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三部委联合下发电价政策 未来光伏行业有望回暖

作者:admin  日期:2018-11-17 15:55  人气:
A notice issued jointly by the three ministries and commissions of the national development and Reform Commission made the whole PV industry boil.
The notice is clear that the year June 30th will be the deadline for giving the new deal a buffer period of one month. The industry believes that this is a remedial policy for the "531" New Deal, which also means that the future photovoltaic policy is expected to recover.
Household photovoltaic will implement the "630" tariff policy
The notice on matters related to photovoltaic power generation in 2018 clarified three points:
1. Household photovoltaic projects registered before May 31 and connected before June 30 will be included in the scope of distributed photovoltaic scale management supported by the state subsidy. Benchmarking grid-connected tariff and power subsidy standards will remain unchanged and will receive a financial subsidy of 0.37 yuan/kWh.
2. For the residential natural person distributed photovoltaic projects which have not been connected to the grid, a one-month buffer period for residential photovoltaic is clearly given.
3. For the ground ordinary photovoltaic power plant project, it has been included in the scope of construction scale in 2017 and before, and put into operation before 30 June this year. The implementation of the 2017 benchmark grid-connected photovoltaic power plant price is a competitive configuration project, and the grid-connected power price determined in the implementation of the competitive configuration.
Peng Peng, secretary-general of China New Energy and Electricity Investment and Finance Alliance, said that the policy mainly addresses the issue of project subsidy targets for household photovoltaic grid-connected projects in the month after 531 and before 630. Because the "531 Policy" came into effect on the day it was released, the loss of photovoltaic investors for users who had filed before 531 is relatively large.
Prior to this, the adjustment of photovoltaic price subsidy in China usually took June 30 as the boundary, and the "6.30" rush to install has become a common phenomenon in the industry in recent years. How to calculate this month's subsidy policy from May 31st to June 30th has not been clear before.
Peng Peng believes that for ordinary ground photovoltaic power plants, including the commercial distribution of roofs, the overall policy has not been loosened. Follow-up policies will still focus on encouraging subsidies. On the one hand, the cost of photovoltaic components continues to decline, on the other hand, the overall renewable energy surcharge is not likely to rise. The electricity price reduction is still the main direction of the current policy transformation.
After the "531" new deal, photovoltaic power overnight.
On May 31 this year, the three ministries and commissions of the Development and Reform Commission jointly issued the Notice on Matters Relating to Photovoltaic Power Generation in 2018, known as the "531" New Photovoltaic Policy.
In terms of scale, the construction scale of ordinary photovoltaic power plants in 2018 is not scheduled for the time being; the quota of distributed photovoltaic projects is controlled at the scale of about 10 million kilowatts, and it is clear that the distributed photovoltaic power generation projects with grid-connected before May 31 will be included in the scope of scale management approved by the state.
In terms of electricity price, "5.31" New Deal points out that since the date of spontaneous writing, the new distributed photovoltaic power generation project, which adopts the mode of "spontaneous self-use and surplus power grid-connected", has reduced the total electricity metering subsidy standard by 0.05 yuan, i.e. the subsidy standard has been adjusted to 0.32 yuan per kilowatt-hour (including tax).
"531" new deal, photovoltaic industry "overnight."
On the first trading day (June 4) after the New Deal was issued, photovoltaic related conceptual stocks on the A-share market dropped and stopped one after another, and the photovoltaic index ranked first in the decline on that day. Since then, the PV index has slipped all the way, and has fallen by 24.8% since June 4th. The share price of Longji and Tongwei shares dropped by nearly 40%.
The impact of the "531" New Deal on the photovoltaic industry can be seen from the data collated by hundreds of millions of optical storage companies.
1, corporate net profit dive
Since the "531" new deal, A listed companies in photovoltaic companies began to play a big diving stock price. On the first trading day after the New Deal, the market value of major photovoltaic concept listed companies evaporated 25.795 billion yuan a day, and there were few signs of recovery thereafter.
2, the manufacturing industry has substantially reduced production.
Since the new deal, upstream silicon materials and silicon chips have fallen sharply, and large-scale capacity has been withdrawn. Data show that at least 13 enterprises in China have stopped production.
3, negative news such as arrears of wages and layoffs.
Businesses that can't survive the cold winter of the photovoltaic industry are trying to survive in various ways by shutting down production, vacation, wage arrears, price reduction, selling power plants or announcing their own withdrawal from the photovoltaic industry.
4, the household market suffered a devastating blow.
According to the survey data of industry associations, after the New Deal, the total domestic photovoltaic market business decreased by 90-95% compared with the same period last year, and the number of practitioners and distributors decreased by about 80% compared with the same period last year.
Photovoltaic policy or welcome change in 2019
In the afternoon of October 8, the National Development and Reform Commission organized a symposium on the price policy of photovoltaic power generation. In fact, the announcement has been made in advance.
The focus of the symposium is on indicators and subsidies. In addition to the issue of transitional subsidy specified in the Notice, the issues of current household photovoltaic indicators, photovoltaic indicators and subsidy standards in 2019, as well as the arrears of subsidy for existing photovoltaic power plants were also discussed.
Many enterprises on the site clearly indicated that they could accept subsidies for landslides and reasonable price reductions, but need to relax the control of scale. In addition, many large-scale enterprises investing in photovoltaic power plants mentioned the problem of subsidies in arrears, and put forward their own demands in terms of payment cycle and proportion.
According to the past practice, the policy documents of photovoltaic subsidy tariff adjustment are issued at the end of December each year, while the draft for comments is usually issued around the "eleventh" and issued formally after two months'opinions. The meeting focused on the intensity of subsidies in 2019, and it is expected that a draft price policy for photovoltaic power generation projects in 2019 will be published shortly.


上一篇:广东立法规定不得霸座 该条例将于今年12月1日起