How does the subsidy gap reach 240 billion distributed PV "hematopoietic"?
Exposed Shower Sets,Universal Bathroom Shower Set,Shower Set For Bathroom,Hotel Shower Set Kaiping Jenor Sanitary Ware Co., Ltd , https://www.jenorsanitary.com
Ying Xiaokun, deputy general manager of Yingli Distributed Energy Co., Ltd. (hereinafter referred to as “Yingengâ€), told the “China Business News†that the domestic photovoltaic industry’s rampant development in the ground power station period was constrained by tight land resources and abandoned by the west. Problems such as light are difficult to sustain. Domestic photovoltaic power plants that do not occupy land resources and have smaller individual volume and close proximity to power generation and close to the grid are fully compatible with the characteristics of large electricity consumption and tight land resources in the eastern economically developed regions, and thus grow rapidly in the eastern region. However, household use of photovoltaics is also facing a series of problems in the development.
In recent years, with the promotion of the "Renewable Energy Law" and a series of policy measures, China's photovoltaic industry has developed rapidly, technological progress has been obvious, and the scale of application has expanded rapidly. The installed machine has been in the world since 2015. First, it plays an increasingly important role in China's energy transformation. According to the public data of the National Energy Administration, as of June 30, 2017, China's PV power plants installed about 24 million kilowatts in the first half of the year, of which distributed photovoltaics exceeded 7 million kilowatts, an increase of about 7 times over the same period last year.
According to industry insiders, 2017 will be the first year of a truly distributed PV outbreak in the home.
At present, many companies including Ingen, Jingke Energy and Trina Solar have already entered the family photovoltaic power station. Taking factor energy as an example, the installed capacity in the first half of the year was mainly concentrated in Zhejiang, Shandong, Hebei and other regions, with installed capacity reaching more than 60,000 kilowatts, an increase of more than 100% over the same period last year.
Feng Haicheng, an analyst at Zhuo Chuang Information, told reporters that the reason why the family photovoltaic power plant ushered in in 2017 was because domestic electricity demand maintained rapid growth, driving households to use photovoltaic installations and economic efficiency. What's more, with the continuous advancement of photovoltaic industry technology, the cost of photovoltaic power generation has been declining and the economy is getting higher and higher.
In addition, the policy guides the PV market to the development of distributed PV. For example, in the eastern Jiangsu and Zhejiang regions, a million-family rooftop photovoltaic project has been launched, which has enabled new households to use photovoltaic installations to welcome blowouts.
In fact, as early as last year, Zhejiang Province issued the “Implementation Opinions on Promoting the Construction of Rooftop Photovoltaic Projects for Million Households in Zhejiang Province†(hereinafter referred to as “Opinionsâ€). According to the "Opinions", in combination with the existing conditions, more than 1 million household rooftop photovoltaic installations will be built in the province from 2016 to 2020, with a total installed capacity of about 3 million kilowatts. “Millions of roofs are in Zhejiangâ€. As of the end of July this year, the scale of photovoltaic power generation in Zhejiang Province was 6.66 million kilowatts, and household photovoltaic grids were 3.91 million kilowatts, accounting for more than 50%. The number of household rooftop photovoltaic grid-connected households has reached more than 85,000, ranking first in the country.
The reporter noted that in addition to Zhejiang Province, Jiangxi, Shandong and other regions have also introduced relevant policies to encourage the development of home photovoltaic power plants, and “10,000 roofs†and even “ten thousand roofs†household PV development plans have also been introduced.
Ren Xiaokun said that household household use of photovoltaics is more suitable for areas with developed economy and large electricity consumption in the east, and it is not easy to produce light-dissipation problems, and energy utilization efficiency is higher.
However, Feng Haicheng also reminded that the vigorous development of household photovoltaics, the encouragement and support of national policies, and the driving of profits have caused a large number of market developers to flood into the household PV market, resulting in uneven market products and impact on consumer confidence. The profit margin of the enterprise is compressed.
The downward pressure on subsidies has led to a large number of enterprises and distributors entering the household PV market due to small investment, small capital occupation and low industry threshold.
A dealer in Shandong told reporters that household PV started to improve in 2016, and the installed capacity increased sharply in the first half of this year. As a result, the number of related companies in the region has suddenly increased from a few to more than a dozen.
The dealer also said that compared with the delivery of goods from regular suppliers, some dealers choose to appoint some private workshop processing components, and there is OEM behavior, so the original 6 yuan / block of the battery board, the OEM only sells 3 ~ 4 Yuan/block. While presenting the rear monitoring platform to reporters, he said: "We can guarantee that each household will generate about 30 watts per day, but the power generation of OEM components is unknown."
Ren Xiaokun analyzed this phenomenon, and this situation is more or less in every region. The root cause of this phenomenon is the interest-driven, the development of the industry, and more and more people are crowding into the industry, such as Engaged in plumbing, home appliances. Due to the pursuit of short-term interests, these people did not choose the formal system brand as a promotion product, and sold the system to customers from the market. This kind of method can not fundamentally control the quality of products, there are unstable factors in the operation of the system, and the 25-year continuous income is even more unprotected. As a company, the main response is to guide customers through propaganda and choose formal channels.
The reporter learned that the China Photovoltaic Industry Association is currently investigating and preparing to develop standards for distributed photovoltaics for household use. By then, the market will be more standardized.
In addition to the vicious competition brought by bad manufacturers, the policy is also a major factor affecting the development of household photovoltaics.
The above-mentioned dealers told reporters that 90% of the households of photovoltaic power plants that have been installed are profiting from subsidies, and a small part of them are used by themselves.
“At present, we define household photovoltaic power plants as a kind of financial products with financial attributes. Because of the existence of state subsidies and the continuous decline in costs, the current rate of installation of household photovoltaic power plants is around 10%. The installation of ordinary people mainly values ​​their value. The function of financial management." Ren Xiaokun said.
However, the new energy parity Internet access is the trend of the times, and the speed is accelerating. At present, a number of demonstration projects have been announced on the Internet at the wind level. As these demonstration projects become more mature on the Internet, the pace of wide-scale promotion of the wind level price is getting faster and faster. I believe that the photovoltaic industry will also take action.
Ren Xiaokun said that the industry's estimate of household photovoltaic subsidies will be reduced in 2018. However, she also said that the downward adjustment of subsidies may not trigger a new wave of rushing, because the subsidies are falling, while the costs are also being lowered, and the total rate of return is unchanged.
According to Wang Shujuan, an expert consultant of the Energy Investment Professional Committee of the China Investment Association, the subsidy gap will reach 240 billion yuan by 2020. Currently, about 3/4 of the grid-connected PV projects have not received subsidies.
According to the company's estimation, by 2020, photovoltaic power generation can achieve parity online access. At that time, subsidy cancellation is a high probability event. Since the cost of photovoltaic power generation is lower than the cost of thermal power, users installing home photovoltaic power plants will not only be limited to rural areas, but also urban residents. The family will also become a customer base. Therefore, the domestic PV market will be further expanded, and the continuous decline in costs will put a severe test on the operation of enterprises. Enterprises that invest too much and cannot reduce costs will be difficult to survive. At the same time, the public's requirements for quality will make it difficult for small integrators who do not pay attention to quality to survive.
Therefore, enterprises should reduce product costs and improve product quality through technological advancement and management capabilities as much as possible in order to cope with the coming era of affordable Internet access.