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On this day, the tender organizer's deposit of 6.75 billion yuan was recorded.
Two and a half hours from the official bidding, the enterprises that have come to participate in the bidding are already full. At the same time as submitting the bid, they also inquire about the opponent's "array."
This is the second national large-scale PV bidding activity since the Dunhuang 10MW bidding project last year.
This is also the largest PV bidding project in Chinese history, with a total installed capacity of 280 MW, which is equivalent to the total scale of solar energy utilization in China in the past.
This tender is more of a national team game. CGN Solar Energy Development Co., Ltd. “completely casts the net†and bids for all projects; China Energy Conservation Solar Technology Co., Ltd. participated in the bidding of half of the projects; Guodian Power [3.45 1.17%] is also the company’s four or five subsidiaries, “the cofferdam†Subject.
In addition, the clever bidders are more likely to cooperate with different PV companies in different company names, adopting a strategy of “mix and match†and increase the possibility of winning the bid.
national team
CGN Solar Energy Development Co., Ltd. purchased a total of 280 MW of target books and paid a total of 65 million yuan. CGNPC was the successful bidder for 10 MW in Dunhuang last year.
"Each standard requires 5 million deposits, the deposit period is up to 14 months, and the large deposit required for all projects is not affordable for ordinary private enterprises," said Gu Huamin, president of Central Engineering. It is understood that this time, 10 projects were invested in Central, with a deposit of 50 million.
The newspaper was informed that the bidding was quite strict. In addition to the deposit, there are special requirements for the qualification of the bidding company. For example, the bidding company must have 10% of the project capital, and the company financing plan must have 30%. private capital.
Gu Huamin, president of Central Engineering, said that a 20 MW power station project will cost about 400 million yuan.
In other words, the total construction cost of 13 projects is 5.6 billion yuan. According to the 30% of the bidding company's own capital requirements, if CGNPC wants to mark all of it, its total capital needs nearly 1.7 billion yuan.
According to the statistics of the live singers, a total of 50 companies submitted 135 bids, of which more than 80% were central enterprises.
In addition to the bidding strategy of CGNPC's “widespreadâ€, Guodian Power Company has adopted another “skillful†bidding strategy, which is to use the four or five companies under the group to “enclose†the same target.
At the bidding site, the reporter saw that Guodian Power played the “Group Lineup†– Guodian Power Development Co., Ltd., its subsidiary Longyuan Power [8.70 3.57%] Group Co., Ltd., Inner Mongolia North Longyuan Wind Power Co., Ltd., Guodian Inner Mongolia Electric Power Co., Ltd. and Inner Mongolia Guodian Energy Investment Co., Ltd., all of the five corporate entities of the group, were dispatched to “enclose†the bidding for the Baotou project in Inner Mongolia.
The 20 MW project in Baotou, Inner Mongolia is the most popular bidder for this competition. The number of bidding companies is the highest, reaching 16 and the Guodian Army accounting for 1/3.
Among the 13 bidding projects, the other “national military†such as the five major power groups, SDIC (7.36 0.82%), Guohua [0.16 0.00%], and energy-saving, the number of bids is almost 10 or so.
The power of the most active private enterprises in the “Pehara†China PV market has become a “Spark†in large-scale bidding meetings.
"mashup" strategy
In order to win this battle, the private enterprise PV industry also adjusted their bidding ideas.
Last year, China Energy Conservation participated in the bidding, and chose the battery components of Wuxi Suntech. This year, Suntech participated in the bidding with its own joint venture with Suntech Energy Engineering Co., Ltd. and Huaneng Xinjiang New Energy Development Co., Ltd. This means that Suntech is no longer only satisfied with the component suppliers behind the scenes, but actively expands to downstream power plants to approach the goal of “energy suppliersâ€.
Huaneng Xinjiang New Energy Development Co., Ltd. also bids for other projects alone after choosing to compete with Suntech Energy Engineering as a consortium.
"This way of 'mix and match'" is the characteristics of this year and the strategy of bidding companies," the industry insider told this newspaper.
The newspaper received certification from central enterprises such as China Energy Conservation. In the bidding for half of the projects involved in energy conservation, two of them chose to join Enfinity as a consortium.
At the same time, China Energy Conservation also chose different PV companies to cooperate. "As investors, we must balance risks, which is also the company's bidding strategy." The source said that this year, China Energy Conservation chose the cooperation of LDK LDK, mainly referring to the experience of the last 10 MW bidding in Dunhuang.
Last year, the price of Yingli Holdings and SDIC Power of 0.69 yuan caused the industry to be in turmoil. After that, the private company of Baiwei, the private company of Pengwei, LDK, and the China-Guangzhou nuclear complex won the bid with 1.09 yuan. In March of this year, LDK acquired the photovoltaic component assets of Beste to open the entire industrial chain. Therefore, there are pre-experience and industrial chain advantages to attract energy-saving cooperation. “Company in the complete industry chain will be more advantageous for cost control and more in line with the 'bidding spirit', while companies in the downstream are vulnerable to fluctuations in raw material prices,†the source said.
Correspondingly, PV companies have also chosen to cooperate with different downstream companies to participate in the bidding.
An insider of LDK said that the company chose to cooperate with China Energy Saving Solar Energy Development, Datang Power, Luneng Power and other companies. "This is mainly due to strategic considerations and decentralized enterprise risks. After all, each downstream company is different. The areas have their own advantages and are more likely to be acquired."
