Polaris solar PV net news: yesterday, the Department of energy issued—-PV blockbuster files for the further implementation of distributed photovoltaic-related policy notice (hereinafter “No. 406 of the text”), the file on the network, financing, quota and other angles, for the fourth quarter of this year and the next two years of distributed PV pulling plays a major role. Shen Wan analysis meeting held at 9 o’clock this morning, hareon topray solar new energy company executives separately reviews on this file. Solar company management did not believe that some details of the new policy improved makes distributed project more flexible, has a little “you make your site” means.
Sino-Australian trust analyst Wang Runchuan:
To allow “option” development of distributed projects, I think it is an expedient measure, can be lasting, but in order to reach this year’s target.
(Wang Runchuan said, referring to the new file in this: “use rooftops and grounds appurtenant construction of distributed solar power projects in the project record can be selected when” spontaneous use, residual power “or” full access “as a model. “Full Internet” project’s total generating capacity by grid enterprises new benchmark in accordance with local solar power station bid. Has by “spontaneous use, and over electric Internet” mode Executive of project, in electricity load significantly reduced (containing disappeared) or for electricity relationship cannot perform of situation Xia, allows change for “full Internet” mode, project units to to local energy competent sector applications change record, and grid Enterprise signed new of grid agreement and purchased sale electric contract, grid enterprise is responsible for to Treasury and national energy Council applications subsidies directory change. ）
However, the new deal itself can be seen, the national development and photovoltaic’s confidence and determination to succeed is strong. PV installations that question, don’t worry, a quarter of 9 to 12G is possible.
Second, enhance planning, specifically highlight the “town planning”, distributed positive.
Long term “power station” is a more profitable and stable business. Power plant operation is low risk, low return. Another situation is, how to solve the financing of hydropower, finance cost is still relatively high.
The third, which led to distributed and centralized power stations? As a whole, and distributed many of its unique advantages, other sectors of the National Energy Board may unveil more policies to promote distributed jointly.
Lian Rui (SOLARBUZZ senior analyst):
The release policy, consistent with the general expectations and Wu xinxiong, Director of speech, and the draft is basically the same.
1. the policy relevance of its very large, the 7th is the core content, you can select full Internet access, totally different business model, the system costs can be reduced, can indeed trigger larger installation campaign can improve financial institutions assess the risk on the project.
(The seventh, two analysts do not seem to see eye to eye? Seven, perfect for distributed PV development model. Use rooftops and grounds appurtenant construction of distributed solar power projects in the project record can be selected when “spontaneous use, residual power” or “full access” as a model. “Full Internet” project’s total generating capacity by grid enterprises new benchmark in accordance with local solar power station bid. Has by “spontaneous use, and over electric Internet” mode Executive of project, in electricity load significantly reduced (containing disappeared) or for electricity relationship cannot perform of situation Xia, allows change for “full Internet” mode, project units to to local energy competent sector applications change record, and grid Enterprise signed new of grid agreement and purchased sale electric contract, grid enterprise is responsible for to Treasury and national energy Council applications subsidies directory change. In ground or using agricultural big shed, no power consumption facilities construction, and to 35,000 v and the following voltage grade access grid (Northeast 66,000 v and the following), and single project capacity not over 20,000-kilowatt and by electricity main in and dot variable radio district elimination na of PV station project, into distributed PV power scale indicators management, Executive local PV station benchmark Internet electric price, grid enterprise according to distributed power management provisional approach of 17th article provides and the established of “green channel”, By city or county-level power grid enterprises in accordance with the simplified procedure for grid access and provide the appropriate grid services. ）
2. file for “Northeast China” to dissolve the content, is really expedient to resolve installation problems this year. But, in General, documents issued directly to promote this year’s installed capacity, exceeding 13G w is the probability of the event, is nothing more than time and the availability of funds.
(He also is evaluating the 7th: voltage connected to the grid to 35,000 volts and below (northeast of 66,000 volts or less), individual projects of not more than 20,000-kilowatt in electricity generated by major network radio absorptive PV)
3. the level of global installed capacity is what this year? This year, China’s installed capacity, according to the current situation, about expected at around 13.5G WA, 47G w on a global scale. And if China and Japan’s installed capacity to rush a world 50G w. Therefore, the normal 47G Watts, an optimistic view is 49 to 50G w.
