"Five Great Power" new energy sources in China

May 25, China Electric Power Investment Northwest Branch and Gansu Wuwei 100,000-kilowatt Solar Power Project investment Cooperation agreement signing ceremony held in Wuwei.　　This is the second solar power project signed by CLP in two months. Similar to the CLP, the other four of the "five-strong power" have recently accelerated their foray into new energy fields such as solar power.　　At the end of May, Datang New energy company and Hebei province Guyuan County Cooperation development of new energy projects formally signed, the project total investment of about 7 billion yuan, the total installed capacity of solar power 200,000-kilowatt, wind power total installed capacity of 300,000-kilowatt. Huaneng Group, Guo Electric group are all good lighting conditions in Qinghai. Among them, a new energy-related power source Longyuan electricity in March this year with the Geermu government signed the "Qinghai province Golmud 200,000-kilowatt large-scale desert grid-connected photovoltaic power investment agreement."　　Huaneng Group recently signed a strategic cooperation agreement with the Qinghai provincial government to develop energy projects including photovoltaic power plants in Qinghai.　　The power group is keen on the new energy, in fact, the state power industry investment direction and focus of adjustment.　　June 1, deputy director of the National Energy Bureau Liu Qi in the new state news conference said, has been brewing in the new Energy development planning has formed a mature discussion draft, is about to report to the State Council, in the conditions of maturity, will be timing issued.　　In addition to the country's increased support for new energy, the development of traditional thermal power projects are also subject to high coal prices and environmental policy constraints, so the electricity group gradually focus on the expansion direction of hydropower, nuclear power and new energy, power structure "passive adjustment" to "active adjustment" signs increasingly obvious.　　"Whole industry chain" mode and in the wind power sector focus on different operations, the power group into the field of solar power is more inclined to the "whole industry chain" mode, the CLP, Datang and the state power has put forward a "polysilicon-solar cell-solar power" all-round intervention in the solar industry vision. In the case of CLP investment, the company is currently in the construction of the Polysilicon project in Xining, Qinghai province.　　According to the May 17 Qinghai province, "Qinghai Solar energy industry development and application Planning (2009-2015)", the Yellow River company Polysilicon III Project has also been included in the upcoming construction of the 13 solar energy industry, the first major project investment estimates 15 billion yuan, estimated sales revenue of 21 billion yuan. China Electric investment in Qinghai Layout Polysilicon project, in addition to Qinghai raw materials rich in silicon, but also with the CLP in Qinghai hydroelectric power station numerous and local electricity price is related. Zhang Xiaoru, deputy general manager of China Electric Power investment in the interview with this newspaper said: "The power of the hair, the loss, supply, is one complete." The industrial cluster of CLP's distribution in Qinghai is electrolytic aluminum and polycrystalline silicon, which is actually stored with these high energy-carrying products. "As for the next segment of the PV industry chain, the CLP has chosen to put it closer to the market in Xian, and has set up a China-electric investment XI ' an Solar Power Co., Ltd., which is responsible for the photovoltaic layout in Shaanxi. May 13, Xian 1000 mw double-sided solar PVThe first phase of the battery project has been completed preliminary design review, the review team that the overall design of the project has basically reached the initial design level, the technical route of the international advanced level, but also the design of the proposed amendments. The dual-sided solar photovoltaic cell project technology is provided by the US gamma company, which is also a project partner.　　Xiazong, chairman of the Yellow River Company, visited the United States in early April and discussed the project's progress plan in detail with Gamma CEO Rudy Magasrevy. Next, the CLP will start building photovoltaic solar power plants. April 6, the Yellow River Hydropower Company and the XI ' an aerospace industry base Management Committee, the United States Gamma Company, Yulin Jingbian County Government in the 13th session of China East-west cooperation and investment and trade fair, respectively signed the "double-sided battery photovoltaic cells and components project into the zone agreement" and "　　Jingbian 10MW Grid-connected PV Demonstration Power Project investment intention book. By then, the CLP will be part of its own production of double-sided solar cells to be used in the CLP's own solar power plant.　　The Yellow River company executives told reporters that the introduction of U.S. technology in both solar cells in the construction of solar power plants, the advantages of small footprint. In fact, solar power in the "five major power" is still in the initial stage, most projects are still under construction.　　According to the statistics provided by the National Electricity Regulatory Commission, as of the end of 2008, the "five major power" in the solar energy project has been launched only Datang, the project for the Datang Wuwei solar power station, installed on the scale of 1000 kilowatts, on December 19, 2008, officially connected to power production.　　The power structure is hidden but similar to the "Happy Circle Wind", solar power, which is listed as the second-most potential source of new energy development, is also being touted by power groups. An unnamed power group executive told the newspaper: "The state promotes the optimization of energy industry structure, vigorously promote the construction of new energy bases such as wind power, and raise the price of renewable energies, which brings good opportunities for power companies to adjust their power structure and accelerate the pace of new energy development." "The National Electricity Regulatory Commission analysis report pointed out that the power supply structure of large power generation enterprises was optimized to a certain extent in 2008." The thermal power ratio was 81.77%, down 2.06% from 2007, but still far above the national average (75.87% per cent).　　