Policies supporting the market and favorable policies may be introduced. Photovoltaic entry procedures will be simplified.
is it a temporary or a lifetime? The domestic photovoltaic industry is facing such a situation. Recently, the news that CDB supports "six large and six small" photovoltaic enterprises has really made everyone a little uneasy. The industry has speculated on the list of shortlisted enterprises, attracting various versions
in the view of industry experts, it is better to design a good way for this industry and expand the market than to save enterprises
just before the "National Day", on September 28, the National Energy Administration officially announced the "notice on applying for large-scale application demonstration areas of distributed photovoltaic power generation", which made it clear that in the first phase, each province (District, city) should apply for no more than 3 supports, and the total installed capacity of the controller should not exceed 500000 kW in principle
Meng Xiangan, vice president of China Renewable Energy Association, said in an interview with China enterprise news that the notice will have a relatively good pulling effect on the domestic photovoltaic industry. In the period of relative downturn in the industry, it is "really good news" for enterprises, but it cannot be simply understood as "rescuing the market"
enterprises pay more attention than action
actively layout downstream has been one of the strategies of the vast majority of photovoltaic enterprises at present, but for various considerations, many companies are more just wait-and-see
according to the notice, all provinces (regions and cities) choose urban areas with solar energy resource advantages, large power demand and good construction conditions, and put forward the construction plan of large-scale application demonstration area of distributed photovoltaic power generation. The number of projects supported and declared by each province (District, city) shall not exceed 3, and the total installed capacity shall not exceed 5 in principle, so as to avoid shaking and damaging relevant parts by 00 MW. "Distributed generation" refers to the modular and decentralized power generation units with small power generation, which are arranged near users and are efficient and reliable and should not be broken
the launch of this project undoubtedly injected a shot in the arm into the photovoltaic market under the recent haze. Qian Jing, global brand director of Jingke energy, told China enterprise news that if the declaration of each province (District) does not exceed 500 MW and the total installed capacity of 31 provinces (districts, cities) across the country is calculated, the upper limit of the total installed capacity will reach 15gw. "Although the energy administration did not specify the completion time of the project, according to the previous government caliber, the figure of 15gw may be completed during the 12th Five Year Plan period." Qian Jing believes that the installation volume of 1G-2G watts may be increased every year, indicating that the domestic photovoltaic market demand will indeed increase in 2012 and 2013. "But it will take some time for the actual effect to appear and the impact on the company. The implementation of the policy also involves the cooperation of many aspects, and there are still many things and details to be done."
"at present, we all know that the main problem of large-scale power stations is the absorption problem, and the construction of supporting electricity takes time." In Qian Jing's view, there are many non-human factors. For example, the sunny conditions in the northwest are sufficient, but the power consumption demand is small; The central and eastern regions use a lot of electricity, but the sunshine and land conditions are limited. At the same time, there are also some human factors, such as whether the policy is thoroughly implemented, whether the policy is scientific and sustainable, whether various interest units have been coordinated to reach a reasonable business model, and so on
there are not a few photovoltaic enterprises with this idea. "Now enterprises have many difficulties in building large-scale photovoltaic power stations. I don't know whether the operation of distributed projects will be different." An executive of a photovoltaic enterprise told China enterprise news that the construction of power stations requires not only government roadblocks but also electric roadblocks, and the license is more critical
the above-mentioned executives have calculated that to build a 1.5g watt power station, the domestic power station investment needs 16 billion yuan, and its own funds need 4.8 billion yuan. If the loan is 70%, the annual interest rate is 6.5%, and the annual interest is 700million yuan. For the 1.5g watt component capacity, the working capital must be about 2billion yuan
favorable policies may be issued
"at present, distributed power stations are still in the early exploration stage, what business model, how to connect with local electricity, the timeliness of policies, project development, including finding roofs, financing, project application, project design, engineering construction, until the operation and management after completion, how to sell electricity, how to cash subsidies, etc." Qian Jing told his concern that it was actually a very systematic, meticulous and cumbersome thing, "so the company also hopes that the investment conditions can be more mature, the operational performance of the policy is stronger, and the supporting scheme can be more perfect."
"without strong capital, he is just a senior expert in the field of cobalt metal; and Zhang Zhixian's deep cultivation in the automotive metal material industry for many years can drag down the enterprise. Because the problem of defaulting on electricity bills is very serious." The above executives said
"the problem of electricity arrears will be cleared up soon." Meng Xiangan told that the subsidy arrears of big power are being cleared up and the fees in arrears in the past should be made up as soon as possible. "Some subsidies have not been issued for nearly two years, but these things are being cleared up now."
the notice points out that the State implements a quota subsidy policy for unit electricity for photovoltaic power generation projects in the demonstration zone, and the State implements a unified subsidy standard for self consumption electricity and excess electricity. The total power generation and power supply of the project are measured and subsidized by the power enterprise
"the distributed demonstration area should not be in arrears." Meng Xiangan said that in fact, "the money for the large power station has been collected, but it has not been distributed until now because the intermediate link is relatively cumbersome." However, distributed power stations can solve all problems from the beginning to the end at the prefecture level, "the procedures are simplified, and the settlement may also be simplified."
in early September, the "opinions on strengthening distributed photovoltaic power generation and work" submitted by the State Grid Corporation of China proposed that the approval procedures for distributed systems would be simplified. For example, if the power generation system of 380 volt low-voltage access client is less than 300 kW, if you apply for a distributed system, you can directly apply to the customer service center of the prefecture level power company, which can accept it directly and design the access free of charge. Meng Xiangan said that the marketing department of a prefecture level power company can examine and approve the access plan, and the development department at the prefecture level can issue an opinion on access to power, that is, the notice of entry. "If this series of policies are approved, then the green light will be given to parallel power generation, and only the power supply contract needs to be signed."
"great, this is too important." Zhaoyonghong, Secretary General of Hangzhou solar photovoltaic industry association, said when hearing the news
it is understood that Hangzhou and Jiaxing in Zhejiang Province are preparing to apply for a 200 MW distributed photovoltaic power generation project respectively
"in fact, policies have been introduced frequently since last year." Meng Xiangan bluntly said, "now China's new energy is not lack of policies, nor lack of funds, the key is to improve the management system."
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