Xinhua News Agency, Beijing, April 3 (Reporter Xu Man) On April 2, the industry's long-awaited 2020 photovoltaic power generation on-grid tariff policy boots landed. Experts believe that this year's photovoltaic power generation on-grid pricing policy is in line with industry demands and expectations, releasing a positive signal to continue to move forward, and will play a greater role in promoting the overall development of the industry.
According to the "Notice on Matters related to the on-grid Tariff Policy of photovoltaic power generation in 2020" issued by the Price Department of the National Development and Reform Commission, the guiding price of newly added centralized photovoltaic power stations in class I, II and III resource areas this year is 0.35 yuan, 0.40 yuan and 0.49 yuan per KWH, respectively. Compared with the guidance of last year, the price of electricity decreased by 0.05 yuan, 0.05 yuan and 0.06 yuan per KWH respectively.
Liu Yiyang, deputy secretary general of the China Photovoltaic Industry Association, pointed out that the guiding price of centralized power stations in three resource areas this year has increased by 0.02 yuan per kilowatt-hour compared with the first round of consultation draft of the National Development and Reform Commission, which fully reflects the opinions and demands of the industry, and is conducive to better mobilizing the enthusiasm of bidding.
From the perspective of subsidy intensity, Qinghai, Xinjiang II region, Shanxi III region, Guizhou, Shaanxi, Henan, Anhui and other places are more than 0.1 yuan/KWH, and the relative bidding advantage is more obvious.
In addition, the New Deal stipulates that the subsidized price of industrial and commercial distributed photovoltaic, "spontaneous self-use, surplus electricity online" project is 0.05 yuan/KWH, down 0.05 yuan/KWH compared with 2019; The on-grid electricity price of the full on-grid project is managed according to the centralized power station in the resource area. The subsidy for household PV KWH is 0.08 yuan/KWH, down 0.1 yuan/KWH from last year.
Although the notice said that "implementation began on June 1," the China Photovoltaic Industry Association pointed out that the electricity price document of the National Development and Reform Commission last year also mentioned that "this notice has been implemented since July 1, 2019," but it did not affect the electricity price of household projects connected to the grid from January 1 to June 30 last year. Therefore, the time for household PV to be included in the scale in 2020 will also be calculated from January 1 this year, and a one-month buffer period will be retained after the total installed capacity of the projects that can be arranged in the year is exhausted. It is estimated that the initial scale of household use is 6GW, such as considering a one-month buffer period, the annual scale can be arranged at more than 6.5GW.
Liu Yiyang believes that the household electricity subsidy has dropped from 0.18 yuan to 0.08 yuan last year, although it seems to be relatively large, but this is to consider that under the premise of the total subsidy scale limit, the price is lower, the total subsidy amount will be more. On the other hand, it is also to allow the household market to have more sustained profits, rather than unilaterally pursuing high profits, to avoid causing a shutdown in the second half of the year after the quota is robbed and loaded. The subsidy intensity of 8 cents can allow the household market to reach 6GW-7GW under the total amount of annual subsidies of 500 million yuan, which is conducive to the healthy, stable and sustainable development of the household market, so I think this price is more appropriate."
Yang Liyou, general manager of Jinneng Clean Energy Technology Co., LTD., said that the landing of the electricity price policy has given the whole industry a positive signal to move forward. This year is the second year of bidding, enterprises are more familiar with the bidding process, and it will be more stable. "In terms of expectations, due to the impact of the epidemic this year, the problem of time constraints still exists, and the industry is generally cautiously optimistic about whether it can complete the selection, construction and grid connection tasks of all projects within the specified time."
Under the new price of electricity, Yang Liyou estimated that the mainstream of this year's development is still centralized photovoltaic power plant projects, because centralized photovoltaic power plant projects are easy to achieve scale, while industrial and commercial distributed projects, due to the old problems such as electricity settlement still exist, its complexity is higher, and because the scale of a single project is relatively small, so scale benefits are not easy to reflect. However, according to the strength of the electricity price subsidy of 5 cents this year, the economy of good industrial and commercial distributed photovoltaic projects can be guaranteed.
Liu Yiyang believes that the centralized project subsidy intensity is higher than the distributed, and its competitive advantage is larger, because in some places, the centralized project is still a certain gap from the parity of the Internet, and it does need some subsidies. If the subsidy intensity is appropriately increased by 1-2 cents, the project yield can meet the requirements of enterprises, and the enthusiasm of enterprises will be greatly improved; Although the distributed project subsidy is only 5 cents this year, it will not have much impact on it, because the distributed project is more concerned about the sustainability of the enterprise's electricity consumption and the security of the electricity collection. Therefore, this year's electricity price policy is generally good for the development of the industry.
Affected by the epidemic, this year's household projects may not begin to fully resume work until April, and the New Deal gives 8 cents of subsidy intensity, on the one hand, considering the capacity of the subsidized market can be larger; On the other hand, the intensity of subsidies has been greatly reduced, which is conducive to weeding out some enterprises that make quick money.
"The willingness of the household market to grab clothing this year is not expected to be as high as last year, but the household market this year is still more optimistic, and there should be a longer duration, and the subsidy is expected to be used until the end of November." Liu Yiyang said.
Yang Liyou said that under the situation of the continuous spread of the global novel coronavirus pneumonia epidemic and the continuous decline of domestic subsidies, the overall competitive environment of the industry has become more intense this year. However, it is foreseeable that the old production capacity of the industrial chain will therefore accelerate the elimination, and industry integration and technological progress will accelerate. From the perspective of industry health, who can survive, whose competitiveness will be enhanced, so the future competitiveness of the photovoltaic industry will be stronger.
