The hottest new energy policy dividends are freque

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The dividend of new energy policy is frequent, and the solar photovoltaic installation target of the "13th five year plan" is 150gw, including 70gw distributed photovoltaic power stations and 80gw centralized photovoltaic power stations. If this goal is to be achieved, the average annual demand for photovoltaic equipment in China will exceed 20GW in the next five years

recently, policies in the field of new energy have been blowing. The "administrative measures for the full guaranteed acquisition of renewable energy power generation" will be issued soon, and the fiscal and tax preferential policies will continue to be promoted. In the context of the country's efforts to develop a low-carbon green economy, "favorable policies + favorable technology + favorable environment" for the photovoltaic industry, it can be said that the time, place and people are in harmony

on December 15, 2015, the National Energy Administration issued the draft of the 13th five year development plan for solar energy utilization. According to the draft, by the end of 2020, the installed capacity of solar power generation will reach 160million kW, the annual power generation will reach 170billion kW, and the total annual investment will be about 200billion yuan. The proposal of the "13th five year plan for photovoltaic industry" will undoubtedly bring great opportunities to photovoltaic enterprises

the draft clearly points out that the target of solar photovoltaic installation in the "13th five year plan" is 150gw, including 70gw distributed photovoltaic power stations and 80gw centralized photovoltaic power stations. If this goal is to be achieved, the average annual demand for photovoltaic equipment in China will exceed 20GW in the next five years. If the above goals are achieved, by the end of 2020, the installed scale of solar power generation will account for 7% of the national power structure, 15% of the new power installed structure, and 2.5% of the national power generation structure. Among the total installed solar energy, photovoltaic power generation accounts for 94% and solar heat accounts for 6%; The western region accounts for 35% of the installed capacity of solar power generation, while the other 65% are distributed in the central and eastern regions

on December 22, 2015, the people's Bank of China announced that it would launch green financial bonds in the inter-bank bond market, in which photovoltaic was included in the catalogue of green bond support projects. With the increase of financial support, the financing difficulties of the photovoltaic industry have been alleviated to a certain extent. In addition, recently, the national development and Reform Commission issued the notice on improving the benchmark price policy for onshore wind photovoltaic power generation, which appropriately reduces the benchmark price for new onshore wind power and photovoltaic power generation. The adjusted benchmark price policy will maintain strong support for the new energy industry

photovoltaic installed capacity continues to grow

data show that China's photovoltaic installed capacity continues to grow. In 2014, the new installed capacity of photovoltaic power generation was 10.6gw, accounting for about one fifth of the world's new installed capacity. It is estimated that the domestic photovoltaic installed capacity in 2015 and 2016 will be 17.8 gap broaching GW and 20GW respectively, with growth rates of 57% and 41% respectively

during the 13th Five Year Plan period, the photovoltaic industry will continue to maintain rapid development, especially to expand the scale of distribution, and focus on improving conversion efficiency, reducing costs, and improving the competitiveness of the whole industry chain. In addition, the "opinion draft" of the "13th five year plan" also points out the scale layout of each region by 2020

according to the photovoltaic accumulation and scale layout at the end of 2020, photovoltaic power stations are still the main development focus in the northwest and West. By 2020, photovoltaic power stations in the northwest will reach 48.5gw and distributed power stations will reach 3.95gw. Distributed power stations will be promoted in East China and the Middle East. By 2020, the cumulative distributed power stations in East China are expected to reach 24.4gw. It is worth noting that the central and eastern region has the highest photovoltaic planning volume in China

photovoltaic power generation has shown a pattern of common development in the East, central and western regions. By the end of 2014, the newly installed capacity in the central and eastern region had reached 5.6 million KW, accounting for 53% of the physical tests of various materials such as tensile, tear, peel, compression, bending, shear, 3-point bending and 4-point bending in the country. Among them, Jiangsu Province added 1.52 million KW, second only to Inner Mongolia Autonomous Region; Hebei Province has increased 970000 kW, ranking first in the country. Among the western provinces, Inner Mongolia, Qinghai, Gansu and Ningxia are all large

according to the overall planning of national photovoltaic power generation, compared with ground power stations, distributed power stations have larger development space and flexibility. According to the plan, the distributed capacity will reach 70gw by 2020, while the cumulative installed capacity of the distributed capacity will be 4.67gw by 2014, with an average annual installed capacity of 13GW

