As the era of unsubsidized projects approaches, photovoltaic leaders will become the norm. The next step may be to clarify boundary conditions and strictly implement them.
Those who fail to make the list are frustrated, while those who fail to make the list are not happy. It represents the photovoltaic leader with the highest level of development in the solar photovoltaic industry. However, the title of the gold list is often just the beginning of difficulties, and the subsequent changes will really test the enterprises in the list.
The original intention of the photovoltaic leader is to promote the application of advanced photovoltaic technology products and industrial upgrading. The mode of bidding online also makes players start to haggle over every detail about every game rule, trying to win the bidding project at the lowest price possible on the premise of ensuring profits. Similarly, in order to realize the parity of photovoltaic Internet access at an early date, the state also requires the photovoltaic leader base to reduce the project non-technical costs such as land, taxes and fees, and other boundary conditions will be stipulated in advance.
However, the photovoltaic front-runner with tens of thousands of people attention frequently staged before and after the bidding face-changing drama, players entered the arena with great interest, but found that the rules of the game had changed. In the three batches of photovoltaic demonstration base projects that have been carried out, the non-technical costs, such as land and taxes, have increased frequently, leaving the successful bidder helpless.
Admittedly, the pv leader should not only lead in technology and cost, but also in commitment. Both the winning enterprise and the leader base should abide by the rules of the game.
After the white city
On April 28, jilin baicheng photovoltaic power generation application leading base officially started construction, which is the first of the third batch of photovoltaic leading bases to start construction, two months ahead of the requirements of competitive optimization scheme to start construction before June 30. At present, all the projects of baicheng base have met the construction conditions and entered the construction stage. It is planned to be connected to the Internet and put into operation before October 31.White city energy office director zhang xiaobo has said.
In the interview, the reporter learned that the smooth progress of the baicheng base, to a large extent, is due to all aspects of the conditions have not changed too much, and the bidding situation is more consistent, so the advance is relatively fast.
In terms of land, in the plan, the promise of baicheng base is that the land of the base will be used by investment enterprises in accordance with the circulation mode, the unused land will be rented for 200 yuan/mu per year, the booster station, office facilities and other permanent construction land, and the land expropriation and special procedures will be handled according to law. In the construction stage, baicheng still maintains the price of 200 yuan/mu, without collecting other related land taxes.
However, not all the bases are as smooth as the white city base. There are also some bases that are not smooth in the process of promotion due to the changes in the cost of land and outside line delivery, etc., and even exceed the commencement date proposed in the plan.
Since the three batches of pv leaders, the change of external conditions before and after bidding is undoubtedly the annoyance of all the winning bidders.
In accordance with the notice on promoting the implementation of photovoltaic power generation leaderplan and relevant requirements for leading base construction in 2017 issued by the national energy administration, detailed requirements on land types and taxes are made to reduce the cost of land use as much as possible.
In addition, for the construction of access system, it is explicitly required that provincial power grid enterprises located in the base should be responsible for investing in the power transmission project of the base, at least promise to invest in the supporting gathering stations and above power transmission lines of the base, and promise to invest in the priority of all power transmission projects outside the booster stations of each project of the base. Under the premise that the local government of the base and the power grid enterprise agree that the power grid enterprise shall buy back the power transmission project assets within a certain period of time, the local government may adopt other ways to uniformly construct the power transmission project such as connecting the network and gathering stations, but the project investment enterprise in the base shall not share the project cost.
However, in fact, after the bid winning enterprises enter the market, on the one hand, they increase the budget on the land, and on the other hand, it is common for them to participate in the construction of transmission lines.
"At the tender stage, according to the planning, the cost of land is estimated at 2 million yuan, but the actual implementation has been estimated at more than 20 million yuan, and the difference is still very large." In a photovoltaic leader exchange meeting, a successful enterprise engineering director sigh with emotion.
In Germany to ha, golmud in qinghai two leading base, also reports that base requires investment enterprises signed "the application demonstration base of photovoltaic power generation" leaders "grid send agreement and public infrastructure construction of engineering construction, the construction content includes 330 kv substation expansion project, 110 kv booster station and supporting engineering, a new 110 kv lines and photovoltaic power station prior consultation. If the news is true, then the enterprise will share the cost of the outside line project.
In fact, in the preliminary preparation and bidding stage of the third batch of photovoltaic leader bases, there were some problems, and the national energy administration also made emergency rectification.
