Solar photovoltaic (pv) net news: on May 22, the National Development and Reform Commission, bureau of energy released in 2019, the first batch of wind power, photovoltaic parity project list, including photovoltaic parity of size 14. 78千瓦。
it is understood that the provinces reported wind power, photovoltaic parity with the total size of about 30 gw, water resources and hydropower planning and design institute for photovoltaic parity assist the auditing work of the project, the related work of distributed photovoltaic market trading pilot project is borne by the electric power planning and design institute.
approved size from the provinces, in the previous public data, once the size of the 7 gw in heilongjiang province become affordable project application & other; Title & throughout; , but in the end only reply 1. 7千瓦; Inner Mongolia, JiLinZe only declare more than 3 gw of wind power parity (PPP) projects, from the list of the public, Inner Mongolia wind power parity (PPP) project has not been approved, the jilin reply about 1 gw
it is understood that the parity project review mainly from two dimensions, one is need through the parity of uhv channel given out a project basic did not get a reply, the second is to report the parity (PPP) project is subject to the national grid, southern power grid, and Inner Mongolia power grid companies according to the actual situation of the provincial given to carry on the review, there may be given problem project cannot be approved.
analysis from the enterprise, according to statistics, photovoltaic parity project company corresponding to the shareholders, including national electric cast ( 1100MW) , tong wei ( 890MW) , longji ( 860MW) Led by the pv parity project approved size. Ranked TOP 10 enterprises hold nearly 7 gw scale, accounted for almost half of the total.
note: the table according to the first batch of wind power, photovoltaic parity project list, part of the project company shareholders situation not clear, so the above data are for reference only.
are to be highlighted, in statistics, large power state/photovoltaic parity in the state-owned enterprises in the project approved size is about 5 gw, accounted for about 30%. This from another Angle, on the one hand, these enterprises because of the relevant quota evaluation, in terms of investment in clean energy assets more preference; In photovoltaic power generation, on the other hand, increasing parity, high-quality assets such as photovoltaic power station is becoming more and more popular with the state/state. At the same time, predictably, dominant force in the field of photovoltaic power station in the future will also come from the above advantage more in terms of funds, the scale of large state-owned enterprises.
it is important to note that, according to people familiar with the many state/soe in the form of cooperation, through some non-controlling project company for parity project declaration. So, the enterprise finally approved the parity of project could be far more than the above data in a table.
can be seen from the chart, the global photovoltaic power station holds the largest national electricity into the first pv parity still harvest quite abundant in the declaration, in which only the liaoning chaoyang CLP under the national electricity for international can declare the parity of 500 mw project. Huaneng, CGNPC, guangdong development also ranks top echelon, and had been focused on the areas of wind datang group also participated in the declaration of the photovoltaic parity.
in addition, headed by longji, tong wei, sun power private photovoltaic enterprises was also found in photovoltaic parity project to rapidly, but compared with the golden concord, chip companies such as photovoltaic power station holdings, photovoltaic power plant investment is not as the main source of revenue of the above three companies. However, through the form of BT, BOT and trimming/state-owned enterprises and other cooperation project development has become a private photovoltaic enterprises, especially manufacturing enterprises to expand product sales channels, improve the level of earnings, etc. One of the main ways.
on the other hand, private photovoltaic enterprises have a wealth of operational experience and project resources reserves formed through product sales; State-owned enterprises, state-owned enterprises, on the other hand, the project development ability is weak, but in the capital, scale, etc. In large power state, state-owned enterprises have to enter and expanding holdings, obviously, by the type of cooperation can help both sides higher efficiency to achieve their goals.
parity project list published after 2019 photovoltaic construction management approach also be forthcoming, friendship remind intends to participate in this year for investment enterprises to grasp everything ready for the related.
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