The hottest photovoltaic wind power. How are you d

2022-08-24
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How are you doing with PV and wind power in 2018

change is the theme that runs through new energy 2018. Taking the "May 31 New Deal" as the boundary, the photovoltaic industry has experienced both ice and fire. After experiencing brutal growth, the photovoltaic installed capacity has fully entered the adjustment period. The sensitivity and vulnerability in front of the policy mean that this industry has not really matured

wind power, which has passed the turbulent period of youth, has ushered in the biggest change in the history of industrial development of non-metallic impact testing machines - bidding. The change of electricity price policy indicates that the original pattern of the industry will be reconstructed. 2018 is a turning point and a year of energy accumulation. Only by changing in adjustment and growing in change can the new energy industry that has experienced pain soar

"May 31 New Deal": the photovoltaic industry ushered in a "rite of passage"

on June 1, 2018, the national development and Reform Commission, the Ministry of Finance and the National Energy Administration jointly issued the notice on matters related to photovoltaic power generation in 2018. From May 31, the electricity prices of ordinary ground power stations and distributed power stations "for self use and surplus electricity" have been reduced by 0.05 yuan/kWh, and the annual construction scale of ordinary photovoltaic power stations has not been increased temporarily

the market is volatile, and sorrow is everywhere. China photovoltaic ushered in the "adult ceremony" on the "children's Day". On June 5, 11 "leaders" of photovoltaic enterprises jointly wrote a letter, proposing a series of suggestions such as "giving a certain buffer period to projects that have been legally approved to start construction", "the scale reduction should not be too large, and the current situation of the industry should be considered"; On the first opening day after the release of the notice, the market value of photovoltaic listed enterprises evaporated about 30billion yuan, and the market value lost more than 300billion yuan in five months; Forced by the downstream narrowing, the prices of main products in the upstream silicon materials, batteries, components and other links are all exploring downward without exception; The domestic market has shrunk as a whole, the capacity utilization rate is low, and the "production reduction tide" and "shutdown tide" of photovoltaic enterprises are coming

the pace of scale control and subsidy decline is earlier and more urgent than the most optimistic expectation. After the anxiety and fear at the first time, the photovoltaic industry needs to think about the long-term development path. The transformation of industrial development from extensive to refined is already on the way. From competing for scale, relying on subsidies to competing for quality and focusing on efficiency, the "May 31 New Deal" is like a blow to China's photovoltaic industry, but it is also enlightening. The parity of photovoltaic power generation is coming

on October 9, the national development and Reform Commission, the Ministry of Finance and the Energy Administration issued a transitional period policy 100 days after the "May 31 New Deal", clarifying that the subsidy standard will remain unchanged as long as the household photovoltaic power stations that have been filed and started construction before May 31, 2018 and the ordinary photovoltaic power stations that have been included in the scope of construction in 2017 and before will be put into operation before June 30

although there is a "patch", the industry still needs to be vigilant: it is the general trend to bid farewell to subsidies and face the market. The "May 31 New Deal" is like a storm, which is urgent and torrential, but it is a blessing. Chinese photovoltaic enterprises must "practice their internal skills hard" and "improve quality and efficiency" in order to usher in the rainbow after the rain

decentralized wind power ushers in a turnaround

decentralized wind power, which has been silent for a long time, ushers in a turnaround in 2018. In April, 2018, the National Energy Administration officially issued the interim management measures for the development and construction of decentralized wind power projects, clarifying the access voltage level, consumption range, approval management method, financial support scheme, etc. of decentralized wind power, improving the management process and working mechanism of decentralized wind power, and breaking through policy barriers for the development of decentralized wind power

in view of the cumbersome approval process previously criticized by the industry, the "measures" is the first "approval commitment system". "Approval commitment system" is a typical post regulation, and the process from pre approval to post regulation is a major progress in domestic project approval. This means that the government function has changed from managing projects to providing services, and the right to develop and operate projects has really been handed back to enterprises. Compared with the approval system, the implementation of the "approval commitment system" will significantly reduce the process and time required for the approval of decentralized wind power projects

for a long time, the development of decentralized wind power has been mainly restricted by two factors:

① China's wind power development started in the "Three North" region, and large-scale wind power development enterprises are used to centralized development through large-scale investment. A single decentralized wind power project is small in scale, the investment effect is relatively low, and the enthusiasm of enterprises is not high

② decentralized wind power projects still use the approval requirements and processes of centralized development, resulting in low efficiency and increased initial costs. At the beginning of 2018, the amount of decentralized wind power in China was less than 2% of the total amount of wind power in China, which was far lower than that in Europe

with the support of the policy, the enthusiasm of decentralized wind power has been completely stimulated. Since this year, local governments have introduced decentralized wind power planning, and enterprises have accelerated their layout. This "blue ocean" market began to release its potential. The first-line mainstream photovoltaic enterprises are accelerating their shift to the field of decentralized wind power. Trinasolar, Chint new energy and other photovoltaic enterprises have announced that their decentralized wind power was officially opened in the first year. Private capital and photovoltaic new forces have become a clear stream, bringing new business models and development ideas

decentralized wind power is not the miniaturization and miniaturization of centralized wind power, but means a huge change in development mode, and also indicates that the era of more differentiated products is coming

the new deal of "bidding" reshapes the wind power industry

in May 2018, the National Energy Administration announced the notice of the National Energy Administration on relevant requirements for wind power construction management in 2018, which clearly stated that all newly approved centralized onshore and offshore wind power will implement competitive electricity price allocation project resources. Since then, Guangdong, Ningxia and other places have issued "bidding" rules

