Polaris solar PV net news: recently, the International Energy Agency photovoltaic power systems programme (IEAPVPS) and the International Renewable Energy Agency (IRENA) were released on photovoltaics and renewable energy-related reports and statistical data. IEAPVPS data show 2015 global PV installed capacity from 48.1GW to 50GW, by the end of 2015, global cumulative installed capacity has reached 227GW. IRENA according to 2015 the global installed capacity 47GW, as of 2015, cumulative global PV installed capacity at the end of 222GW. China 15.13GW of installed capacity, 43.18GW cumulative installed capacity as the global PV installed capacity led the world’s largest countries. According to the national program of 2015-2020 Thirteen-Five solar (draft for soliciting opinions), Thirteen-Five planning period PV cumulative installed capacity should reach 150GW including 70GW distributed 80GW centralized power plants.
This draft, the NDRC Energy Research Institute researcher Wang Sicheng told reporters: “this plan still in consultation have yet to be announced, from the installed capacity of existing national policies and domestic situation, almost impossible to accomplish this goal. PV installed capacity ranks the first in China, but there are still many issues that need policy support for the development, in order to achieve a long way away. ”
Installing surge of the problems lurking behind
On April 22, the National Energy Board releases data, first quarter of the year, national new PV installed capacity 7.14 million-kilowatt. Among them, the PV power station 6.17 million-kilowatt, distributed PV 970,000-kilowatt. This means that new increases in the first quarter of this year, reached in 2014 all new (10.6 million-kilowatt) near 70%, new in 2015 (15.13 million-kilowatt) by nearly half.
Researcher at the Energy Research Institute, national development and Reform Commission Wang Sicheng said in an interview with the China economic information, since the second half of 2015, China’s solar industry PV electricity price subsidy by the State will begin on June 30, 2016 reduced impact of market sentiment appears under the effect of installing rebounded more than expected, resulting in 2016 set off the wave of installing a climax in the first half.
This price cut, great wall Green believes that the price cut had slight influence on future yield of photovoltaic power stations, but did not change the whole photovoltaic power plant is a better judge of such fixed income.
“Although China’s PV industry whether it is production or from the installed capacity, are in an absolutely leading position in the global market, however, the current PV market in China is still facing a lot of problems. “Wang Sicheng says,” one is subsidized funding deficiencies. Additional renewable electricity price per kWh of electricity before 2015-1.5 per cent, every year a national collection of 40 billion yuan. If the wind power installed capacity by 2020 200GW, PV for 150GW calculated on the total amount, 2016-2020 capital needs at least 150 billion yuan of subsidies each year. Currently of levy funds far enough (each degrees electric levy 1.9 points, annual levy 60 billion yuan); II is subsidies funds arrears serious, as 2015 end of, wind electric and PV subsidies arrears funds has up to 40 billion yuan, most long arrears cycle for 3 years; three is West abandoned light serious, 2014 West abandoned wind abandoned light total 20 billion degrees, 2015 more serious; four is thermal power and can renewable energy compete for market phenomenon serious, 2014 thermal power added installed 40GW,2015 years thermal power added installed 63GW, are over wind electric and PV installed of total. ”
In addition, according to the National Energy Board releases PV installed capacity figures for the first quarter, which distributed 13% per cent of total PV installed capacity. As of 2015, distributed 6.06GW the total installed capacity in China, there are less than 5 years time, and the national Thirteen-Five solar 2015-2020 under (draft for soliciting opinions) 70GW pointed out that by far. Wang Sicheng said in an interview, “distributed under construction, in addition to a big power plant construction problems encountered, there are a lot of problems, such as building roofs are not easy, and building owners there is a certain risk. Under the existing policy, only to abandon the light too serious, large-scale power station cannot be built and distributed will be developed. ”
Ultra high voltage and energy go hand in hand
PV scale in addition to the upper reaches of the large capacity, and is still the most critical downstream photovoltaic applications. For most solar investors, however, the electricity generated by the PV to dissolve in two ways: UHV transmission and storage.
