement also pointed out that the bidders must have no bad operational records in projects with a domestic PV power plant construction scale exceeding 20MWp; no bad after-sales service records; no technical or business records that the owners consider irresponsible.
However, in addition to strict requirements of high standards, practitioners also expressed concern about the construction of the front-runner project. In addition to land issues, funding issues, and tendering cycle issues, there are some hidden concerns in the capabilities of component manufacturers themselves. Companies that have reached the front-runner standard are few and far between, but some of the successful bidders may have the market to repeat the mistakes in the supply of components for the 2015 front-runners due to limited production and supply. After winning the bid, the company has been unable to supply for a long time, delaying Project Progress.
In the final analysis, the supply of high-efficiency components in China is currently scarce, and the output rate of components above 270W is low. According to the statistics released by Jinneng Technology during the SNEC PV Technology Developers Forum this year, most of the first-line suppliers have a component output rate of less than 10% above 270W, and few companies with a production rate of more than 20%.
Abstract China's photovoltaic industry has just passed the important node of the benchmark price decline - June 30, 2016, the industry called "630". According to relevant policy regulations, in 2016 6...
China's PV industry has just passed the important node of the benchmark price drop – June 30, 2016, the industry called it “630â€.