the allocation of "annual development scale indicators" by "bidding" is not far from the allocation of "resource development rights" by "bidding". Therefore, this new deal is seen as the competent authorities testing the power price pressure capacity of wind power enterprises to pave the way for parity

in order to achieve the goal of "the same price as the wind and fire" in 2020, the competent authorities have been promoting the "decline" of subsidies in a planned and step-by-step manner in recent years. This shows that the competent authorities hope to promote "parity" with "bidding", speed up the technological progress, industrial upgrading and market-oriented development of wind power by giving play to the decisive role of the market in resource allocation, and finally realize the accelerated decline of wind power price compared with other operational links in industrial and agricultural production through "bidding". The in car environment has become the focus of general concern when consumers buy cars

allocating resources through competition is the embodiment of continuously reducing policy and administrative intervention and giving full play to market forces. The whole wind power industry will be reshaped under the guidance of the market. The era of winning the bid with the lowest cost of kWh is expected to come

obviously, "bidding" is the means, and reducing subsidies is the purpose. The key is how to guide enterprises to get rid of subsidy dependence and reduce electricity prices scientifically and reasonably. It should be noted that the reduction of electricity price should be achieved through technological innovation and progress, rather than simply "price competition"

with the implementation of "bidding", the wind power industry, which has been externally driven by policies and plans for many years, will truly turn into internally driven growth under economic returns. A new pattern of wind power industry is taking shape

solicit opinions for three times: "quota system" is about to emerge

on March 23, September 13 and November 13, the National Energy Administration rarely solicited opinions for the implementation and assessment of renewable power quota system. From January 1, 2019, the renewable energy quota assessment will be officially implemented, and the 2019 annual quota indicators will also be released in the first quarter of 2019

set renewable energy quotas for power consumption, and determine quota indicators according to provincial administrative regions. All provincial people's governments undertake the implementation of quotas, power selling enterprises and power users jointly undertake the obligation of quotas, and power enterprises undertake the implementation of quotas in business areas. At the same time, do a good job in the connection between quota implementation and power trading. The rights and responsibilities of all parties are clearly defined, and the "quota system" is imminent

several rounds of consultation, the main way to complete the quota is gradually adjusted to the actual consumption of renewable energy, and the introduction of incentive indicators has become a highlight; Change the "quota compensation" to "punish it according to law and regulations, include it in the bad credit record, and give joint punishment", incorporate the assessment of quotas into the credit evaluation system of the power market, and strengthen the assessment; The trading mechanism has been continuously simplified to reduce the intersection and overlap between policies, paving the way for the subsequent implementation rules of green card trading

the renewable energy power quota system is about to be implemented. How to ensure its implementation and solve the problems of renewable energy consumption such as wind and light abandonment? How to coordinate with a number of policies to resolve the huge gap in renewable energy subsidies? How to get rid of institutional and mechanism problems and regulate the chaos of renewable energy power market? In 2019, the industry will wait and see

the third batch of "leaders" zigzagged forward

policy implementation, project bidding, project construction. In 2018, the third batch of photovoltaic "leaders" moved forward in twists and turns

the project that should have been opened in 2017 was delayed until the beginning of 2018. The construction of technology leading base was introduced for the first time, and it was finally determined to invite bids in the form of 10 application leading bases and 3 technology leading bases. The threshold of technology access has been significantly improved: the application leading base has increased by 2 percentage points compared with the market access standard required by the 2018 photovoltaic cell manufacturing specification, and the technology leading base is 3.7 percentage points higher

the third batch of "leader" bases also encountered one after another accidents in the process of promotion. Qinghai Golmud and Delingha bases were affected by relevant land policies and restarted after suspension; Shanxi Datong base does not score according to the document standard, does not recommend according to the evaluation results, and re evaluates after the abandoned bid

good things are hard. After rectification and reorganization, the third batch of "leaders" also gave unprecedented "leaders" results. The bid winning price of Qinghai Golmud base at 0.31 yuan/kWh once again set a new record for the lowest price of photovoltaic power stations in China, and the parity is close at hand. With the continuous optimization and upgrading of technology, the construction of power transmission projects and the improvement of consumption conditions, and the further compression of land costs, the photovoltaic "leader" plan has made great contributions on the road of "parity"

in the context of regulating the scale of photovoltaic development, the photovoltaic leader plan still enjoys development space. China photovoltaic expects to drive the "long-distance race" through "leading", and drive the whole industry to win the "last mile" of "parity"

the United States "double anti": Chinese photovoltaic enterprises find another way

2018 can be described as an eventful autumn for Chinese photovoltaic enterprises to develop in the United States

on January 22, 2018, the United States confirmed that act 201 would increase tariffs on photovoltaic cell modules by 201 on the basis of the existing anti-dumping and countervailing tariffs: the tax rate in 2018 was 30%, and it would decrease by 5% every year in the next four years, and 2.5gw of imported cells or modules would have immunity every year. Different from the previous "double anti" only for China, the tax is targeted at all countries that export photovoltaic cells and modules to the United States, which makes Chinese photovoltaic enterprises either seize the share in advance or choose to build plants in the United States

misfortunes never come singly. On June 15, 2018, the United States added another 284 product lines to the list of 818 product lines under the approved 301 case. This means that there will be a wider range of solar cells and modules that need to be reviewed and may be subject to a 25% tariff

however, after years of development, the U.S. market is not the only city in China's photovoltaic industry, and its development has slowed down. According to the American photovoltaic Association

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