The Ukrainian photovoltaic power station was attacked by missiles!Does it affect the Chinese photovo

13.06.2022

Number of this text: 1445, reading time for about 2 minutes

Guide: Recently, a 3.9MW photovoltaic power station in Ukraine was attacked by the missile, and the damaged components in the power station were supplied from Chinese photovoltaic companies.

Author | First Finance Lu Ruyi

According to foreign media reports, recently, a 3.9MW photovoltaic power station in the Morfa in the Halkov area in Ukraine was attacked by missiles, and 416 photovoltaic components and 4 sets of string inverters in the photovoltaic power station were damaged to varying degrees.

According to the First Financial Reporter, the damaged photovoltaic power plant holding an enterprise is Solar Generation, which aims to provide energy for a small town through distributed power generation. The components and inverters of the photovoltaic power plant come from China and Austria, and the 325W photovoltaic component of the Chinese photovoltaic company Zhongli Group (002309.SZ) and the Austrian inverter FRONIUS ECO 27.0-3-S of the Austrian inverter. String inverter.

A sales executive of a domestic photovoltaic component company Dongfang Risheng (300118.SZ) said in an interview with the First Financial Reporter: "The damaged components are polycrystalline components from the picture. It is estimated that from 2016 to 2017 The power station at the beginning of the left and right is not from us. We only started to lay out the market for Ukraine from 2018 to 2019. At that time, the component model had shifted to a single crystal component. From the picture, the color of the single crystal component should be It will be dark. "

First Financial reporter learned that Oriental Risheng has no investment in Ukraine. "Ukraine should have some other factors because of the epidemic, and our investment in Ukraine has entered a slow speed since 2020." The sales executive told First Financial reporter, "Other domestic photovoltaic companies enter the Ukraine market earlier , But the quantity 'is not large, as soon as we enter the market, it will be 300MW-400MW, and other Chinese companies are about 20MW-30MW. "

Since 2017, the development of the Ukrainian photovoltaic industry has entered a "fast track". According to data from the official website of the Economic and Commercial Office of the Embassy in Ukraine, in the first ten months of last year, Ukraine renewable energy power generation reached 10 billion kWh; as of the end of October last year, the proportion of green power generation in Ukraine accounted for 9%. Photovoltaic power generation accounts for 60.4%of the total renewable energy power generation. According to the Announcement of Oriental Rising, Ukraine renewable energy in 2017 accounted for only about 1%of the total power generation.

In just three or four years, Ukraine's green power generation accounted for about 1%to 9%, which is inseparable from the "Made in China".

First Financial reporter learned that China Energy Construction (03996.HK), Zhengxin Optoelectronics (838463.NQ), Jing'ao Technology (002459.SZ), Oriental Risheng (300118.SZ) and other domestic photovoltaic companies During the year, they entered the Ukrainian market and participated in the investment and construction of local photovoltaic power stations.

According to the company's announcement, China Energy Construction signed an EPC contract with the ENERGO IMPULSE Corporation of Ukraine on September 8, 2021, with an EPC contract of the 100 MW photovoltaic project in Karolgist, with a signing amount of 100 million US dollars. According to the announcement, the main project of the project is the design, procurement, construction, and commissioning of 100 MW photovoltaic power stations. The project adopts high -efficiency single -sized single -sided photovoltaic components and directly connect to the local power grid after completion.

Zhengxin Optoelectronics provided 33.28MW photovoltaic components in August 2020 to the "CHUDNIV" solar photovoltaic power plant located in the Zhytomir area in Ukraine, and installed 73913 high -efficiency 9BB single -crystal PERC solar components according to the plan. It is expected to run in November 2020. It is expected The power generation is 90G Gava.

Jing'ao Technology served all high-efficiency single-crystal PERC photovoltaic components for Ukraine Scythia-Solar-2 33.1MW large photovoltaic project in 2019. In the same year, Dongfang Risheng and Ukraine's largest private energy group DTEK jointly developed Pokrovska 323MW photovoltaic power station project successfully connected. According to the announcement, all the projects adopted the Oriental Rising 72 version of the 370W high -efficiency PERC single -crystal component, which was the largest power station project in Ukraine at that time and the second largest photovoltaic power plant in Europe.

Despite a large number of Chinese photovoltaic enterprises in Ukraine, Chinese enterprises have different degrees of affected the same degree in Russia and Ukraine's conflict. In the form of cooperation in photovoltaic projects, the risk differences between the construction and simply providing component products in the cooperation form of the EPC.

"Our photovoltaic power station project in Pokrovska 323MV in Ukraine only provides components, which does not involve the operation of EPC and subsequent photovoltaic power stations. Compared with the provision of components, the EPC project construction cycle is long. It also needs to take care of safe operations, "the above sales executives told First Financial reporters.

"In terms of photovoltaic investment, we are not intended to continue to develop Ukraine in a sharp development. Instead, we have paved investment to the entire European market. Europe's demand this year has increased from 30GW to a maximum of 50GW." The executive supplemented the current situation.

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