On March 17, a hydropower planning & design institute issued a circular, in confirm whether golmud, make leading base according to the provincial government documents collection of town land use tax policy, clear whether the implementation of the base, according to the related before committing to suspend two base enterprise competition optimization, etc, related to declare the material in accordance with the law in accordance with the rules shall be sealed.
On March 27, the comprehensive department of the state energy administration issued the notice on matters related to the construction of shanxi photovoltaic power generation leading base, which suspended the competition and optimization of enterprises of the third batch of leading photovoltaic power generation leading base in datong phase ii application, and disapproved the contents of the public announcement of the base on March 24.
It is not difficult to see that the state has increasingly strict requirements on the photovoltaic front-runner, striving for fairness, openness and justice, and illegal operations and unreasonable fees that violate the original intention of the state will be increasingly severely punished.
Ii. Advantages and concerns of central enterprises
With photovoltaic leader continues to advance, the state has become the biggest winner, state power investment group co., LTD. (hereinafter referred to as the "national electric"), China guangdong nuclear group new energy plate (hereinafter referred to as "CGNPC new energy plate") and China three gorges new energy company (hereinafter referred to as the "three gorges new energy") and other enterprises in several group of photovoltaic (pv) leader performance are very grab an eye.
However, on the one hand, the advantages of central enterprises are very obvious, especially in performance, capital, etc., on the other hand, the uncertainty of boundary conditions has become a concern that cannot be ignored.
According to the data, among the third batch of pv leaders, China power investment won the bid of 1.645 million kw, and CGN new energy and three gorges new energy, both state-owned enterprises, won the bid of 800,000 kw and 850,000 kw respectively, accounting for a total market share of 50.69%.
"The long-term accumulation of national power investment in the whole photovoltaic power generation industry sector is a key factor, achieving the world largest scale and the best performance. At the same time, the national power investment has formed a unique scientific and technological innovation system, which has greatly reduced the cost, especially the integrated innovation concept of photovoltaic power generation, which can improve the overall efficiency of the power station and thus reduce the cost of kilowatt-hour. In the early evaluation and bidding stage of the business, we will coordinate the relevant departments of the whole group, including the secondary units in the region where the base is located, to achieve the optimal allocation of resources. State power investment hydropower and new energy department general manager li shulei told reporters.
Li shulei also introduced: "for each pv leader base, the state power investment corporation will fully investigate local policies, land resources, local social environment and so on, so as to know ourselves and each other. At the same time to ensure the advantages of quotation, establish a reasonable level of income. Then, to optimize the technical solution, we lock in various factors, such as photovoltaic modules and scaffolds, and control the most advanced elements before bidding.
It is learned that the target project of national electric power investment is expected to be connected to the Internet and put into operation successively from the end of September to the end of December 2018. At present, jiangsu, Inner Mongolia, jilin, shanxi and other projects have started construction, the rest of the project has entered the construction preparation stage.
However, the whole process of the national electric power investment project has also encountered difficulties in land use and project delivery. There is a large gap between the land used for some projects and the bidding documents, and the nature of the land is not clear. The land available for use needs to be implemented separately. In terms of delivery projects, the delivery project construction schedule of some projects also affects the project progress.
Fortunately, the reporter learned from the state power investment that the above problems have been gradually solved through the coordination and joint efforts of the state energy administration, local governments, state grid and investment enterprises.
As the lowest price of the three gorges new energy in golmud base, I have my own opinion on the leader of photovoltaic. Liu zi, director of the development department of the three gorges new energy plan, told reporters:
We did not strive for low prices, but to compete in a reasonable market, including weinan base, the winning price is on the high side. The reason why the golmud base project in qinghai offered the lowest price was that we thought it was the most suitable and affordable base for Internet access.
Admittedly, golmud base resources condition is good, dont need to rack, do not use the track support under the condition of generating hours is 1900 hours, using tracking support, and use the double component can reach 2200 hours of electricity, even considering 10% of the electricity, in a vote of electricity price to meet the requirements of income levels. And the land is zero land price, zero taxes and fees, all the fees promised in the bidding documents are also borne by the power grid.
But these are based on the premise that boundary conditions can be truly implemented, if frequent changes in land, taxes and fees, then it will be difficult for the central enterprises to bear the changes. Similarly, for the base project with poor resource conditions, some enterprises said that they were not inclined to quote a low price because they considered the impact of various changes in boundary conditions on the revenue in the later stage.
