Wind power equipment and solar street lamps of new energy industry, the country's first 'competitive configuration' project of ningxia fall to the ground, wind power subsidies after exploring era

Put on wind power base in ningxia, 2018 annual wind projects competition configuration assessment results, this is the energy bureau released in May the wind power project competition configuration guidelines ( Trial) 'Policy, the national first' bid 'result.

the core point of view the results involved 32 wind power projects, including four projects do not conform to the requirements of the ecological protection of the red or included in the 'blacklist'; Eight wind projects because of electricity price evidentiary materials do not conform to the requirements of the competition configuration method has not been arranged scale; Remaining 20 items in 'electricity' promise for assessment, and plans to arrange size, average promised electricity price is 0. 4515 yuan/kWh, allocate a total of 192. 80000 kW.

from the point of project main body, the body of the 20 effective bidding project mainly includes the state and local state-owned enterprises corporation, fujian association of foreign languages and general investment subject basic is difficult to get their hands on. This shows that under the bidding policy, because the local government can set a number of conditions for qualification, future will increasingly focus on the distribution of the wind resources, national large developers and local power can get resources, in recent years a very active outside of small and medium-sized developers will lose its competitive opportunities.

from the point of electricity price, for the three kinds of resources in ningxia area, 2018 wind power electricity price benchmarking to 0. 49 yuan/kWh, for an average of 0. 45 yuan/kWh from ningxia benchmark prices for 4 cents/kWh, embodies the positive role of bidding policy. It is estimated that in the price level, according to the local 6000 - 6500 RMB/kW system cost, 2300 - Hours 2400 hours of power calculation, the project total investment IRR can be up to 9. 5 ~ 11. 3%, the capital of IRR can be up to 16. 3 ~ 22. 3%, developers can get a good return on investment.

, for the moment, local government has no intention of leading wind power feed-in tariff falling fast, subsidies TuiPo after the transition period of wind power is expected to be steady and continuous development. 32 project quotation on 0. 44 ~ 0. Within the scope of 49 yuan/kWh, with only three owners report 0. Price under 4 yuan/kWh, the intensity of competition is far less than leading bidding status of pv. This is associated with the bidding score weighting of local government, the current bidding rules issued by the guangdong, ningxia and other provinces focuses on review of qualifications, rather than a guide price competition.

investment advice and investment target competitive allocation policy is wind power electricity price benchmarking system cancelled after a long-term mechanism of wind power industry, from the perspective of the published results of ningxia, due to the influence the strong local government, to participate in the competition main body of the limited number of wind power feed-in tariff will steadily declining slightly, industry long-term prospects look good. Because of the wind power industry first mover advantage is obvious, it is suggested that focus on industrial chain each link of leading enterprises, including the goldwind science and technology ( 002202, buy) ( The whole machine, operation) Tianshun, wind, 002531, buy) ( Tower drum) And the moon and sun shares ( 603218, not ratings) ( Casting) 。

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