531 PV latest policy interpretation
Number of clicks：3392018-07-26 22:19:46 source: 光伏盒子学堂
On June 1st, many PV people were still immersed in the memories of childhood happy times. A paper document issued by the National Development and Reform Commission, the Ministry of Finance and the Energy Bureau jointly issued a notice on matters related to photovoltaic power generation in 2018. Turn this Children's Day into a "children's robbery."
Strict policy is like pouring a cold water on the head of a photovoltaic person, directly turning the hot summer into a few cold winters. I believe that many PV people have no sleep overnight.
The interpretation of policy content mainly has the following five aspects:
1. According to the actual development of the industry, the construction scale of ordinary photovoltaic power stations (ground power stations) in 2018 will not be arranged. In the past, some provinces that have already allocated indicators have been assigned. According to the spirit of the new notice, the indicators will be abolished and waiting for new documents to be issued.
2. From June 1st, the on-grid tariff of the newly-operated (integrated grid) photovoltaic power station will be reduced by 0.05 yuan per kWh (the standard on-grid price of the first-, second-, and third-class resource areas will be adjusted to 0.5 yuan per kWh respectively). , 0.6 yuan, 0.7 yuan), using the "spontaneous use, surplus power online" mode of distributed photovoltaic power generation projects, the full power tariff subsidy standard reduced by 0.05 yuan (subsidy standard of 0.32 yuan per kWh). The distributed photovoltaic power generation adopting the “full amount of Internet access” mode is managed by ordinary power stations. This kind of project can only be transferred to the self-use surplus power and then queued to enter the 2019 subsidy scale. The frequency of adjusting subsidy tariffs in the future may increase, no longer a one-year adjustment.
3. The distributed photovoltaic project has only 10GW of indicator scale this year. In view of the 8.75GW of grid-connected photovoltaics from January to April 2018, by May 31, the 10GW indicator has basically been used up. This year, all distributed PVs in China will have no “subsidized” indicators. There are only three options for projects that have been filed before May 31 (inclusive) and have been started but not connected to the grid:
(1) Local provincial subsidies support
(2) Waiting for next year's indicators
(3) Do not subsidize
Those distributed photovoltaic projects that are under construction or built into the grid will not be able to enter the subsidy list until June 1st, 2018 (but still can be queued for the subsidy scale in 2019), and the revenue of the power station will inevitably be very unfavorable. influences. In the face of the responsibility of the owner of the power station, the EPC installer explained that this is a force majeure of changes in national policies. (Although this owner is not necessarily acceptable)
4. The state supports photovoltaic poverty alleviation projects and maintains the electricity price of photovoltaic poverty alleviation projects unchanged. The benchmark PV price of village-level photovoltaic poverty alleviation power stations (0.5 MW and below) remains unchanged (0.65 yuan per kWh for a resource area, 0.75 yuan for a second-class resource area, and 0.85 yuan for a third-class resource area). Poverty alleviation is a political task, and subsidized electricity prices are subject to special protection.
5. Household PV is also distributed. From June 1st to 2018, the state will no longer arrange household indicators with subsidies. The subsidized household project indicators will wait until 2019. Before May 31, 2018, photovoltaic power plants that have been connected to the grid will still implement the original electricity price subsidy standard and enjoy 20 years of subsidies without worrying too much.
In fact, the state has issued a warning signal long before the new policy is introduced. The National Energy Administration held a press conference on April 24th. Director Li Chuangjun mentioned the scale control of 10GW photovoltaic projects. Although it did not directly indicate that it was a “distributed indicator scale”, it also gave everyone a “vaccination” in advance.
However, this policy change has left most PV people unprepared and has not been prepared for a little. On May 31, the Energy Bureau convened a meeting of officials of relevant units at 10 am, and formed a policy document and stamped it in the afternoon. The action was fast and the efficiency was high. It can be seen that the energy authorities have a clear determination and determination to this regulation. .
The shortage of the National Renewable Energy Fund and the arrears of subsidies are serious, and it has always been the "Sword of Damocles" hanging over the top of the photovoltaic industry. But too many people choose to ignore or deliberately avoid it. But the problem always exists, and after all, we still have to find a solution.
Because distributed PV subsidies are in the top position among the national subsidy distribution sequences. The country has not had scale restrictions and control measures, and the low installed cost of the photovoltaic industry, high electricity price subsidies, and high profits have made many other industry people flock to the photovoltaic industry. The scale of distributed PV installations has been “savagely growing”. In 2017, the installed capacity was 19.44GW, a year-on-year increase of 3.7 times. The subsidy gap, which has already been insufficient, has further increased, and the country has to start a new round of regulation.
Since the beginning of 2018, many national policy researchers, industry experts and industry association leaders have expressed their views on various occasions: they are not particularly optimistic about the new installed capacity of the photovoltaic industry this year, and feel that the photovoltaic industry needs to cool down. However, due to the outbreak of distributed PV last year, these sounds were ignored by everyone intentionally or unintentionally.
Many PV companies are still optimistic and confident about the expected installed capacity of China's PV in 2018. They have set up factories in various places and increased their production capacity. I don’t know that the big stick of macroeconomic regulation has been lifted up and then dropped. With the introduction of this new regulation and control policy, there will be no installed installation of distributed photovoltaics after June 1, which means that the scale of new installations nationwide will be greatly reduced in 2018. The "winter" of distributed photovoltaics is here!