The proportion of clean energy increased, wind power installed faster, the annual growth of 4.01 Million-kilowatt, the growth rate of 107.8%.　　This reporter obtained the "five major Power" of their 2008 report also showed that the groups want to borrow power demand to reduce the favorable opportunity to speed up the adjustment of power structure. China Electric Investment Group Company party secretary, general manager Lu Qizhou in the interview with this reporter said: "The current high thermal power ratio of the supply structure is not sustainable, the CLP to increase the proportion of renewable resources, to gradually reduce the proportion of thermal." "It is reported that the CLP has announced that in 2020 to achieve thermal power 50%, 25% to 30% hydropower, electricity 10% to 15%, renewable energyThe target of source 10%. The electric power group executives also told the newspaper that, in fact, the development of thermal firepower is increasing.　　The direction and focus of the state power industry investment in wind power, hydropower, nuclear power and other fields, the development of thermal energy projects will be further restricted, so the focus will be on hydropower, nuclear power and new power, but the new energy in the short term mainly wind power. Specific to the 2009 development goals of various power groups, Huaneng will be the new start Guazhou, Fuxin, Shandong and other 19 wind power projects, the production of Fuxin two, Ash Teng Liang, Baolong and other 21 wind power projects, Datang actively strive for national planning of tens of millions of kilowatts, million-kilowatt wind power base concession project, The first million-kilowatt wind farm was built in Chifeng in the year of the company; Huadian will be in East Mongolian, Mengxi, Xinjiang, Gansu, Jilin, Heilongjiang, Hebei, Jiangsu and other regions, the construction of 8 large-scale wind power base, to achieve large-scale rolling development, this year, strive to put into production 1.16 million-kilowatt; China electric Investment accelerates Gansu, Inner Mongolia, Jiangsu,　　Xinjiang and other large wind power base development, and strive to approve 1.65 Million-kilowatt.　　Solar power in the "five major Power", the basic is still in the initial stage: Datang 2008 solar power generation have achieved a "0" breakthrough; Huaneng solar power generation development and construction of a smooth advance, this year will start the Stone Forest PV project, while the CLP continues to play well the upper reaches of the Yellow River hydropower, aluminum, solar energy industry chain advantage. In the energy structure, Huadian's goal is to "2013 thermal power, hydropower, new energy structure to reach 7.5:2:0.5", and ultimately strive to achieve 6:3:1 gradually. However, Boqiang, director of Xiamen University Energy Research Institute, said: "Because of the small new energy base, so even if the annual growth rate of 100%, it is temporarily difficult to significantly increase the proportion of new energy in the installed structure." "Precedent" power companies keen to enter the competitiveness is still not strong solar power generation with the "Happy Circle Wind" mode similar to, but unlike wind power, solar power is still a technical problem, it is possible to develop faster than wind power.　　"Boqiang said. In fact, the first tender from the solar power station is far below the cost price of the "ultra-low price" of the winning bid can be seen in the beginning of the shadow of wind power. 2004, in the second batch of wind power bidding project, the Beijing International New Energy bidding consortium won the bid for 0.382 RMB/kwh in Inner Mongolia Hui Huitengxile wind farm project.　　As with the bidding of solar power stations, the bidding of wind power concessions was also "low bidder".　　The bidding of wind power Concession project began in 2003, and the price of concession project was lower than that of general project because the bidding enterprise was scrambling to get wind power resources. China Hydropower Engineering consultancy group New Energy Project Professor Pengfei earlier in the interview, said: "The bid price is the country for the future development of wind power price of the important basis, but the bidders are often to achieve the project to seize quality resources as the starting point, rather than the project investment proceeds as the starting point, This irrational bid results in a far cry from the reasonable level of bid prices. This is not only detrimental to the future of wind power pricing, but also not conducive toThe development of the whole wind power industry. "Similarly, the bidding of solar power plants is also to provide the basis for the future development of solar power prices, experts have proposed solar power bidding to absorb wind power bidding lessons to guide the healthy development of domestic solar power generation."　　In 2007, the fifth issue of wind power concession bidding has been changed to the middle bid mode to determine the reasonable price of the Internet. Why would a company want to win a tender at a loss? Boqiang said: "In the short term, the state-owned enterprises, especially the central enterprise are not afraid of losses, the value of reserve resources and new Energy future prospects." "This also indirectly caused the wind power development main body for state-owned enterprises, and private enterprises foreign capital difficult to enter this field."　　Datang New energy company For example, 2008 the company's goal is to ensure that the loss is not greater than 25 million, and strive for "0 losses." The deeper reason is that power companies have to reserve installed capacity to complete new energy generation quotas.　　The state intends to require more than 5 Million-kilowatt power generation Enterprises in 2010, in addition to hydropower, renewable energy quotas reached 3%, 2020 reached 8%. According to statistics, the 2008 wind power of the new energy infrastructure investment completed the increase of 88.1%, compared with the fossil power plant is down 21.99%, the new installed capacity of 4.66 Million-kilowatt, to achieve the annual new production capacity of wind power doubled growth. Boqiang that, with the support of the country's high subsidy policy, if the next step is to solve the problem of PV grid-connected, the solar power generation may also grow rapidly with similar wind power development mode, only because the technology is not mature, the speed may be relatively slow.