according to the statistics of the national energy administration, about 300million kW of photovoltaic power generation can be installed in buildings across the country, and 80million kW can be installed in industrial parks above the provincial level alone, with huge market potential. Compared with large-scale power stations, the distributed system solves the problem of long-distance transmission and parallel pressure of large-scale power stations. At present, with the promulgation of the national power reform policy and the development of energy interconnection, more and more companies in China are involved in business models from the power consumption side, which can interconnect the power supply side, and is expected to achieve the real implementation of energy demand side management and energy interconnection. With the development of technology, the implementation of energy interconnection, and the weaknesses of distribution, such as unclear business model and difficult electricity collection, will be solved

photovoltaic benchmark electricity price reduction

from January 1, 2016, the photovoltaic electricity price adjustment plan was officially implemented, and the upper prices of three types of light resource areas were reduced from 0.9, 0.95, 1.00 yuan/kwh in 2015 to 0.8, 0.88, 0.98 yuan/kWh respectively. Sample preparation of Mooney viscometer. For the power stations that have been put into operation and those that were filed before January 1st, 2016 and put into operation before June 30th, 2016, the original electricity price will still be implemented. In order to enjoy the residual temperature of high price subsidies, the first half of 2016 may usher in a large-scale installation tide

at present, there is a serious phenomenon of light abandonment and power curtailment in class I resource areas due to insufficient local consumption capacity and limited delivery conditions. From January to September 2015, the country's cumulative photovoltaic power generation was 30.6 billion kwh, with a light rejection rate of 10%, mainly in Gansu and Xinjiang. Class III resource areas mainly include the eastern coastal areas. Although the lighting conditions in this area are not as good as those in the central and western regions, the power access conditions are good and the regional power consumption capacity is strong. With the increasingly serious air pollution, the sharp reduction of photovoltaic power prices in class I and class II resource areas in 2016, and the increasing tension of land resources in the central and western regions, the future installed capacity may be inclined to class III resource areas

in terms of the impact of the reduction in electricity prices, although the reduction in photovoltaic benchmark electricity prices is a conventional measure to guide the decline in industry costs, for photovoltaic class I resource areas, the reduction of more than 10% is still beyond the original market expectations, especially in the context of large power restrictions and subsidy arrears in Xinjiang and Gansu. In the future, the competition of ground power station installation is no longer fast, but fine installation and efficient operation and maintenance. Where to install power will not be limited, and how to operate and maintain to improve power generation are the first issues that developers and operators need to consider. In addition, class III regions have ushered in good opportunities for development. The benchmark price of PV has decreased slightly from 1.00 yuan to 0.98 yuan, which has a small impact on class III regions, and the investment income is still very considerable. At the same time, class III regions are also regions with relatively large energy consumption. The construction of distributed photovoltaic power stations in class III regions can reduce the loss and cost of long-distance transmission of electricity

in 2015, Liu Qi, deputy director of the national energy administration, presided over a symposium on the convergence of the 13th five year plan for energy development in eastern and central China. The development of new energy was clearly mentioned at the meeting. East and central China are the regions with the most concentrated energy consumption in China. With technological progress, the wind and light resources in these regions have development value. Therefore, in the future, new energy in East and central China and other regions close to the load area will grow rapidly

cost decline and profit rise

the introduction of the national new energy policy and the 13th five year plan for photovoltaic shows the country's determination to develop the photovoltaic industry. In 2015, the photovoltaic industry itself also handed in a beautiful answer. The net profit margin of the industry has increased significantly, and technological progress and cost decline have brought about the upgrading and adjustment of the industrial chain

in the first half of 2015, the overall operating revenue of the photovoltaic industry was 2billion yuan, an increase of 22% year-on-year; The net profit was 1.4 billion yuan, with a substantial increase of 192%; The gross profit margin of the industry in the first half of the year was 20%, unchanged from the same period last year. In addition to the relatively stable growth rate of the overall performance of the industry, the increase in profits is mainly due to the reduction of costs and expenses and the reduction of asset impairment losses

compared with the same period in 2014, the investment in polysilicon and crystalline silicon battery production lines decreased, and the average comprehensive energy consumption of polysilicon production and silicon consumption per watt of battery decreased by about 10% respectively. The average conversion efficiency of single crystal and polycrystalline batteries in backbone enterprises increased from 18.8% and 17.3% to 19.3% and 17.8% respectively; The investment cost of photovoltaic power generation system decreased from about 10 yuan/watt to less than 9 yuan/watt

according to Gao Jifan, chairman of China Photovoltaic Industry Association, the photovoltaic cost has decreased to 1/8 of the original in the past 10 years, and can continue to reduce by 30% in the short term in the future. In the future, with the support of policies, the installed capacity of photovoltaic will continue to grow, and the industry profit is expected to continue to grow

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