"The on-grid price of the Erdos PV project should be at least 1 yuan / kWh." On May 10, First Solar's global parts business group president Karenba said.
Since the announcement in 2009 that the world's largest photovoltaic power station will be built in Erdos, the first solar energy in the United States has not achieved much breakthrough in the project. The first phase of the project, which was originally planned to start construction in June 2010, has not yet started, and the biggest obstacle has not yet started. It is the on-grid tariff that has been delayed.
First Solar decided to withdraw from the construction and operation of the project, and only provide technical consultation on photovoltaic module and project construction. The partner Zhongguang Nuclear is responsible for the engineering, procurement and construction of the Ordos PV project.
On May 10, the company also signed a strategic agreement with CLP New Energy (0735.HK), and the two sides will launch strategic cooperation. It is also a similar cooperation model with CGN.
Exit operation
On the same day, Karenba and Liu Genyi, President of CLP New Energy, signed a strategic cooperation agreement under the witness of Li Xiaolin, Chairman of CEC New Energy.
CLP New Energy is one of the top five power generation companies, and the flagship of China Power Investment Group, which is responsible for new energy development, is the first solar energy urgently needed partner.
Cooperation with CLP New Energy is a strategic amendment for the first solar energy to enter the Chinese PV market. In 2009, First Solar quickly signed an agreement with the local government of Inner Mongolia to obtain the construction and operation rights of the Erdos PV project.
The Ordos PV project is a large project with a total generating capacity of 2000 MW, which is even 30 times larger than the largest PV plant currently operating worldwide. According to the original plan, on June 1, 2010, First Solar will start construction of the first phase of the project – the 30MW demonstration project; the subsequent Phase II, Phase III and Phase IV projects will be 100MW, 870MW and 1000 respectively. Megawatts.
The “largest†photovoltaic power plant has not yet started due to a series of reasons such as the delay in obtaining the approval of the National Development and Reform Commission's on-grid tariff.
"Last year, the National Development and Reform Commission approved our pre-feasibility study for the first phase of the project, which has been completed and is currently producing a feasibility report, which will be submitted to the National Development and Reform Commission for approval after completion," Karenba said.
Only when the feasibility report is approved, the development of the on-grid price can be put on the agenda, which requires the support of the local government of Inner Mongolia and the cooperation of large-scale power generation enterprises.
"In this context, cooperation with CGNPC and CLP New Energy is easy to understand," said the insider.
According to him, in the first phase of the Erdos project, CGNPC is responsible for project construction, procurement and construction (EPC) as the main body of the project, and the first solar energy provides advanced thin film solar photovoltaic modules, and is in engineering, procurement and Support and consultation in construction (EPC), operations and maintenance (O&M).
Karenba said: "The second, third and fourth phases of the project do not limit the partners, and CLP New Energy is also a potential partner."
Mode copy failed
In fact, this arrangement is in line with the hope of the first solar energy - it is a manufacturer of photovoltaic modules, the biggest goal is to sell photovoltaic modules, photovoltaic power plant construction is just a marketing strategy for its sales components.
Karenba said that the EPC participating in the PV power plant project is a new marketing strategy adopted by the company after 2008. At that time, for some reasons, some foreign customers could not complete the original PV power plant construction.
So Karenba and his team began to build or participate in the construction of multiple photovoltaic power plants in Canada, the United States and other places.
“But after we have completed construction, these PV power plants will generally be sold to professional PV power plant operators, which is not what we are good at,†Karenba said.
It is understood that in the mature PV market in the West, such as the United States and Europe, photovoltaic power plants are favored by many pension funds due to their long investment cycle and stable returns. “A PV project will be managed by a professional operating agency once it is taken over by a retirement fund,†said a professional familiar with the overseas PV market.
It is because of the successful experience after 2008 that First Solar decided to copy this model to the Chinese market. “They hope that after the Erdos project is completed, they will find someone to pick up. In the process of construction, the company’s PV modules have been built. Successful sales went out."
However, due to the on-grid price and other reasons, the “biggest†photovoltaic power generation project has not yet started, which makes Kalumba very anxious.
It is understood that with the change in the investment structure of this largest PV project, the investment in the photovoltaic module production base agreed by First Solar and Inner Mongolia local government in 2009 will be greatly delayed.
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