Japan and the United States wind power installed capacity, Japan did quickly, exceeding 10G w is the probability of the event, despite falling back in the second quarter, but sustainability is very good. Japan Government to check the schedule issue, expected by March next year, Japan’s installed capacity will be in a State of accelerated, rush could reach 11 to up real 12G w.
United States in the “double reverse” process, the momentum may not be so good, but last year growth 30% to 40% to 6G to 7G there is no doubt.
Liu Yang hang Yu solar energy:
We understand that distributing new deal follows several important innovations:
For distributed solar power projects, when the project record, you can choose either to “spontaneous use, residual power”, you can also choose “full Internet”. “Full Internet” project’s total generating capacity by grid enterprises in accordance with the new benchmark local PV prices;
In the “spontaneous personal use” by the power-user power consumption significantly reduced or disappeared, could be converted to “full access” to conduct benchmark price of photovoltaic power station, eliminating investor worries in tariff recovery;
Agricultural greenhouses using ground or no power consumption, such as infrastructure construction, and including 35KV voltage connected to the grid, single capacity up to 20MW of electricity generated by the item and network radio absorptive PV, could be included in distributed solar power index management, implementing new benchmark local PV price.
Wu xinxiong, Director of jiaxing speaks, we also learned that, the recent national energy Board based around the first half of the implementation of the plan, annual plan for fine-tuning. Fine tuning the main principles are:
Give priority to safeguard the spontaneous use of photovoltaic projects, based on adjusted scale indicator to distributed PV;
Southern Xinjiang, Hebei, Qinghai and other special needs of area increase PV targets;
Building demand for distributed PV scale indicators some indicators of limiting the area, plans to implement a bad area no longer increase the size of its photovoltaic power generation indicator. All localities to make plans, quarterly progress report on the implementation, and strive for new grid-connected PV power generation capacity to more than 13 million-kilowatt all year round.
It is reported that after the Mid-Autumn Festival, the National Energy Board will convene a meeting to discuss the photovoltaic fine-tuning of the implementation of the annual plan. Now judging by the industry, according to the actual market conditions, annual total grid size will probably increase to 15GW 11GW, distributed PV ground power station project (includes spontaneous private ground and distributed distributed) 4GW. There is another fine tune version is: annual total grid size up to 16GW 8GW, distributed PV ground power station project (includes spontaneous private ground and distributed distributed) 8GW. We are confident that whatever the adjustment mode, the development of photovoltaic industry will bring tremendous drive.
This year is the first year of distributed PV, hope that by fine-tuning after more sound policy and scientific objectives set for distributed PV Application lay down a solid foundation for the development of industry.
First, the status of distributed PV unshakeable, indicators have pushed, you can apply at any time, in order to implement annual programmes, opening a Gash. (2nd in the file: priorities for protection of all kinds of demonstration zones and other planning clear annual scale of implemented projects and building condition index. ）
Second: to encourage conglomerates (note that is not necessarily a large State owned enterprises and large enterprise applications, which opened a Gash, we (sea-run) is a large enterprise group. (3rd in the file: to encourage the construction of large enterprise groups to Affiliate Organization for the harmonization of distributed PV projects. ）
Thirdly, additional indicators, can be appended to the record index, we believe that there is no index, what you can do you want, just like opened the DG box. (8th: the model of distributed solar power projects in the region (including nearby absorptive distributed PV power station), in accordance with the “first record, appending the size indicator” management methods, in support of the demonstration zone construction continued.
Part IV: No. 406 of the text, the “access conditions and pay for content” be mentioned. Connection voltage is not only 35,000 volts, (file) also mentioned the 66,000 volts, can say the Northeast is everywhere. (File in the 7th: to 35,000 v and the following voltage grade access grid (Northeast 66,000 v and the following), and single project capacity not over 20,000-kilowatt and by electricity main in and dot variable radio district elimination na of PV station project, into distributed PV power scale indicators management, Executive local PV station benchmark Internet electric price, grid enterprise according to distributed power management provisional approach of 17th article provides and the established of “green channel”, By city or county-level power grid enterprises in accordance with the simplified procedure for grid access and provide the appropriate grid services. ）
Our view: Shandong and other regions can go online at any time, while file also defines charges monthly payment and other details, one can imagine “distributed generation what you want to do, what to do”. We judge that 2014 might be a steal in the fourth quarter put the tide, by and large completed 15G tile is not too much of a problem, the ground station, construction of the West, the North will be restricted.
