Three departments push the new PV strategy: no new underground power station will be added during the year

Suspension of the issuance of ordinary ground power station indicators, limited scale of distributed photovoltaics, and reduction of on-grid tariffs... On June 1, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued a Notice on Matters Related to Photovoltaic Power Generation in 2018. (Because the date of the payment is May 31, hereinafter referred to as "531 New Deal") has caused heated discussion in the industry.

The reporter was informed that on the afternoon of June 2, Wang Sicong, a researcher of the National Development and Reform Commission, a member of the Renewable Energy Society, and a photovoltaic industry expert, wrote to the Photovoltaic Committee of the China Renewable Energy Society, saying that the "531 New Deal" would cause great impact on China's photovoltaic manufacturing industry. Shock.

Some insiders also bluntly told reporters that they did not expect the new policy to be so strict. This "June 1" Children's Day gift is a bit heavy, but it can also be called the "adult ceremony" of the photovoltaic industry. The New Deal background is a large pressure on PV subsidies, which will stimulate the industry to further reduce development costs and develop into a non-subsidy model.

Regarding the scale arrangement made by the New Deal, the National Energy Administration pointed out that in the past few years, the ordinary photovoltaic power station has developed rapidly, and some places have abandoned light. The New Deal is not only to ease the problem of consumption, but also to advanced technology and high quality photovoltaic. Power generation projects leave room for development. In addition, in the past two years, distributed photovoltaics in some regions have developed problems such as rapid development and inconsistency with the power grid.

Leave room for advanced technology

According to the "531 New Deal", the construction scale of ordinary photovoltaic power stations in 2018 will not be arranged. Before the state has not issued documents to start the construction of ordinary power stations, all localities may not arrange the construction of ordinary power stations that require state subsidies in any form. Ge Zhijian, a partner of Sunshine Times Law Firm, told the Daily Economic News reporter that this actually pushed the PV parity online policy forward from the original 2020 for two years. In the future, ordinary ground PV power plants will be independent of state subsidies. Affordable internet project.

In addition, the New Deal further clarified the need to regulate the development of distributed photovoltaics. This year, a scale of 10 million kilowatts (or 10 GW) was arranged to support the construction of distributed photovoltaic projects. It is worth mentioning that data from the National Energy Administration shows that distributed photovoltaic power generation has been developing at a high speed since last year. From January to April this year, the newly installed capacity has reached 8.75GW.

Regarding the reason for the above-mentioned new construction scale, the National Energy Administration pointed out that ordinary photovoltaic power plants are developing rapidly, and some places have abandoned light. The scale of the construction of ordinary photovoltaic power stations in 2018 will not be arranged, which will not only ease the problem of consumption, but also leave room for development of advanced technology and high-quality photovoltaic power generation projects. In addition, distributed PV has maintained a rapid growth momentum in the past two years, and some regions have developed problems such as rapid development and inconsistency with the power grid. In response to this situation, a scale of about 10 million kilowatts is explicitly arranged to support distributed photovoltaic projects. Before May 31 (including), the grid-connected project will be included in the central financial subsidy. Other projects that will be put into operation during the year will be supported by the local government according to their financial resources and capacity.

Peng Hao, secretary-general of China New Energy Power Investment and Financing Alliance, said that the new policy background is a large subsidy pressure. The “quick brake” of the total development will stimulate the industry to further reduce development costs and develop to the unsubsidized model, not to suppress the photovoltaic industry. According to the statistics of the Ministry of Finance, as of the end of 2017, the renewable energy subsidy gap has reached 100 billion yuan.

However, Wang Sicheng pointed out in his opinion letter that if the "531 New Deal" is implemented, the photovoltaic manufacturing industry will have 56% of idle capacity, which is a very big impact on the photovoltaic industry. In response, the Photovoltaic Committee issued a reply saying that it will, together with the PV industry association, summarize the opinions of everyone and report their opinions to the three departments and make recommendations. The Photovoltaic Industry Association also said that it is actively working on various aspects and has issued surveys and opinions.

Unsubsidized projects or mainstream

At the same time as the new indicators are strictly controlled, the subsidies for photovoltaic power generation are also accelerating.

The "531 New Deal" stipulates that from the date of the issuance of the text, the on-grid tariff of the newly commissioned photovoltaic power station will be reduced by 0.05 yuan per kWh, and the on-grid tariffs of the Class I, II and III resource zones will be adjusted to 0.5 yuan per kWh. , 0.6 yuan, 0.7 yuan (including tax). And the newly-invested distributed photovoltaic power generation project adopting the mode of “spontaneous self-use and surplus electricity access”, the total electricity subsidy standard is reduced by 0.05 yuan, that is, the subsidy standard is adjusted to 0.32 yuan per kWh (including tax).

The reporter noted that this is contrary to the "630 policy" that is well known in the industry. The so-called "630 policy" refers to the ordinary ground photovoltaic power station that was filed in previous years. If it is still not put into operation before June 30 of that year, the new annual feed-in tariff will be implemented. Therefore, the “630 Policy” has had a great impact on market conditions, component supply, and project acquisitions, and has become one of the major psychological expectations of industry practitioners.

Lawyer Shoufang Liang of Sunshine Times Law Firm told the reporter that in many PV project investment, M&A or general contracting agreements, the parties set the terms or guarantees of the guaranteed price according to the expectations of the “630 Policy”, such as the transferor guarantees the photovoltaic project. Connected to the grid before June 30 and guaranteed on-grid tariffs; as the "630 Policy" ceases to exist, it is foreseeable that there will be many breaches and disputes. How to deal with these issues is still unknown.

An insider of a PV company listed in Hong Kong admitted to the reporter that there are several projects that have been built but not connected to the grid, and the losses will be great according to the New Deal. At present, the company is actively responding with industry associations, hoping that the final policy can make some concessions or adjustments.

Peng Yu pointed out that the mainstream will be unsubsidized in the future, but unsubsidized projects are still facing some institutional obstacles. One of the priorities of the development of unsubsidized projects is the need to find good users. Moreover, while a single user cannot dissipate the power, the second and third users can be allowed to supply power, and the local grid needs to provide services during settlement.

In an interview with CCTV News, Li Chuangjun, deputy director of the New Energy Department of the National Energy Administration, pointed out that the "531 New Deal" hopes to reduce the on-grid tariff through competition and reduce the dependence of (enterprise) on (national) subsidies. The next step will be based on the pilot. On the rise, policies to encourage photovoltaic power generation and direct transactions with users, reduce transaction costs, improve the quality of photovoltaic development, and promote the healthy and orderly development of the photovoltaic industry.

Peng Yu said that in the context of single and limited growth in subsidies, companies need to find ways to save themselves. On the one hand, it is to develop and improve the business model of unsubsidized projects in China, and on the other hand, it is to strive to open up overseas markets. At present, the total installed capacity of photovoltaics in the United States and Japan has declined, but there is still room for improvement in the installed capacity of some developing countries. For example, there are many business opportunities in areas such as Southeast Asia where lighting conditions are good and there is a general lack of electricity.

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