The electricity price of sea wind power at the sea is as low as 0.2 yuan/du, and Huaneng International fell more than 9%

In April this year, the winning power price of the first phase of the Jinshan Sea Windfield Project was 0.302 yuan/kWh.

At that time, the market's internet electricity price of the Jinshan Maritime Wind Power Project was interpreted as "a new low history." However, this new low has only been renewed by the Fujian offshore wind power project for only 3 months.

Yesterday (July 13), the Fujian Provincial Development and Reform Commission issued the "Announcement on the results of the first batch of offshore wind e -competition in Fujian Province in 2022". Essence

On July 14, the reporter of "Daily Economic News" called Fuman Co., Ltd. (SH600483, the stock price of 12.6 yuan, and a market value of 24.6 billion yuan), which participated in the competitive configuration. That's right, yes. "

Affected by this, on July 14, Fuman's shares fell 10%, Huaneng International (SH600011, 7.35 yuan, market value of 115.4 billion yuan) declined 9.59%, and CITIC Power Generation and Power Grid Index fell about 2.25%.

Fujian's latest offshore wind power access price 0.2 yuan/degree

According to the announcement of the Fujian Provincial Development and Reform Commission, China Huaneng Group Co., Ltd. and Fujian Investment and Development Group Co., Ltd. are determined to be the priority of the Lianjiang Waihai project. The market value of 287.3 billion yuan) The consortium was determined to be a priority middle -elected enterprise for Matsuya Island projects.

Picture source: Screenshot of the official website of the Fujian Development and Reform Commission

On July 14, a broker quoted relevant news in the analysis that the online electricity price reported by the two offshore wind power projects in Fujian was about 0.2 yuan/kWh. "Daily Economic News" reporters called the Fujian Provincial Development and Reform Commission, but the staff did not confirm the price. "Because we are still in the publicity stage, it is mainly to accept whether relevant application companies have raised relevant objections. After all the publicity of our side is over, we will see the results of the publicity." The staff of the Fujian Provincial Development and Reform Commission said.

Picture source: Screenshot of the official website of the Fujian Development and Reform Commission

Subsequently, the reporter called Fuman's shares on the above news, and the company staff told the reporter that the bid price was true. In this "Lianjiang Waihai Project", Fuman Co., Ltd. forms a consortium with the Yangtze River Three Gorges Group Fujian Energy Investment Co., Ltd., and the quotation ranks third from low to high sorting positions.

In response to the bidding of Funneng shares, the staff member said: "We are not so low, because this is a free quotation, and they have their own considerations, but it is not clear how they consider it. We are not clear. We To quote according to the scope you can accept, there is no way to win the bid. "

The price of electricity on the sea of ​​wind power continues to hit a new low

In 2022, it was the first year of the sea wind power at sea.

In 2020, the Ministry of Finance, the Development and Reform Commission, and the Energy Bureau issued the "Several Opinions on Promoting the Healthy Development of Non -Water and Renewable Energy Power Generation", which mentioned: Prices retreat. Continue to implement online guidance mechanisms such as land wind power, photovoltaic power stations, industrial and commercial distributed photovoltaic photovoltaic, etc., and reasonably set up the degraded slope, guide the land wind power, photovoltaic power stations, industrial and commercial distributed photovoltaic photovoltaic photovoltaic photovoltaic as soon as possible. "

The above documents clarify that the new offshore wind power and light thermal projects that have been added in 2022 are no longer included in the scope of the central financial subsidy, which has also led to a new low of wind power at the offshore wind power project since this year.

According to the statistics of Minsheng Securities, from 2019 to 2020, the competitive configuration of the Wind E -Wind Electric Configuration of Liaoning, Shandong, Shanghai, and Zhejiang is 0.76 yuan to 0.795 yuan/kWh.

By this year, the competitive configuration of the offshore wind power has won the grid -up electricity price compared to previous prices.

In April of this year, the Shanghai Development and Reform Commission announced the results of the competition configuration of the first phase of the Jinshan Maritime Windfield Project, and finally determined that China Yangtze River Three Gorges Group Co., Ltd., Shanghai Green Environmental Energy Co., Ltd., and Zhonghai Oil Rongfeng Energy Co., Ltd. The electricity price is 0.302 yuan/kWh.

Picture source: screenshot of the official website of Shanghai Development and Reform Commission

In response to the low price of Fujian offshore wind power, Huatai Securities believes in its research report that there are many occasional factor in the results of the bidding, and it is not necessary to be overly pessimistic. Huatai Securities analysis states: "The results of the bidding reflect the rules of Fujian's bidding on the one hand (there are many finalists, and the second stage is not suitable for all offshore wind power projects according to the results of the bidding of electricity prices from low to high. It is also very rare in the bidding of photovoltaic, without having to worry too much; on the other hand, it also reflects the fierce competition for scarce resources, and enterprises with first -leading advantages may not face simple price wars when they get projects. Companies who have worked in the early stage of work, some green power resources will directly link thermal power/pumping, "

In addition, in response to offshore wind power, some provinces have issued the "provincial supplement" policy, including Zhejiang, Guangdong and Shandong.For example, the subsidy scope of the sea wind power project in Guangdong Province is the provincial management waters that have been approved by the end of 2018 and from 2022 to 2024, and no longer subsidized projects that are connected by 2025; the subsidy standard is 2022In 2023 and 2024, the full capacity co -network projects subsidize 1500 yuan, 1,000 yuan, and 500 yuan per kilowatt.Daily Economic News

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