What kind of downstream companies to choose, where the downstream companies have more advantages, is also the focus of various PV companies to consider cooperation. "For example, China Power Investment Corporation has a Yellow River upstream company in Qinghai, and Luneng Power has been operating in Xinjiang for many years. It is definitely better to work together to bid for the Xinjiang project."
"However, such a disadvantage is likely to lead to vicious competition from PV companies. After all, downstream state-owned enterprises always hope to win the lowest price." Zhang Guoliang said.
Cost test
Currently, polysilicon costs account for about 40% of the cost of photovoltaic modules, while component costs account for two-thirds of the cost of a power plant system. Therefore, even if the bidders are mostly state-owned power companies, PV companies still dominate the cost.
The company's business has been extended from the upstream to the entire industrial chain. This time, it has bundled several powerful state-owned enterprises, so it is more confident in the bidding results. “Our wafer processing costs are the lowest in the industry and are 20%-30% lower than the industry average cost,†the source said.
The Central Engineering project is still bundled with GCL-Poly and has invested a total of nine projects, 190 MW. President Gu Huamin said: "If you can get two projects, you will feel very satisfied. After all, there will be new projects in various places." As China's largest polysilicon producer, Poly GCL expects to reduce the cost per kilogram of polysilicon to less than $30 this year. At the same time, the company's Xuzhou 20 MW photovoltaic power station is the largest project in the country to date, generating between 80,000 and 120,000 kWh per day.
Lu Jinbiao, deputy general manager of Jiangsu Zhongneng, a subsidiary of GCL-Poly, said that the path of the joint venture of PV in the hands of the joint venture is: Zhongneng provides silicon and silicon wafers, buys battery components from their customers, and is installed by the Central Engineering. Xin is responsible for power generation. â€
In this bidding, some new faces have also appeared. Yang Liyou, general manager of Zhejiang Zhengtai Solar Energy Development Co., Ltd. told this newspaper that the company participated in the bidding for four or five projects. “The central enterprises are of strong strength, and the consortium is conducive to the final bid, but considering that independent bidding is easier to make decisions, there is no choice to bind.†Yang Liyou said that because it is the first time to participate in the bidding, the experience is not very rich, mainly focusing on participation. . Chint is a part of the film and crystalline silicon components, and the film has a low cost advantage in photovoltaic power generation.
Worry
In addition to winning the bid, the bidder’s concerns include the cost of photovoltaics two years later, the “strong bidding†of state-owned enterprises, and the supply and demand of components after two years.
"This time in the tender, we can find that most of the participants in the bidding last year were based on Suntech, Yingli, Tianhe and other component companies. This year, in the bidding list, we can't see the shadow of Yingli Holdings, Linyang New Energy and Changzhou Tianhe. They chose to participate as a supplier," said Zhang Guoliang.
"The phenomenon that these PV companies are not willing to be the main body indicates that they are more rational. After all, the bid-winning on-grid price is lower, which is unbearable for private enterprises, and the payback period of power station projects is longer. The suppression of funds will affect the production of components in the main industry. Zhang Guoliang said.
A participating company said that although the cake was big, the central enterprises still have absolute advantages, especially the “encirclement†strategy of each family.
Cao Jianfei, manager of sales department of LDK photovoltaic technology engineering engineering, believes that because the construction period is two years, this means that "who can accurately predict the PV price after one and a half years, who is the winner."
However, most companies still give a price range of "0.9 yuan - 1.1 yuan", after all, the last Dunhuang bid price is 1.09 yuan, two years after the price, there is no reason to be higher.
Li Yong, sales director of Zhongsheng Optoelectronics Group, believes that in addition to bidding prices, the more worrying is that the photovoltaic industry will change greatly in the next two years. "If it is a state-owned enterprise to win the bid, it does not rule out the possibility of re-talking. After all, the component price in two years will fluctuate with the foreign market, and the PV companies bundled with it will also have multiple risks of being acquired or operating poorly."
"The pressure on private enterprises is not because of market competition. After all, a project needs about 400 million yuan, and central enterprises have 15% renewable energy quotas every year, and even get interest-free loans. Competition is not a heavyweight. Li Yong said, therefore, private enterprises are very strict with risk control and are afraid to take risks at low prices, especially listed companies. State-owned enterprises have more considerations beyond profitability, such as advertising and industry status. â€
Li Yong believes that due to the industry monopoly, this is not a consistent bid for the concept.
Some people who participated in the bidding told this newspaper that in fact, this result is not optimistic, because state-owned enterprises will still win the bid for their own position in the new energy industry. "The final result is likely to be that the central enterprises won the bid, and then build the power station part, let the photovoltaic companies participate together."
For state-owned enterprises, although they are in a strong position of competition, the risk lies in: “After winning the bid, it is sure to buy solar modules, but this link is produced by private enterprises. Now the market is particularly hot, and all orders are placed at the end of the year. The market demand is tight in the year," Li Yong analyzed.
With the introduction of the PV policy, there are still several rounds of such tenders. The industry believes that this tender is still a country's tentative bottoming behavior. After all, the 5 trillion “new energy industry development plan†is about to be released, and the results of this large-scale bidding are worthy of reference.
Concerning the concerns of private enterprises, Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, told this newspaper that the current concession bidding is only an expedient measure and will be released to the market in the future.
China's largest PV project tendering national team
On August 10th, Beijing Guohong Hotel, the 280 MW large-scale photovoltaic power station hosted by the National Development and Reform Commission, was launched.