The introduction of PV subsidy policy has revealed the dawn

Absrtact: The PV industry is good one after another. After the National Energy Bureau recently approved 18 distributed photovoltaic application demonstration area construction projects, the industry's long-awaited photovoltaic subsidy policy unveiled the dawn. National Energy Agency officials said photovoltaic

The PV industry's good one after another.

After the National Energy Bureau recently approved 18 distributed photovoltaic application demonstration area construction projects, the industry's long-awaited photovoltaic subsidy policy unveiled the dawn.

According to the National Energy Administration officials, the photovoltaic subsidy scheme "on the improvement of photovoltaic price Policy Notice" (hereinafter referred to as "the scheme") will be introduced in the year, the scheme will be large-scale photovoltaic power generation and distributed generation of electricity to set up the relevant tariff and subsidies.

Compared to the March draft of this year, the programme has been buoyant in terms of feed-in prices and subsidies, among them, the large-scale photovoltaic power stations to implement four types of regional benchmarking grid price, the lowest from 0.75 yuan/degree adjustment to 0.9 yuan/degree, the highest one file also from 1 yuan/degree up to 1.1 yuan/degree, for the distribution of photovoltaic power subsidies, From 0.35 yuan/degree to 0.42 Yuan, and the first batch of distributed photovoltaic power generation demonstration area of the same subsidy.

Another positive

Recently, the photovoltaic industry has been positive and news.

First June 14, the State Council executive meeting stressed that "must support the photovoltaic industry out of trouble and healthy development", and issued six measures, including the focus on the expansion of distributed photovoltaic applications, guarantee the full acquisition of electricity generation and the establishment of photovoltaic power station sub-regional benchmarking price, expand the size of renewable energy funds.

Since then, July 24, the State Council issued "on the promotion of the healthy development of the photovoltaic Industry," (hereinafter referred to as "opinion"), the development of the photovoltaic industry to propose objectives and development of the bottom line.

This is considered to be a clear way and target for supporting and developing the PV industry at the national level. Since then, in the early August, the European Union, which has been bothering China's PV industry for nearly a year, also published the results of the first anti-dumping on China's PV products, the European Commission announced that, from August 6, 2013 onwards, 94 Chinese PV companies can enjoy the EU export of silicon wafer, batteries, components exempted from anti-dumping duties, However, the price of PV modules in China is not less than 0.56 euros per watt, and the annual total must not exceed 7GW.

The result is the result of several rounds of mediation negotiations between China and the EU, and it is certain that Chinese PV companies have avoided 47.6% of anti-dumping duties.

Then, on August 20, the National Energy Bureau issued a circular on the development of distributed photovoltaic power generation application Demonstration zone, 18 construction projects became the first distributed photovoltaic power generation demonstration zone, the 18 demonstration area projects will be completed in 2015, Total installed capacity of 1.823 megawatts, the first batch of distributed photovoltaic power generation demonstration area of the distributed PV subsidy is determined to 0.42 yuan/degree.

It can be said that the photovoltaic industry in the second half of the positive after the outbreak of concentration. And as the photovoltaic industry's most anticipated photovoltaic subsidy scheme "on the improvement of PV power price policy notice" will be introduced in the year.

The plan will be for large-scale photovoltaic power generation and distributed generation of electricity-related electricity prices and subsidies, compared to the March of this year's request for comments, the price of electricity and subsidies have been on the rise.

According to the above-mentioned draft, the large-scale photovoltaic power stations to implement four types of regional benchmarking price, respectively, 0.75 yuan/degree, 0.85 yuan/degree, 0.95 yuan/degree and 1 yuan/degree, distributed photovoltaic power generation subsidy for 0.35 yuan/degree. Now the scheme will be the most low-grade from 0.75 yuan/degree adjusted to 0.9 yuan/degree, the highest one file from 1 yuan/degree up to 1.1 yuan/degree, for the distribution of PV power subsidies, from 0.35 yuan/degree to 0.42 yuan.

Companies cautiously optimistic

At present, there are three kinds of subsidies for photovoltaic power generation, one is the investment subsidy of photovoltaic construction, one is the subsidy of the initial investment by the Golden Sun Demonstration Project, and the other is the net electricity price subsidy, according to the current policy thinking, the former two will be replaced by the electricity price subsidy gradually.

The current tariff subsidy policy for the National Development and Reform Commission at the end of 2011 issued the "on the improvement of solar photovoltaic power grid electricity price policy notice", the paper fixed the grid price of PV power generation project at 1 yuan/degree and 1.15 yuan/degree, the latter is the subsidy price of the project before that year, the investment of power plant will be in accordance with 1 yuan/ degree by the power grid acquisition.

Therefore, the price policy adjustment of photovoltaic power generation here will be related to the most important capital support for enterprises to invest in power plants, so it is attracting attention in the industry. "Western Region if the Internet price set at 0.9 yuan/degree, the removal of value-added tax after only 0.75 yuan/degree, from the current construction cost of power plants to see this price can only be a meager profit." "The head of a foreign photovoltaic power plant developer said to the economic observer," and this small profit space also need two prerequisites, one is to ensure that 20 years of policy unchanged, if a slight change, investment will fail, the second is that the price is in accordance with the current market downturn, low component prices, once the market started, the cost will certainly rise, It is hard to say whether this price can keep a meager profit. ”

In this respect, Meng, vice president of China Renewable Energy Society, said to the economic observer, "Electricity price policy adjustment, we must ensure that a prerequisite, it is necessary to ensure the timely return of investment, and can be fully bought and connected to the grid, while subsidizing the funds to be in place." ”

He said that the "comments" for the first time to clarify the duration of subsidies, the provision of electricity prices and subsidies in principle for the implementation of the period of 20, "This is tantamount to the market rules to the investment enterprises, so that can accurately calculate the return on investment and cycle." ”

Wang, chairman and chief executive officer of Bayer Energy Group, the domestic market still has three problems, "the most important is the grid, to ensure that 100% full acquisition, this commitment can not be determined by the grid enterprises, but should be enforced and supervised by the Government; the second problem is the high cost of investing in photovoltaic power plants at home, At present the domestic loan rate of new energy is over 7%, if it can be reduced to 4% or 5% more appropriate; the third problem is that although electricity prices can be adjusted at any time, but as a policy to ensure that the investment return period of 20 or 25 years to keep the electricity price unchanged, to ensure that investors can recover costs, this is the bottom line. ”

Yiupeng, vice president of Energy, said recently that "in fact, as long as the solution to the problem of electricity bill arrears, the whole industry will live, the state to give a dollar price, but the general will be in arrears for one to two years, this period will produce a series of financial problems, the owners can not borrow money from the bank, so that no funds to suppliers The same suppliers do not have the money to give it upstream, the industry's ecological environment becomes very unhealthy. ”

And for the distributed generation subsidy policy, Decun, executive director of China Energy Conservation Oasis (Beijing) Solar Technology Co., said, "If the distributed PV subsidy is more than 0.45 yuan, the internal rate of return for most projects in the east can be guaranteed at above 8%, and investors will have a passion for investment." ”

"Many of China's energy policies are fragmented, and dislocation, mainly subsidies dislocation, to the end of the link to subsidize rather than production links, the more subsidies more production, will create overcapacity." "The director of the China Investment Promotion Agency of the United Nations Industrial Development Organization," Luo rang in the recent Qinghai photovoltaic seminar on China's photovoltaic subsidy policy formulation proposed.