Meng Xianzheng, deputy director of the China Renewable Energy Association’s solar energy division, said yesterday that the installed capacity of photovoltaic power generation that has been submitted to the National Energy Administration for approval has reached approximately 3.6 gw. According to the national “Twelfth Five-Year Plan†target, it is completed every year. 2gw is a normal rate of development. The industry is worried that the scene of the Great Leap Forward will be reproduced. Problems such as local protectionism, marginalization of private capital, and difficulties in network integration have also been highlighted.
A new round of Great Leap Forward?
Meng Xianji stated that since the companies that build photovoltaic power stations need to receive relevant state subsidies, they need to report to the relevant national authorities. Only through approval will you be able to obtain online qualifications and enjoy on-grid tariffs. However, even if the national competent authority does not necessarily approve all the 3.6gw reported, the domestic photovoltaic market has already started, and the rapid development will be an indisputable fact.
On August 1st, the National Development and Reform Commission announced the new electricity price for photovoltaic power. It is stipulated that this year's photovoltaic power generation target approved by July 1 this year and will be put into operation before December 31 is set at 1.15 yuan/kWh; and it will be approved after July 1. , or projects previously approved but not completed at the end of the year are approved at 1 yuan/degree. The implementation of this policy has triggered a wave of construction of photovoltaic power stations throughout the country.
The industry is concerned that a new round of leap forward in the photovoltaic power generation industry may already be in the making, and some problems will also arise.
Local Protectionism Breeding Qinghai Province announced at the end of July that all photovoltaic power stations built in the province before September 30 this year would enjoy an on-grid tariff of 1.15 yuan/kWh, and would not impose any restrictions on the total installed capacity of photovoltaic power generation.
However, at the same time, according to the relevant regulations of Qinghai Province, the components used in the PV power plant built in the province must be purchased from the component manufacturers registered in the province, and the industry has therefore been accused of local protectionism.
A sales director of a large-scale PV module manufacturing company told this newspaper that several western provinces including Qinghai Province have regulations requiring that the locally-built photovoltaic power plants must use the components of manufacturers within 500 km.
However, Meng Xianjun pointed out to the newspaper that since Qinghai Province proposed the standard price of 1.15 yuan/kWh before the National Development and Reform Commission announced the target price for photovoltaic power generation, the electricity price subsidy at that time was borne by the province’s finances. "Who pays for whom?" The province's request for prioritized procurement is also normal, and all provinces have similar policies for developing the local photovoltaic industry.
But Ji Kangping, a researcher at the Institute of Economic Research of the Qinghai Academy of Social Sciences, told the newspaper that because central enterprises that build photovoltaic power plants in places like Qinghai have their own PV module channels, most of them purchase components from interest-related companies. The components of local manufacturers instead Can't sell it.
Upstream component makers are being fleshed?
At the same time, private capital and foreign-funded enterprises are gradually marginalized in the big leap forward dominated by central enterprises.
"It's pretty sad now. There are almost no orders." The above sales director told the newspaper. According to him, due to the weakness of the European market, prices in the domestic market have been depressed, so Zhejiang's small and medium-sized component manufacturers have already lost about 200, while similar industry reshuffles have been performed once in the 1990s, and 500 companies at the time. Almost half dead.
The source said that the new electricity price of the photovoltaic power implemented by the state only subsidized the central enterprises as power plant operators, and the upstream component suppliers did not profit, but they were being pushed down by the price. The person also lamented: “We have fewer business trips now because there are almost no projects to run.†Moreover, currently state-owned enterprises including China National Energy Corporation and China Guangdong Nuclear Power Corp. have begun to produce their own components, and private-equity and foreign-funded orders may be even smaller.
However, Meng Xianji said that at present, China's photovoltaic power generation projects are at best only marginal, gross margins are between 6% and 8%, and some do not even make money; the government allows central enterprises to provoke the responsibility of revitalizing the industry and opening up markets. For example, the tender price of the second-round concession photovoltaic power station is only 0.7-0.9 yuan/degree, and the successful bidder is actually losing money.
The problem of grid-connected difficulties has become increasingly prominent. Meng Xianlu also pointed out that despite the approval of the PV power plant, there is still a 24-month construction period. However, if nearly 3.6 gw of this year's report is fully approved, the speed will be too fast and it will face a series of problems such as grid connection. .
