PV EPC Bidding Broke 110GW

Xyoo 2022 yog xyoo thib ob uas cov haujlwm uas cuam tshuam nrog "3060" ob lub hom phiaj ntawm cov pa roj carbon monoxide tau ua tiav tag nrho, thiab PV kev lag luam boom txuas ntxiv txhim kho. Cov ntaub ntawv tseeb los ntawm National Energy Administration qhia tau hais tias nyob rau hauv thawj peb lub hlis twg ntawm 2022, lub tshiab PV ntsia tau rau hauv Tuam Tshoj yog 52.6 lab kW, suav nrog 17.27 lab kW photovoltaic fais fab chaw nres tsheb thiab 35.33 lab kW faib PV.

Nyob rau tib lub sijhawm, ntau yam haujlwm photovoltaic sai sai nkag mus rau theem ntawm kev nqis peev thiab kev sib tw, taug qab cov ntaub ntawv pej xeem, txij lub Ib Hlis mus txog Lub Kaum Ib Hlis, ntau dua 110GW photovoltaic EPC cov phiaj xwm pib twv, ze li 80GW photovoltaic EPC cov haujlwm tshaj tawm cov txiaj ntsig tau txais txiaj ntsig (tsuas yog ntau dua. 10GW nyob rau tib lub sijhawm xyoo tas los), ntawm cov chaw tsim hluav taws xob hauv av txog 56GW, Cov phiaj xwm faib PV (tsis suav nrog lub nroog thoob plaws) tau tshaj 10GW thiab cov phiaj xwm faib thoob plaws hauv nroog kuj tau tshaj 10GW.

Chaw nres tsheb fais fab hauv av

Txawm hais tias tus nqi ntawm PV kev lag luam saw txuas ntxiv tseem nyob rau xyoo no, thiab tus nqi tsim kho tseem siab, kev tsim kho hauv tsev PV tseem tuav lub zog loj hlob. Raws li cov ntaub ntawv tshaj tawm, Polaris hnub ci PV network tau txheeb xyuas, txij li thaum pib ntawm 2022, Txog 403 lub tuam txhab kev txhim kho, xws li National Energy Group, Peb Gorges Group, Datang Group, Huaneng Group, Huadian Group, Tuam Tshoj National Nuclear Group thiab Guangdong Energy Group, pib EPC kev sib tw rau ntau tshaj 56GW hauv av fais fab chaw nres tsheb thiab tau lees paub cov yeej.

Ntawm lawv, National Energy Group tau pib qhov kev sib tw siab tshaj plaws ntawm EPC, 92 nyob rau hauv tag nrho, txog 13.424GW, ua raws li Peb Gorges Group, Datang Group thiab Huaneng Group, 36, 49 thiab 33, feem, nrog rau qhov ntsuas ze li 6GW. Kev sib tw ntawm Huadian Group, CNNC Group, Guangdong Energy Group, Tuam Tshoj Resources Power, CGN, Tuam Tshoj NENG Kev Tsim Kho, thiab Lub Xeev Lub Tuam Txhab Hluav Taws Xob hauv av kuj tseem loj dua GW.

Los ntawm qhov kev xav ntawm kev sib tw, Tuam Tshoj NENG Kev Tsim Kho thiab Kev Tsim Kho Hluav Taws Xob Tuam Tshoj tseem yog cov yeej loj, yeej ze li ntawm 60 feem pua ​​​​ntawm cov haujlwm, yeej 91 thiab 92, feem, nrog rau qhov ntsuas ntawm 14.034GW thiab 13.424GW. Ntxiv rau ob lub tsev tsim qauv loj, TbeA, Tuam Tshoj National Nuclear Group, Tuam Tshoj Anneng thiab lwm lub tuam txhab kuj muaj lawv cov txiaj ntsig.

Txij li thaum pib ntawm lub xyoo no, cov nqi ntawm cov khoom siv silicon tseem siab, ua rau muaj kev ntxhov siab ntxiv rau cov tuam txhab tivthaiv, tsav tsheb EPC cov nqi. Los ntawm North Star hnub ci photovoltaic network carding twv nqi kuj tuaj yeem peek me ntsis. Raws li pom nyob rau hauv daim duab saum toj no, qhov nruab nrab nqi twv ntawm loj EPC tej yaam num ntawm photovoltaic fais fab chaw nres tsheb los ntawm Lub ib hlis ntuj mus rau Kaum ib hlis tau pom ib tug ncaj upward trend, uas tau nce los ntawm 3.17 yuan / W thaum pib ntawm lub xyoo mus txog 4.3 yuan / W. Tus nqi qis tshaj thiab siab tshaj plaws tshwm sim thaum Lub Xya Hli, thiab tus nqi siab tshaj plaws yog 7.8 yuan. Qhov project yog kev tsim kho ntawm thaj chaw photovoltaic loj (suav nrog cov kab sib sau) ntawm 100MW qhov project ntawm Yuguang Complementary Power Station Phase I ntawm Tuam Tshoj Resources Xiantao Chen Chang. Tus nqi qis tshaj yog 2.33 yuan. Qhov project yog Huaneng Gaoqing Tangfang Pastoral Light complementary photovoltaic project (xws li modules).

