[Photovoltaic industry "the most stringent regulatory policy in history" was introduced, and photovoltaic industry reshuffle has come] On Friday (June 1st), the National Development and Reform Commission, the Ministry of Finance, and the Energy Bureau jointly issued the "Notice on Matters Related to Photovoltaic Power Generation in 2018". put forward:
This is known as the photovoltaic industry's "most stringent regulatory policy in history" regulation, and encourages local governments to support the development of the photovoltaic industry based on their respective actual policies. Various kinds of photovoltaic power generation projects that do not require state subsidy are arranged on their own according to the conditions for acceptance of the grid connection and related requirements. And since the release of the full implementation of the date, after the release of the New Deal, will inevitably set off a huge wave in the photovoltaic industry, the industry big shuffle is inevitable.
Uniform views of all parties: The New Deal is conducive to the healthy and orderly development of the photovoltaic industry
On the afternoon of June 2nd, National Development and Reform Commission researcher, director of the Renewable Energy Society and photovoltaic industry expert Wang Sicheng sent a letter to the Photovoltaic Committee of the Chinese Renewable Energy Society, saying that the "531 New Deal" will have a great impact on China's photovoltaic manufacturing industry. Another person in the industry bluntly stated that the background of the New Deal is that PV subsidy pressure will be greater, which will stimulate the industry to further reduce the development cost and develop to an unsubsidized model.
Relevant person in charge of the National Energy Administration said when reading the New Deal, the direction of photovoltaic development is unwavering, and the country’s support for the photovoltaic industry is unwavering. China's newly installed PV power generation has been ranked first in the world for five consecutive years, and its cumulative installed capacity ranks first in the world for three consecutive years. On the other hand, China's photovoltaic industry also has problems such as the emergence of photovoltaic power generation and continued expansion of subsidies, which directly affects the healthy and orderly development of the photovoltaic industry.
“China's photovoltaic power generation has undergone a period of growth, industrialization, and scale development. The current development needs to shift from expanding the scale to improving quality and efficiency and advancing technological advancement. It needs to be more conducive to healthy and sustainable development. Efforts will be made to promote technological advancement, reduce the cost of power generation, reduce the dependence on subsidies, optimize the scale of development, improve the quality of operations, and promote orderly development and high-quality development of the industry.†The person in charge of the New Energy and Renewable Energy Division of the National Energy Administration stated that this is this year. And the basic ideas for the development of photovoltaic power generation in the period to come.
Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, said in an interview that as the industry grows and develops, the construction cost of photovoltaic power stations continues to decline, and reducing subsidies is a matter of course. The continuous and rapid development of the photovoltaic industry, on the one hand, can easily lead to excess production capacity in China's photovoltaics and cause vicious competition in the market. On the other hand, although China has the world's most comprehensive and most complete photovoltaic industry chain, there is a lot of dependence on foreign technology in the latest technology. Therefore, the focus of the development of the entire industry should shift from scale expansion to high quality development. This is also one of the main reasons for the regulation and control of the state departments.
Focus on the development of advanced technology and high quality development projects
As one of the emerging industries, China's photovoltaic industry has experienced ups and downs. In 2009, the entire industry ushered in a period of rapid expansion. In 2012, photovoltaic companies fell into a collective loss. In 2013, Star Enterprise Wuxi Suntech went bankrupt and became a landmark event. After that, the United States and European countries started to anti-dumping Chinese PV companies, and high tariffs will rely on Chinese companies in overseas markets to force them back to China.
Regarding the scale arrangements made by the New Deal, the person in charge of the New Energy and Renewable Energy Division of the National Energy Administration pointed out in response to a reporter’s question that ordinary PV power plants have developed rapidly in recent years, and the problem of abandonment has appeared in some places. The New Deal is both for ease of consumption. The problem is also leaving room for advanced technology and high-quality photovoltaic power generation projects. In addition, in the past two years, distributed photovoltaics in some regions have shown problems such as rapid development and inconsistency with the power grid.
In terms of construction of the leading base, in 2017 the National Energy Administration organized and organized the construction of the third leading photovoltaic power generation base. There are 10 application leading bases and 3 technology leading bases, totaling 6.5 million kilowatts. “Considering the remarkable effect of the leading base construction in promoting technological advancement, industrial upgrading, cost reduction, and subsidy retreat, this year whether it will reorganize the construction of the leading base and how large-scale and when it will be launched, we will study the optimization of the scale of photovoltaic power generation. The person in charge said.
“What needs to be specified is that the direction of the country’s development of photovoltaic power generation is unwavering. This document is a phased annual policy arrangement that focuses on solving the outstanding contradictions and outstanding problems in the current development of photovoltaics, and is to promote the photovoltaic industry in China from To be stronger and stronger, to promote PV companies to practice internal strength, strengthen their physical fitness, and improve their core competitiveness.†The responsible person stated that for this year's new construction scale arrangement, it is not necessary to limit the scale of PV development, but only to optimize projects that require central government subsidies. scale. The scale of photovoltaic power generation projects with advanced technology, high development quality, and no need for central government subsidies is liberalized.
SMEs face elimination
Affected by the policies, large enterprises with the first tier in the industry and strong cost control ability can obtain support from foreign markets, and SMEs can hardly survive the winter of the industry. Photovoltaic industry-related listed companies are mostly industry leaders, such as Lin Yang Energy and Jiaze New Energy.
At present, photovoltaic power generation is faced with both the reality of subsidy and the long-term development problem of insufficient market competitiveness. To this end, the next step will be to promote the reduction in the cost of photovoltaic power generation itself through various measures while encouraging local governments to introduce policies to support the development of the photovoltaic industry, reduce non-technical costs, and reduce the intensity of subsidies. For photovoltaic power generation projects that do not require central government subsidies, local governments may arrange their own construction according to the conditions for accessibility and related requirements.
Liu Wenping, founder of Dijing New Energy, a company specializing in roof-top solar power business, sent a letter to the company’s shareholders and partners on the 2nd via WeChat public account, saying that “this is an unprecedented regulation effort,†like the hawk pushing the young cubs off the cliff. It learns to fly." Liu Wenping said that the New Deal means that the grid-connected projects after June 1 will not receive subsidies, and hopes for the support of local governments. He disclosed that in the five new projects of the first half of this year, Sijing New Energy will face the risk of short-term suspension or even end-of-life. Li Haitao, Planning and Development Department of China Datang Corporation, believes that in the entire photovoltaic industry, first-line brands will spend the winter, and small brands may disappear on the rivers and lakes.
Han Xiaoping, Chief Information Officer of China Energy Network, said in an interview with reporters on the 3rd that the annual distributed photovoltaic project may exceed 10 million kilowatts at the end of May, which means that projects that have already started are either seeking subsidy from local governments or waiting for the delay. Next year's indicators, either simply do not subsidize. Han Xiaoping believes that sharply shrinking the scale of construction will allow many companies to be eliminated due to lack of projects.
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