Liu zi told reporters:
The three gorges new energy company bid for the pv leader project in accordance with the conventional project, and did not reduce the income level. Any adjustment of one condition may result in the project failing to meet the requirements of the group company.
The profit and loss of photovoltaic projects depend on the investment in the early stage, so we also say that birth determines life. CGN new energy sector investment and acquisition department of general manager zhang chaoqun told reporters.
Take the lead in the next step
In the second half of 2018, according to the provisions of the 531 New Deal, the fourth batch of pv leaders will be launched in due course. And according to the national energy administration issued the about promoting photovoltaicleader plan and 2017 leading bases on the requirements of the notice requirements, a third group leader will have reward amount, the remaining 2017 scale as incentives to reserve scale, according to the assessment of grid-connected power generation on schedule according to the requirement, such as optimization of acceptance and price a photovoltaic benchmark price decline in the largest base for three equal size for application leading base construction.
After the 531 New Deal, the photovoltaic market shrank, and the photovoltaic leader has become the last large-scale development market. Although the development of distributed photovoltaic is accelerating at present, it is relatively dispersed to a certain extent, and the reduction space of cost is still obvious due to the scale. For example, the cost of supporting booster stations, including the construction side, will be greatly reduced due to the scale. The whole centralized control, as well as the operation and maintenance management costs will be reduced.
After several batches of photovoltaic front-runners, all players have been accustomed to the game rules of bidding, and with the approaching of the era of non-subsidy projects, photovoltaic front-runners will become the norm. The next step may be to clarify and strictly implement boundary conditions.
In fact, pv and wind power projects will be able to access the Internet at or close to parity in some areas,zhang told reporters. The base price that announces now already very close, generation side can accomplish basically. But the price comes down, or need a certain scale, because affordable Internet access or to use the scale effect. In some appropriate areas, as long as projects that meet the requirements of environmental protection, power grid planning and market orientation should not be restricted, there are still certain restrictions.
As for the development expectations of the leaders in the next step, they should be more just and truly fulfill their respective commitments, which is undoubtedly still the biggest appeal.
We should promote legalization, use laws to escort the photovoltaic industry, clarify the boundary conditions for project construction, and strictly implement them. We will standardize the behavior of power grid enterprises and local governments, strictly implement the photovoltaic early-warning mechanism, guarantee the purchase of solar power, and fulfill the responsibility of consumption. The construction, operation and maintenance of the transmission line and booster station promised in the bidding and tendering shall be implemented in accordance with the promise, instead of changeable.
At the same time, it is necessary to strictly limit the arbitrary adjustment of transaction price and electricity quantity, because if the price is too low or the market transaction electricity quantity is too much, it is equivalent to a disguised reduction of electricity price if the subsidy remains unchanged and benchmark electricity price decreases, and the profit will be greatly affected. As for the problem that the settlement of electricity bill is not timely, the settlement should be carried out as soon as possible with the agreed conditions at that time, and the arrears should not be too long.
According to the reporter, the second batch of photovoltaic leader jining project has appeared the corresponding problem, the local government levied the land use tax on the enterprise, otherwise for the project has not been connected to the Internet to take the means of not connected to the Internet, or even closed accounts.
Liu Zi told reporters: the energy bureau is very strict with leader project, clearly put forward the optimization in file if the responsibility cannot be adjusted freely, and to carry on the corresponding regulation, strengthened our confidence in the project, we also believe that the local government will abide by the promise of the bidding documents, maintain the good investment environment, not unilaterally change the conditions, lead to be disciplined.
In terms of national power investment, it is suggested that the pv leader should do a good job in the preliminary planning and design of the project, implement the nature of the land before the project bidding, define the boundary of the surrounding environmental protection zones, and formulate detailed delivery plans. After the bidding, strictly follow the preliminary planning and design to ensure the smooth implementation of the project.
In addition, all parties should work together to reduce the impact of non-technical factors on the project. We will standardize the fees for land use fees and other fees before inviting bids for projects so as to create a favorable business environment for full competition.
As with the three gorges new energy, the state power investment corporation also proposed to strengthen closed-loop supervision and establish a leader project supervision system. Strengthen the follow-up evaluation and supervision of the leader project, and establish a full-cycle dynamic supervision system for the project operation of the investor; Local governments should clarify their responsibilities and establish a supervision mechanism.