The hottest photovoltaic enterprises meet the era

2022-08-13
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Photovoltaic enterprises meet the "era of parity" and distributed photovoltaic continues to grow rapidly

according to the adjustment standard published by the national development and Reform Commission, the electricity price of photovoltaic power generation projects put into operation after January 1, 2018 decreases by 0.1 yuan per kilowatt hour, and the kilowatt hour subsidy standard of distributed photovoltaic power generation projects that are put into operation after January 1, 2018 and adopt the "self use, surplus" mode decreases by 0.05 yuan. Relatively speaking, the lower than expected price reduction finally breathed a sigh of relief for photovoltaic people who were intertwined with expectations and worries

the price adjustment is not out of the industry's expectation. Technology upgrading is the way of development.

"this price adjustment will not have a great impact on the development of photovoltaic enterprises." Peng Peng, director of the Policy Research Department of the renewable energy special committee of the China Circular Economy Association, told that in recent years, the photovoltaic electricity price standard has experienced several reductions, especially in class I resource areas, and the just announced 2018 electricity price standard is close to 60% of the 2015 electricity price level. However, with the continuous innovation of enterprise R & D technology, the cost of kilowatt hour electricity continues to decline, and the battery conversion efficiency is improving day by day, which can still ensure that enterprises maintain a certain profit space, and their survival and development will not be greatly affected

not a few people hold this view. In the interview, a number of enterprise leaders also made it clear that the adjustment of the electricity price on the benchmark of photovoltaic power generation projects is expected. The reduction range is basically the same as the previous market expectations, or even slightly low. There is no cliff like decline, and most enterprises can still maintain reasonable profits

Wang Yingge, assistant to the chairman of longjileye Photovoltaic Technology Co., Ltd., pointed out that with the continuous decline of kWh cost, the continuous reduction of government subsidies is the inevitable result of the development of the industry. As an important means to promote the healthy and orderly development of the photovoltaic power generation industry, the photovoltaic power price decline mechanism is putting forward higher requirements for the technology research and development ability of enterprises. "In the future, only enterprises that can realize the continuous improvement of technology can achieve better development."

according to the 2018 photovoltaic electricity price table released by the national development and Reform Commission, "photovoltaic power station projects that were filed before 2018 and included in the scale management of financial subsidies in previous years, but have not been put into operation before June 30, 2018, the 2018 benchmark electricity price shall be implemented." Under this provision, will the third round of rush loading tide come with it

people in the industry are calm in the face of concerns

"after the rush of loading in the previous two years, the whole photovoltaic industry has reached a consensus, and parity will be the inevitable trend of the development of the industry in the next few years." Liu Yong, senior vice president of Zhonglai Co., Ltd., said that "in 2020, the electricity side parity of photovoltaic power generation" is both a goal and a driving force for photovoltaic enterprises. In order to continue to compete in the upcoming "era of parity", financial leasing institutions will be the owners and lessors of energy storage power stations to take the lead. Photovoltaic enterprises are constantly increasing R & D investment to further improve conversion efficiency and product quality, with a view to adding more chips in the increasingly fierce market competition

at the same time, according to relevant regulations, "since 2019, all photovoltaic power generation projects included in the annual scale management of financial subsidies will implement the corresponding benchmark electricity price according to the operation time". This means that from the next year, all photovoltaic power generation projects will implement the corresponding electricity price standards according to their consolidation time. In this case, enterprises need to carry out comprehensive and rational planning at the beginning of planning to invest in photovoltaic power stations, and promote project construction in a reasonable and orderly manner, so as to ensure that photovoltaic power stations can obtain more satisfactory electricity price income

according to the prediction of industry experts, the cost per watt of photovoltaic modules in China may reach about 2-2.2 yuan by the second half of 2018. According to the statistical data released by the silicon branch of China Nonferrous Metals Industry Association, as of December 22, the price of crystalline silicon solar modules in China was about 2.7-2.9 yuan per kilowatt hour. The price reduction of nearly 25% is not easy, and China's photovoltaic enterprises may need to make more efforts

the subsidy reduction is difficult to stop the surging development momentum. Distributed photovoltaic still has broad market prospects

for more and more users of the distributed photovoltaic industry, 2017 is destined to be a year worth remembering

according to the statistical data released by the national energy administration, in the first three quarters of 2017, China's distributed photovoltaic installed capacity increased by 15.3 million KW, a year-on-year increase of 4 times. Especially in the third quarter of this year, China's distributed photovoltaic installed capacity increased by 8.19 million KW, which is basically equivalent to doubling the new installed capacity in 2016

it is worth noting that in recent years, although the electricity price of photovoltaic power stations has been reduced successively, the kWh subsidy standard of distributed photovoltaic power generation projects has been maintained at the level of 0.42 yuan per kWh. According to the price adjustment standard released this time, in addition to small village level photovoltaic poverty alleviation power stations and household distributed poverty alleviation projects, the kWh subsidy for distributed photovoltaic projects that "the company's general manager Chen Xi said would be reduced for the first time, and the reduction rate reached 11.9%. In China's plastic machinery market,

"considering that this is the first time to reduce the subsidy for distributed photovoltaic power generation, and the reduction rate is only half of the reduction rate of this ground power station, we expect that in areas with local subsidies, distributed photovoltaic power generation projects for self use and residual power will still maintain a good project income space in 2018." Wang Yingge said

he also pointed out that in the future, the development of distributed photovoltaic is likely to promote the transformation of photovoltaic industry from 2b to 2C. The change and maturity of business model will complement and interact with the trend of parity, bringing broader market prospects for the development of distributed photovoltaic

the development of photovoltaic poverty alleviation projects has also ushered in significant benefits. In this subsidy adjustment, village level photovoltaic poverty alleviation power stations (0.5 MW and below) and household distributed photovoltaic poverty alleviation projects continued to maintain the electricity price subsidy standard of 0.42 yuan per kWh (including tax), becoming the only "lucky man" who maintained the original subsidy standard. In order to achieve the goal of building a moderately prosperous society in all respects by 2020 as scheduled, we have reason to believe that photovoltaic poverty alleviation projects will continue to achieve rapid growth in market size with the strong support of national policies

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