Txij Lub Ib Hlis Ntuj txog Lub Kaum Ib Hlis, tus nqi sib tw nruab nrab ntawm cov phiaj xwm me me EPC ntawm PV fais fab chaw nres tsheb hloov pauv tau zoo heev, txij li 1.03 yuan rau 1.73 yuan / W. Tus nqi qis tshaj plaws thiab siab tshaj plaws kuj tau tshwm sim thaum Lub Xya Hli, nrog tus nqi siab tshaj plaws yog 4.2 yuan. Qhov project yog Huaiji Dagang 150MW agro-optical complementary Project ntawm Tuam Tshoj Nengjian, thiab tus nqi qis tshaj yog 0.17 yuan. Qhov project yog lub ntsiab photovoltaic engineering kev tsim kho ntawm Huaneng Wushi 700 MW optical cia kev koom ua ke project.

Distributed PV (tsis suav teb)

Sib txawv ntawm cov xyoo dhau los, lub hauv paus thiab lub xeev cov tuam txhab lag luam yuav nkag mus rau hauv cov khoom siv hluav taws xob photovoltaic faib rau ntawm qhov loj, uas tseem ua rau muaj kev nce qib ntawm kev sib tw photovoltaic EPC. Raws li cov ntaub ntawv tshaj tawm, dhau los ntawm kev tshuaj xyuas ntawm Polaris Hnub Ci photovoltaic network, txij xyoo 2022 txog tam sim no, Txog 900 kev txhim kho kev lag luam, xws li National Energy Group, Huaneng Group, Huadian Group, Tuam Tshoj Southern Power Grid, Tuam Tshoj Resources Fais Fab, Lub Xeev Fais Fab Kev Lag Luam, Guangdong Energy Group, Datang Group, thiab lwm yam, pib EPC kev sib tw rau ntau tshaj 10GW faib cov chaw nres tsheb photovoltaic thiab lees paub qhov kev sib tw yeej.

Ntawm lawv, Tuam Tshoj National Energy Group kuj tau pib qhov kev sib tw siab tshaj plaws ntawm EPC, nrog rau tag nrho ntawm 277, txog 3.26GW, thaum Huaneng Group yog qhov thib ob, nrog rau tag nrho ntawm 76, nrog rau qhov ntsuas ze rau 1.754GW. Huadian Group, Tuam Tshoj Southern Power Grid, Tuam Tshoj Cov Khoom Siv Hluav Taws Xob, Lub Xeev Lub Zog Kev Lag Luam, Guangdong Energy Group, Datang Group, thiab lwm yam, kuj tau ua tiav.

Los ntawm cov teeb meem yeej, qhov concentration ntawm cov lag luam yeej ntawm qhov kev faib hluav taws xob photovoltaic fais fab chaw nres tsheb yog tsawg. Ob lub koom haum tsim qauv ntawm Tuam Tshoj NENG Kev Tsim Kho thiab Hluav Taws Xob Tuam Tshoj Kev Tsim Kho tsis yog "qhov loj tshaj", thiab cov tuam txhab lag luam hauv nroog thiab cov lag luam ntiag tug yog cov lag luam loj tshaj plaws.

Los ntawm tus nqi yeej, raws li qhia hauv daim duab saum toj no, qhov nruab nrab tus nqi sib tw ntawm EPC loj ntawm cov chaw nres tsheb photovoltaic (tsis suav tag nrho lub nroog) txij lub Ib Hlis mus txog Kaum Ib Hlis yog 4.08 yuan / W -- 4.27 yuan / W . Tus nqi siab tshaj plaws yog 7.3 yuan hauv lub Plaub Hlis. Qhov project yog 2.7MW tus kheej-siv rooftop photovoltaic ntawm Guodian Power Guoneng Jinjie Co., LTD., thiab tus nqi qis tshaj yog 1.59 yuan nyob rau lub Kaum Hli. Qhov project yog 3.5MWp faib photovoltaic project ntawm Zhanjiang Runyang United Intelligent Manufacturing Co., LTD.

