Datang won the first round of light and heat projects

The results of the first round of the concession project for the solar thermal power plant were released. Datang New Energy, a subsidiary of Datang Group, eventually won, but the low price of 0.9399 yuan/kWh also left doubts on the outlook for the second round of solar thermal power generation.

A number of industry insiders confirmed to reporters that the Ordos 50 MW trough solar thermal power concession demonstration project has been highly favored by the industry. The bid results were actually opened earlier than the end of January. The tender still takes the “lowest price”. The principle of "," and the price of 0.9399 yuan / degree is currently the world's minimum on-grid tariff for the production and construction of CSP stations.

After the successful bid for the first round of domestic PV power plant concession project in 2009, it attracted controversy in the industry. Or consider the previous impact, so the results of this round have not officially announced.

According to statistics, at the opening ceremony of Beijing Zhongtu Building on January 20th, although only 11 companies purchased bids, only 3 companies participated in the bidding. The three companies are: Guodian Power, China Guangdong Nuclear Power Solar and Datang New Energy, all-in-one camp.

The quotes of the three companies were as follows: Guodian Power quoted at 2.25 yuan/degree, CGN Solar quoted at 0.98 yuan/degree, and Datang New Energy reached 0.9399 yuan/degree.

"Comparing China's CSP with no industrial base and the fact that key equipment is still dependent on imports, the pricing of Datang and CGNPC is not realistic," said Meng Xianjun, vice chairman of the China Renewable Energy Association, and the commercialization of CSP is more mature. In Spain, the electricity price of local CSP is 27 Euro cents/kWh, equivalent to RMB 2.4/kWh. Guodian Power quoted more than twice as much as its competitors, but that price was the "reasonable price" for the cost of CSP.

“The company’s price is reasonable, given the 10% yield rate.” When interviewed by the media earlier, one of Datang New Energy executives responded to questions from outsiders.

The data may be more illustrative of the problem. According to the feasibility study report of the Erdos Solar Thermal Project, the total cost of the project is about 1.8 billion yuan, and the average annual total generating capacity is about 120 million kWh. To achieve an internal income of 8% of the capital in 25 years of operation Rate, after-tax power-on-grid tariffs need to reach 2.26 yuan/kWh.

“The key is the impact of this price on the concession projects for the second batch of solar thermal power plants. How many companies will be willing to make such 'advertisements' at a loss at the next time?” A light-and-heat company executive smiled at this, wind power and photovoltaic franchise. There is a predecessor for the right tender. Taking PV as an example, the 10MW Dunhuang franchise project has not yet been fully completed because the bid price is too low.


The aforementioned executives predict that as of August 2010, only 891 MW of CSP plants have been built in the world, so the second batch of concession projects that will be tendered by the end of this year will not be too large. Or around 75-100MW.


“I suggest that the next round of concessions for solar thermal power plants be tendered, and the principle of “lowest price for the people” should be abolished. Instead, like the fifth round of wind power concession tendering, the middle price model should be adopted.” The executive said, fifth The bidding price for the period of wind power concession bidding was higher than the previous four periods. “In the past five years, the cost of the equipment should have been reduced, and the operation has also experienced. Why is the bid price higher? This shows that the price of the first four periods is endless. reasonable."


However, an industry source reminded reporters that the current five major power debt ratios were all above 80%, and the SASAC had warned the five major power companies and included the debt ratio issue into the 2010 annual performance assessment target. The situation of new energy projects may be deterred to a certain extent, and the tender price for the second round of CSP concession may be higher than the current price.

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