In September, the photovoltaic industry will be out of the cold and add new power.

Starting from September, China's new energy will open a new page.

Recently, the National Development and Reform Commission successively issued documents to clarify that the subsidy standard for distributed PV feed-in tariffs nationwide is 0.42 yuan/kWh, which is also the subsidy standard implemented in the first batch of demonstration areas. This standard has increased by 20% compared with the 0.35 yuan/kWh subsidy standard in the Exposure Draft, adding to the photovoltaic industry's “cold winter”.

"The national photovoltaic electricity price is about 1 yuan per degree, and the thermal power price is 0.4 yuan to 0.5 yuan. After subsidies, the market competitiveness of photovoltaic power generation will be greatly improved." Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University told reporters.

According to the local solar energy resource conditions and construction costs, centralized photovoltaic power plants will be divided into three types of resource areas throughout the country to implement different electricity price standards. At the lowest level of 0.9 yuan / kWh, compared with 0.75 yuan / kWh in the comments, it also increased by 12%, which is good for photovoltaic equipment manufacturing and downstream investors.

Three major district cleaning policy barriers

According to the solar energy resource conditions and construction costs, the National Development and Reform Commission divides the country into three types of solar energy resource zones, and formulates the corresponding on-grid tariffs of photovoltaic power plants. The on-grid electricity price of the photovoltaic power station is higher than that of the local coal-fired unit's benchmark on-grid price, and is subsidized by the renewable energy development fund.

According to the classification, the Class I resource area is 0.90 yuan/kWh, the Class II resource area is 0.95 yuan/kWh, and the Class III resource area is 1.0 yuan/kWh. The Class I resource areas are mainly distributed in Ningxia, Gansu, Xinjiang, Inner Mongolia and other places.

Han Xiaoping, chief information officer of China Energy Network, told reporters that these three types of divisions are actually classified according to China's actual geological conditions. China's terrain presents three large-scale distributions from west to east, which are basically divided according to this.

According to the requirements, the sub-zone benchmarking tariff policy applies to the approval of the filing after September 1 this year and the filing approval before September 1. However, for the PV power plant project put into operation on or after January 1, 2014, the electricity price subsidy standard applies to the enjoyment of the central government. In the case of distributed photovoltaic power generation projects other than financial investment subsidies, the implementation period of the benchmark on-grid tariff and electricity price subsidy standard is in principle 20 years.

The industry believes that the 20-year subsidy period is also higher than market expectations. The industry once believed that the subsidy period may be set at 10 years, which will help open the domestic PV application market.

Lin Boqiang said that the introduction of photovoltaic power generation standards only means that the grid company can help users to connect photovoltaic power to the grid. It is not clear what level of technology is required to help you install the network. Many details need to be formulated.

0.42 yuan subsidy effect still needs to be observed

For the distributed photovoltaic power generation project, the policy of subsidizing electricity price according to the amount of power generation is implemented, and the price subsidy standard is 0.42 yuan/kWh.

Previously, when China’s first distributed photovoltaic power generation demonstration zone established a subsidy standard of 0.42 yuan/kWh, Meng Xianyu, vice chairman of the China Renewable Energy Society, said that if the price subsidy standard is promoted in the future, it will basically implement 0.42 yuan/kWh. Standard.

Compared with the subsidy standard of 0.35 yuan/kWh in the Exposure Draft issued in March this year, Lin Boqiang believes that the subsidy standard of 0.42 yuan/kWh has increased by 20%, exceeding market expectations.

Lin Boqiang also said, "Now the installation of solar energy is so cheap, and there are factors for technological advancement. It is also the result of overcapacity. Once the production capacity is balanced, will the price increase?"

He believes that although the core obstacles have been eliminated for distributed photovoltaic power generation, the 0.42/kWh subsidy standard needs to be observed.

In addition, the remaining electricity for distributed photovoltaic power generation outside of its own use is required to be acquired by the grid enterprise in accordance with the benchmark price of local coal-fired units. However, distributed photovoltaic power generation is mainly installed by households. One topic that cannot be avoided is the relationship between input and output, that is, when the people can recover

In fact, this is also the main consideration of the National Development and Reform Commission. The NDRC also announced the improvement of the price subsidy for some renewable energy sources.

The National Development and Reform Commission said that the price adjustment is not only focused on protecting the environment, but also on not increasing the burden on electricity users. On the one hand, through the appropriate optimization of the electricity price structure, support the development of renewable energy, and promote the realization of energy-saving emission reduction targets; on the other hand, the current total sales price remains unchanged, does not increase the burden on electricity companies and residents, and is conducive to maintaining the overall price level. Basically stable.

Power station construction is expected to speed up

After two years of winter, the Chinese PV industry finally smelled the spring. According to the plan, by 2015, the total installed capacity of photovoltaic power generation in China will reach more than 35GW. In the first half of the year, the commercial ecology of domestic PV installations is improving, and the price of components is stable and even slightly increased.

Industry insiders predict that the acceleration of profit will accelerate the construction of power stations, and there will be a boom in power station rush. It is estimated that China's PV installed capacity will reach 8.5GW in 2013, an increase of 88% compared with 4.5GW in 2012. By 2014, the installed capacity of PV will reach 10GW or more.

Nowadays, the difficulties in grid connection and subsidies for electricity prices have been supported by the policy level. The confidence of the industry has been boosted and the tide of investment has started.

According to reports, in the near future, the VAT for PV power plant projects will be clarified. The value-added tax of photovoltaic power plant operators is 17%. If the value-added tax is lowered by 8.5 percentage points, the power station return rate will increase by 1% to 2%, which will directly benefit the photovoltaic power station operators.