Core Viewpoint - The introduction of the "Document No. 136" has led to significant changes in the photovoltaic (PV) industry, particularly highlighted by the recent bidding results in Shandong, which revealed an unexpectedly low mechanism electricity price for PV projects, raising concerns about the industry's future viability [1][2][3]. Group 1: Mechanism Electricity Price Bidding Results - Shandong's recent bidding results showed a mechanism electricity price for PV projects at 0.225 yuan/kWh, significantly lower than the wind power price of 0.319 yuan/kWh, indicating a fierce competition in the PV sector [2][3]. - The total mechanism electricity scale was set at 94.67 billion kWh, with wind power receiving 81.73 billion kWh and PV only 12.94 billion kWh, leading to a disproportionate allocation favoring wind energy [2][8]. - The low mechanism price for PV projects raises questions about the sustainability of the industry, especially as non-mechanism electricity prices are expected to be even lower [1][4]. Group 2: Impact on Different Types of PV Projects - The bidding results indicate that centralized PV projects received the majority of the mechanism electricity, with only 46 MW allocated to distributed PV projects, highlighting a significant disparity [5][6]. - New regulations exclude certain commercial distributed PV projects from participating in the mechanism price, forcing them into market transactions where prices are expected to be much lower [5][6]. - Despite the lack of restrictions on household PV projects, their participation in the mechanism price bidding is minimal, leading to concerns about their profitability and market viability [6][7]. Group 3: Broader Implications for the PV Industry - The low mechanism electricity price and the limited allocation of mechanism electricity to both new and existing PV projects reflect ongoing challenges in China's electricity market reform, where coal power continues to receive preferential treatment [8][9]. - The situation in Shandong serves as a warning for the national PV industry, as the low bidding price could set a negative precedent for future auctions across the country [4][5]. - The overall trend of declining electricity prices combined with reduced generation capacity poses a significant threat to the profitability of PV projects, raising concerns about the long-term sustainability of the sector [3][4].
全国首例机制电价竞价结果出炉，照见了光伏怎样的残酷未来？
3 6 Ke·2025-09-24 04:03