Raws li pom hauv daim duab saum toj no, txij lub Ib Hlis mus txog Kaum Ib Hlis, tus nqi sib tw nruab nrab ntawm EPC me me ntawm PV fais fab chaw nres tsheb (tsis suav tag nrho lub nroog) yog nyob nruab nrab ntawm 1.92 yuan / W thiab 2.31 yuan / W. Tus nqi siab tshaj plaws yog 3.98 yuan hauv lub Cuaj Hli. Qhov project yog 22.56627 MW rooftop faib PV project ntawm Huaneng Jiangsu Energy Development Co., LTD., thiab tus nqi qis tshaj yog nyob rau lub Tsib Hlis. Tus nqi yog 1.59 yuan. Qhov project yog 3.5MWp faib photovoltaic project ntawm Zhanjiang Runyang United Intelligent Manufacturing Co., LTD.

County thoob plaws kev faib tawm

Txij li thaum pib ntawm lub xyoo no, tag nrho lub nroog faib qhov project photovoltaic tau nce sai heev. Raws li cov ntaub ntawv tshaj tawm, los ntawm kev txheeb xyuas ntawm Polaris Hnub Ci photovoltaic network, txij li thaum pib ntawm 2022, Huaneng Group, National Energy Group, Huadian Group, Tuam Tshoj National Nuclear Group thiab lwm yam kev lag luam tsim tawm ze li ntawm 200 EPC kev sib tw, ntau tshaj 10GW county. faib cov haujlwm photovoltaic thiab txiav txim siab cov yeej.

Ntawm lawv, Huaneng Group pib qhov siab tshaj plaws ntawm kev sib tw photovoltaic EPC hauv tag nrho lub nroog, nrog rau tag nrho ntawm 61 txoj haujlwm, txog 3.759GW, thaum National Energy Group ua raws li tag nrho ntawm 25 txoj haujlwm, nrog rau qhov ntsuas ntawm 1.236GW. Huadian Group, CNNC Group thiab Weifang Teda kuj tau txais ntau tshaj 500MW.

Los ntawm tus nqi sib tw, raws li pom nyob rau hauv daim duab saum toj no, qhov nruab nrab ntawm kev sib tw nqi ntau ntawm lub nroog loj xa tawm photovoltaic EPC los ntawm Lub Ib Hlis Ntuj txog Lub Kaum Ib Hlis yog 3.63 yuan / W txog 4.01 yuan / W, tus nqi siab tshaj plaws yog 5.43 yuan / W thaum Lub Kaum Hli, qhov project yog Qinghe County 280 MW ua liaj ua teb lub teeb ntxiv qhov project, tus nqi qis tshaj yog nyob rau lub Rau Hli, tus nqi yog 2.65 yuan / W. Qhov project yog Jintang County faib photovoltaic theem I project.

Raws li pom nyob rau hauv daim duab saum toj no, qhov nruab nrab bid nqi ntau yam ntawm lub nroog faib photovoltaic me EPC los ntawm Lub ib hlis ntuj mus rau Kaum ib hlis yog 1.53 yuan /W -- 1.96 yuan /W, thiab tus nqi siab tshaj yog 3.99 yuan /W nyob rau hauv Lub Xya hli ntuj. . Qhov project muaj tus nqi siab tshaj plaws nyob rau lub Kaum Hlis, thiab tus nqi yog 5.43 yuan / W. Qhov project yog 280 MW kev ua liaj ua teb lub teeb ntxiv rau hauv Qinghe County, Huaneng, thiab tus nqi siab tshaj yog nyob rau lub Xya Hli. Tus nqi yog 3.99 yuan / W, tus nqi qis tshaj nyob rau lub Cuaj Hli, tus nqi yog 1.05 yuan / W, qhov project yog tag nrho lub nroog Pannan cheeb tsam Panzhou City 46.61MW ru tsev faib photovoltaic project.

BIPV Project

Txij li thaum pib ntawm lub xyoo no, muaj ob peb qhov kev sib tw rau pej xeem ntawm BIPV project. Taug qab cov ntaub ntawv pej xeem, muaj 6 txoj haujlwm, tag nrho cov no yog los ntawm cov tuam txhab hauv xeev xws li Huadian Group, Henan Investment Group, National Energy Group, Xugong Group thiab Nanwang Energy. Cov kev lag luam yeej yog tag nrho cov lag luam ntiag tug tshwj tsis yog Shenhua Engineering Technology Co., LTD.