"This time the competition is released, the decline in new energy prices is an inevitable trend, and it is very likely that a new round of industry reshuffle will be promoted." On June 2, the latest wind power and photovoltaic power generation projects will be competitively deployed. When designing projects with low subsidy intensity and high retreat, the Ningxia industry insiders from China's first new energy comprehensive demonstration zone and the first electric auxiliary service market pilot area in the northwest said.
New politics will inevitably affect corporate investment enthusiasm
On May 30, the National Energy Administration issued the "Notice on the Relevant Matters Concerning the Construction of Wind Power and Photovoltaic Power Generation Projects in 2019", clarifying that wind power and photovoltaic power generation projects are divided into two categories, namely, no state subsidies and state subsidies, and they are organized in the organization of power grid enterprises. On the basis of implementing the power transmission and consumption conditions of the affordable Internet project, priority will be given to the construction of affordable online projects, and then to the competition allocation of projects requiring state subsidies.
The relevant person in charge of the new energy department of the bureau said that the purpose of this move is to improve the competition allocation mechanism of projects that require state subsidies and reduce the dependence of industry development on state subsidies. The overall orientation of wind power and photovoltaic power generation this year is "to adhere to the overall tone of steady progress, accelerate technological progress and reduce the intensity of subsidies, coordinate project construction and consumption capacity, and achieve high-quality development."
This policy, which is known as “the most market-oriented in historyâ€, marks the era of national wind power PV entry into the auction.
Since the "13th Five-Year Plan", the scale of wind power and photovoltaic power generation applications in China has been continuously expanded, the technical level has been significantly improved, and the cost has gradually declined. At the same time, however, problems such as the continued widening of the subsidy gap and the abandonment of wind and electricity in some areas have been highlighted.
The latest figures show that the installed capacity of Ningxia Power Grid's new energy is about 15 million kilowatts, accounting for 49% of the generated electricity, reaching 102% of the electricity load. It has become the first provincial power grid in China with more wind power and photovoltaic power generation than the entire network. . From 2013 to 2018, the average annual growth rate of wind power installed capacity in Ningxia reached 27%, the average annual growth rate of photovoltaic installed capacity reached 40%, the average annual growth rate of new energy installed capacity reached 32%, and the proportion of new energy installed capacity ranked second in the country.
An expert from the Ningxia New Energy Research Institute, who did not want to be named, analyzed that the fierce competition of energy investment companies is mainly reflected in the competition of on-grid electricity prices. As the price of electricity drops, the return on investment will also decrease, which will inevitably affect the construction of photovoltaic power plants. enthusiasm. On the other hand, it is reflected in some photovoltaic power generation enterprises. They must digest production capacity by investing in power stations, which also has a great impact on the enthusiasm of building power stations.
The reason is mainly because the price of photovoltaic construction has dropped significantly over the past few years, and the decline in equipment prices has led to a decline in investment costs.
The expert said that the initial price of the building was up to 20 yuan per watt, which was the lowest value last year, 1.6 yuan per watt. "This also means that the price of electricity has reached a low level. In the past two years, the lowest electricity price in Ningxia was 0.55 yuan. If the competition is released now, it is estimated to reach about 0.35 yuan, which is basically close to parity," he admitted.
Follow the plan and should actively adjust
Ningxia has abundant wind and solar energy resources. Since it was approved by the National Energy Administration in 2012 as the country's first new energy comprehensive demonstration zone, the solar energy materials and equipment manufacturing industry has entered a stage of rapid development. Currently, it has been built including silica, industrial silicon and polysilicon. A complete industrial chain integrating solar cells and components, solar power plants, etc.
According to the “Ningxia Photovoltaic Park Plan 2015-2020â€, the photovoltaic industry invested more than 100 billion yuan in Ningxia in the past five years, and will take the lead in building a “spark, intensive, and large-scale†development model for new energy projects in the country, through centralized planning and construction. A large-scale photovoltaic park and related supporting industries.
"The biggest dilemma faced by photovoltaic power generation enterprises is that the state subsidies for electricity charges are not in place, resulting in a shortage of cash flow. The income from sales of enterprises can only recover the part of the benchmark electricity price, and most of the subsidies cannot be recovered." The expert revealed. .
According to reports, as of now, Ningxia's state subsidy electricity charges will only be replenished until March 2017, and the two-year electricity subsidy state subsidies are not in place, resulting in very tight cash flow for photovoltaic power generation companies, many companies are forced to transfer.
In the face of the introduction of the new policy, Zhang Yongding, a professor at the Business School of Yinchuan Energy College, bluntly stated that “it is a squid effect that will better play the role of market allocation resourcesâ€. He combined his own work experience in the enterprise and years of teaching research. He said that the country used financial subsidies and other incentives in the past, hoping to increase the proportion of renewable energy in the entire energy structure, but the effect is not very good. Some enterprises did not play due to subsidies. effect. The introduction of a competitive mechanism is now to drive the rapid development of the industry.
Wang Linyi, an associate researcher at the Institute of Comprehensive Economics of the Ningxia Academy of Social Sciences, also believes that enterprises should follow the national strategic plan and make corresponding adjustments in a timely manner. But at the same time, he hopes to have a step-by-step adjustment process that will allow companies to adapt gradually. After all, this policy has a certain impact on the investment enthusiasm of enterprises.
“Leading photovoltaic power generation to reduce costs, subsidize and achieve parity, this has risen to the national strategic level. We will take active measures to cope with and cooperate. We also hope that the country can help enterprises get out of the predicament and develop healthily and take it to the next level.†The person in charge of a photovoltaic power generation company in Ningxia said that from its own point of view, it is to strive to reduce the cost per kilowatt; in addition, it is to strive to limit electricity in Ningxia Power Grid, otherwise it will cause great trouble for the “breakthrough†of photovoltaic power generation.
Modern Wall Lamp,Living Room Wall Lamp,Restaurante Wall Lamp,Latest Modern Wall Lamp
ZHONGSHAN DIKA LIGHTING CO.,LTD , https://www.dikalighting.com