June 1,, the national development and reform commission formally went into the industrial structure adjustment guidance catalogue (2011) ", which encouraged the new new energy, the solar energy light heat power generation in categories foremost position. So far, sunlight enterprise after photovoltaic enterprise enthusiasm is lit up again.
Although gp666b power cost and technology still face two way need to cross the obstacle, but still have great confidence in the industry.glue gun No matter from enterprise, policy or market expectations perspective, a magnificent and victorious gp666b power generation tide seems to be by storm.
stirring
Since then, the solar energy water heater is viewed as the pronoun of warmth enterprise. Jiangsu, the chairman and WangHuiYu was in solar energy in March this year, the new energy BBS on the feeling, home to more than 2000 Chinese enterprise, glue stick but not a field really of the listed companies.
Relative to WangHuiYu pessimism, 973 solar thermal power projects chief scientist HuangXiang but to domestic warmth drew a big enterprise cake. According to him, if to predict in China in 2020 to 3 square kilometers of the solar energy light heat power development, will be able to solve the national total power consumption of 30% ~ 35% of field power generation market scale up to 22.5 ~ 30 trillion yuan.
In fact, sunlight power in China started late, but in Spain, the United States the European and American countries, power generation has a certain scale warmth. Solar thermal power generation is becoming a world wide field of renewable energy investment hot spots. And power than sunlight, (pv) power seems to get the nation's priority development, at present, the domestic under construction and the solar photovoltaic power generation has signed a total capacity of 1.4 million kilowatts, and has solar thermal power generation have not form a market, both formation huge contrast.
In the great stimulating, sunlight from the judgment seat to the project is behind the scenes. June 1, 2010, the first 70 kilowatts of domestic solar power generation system in nanjing tower sunlight through the identification acceptance. In the same year in July 1,, the first solar power tower in Asia warmth in Beijing yanqing start building. This year on January 20, 50 mw solar energy light heat power generation franchise demonstration projects bidding began.
Miss pv industry of enterprise, is also an opportunity have eye sight the warmth. At present, himin solar energy, LongYuan power, from linuo rhett, hunan electric shares of such enterprise at present, haiyang are already increased warmth in the field of power generation of investment.
According to information, himin solar energy are closely watching the such as qinghai golmud 1000 mw of sunlight power projects; Haiyang in chengdu in the investment a spotlighting solar thermal power generation mirror project, a phase of the project with a total investment of 500 million yuan; And on May 21,, new construction in qinghai 100 megawatts of new projects have the vote of electricity figure.
Industry officials say that (pv) power scale but can small, from several kilowatts to hundreds of megawatts vary, but warmth is typical power scale economy, with the scale of increase, the lower the cost of power generation. In our country the northwest and open terrain if large-scale construction, will greatly reduce the equipment cost of investment.
Corporation shrink back
As the largest solar heat current domestic project-50 mw solar Inner Mongolia ordos demostrated power projects, China's hoped open the door of power generation field. However, the landmark of the significance, but let the bidding project when many private enterprise play up the back. As early as in 2005, the German the sun in one thousand the company has found national energy board, hope to cooperate. The following year, both sides will have reached a cooperation agreement. But until this year on January 20 began to bid opening, why this project on hold for so long?
According to a person familiar with, among the main reason is the foreign investment in China to the mechanism is not familiar, in the independent operation after a German company in one thousand, the sun and seek and Inner Mongolia green can new energy Co., LTD cooperation and set up a joint venture, the Inner Mongolia ShiDePu solar energy development Co., LTD is specialized is engaged in the project feasibility study and implementation work.
In October 2008 the feasibility study report of a project, the project total cost estimates about $1.8 billion, with an average annual electricity for about 120 million KWH to 25 years operation period, if we are to achieve 8% calculation of internal capital return, to the power to after-tax 2.26 yuan/KWH.
According to information, in accordance with the tender instructions given constraint condition, puts forward the focusing array technology must be with hydraulic drive, and at the same time must use air-cooling technology standards. But for enterprise is concerned, the light is air cooling equipment investment is as high as two hundred million yuan, and ordos project bidding tender but generating cost requirements is lower than 1.15 yuan per degree. Side improve technical doorsill, one side and generating cost and limited, for companies it is challenge the limit.
Beijing office director, leader of solar energy, said men with state-owned enterprises, and not the spell funds private enterprise strengths. In this unequal competition, financial strength small, financing ability and the ability to resist risk of weak private enterprises must be turned away.
According to data shows, in the public bidding meeting though 11 companies bought bid, but in the end only three companies bidding, respectively is: guodian electric power development Co., LTD, China datang new energy Co., LTD and wide in nuclear solar energy development Co., LTD.
In the men's opinion, let the private enterprise to similar project subject to tender and domestic enterprises in the terrified demostrated lack of technology. According to gather in different ways, hot sunlight power technology route points groove, tower, dish type and focus on four, of which the Fresnel to groove power the most extensive application. 2009 years of operation in the world groove of the solar thermal power generation solar thermal power generation device together the 88%, accounting for 97.5% of the construction projects. Warmth is generating the most mature groove power generation system in the field, the main specification, get together by thermal lens, steam turbine and component support, etc. And photovoltaic energy industry is basically realize localization of field of power generation the different parts has not been set up, and the industrial chain specification of the core part is still Germany short company and Siemens two companies monopoly. And disc type power in the state, but earlier today in the United States has entered the stage of commercial operation, and covers an area of the more small, once only 1.4 liter of electricity, is far less than that of groove and tower hair need 3785.4 liter once electricity demand.
Regardless of which kind of technology, the stability of power generation field really is not very good, in grid will produce some difficulties. But this is not power generation by itself, warmth but because we technical level is not enough, so we still need to improve on the field technology.
Sway of choice
For generating warmth, the national development and reform commission of the original intention according to practice (pv) power, first approved a two start-up market, and then through the franchise bidding for the power tariff benchmarking, and take this pull the industry scale of development. This is also ordos project at first go approval procedures declare reasons. But it seems, (pv) power of the power to the national development and reform commission plunged in the middle. At present, the domestic many gp666b equipment also rely on imports, so will the project subject to tender, Inner Mongolia was appointed a 2.6 yuan/kilowatt hour, is optimistic. It is reported that in 2009 July 10 megawatts dunhuang project bidding pricing for photovoltaic 1.09 yuan/KWH, both between differs very big.
At present, the warmth of the largest scale power generation, the price still demostrated Spain maintained at 3.3 yuan/kilowatt-hours of price, even if consider localization can reduce the cost of the degree of factors, the price of electricity generating warmth China will remain in the 2 yuan. According to the emperor bright the solar energy, China is expected to power the power of warmth in 2015 to 1.4 ~ 1.6 yuan per kilowatt hour, 2020 to 0.6 ~ 0.8 yuan per KWH. (pv) power has appeared of ultra low-cost monopoly situation renmin seems to have will be in the sunlight on power generation fields. If low price, can't continue thermoelectric increase ROI, will not be able to attract more participation in social capital, also will affect targeted subsidies policies.
At the same time, the related departments to solar thermal power project awareness of market prospect is not enough, and not so understand. Thermoelectric project to can have a long-term stable perfect down, must be targeted policy support, so the bank financing will follow up corresponding. And photovoltaic complete industry chain, domestic power industry than warmth because industry chain is not perfect, still in smaller scale, the technical route and immature state, at the same time for small-scale campaigns also a dispute in technical route. This will likely be restricted the development of warmth fetters.