Of course, despite the large space to finance, the perfect system, but does not compel banks to loan, still need the enterprise in their own hands. “Guaranteed” was also mentioned, which may buy the plant’s main force team will be a lot, the Bank would catch up, new ideas, and this part will bring benefits to future distributed development, users and buyers, Bank, the lender has to improve the thinking function.
Five: on the level of financing, distributed projects cannot rely on industry investment and capital to invest, “No. 406” breakthrough on financing difficulties in the text.
A: the participation of financial institutions in a distributed project financing before repayment sources how to implement? User’s credit level? Power station project is a long-term returns, if the owner can choose to spontaneously use and full Internet access, the owner can be guaranteed.
B: Government loan guarantees to encourage flexible distributed projects, is dependent on the financial statements and to provide security, but if the project proceeds and assets pledged if loans can be amplified.
C: policies to encourage and widen financing channels, reference is made to leasing, trust and “No. 406” paper also recommends the institution closed-end loans to address the financial needs of the whole process, greatly improving the finances of leading enterprises.
(12th in the file: innovative distributed PV financing services. Encourage banks and other financial institutions, combined with features of distributed PV generation and financing needs, providing preferential loans to distributed PV power generation projects, adopt a flexible loan guarantees, an exploration of a project selling electricity charging right pledge of assets and project financing facility. Encourage banks and other financial institutions in collaboration with local authorities to establish a distributed photovoltaic power generation project financing service platform, and photovoltaic power generation enterprises to establish strategic cooperative relations of banks and enterprises, explore effective and there is a market, there are order forms, the credibility of the “four companies” under closed loans. Project encouraged local governments to combine people’s livelihood loan discount policy of distributed PV. Encouraging the use of finance lease, for the integration of PV to provide leasing services, encourage various types of funds, insurance, trust, combined with industrial capital and explore a photovoltaic investment fund, encouraging coverage for small and medium enterprises credit guarantee for construction of distributed PV, carried out in agriculture financial services support the photovoltaic photovoltaic utilization of household and agricultural facilities business. To establish a mechanism of credit loans such as personal income, step by step to install distributed PV facilities credit and high personal-free secured loan. ）
Topraysolar new high-rise:
National related sector had to we company research, we mention has several problem: as buildings not clear, and Guangdong local of grid access, and station supporting measures not clear, charges mode not determines,, from this “No. 406,” paper in the can see, above problem basic get has feedback and replies, national level on distributed project of some problem implementation, will on area as Shenzhen, to of PV roof project implementation has benefits.
2012 US companies began to focus on the layout surface plant in 2013, and dingbian in Shaanxi, Xinjiang and so on have done the power station. Last night, an emergency debate, we think, that policies on domestic distributed outbreak has helped the project in the next two years. Reporting processes, building owners do not clearly have improved.
Now, distributed project can choose all domestic Internet access, not only good for the southeast coast and southern region, to Midwestern cities would be better promoted. Such as in Xinjiang, you can select full Internet access in the power of the return on investment will be a better role in promoting.
After I read last night, feels also good in terms of financing. We have 100 MW distributed power plant projects in Shandong, a part of the capital of the Government by expanding the day do finance. One question is, assuming the owners changed what should I do? Guarantees the right to charge the power station itself unable to do so. And this is made more explicit in the notification, whether the usufruct or the financing to get through. (We believe) if mass start distributed projects across the country, still needs to improve the mutual support and policy, it is our basic judgment. This afternoon, we will hold in-house seminars and the Shenzhen authorities.
Overall, our basic judgment is that PV distributed the policy to promote nationwide (including the Midwest distributed project) will have a big advantage. In addition, this year from the year before (No. 406 of the text out of the stage), there is a great deal of planning, but not much, and that this policy can compensate for. Third, the year 2015—-2016,, power plants to investors, small business owners and individuals, such as Villa will have a better effect. This is our understanding of the policies and views.
In Guangdong Province, in our judgement may be distributed projects (plan) to make adjustments. Shenzhen declared in July, is already in a power generation process, southern power grid has issued a series of policies, the grid can also power station owners to charge. We are the largest company in southern China, reserve a number of projects. Prior to this, neither Park nor the owners of buildings, some do not want to install, and some are charging problem will not be resolved, but “No. 406” file was launched, I believe there will be a better future. Shenzhen has a new energy plan, we have also been involved in government planning, believes time will start the next 1-2 years. Now, the Guangdong project record can, I think planning 1 to 2G are no problem.
Original title: PV industry experts and Enterprise all the arguments “No. 406” PV distributed heavy files