Photovoltaic "531" New Deal follow-up support for the photovoltaic industry unwavering

After the release of the "531" New Deal, the National Energy Administration recently stated that support for the photovoltaic industry is unwavering.

The National Energy Administration promised to do the following work in the near future: First, cooperate with the Ministry of Finance to release the seventh batch of renewable energy subsidies; second, increase the power system reform, and effectively promote the market-based trading of distributed power generation; Implementation of the renewable energy power quota system. The fourth is to implement the measures to reduce the burden on renewable energy enterprises, and create a good market environment and business environment; the fifth is to require grid companies to do a good job in grid-connecting photovoltaic projects; the sixth is to expand the market for photovoltaic power generation and reduce the abandonment Light limit.

It is worth noting that in the “531” policy, the detailed regulations on the scale and subsidy control of the distributed power station were issued.

Including, in terms of scale, this year, a scale of 10 million kilowatts will be allocated to support the construction of distributed photovoltaic projects, and distributed photovoltaic projects not connected to the grid before the policy is introduced will be supported by local governments.

In terms of price, the newly-operated distributed photovoltaic power generation project adopting the “spontaneous self-use and surplus electricity online” mode, the total electricity subsidy standard is reduced by 0.05 Yuan, that is, the subsidy standard is adjusted to 0.32 Yuan per kWh (including tax). The distributed photovoltaic power generation project adopting the “full amount of Internet access” mode is executed according to the price of the photovoltaic power station in the resource area.

It is worth noting that according to many industry insiders, the “10GW distributed PV quota” indicated in the above policy is likely to be used up before May 31, which means that new distributed the income level and construction scale of PV power plants will be greatly affected by different local policies.

Under the provisions of this detailed regulation, Hebei Province took the lead in the introduction of the local "Guidelines for the Construction of Distributed Photovoltaic Power Generation in the Province (Trial)". The "Opinions" stipulate that by 2020, the province's new distributed photovoltaic power generation scale will be 2GW, with a cumulative total of 4GW. Among them, the indicator for 2018 is 670MW.

The key tasks are determined, and the “photovoltaic + heat source” heating is actively promoted. Distributed photovoltaic poverty alleviation is carried out according to local conditions, and the green energy use of party and government institutions is actively promoted to promote market-oriented transactions of distributed photovoltaic projects. However, Hebei Province has not adjusted the subsidies for distributed PV in relevant policies.

Later, Shandong Province also announced the adjustment of distributed electricity prices after the “531” policy. According to the current network transmission documents, the distributed photovoltaic power generation project adopting the mode of “spontaneous use and surplus electricity access”, the total electricity subsidy standard is 0.32 Yuan per kWh (including tax).

The distributed photovoltaic power generation project adopting the “full amount of Internet access” mode is implemented according to the standard on-grid tariff of the photovoltaic power station in the Class III resource zone. After adjustment, it is 0.7 Yuan per kWh (including tax), of which the on-grid price is 0.3949 Yuan/kWh. Execute 0.3051 Yuan / kWh.

It is worth noting that, according to the “Notice on Adjusting the On-grid Price and Management Mode of PV Wind Power Benchmarks for the Implementation of the Reform and Development Price [2016] No. 2729 Document, “the PV power station’s on-grid price refers to the determination of the commissioning time, and the province Acceptance date for grid companies." For the grid inspection and acceptance by the grid enterprises before May 31, 2018 (inclusive), it shall be deemed to be connected to the grid before May 31, 2018 (inclusive).

“In fact, the subsidies in the photovoltaic industry are declining. In the long run, distributed PV projects are a good direction, whether from electricity safety or from the opening of electricity market transactions.” A practitioner in the photovoltaic industry Ning Yang told reporters.

She also told reporters that distributed projects need to find a long-term path that does not have to rely on subsidies to survive, and at the same time, combined with power trading to increase the proportion of consumption.

Ning Yang told reporters that China's distributed photovoltaic industry, there are a lot of private enterprises involved, although the New Deal for some capital and enterprises means that they affect their short-term interests, but in the long run, to improve the elimination of Photovoltaics Nasdaq still played a very positive role.

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