Ultra high voltage, with the progress of the construction of UHV in China and the national development and Reform Commission guaranteeing the purchasing management of the renewable energy power generation in full force, currently restricting the development of PV power station abandoned the solution is expected to get some light. “Essentially, our photovoltaic disposal light is also the problem area does not match the demand and supply of electric power, solar, wind conditions in the Northwest, PV installed capacity volume is very large, but sparsely populated, the manufacturing shortage of leading electricity can’t dissolve on the spot. “Wang Sicheng told reporters of the China economic information, if it solves the problem of thermal power to launch, the electricity generated by the PV is completely dissolve.
“Discarding light and power operating mechanism, under the influence of the various interests and renewable power generation policy of priority to full implementation. “On April 26 at the” 2016 solar leaders Summit Forum of China “, the Hou Shouli, head of the price Department of the NDRC’s pricing Division,” said China is vigorously promoting reform of electricity prices, solar power as the new power type requires on the one hand the Government continues to support and encourage the development, from a long-term point of view, on the other hand, will also go to market, participation in the market. Present post subsidy for photovoltaic subsidy mechanism, and electricity market reform to the practical problem of convergence, so consider changing it for the Internet standard electricity prices by local coal-fired generator sets new benchmark pricing or market prices, subsidies and quota consists of two parts. ”
In the storage building, large scale energy storage used in pumped storage power station in Northwest drought to large-scale implementation of water shortage, and the country also does not have a corresponding to energy policy, just waiting for some existing storage equipment costs come down gradually promote “energy + energy” new model. In terms of power transmission channels, due to the Northwest and the electricity demand is far greater Southeast, long-distance transmission losses and transmission costs are quite high, the traditional transmission channels unable to solve this problem.
For at this stage China Northwest power more serious of abandoned light problem, wall country Swiss think, need from following three a aspects to: first, according to can renewable energy power supportability acquisition approach, on must lines of PV power volume local grid be guarantees sex acquisition, part solution local elimination na of problem; second, guide private capital vigorously into storage can power station construction field, improve storage can equipment efficiency and reduced units storage can cost; again, promoted special high pressure transmission channel construction, Reduce the cost of long distance transmission losses and transmission.
In 2016, the Chinese photovoltaic leader Summit, Hou Shouli, head of the price Department of the NDRC pricing Division also revealed that government research for renewable energy to dissolve, price of energy development policy. This means that the energy industry will be an important area of Government support.
Reverse transmission enjoy benchmark pricing
In 2016, the Chinese photovoltaic leader Summit, Liang Zhipeng, Deputy Director of the National Energy Board new Energy Division said, except through reforms to tackle the West abandon power also enables distributed PV to deal directly with users, transmission prices given the more favorable conditions, promote the development of PV in East.
In 2013, the national related ministries enact policies for distributed solar power projects in accordance with 0.42/kWh subsidy. Therefore, distributed solar power generation grid pattern “spontaneous use, more than power”, “full Internet” two modes. “Spontaneous use, more than power” mode, the power part electricity price = local desulfurized coal-electricity price + 0.42/kWh + local subsidies, 0.42 Yuan/kWh, as State subsidies, subsidies for 20 years in a row. “Full access” model, benchmarking prices = local power desulphurization power price + balance + 0.42 Yuan/kWh, desulphurization power price part paid by the network, 0.42 kWh of electricity subsidies are State financial subsidies for distributed PV projects, while its gap filled by local governments.
“Now national anti-transmission also adhere to the local power grid desulphurization power price + 0.42/kWh, this transmission enjoy internationally agreed anti-benchmarking pricing inconsistencies, have curbed the photovoltaic investor enthusiasm for distributed. “Wang Sicheng stressed,” because even if the roof is good, usual price is very high, but when it comes to holiday break. Han have nearly a year one-third day of rest, rest day, Han can only reverse transmission, but transmission value is very low. If transmission enjoy benchmark price, anyway, is the benchmark for all Internet prices, as long as the spontaneous use, earn more, also solve the worries for PV investors. ”
Believe in the future, benefit from policy, science and technology progress and innovation of business models, and other positive factors, PV scale can break through bottlenecks, successful completion of transformation and upgrading to achieve maximum benefits.
Original title: PV scale subsidy policy boards