Yesterday, reporters learned from people familiar with the matter that the first batch of tendering projects for light and heat concessions in Ordos, Inner Mongolia, which was just launched by the National Energy Administration this year, only 8 companies or consortiums have purchased bids for the project, and only 5 bids have been submitted. Analysts said that the National Energy Administration’s previous bidding model with low electricity prices and the current high cost of CSP were major factors affecting corporate enthusiasm. Led Toaster,Kitchen Toaster Oven,Kitchen Toaster,Electric Toaster Evergreen Houseware , https://www.evergreenhome.cn
The Ordos project includes the design, investment, construction, operation, maintenance and demolition of 50 megawatts of solar thermal power stations. The project will use trough solar thermal power generation technology and a total planned investment of 1.6 billion yuan. At the end of 2010, Shi Lishan, deputy director of the New Energy and Renewable Energy Division of the National Energy Administration, disclosed the status of this project.
It is generally agreed that, as with other new energy power generation price routes, the investment cost of CSP will also decrease with the expansion of scale, but this size enough to reduce the cost of the required construction area will be very impressive, and China is suitable for The area of ​​CSP is limited. At that time, it was generally predicted by the industry that under the call of the Energy Bureau banner, CSP would once again appear as giants storm the enclosure.
Regarding the unexpected coldness in the bidding, Li Shengmao, a senior researcher of China Investment Advisors, believes that the main reason is that the environment for the promotion of CSP technology in China is poor. At present, the investment cost of CSP projects is high and the market risks are extremely high. At present, there are only a few companies that manufacture solar thermal power generation products in China, and most of them are small and medium-sized enterprises, with no economies of scale. In terms of core technologies, domestic companies cannot produce some key components such as collector pipes, and related products need to be imported in large quantities, which further pushes up the cost of purchasing power generation equipment for CSP stations.
It is precisely because of the above reasons that domestic large-scale power companies adopt a conservative temptation attitude toward this tender. According to reports, the companies participating in the bidding are often formed in a conglomerate form, and private enterprises are often bound with state-owned power generation companies. The general concern of enterprises is that the on-grid tariff is still an important indicator of the evaluation of the concession, and if it still follows the “lowest bidder†method for bidding for photovoltaic power generation projects, the price war at high cost will make it unbearable for the enterprise.
On the other hand, with the advent of global CSP, the prospects are still unclear and it is also an important reason for enterprises to hesitate. According to statistics, the installed capacity of solar thermal power stations currently used globally is about 700 megawatts, and 1200 megawatts of projects under construction are being built. The installed capacity of the solar thermal power stations has been declared to be 12,600 megawatts.
Li Shengmao said that the tendered 50 MW CSP project is facing strong competition from photovoltaic power generation projects in the neighboring regions. Not long ago, First Solar signed a cooperation agreement with China Guangdong Nuclear Power and decided that the two companies would cooperate in the development of the Ordos solar photovoltaic power generation project. The total installed capacity of the project will reach 2,000 megawatts. Currently, the investment cost of CSP is much higher than that of photovoltaic power generation. At the same time, domestic companies are still lacking experience in the construction and operation of large-scale CSP projects. Under this background, the CSP project of this tendering will, of course, also be implemented. It is difficult to get investors' pursuit.