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冀北光伏并网困局牵连两上市公司

2017-09-06 07:12:06   中国经济网

亿利洁能方面曾表示,两大光伏资产虽然处于沙漠地区,但在收益还有抵抗运维风险情况上都达到预期。

受累冀北地区并网困局

由于不能并网以及未完全建成,亿利洁能即使成功收购冀北地区已建成的光伏电站,也只能白白承受“弃电”损失。

而位于冀北地区迎宾廊道奥运光伏项目的并网难问题,牵连的不仅仅是亿利洁能一家。据《中国能源报》报道,国家电网今年6月份突然下发通知,指出冀北地区2016年可利用小时数低于规定最低利用小时数,同时弃风弃光“双降”目标也未完成,因此冀北地区所有光伏项目不能放行并网。

虽然亿利洁能拟收购的标的是专为冬奥会准备的迎宾廊道项目,十分瞩目,却似乎也未能在并网上获得任何优先权。业内人士曾分析,由于事件的实质是电网消纳能力有限,冀北地区的并网问题短期内难以解决。

值得一提的是,科陆电子在冀北地区的光伏项目也受到波及。2015年10月,科陆电子以6000万元的对价受让了一家光伏项目主体公司60%股权,该项目公司主要建设位于河北省张家口市宣化县150MWp(峰值功率150兆瓦)奥运迎宾光伏廊道项目,项目预计投资总额超过13亿元。

科陆电子中报显示,项目建设进度缓慢,工程累计投入占预算比例仅达到11%。其在债券评级报告中表示,由于国家持续下调光伏电站上网标杆电价,投资收益可能无法达到预期。

科陆电子一位工作人员告诉《每日经济新闻》记者,目前实际建成装机30兆瓦,但仍在协商并网。而之所以整体建设进度缓慢,其告诉记者,也是考虑到“并网的速度有所延缓。”

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