A person in charge of a solar energy company in the western region revealed to this newspaper that when they cooperated with the central SOEs, the other party never revealed the actual amount of power generated by the PV power plant. Because some power stations could not be connected to the grid after completion or they could not generate electricity due to technical problems, such problems were common.
For example, the person in charge said that a large-scale electric power central government in Gansu and other provinces of photovoltaic power plants due to technical problems, can only send 1/3 of the electricity, and this problem is not uncommon in the western photovoltaic base.
The above-mentioned corporate sales director also stated that because photovoltaic power generation is as unstable as wind power and there is no output at night, the power grid is required to be stronger. In addition, transmission lines of photovoltaic generators above megawatts need to be transformed into high-pressure transmissions, which also presents technical difficulties.
A new round of Great Leap Forward?
Meng Xianji stated that since the companies that build photovoltaic power stations need to receive relevant state subsidies, they need to report to the relevant national authorities. Only through approval will you be able to obtain online qualifications and enjoy on-grid tariffs. However, even if the national competent authority does not necessarily approve all the 3.6gw reported, the domestic photovoltaic market has already started, and the rapid development will be an indisputable fact.
On August 1st, the National Development and Reform Commission announced the new electricity price for photovoltaic power. It is stipulated that this year's photovoltaic power generation target approved by July 1 this year and will be put into operation before December 31 is set at 1.15 yuan/kWh; and it will be approved after July 1. , or projects previously approved but not completed at the end of the year are approved at 1 yuan/degree. The implementation of this policy has triggered a wave of construction of photovoltaic power stations throughout the country.
The industry is concerned that a new round of leap forward in the photovoltaic power generation industry may already be in the making, and some problems will also arise.
Local Protectionism Breeding Qinghai Province announced at the end of July that all photovoltaic power stations built in the province before September 30 this year would enjoy an on-grid tariff of 1.15 yuan/kWh, and would not impose any restrictions on the total installed capacity of photovoltaic power generation.
However, at the same time, according to the relevant regulations of Qinghai Province, the components used in the PV power plant built in the province must be purchased from the component manufacturers registered in the province, and the industry has therefore been accused of local protectionism.
A sales director of a large-scale PV module manufacturing company told this newspaper that several western provinces including Qinghai Province have regulations requiring that the locally-built photovoltaic power plants must use the components of manufacturers within 500 km.
However, Meng Xianjun pointed out to the newspaper that since Qinghai Province proposed the standard price of 1.15 yuan/kWh before the National Development and Reform Commission announced the target price for photovoltaic power generation, the electricity price subsidy at that time was borne by the province’s finances. "Who pays for whom?" The province's request for prioritized procurement is also normal, and all provinces have similar policies for developing the local photovoltaic industry.
But Ji Kangping, a researcher at the Institute of Economic Research of the Qinghai Academy of Social Sciences, told the newspaper that because central enterprises that build photovoltaic power plants in places like Qinghai have their own PV module channels, most of them purchase components from interest-related companies. The components of local manufacturers instead Can't sell it.
Upstream component makers are being fleshed?
At the same time, private capital and foreign-funded enterprises are gradually marginalized in the big leap forward dominated by central enterprises.
"It's pretty sad now. There are almost no orders." The above sales director told the newspaper. According to him, due to the weakness of the European market, prices in the domestic market have been depressed, so Zhejiang's small and medium-sized component manufacturers have already lost about 200, while similar industry reshuffles have been performed once in the 1990s, and 500 companies at the time. Almost half dead.
The source said that the new electricity price of the photovoltaic power implemented by the state only subsidized the central enterprises as power plant operators, and the upstream component suppliers did not profit, but they were being pushed down by the price. The person also lamented: “We have fewer business trips now because there are almost no projects to run.†Moreover, currently state-owned enterprises including China National Energy Corporation and China Guangdong Nuclear Power Corp. have begun to produce their own components, and private-equity and foreign-funded orders may be even smaller.
However, Meng Xianji said that at present, China's photovoltaic power generation projects are at best only marginal, gross margins are between 6% and 8%, and some do not even make money; the government allows central enterprises to provoke the responsibility of revitalizing the industry and opening up markets. For example, the tender price of the second-round concession photovoltaic power station is only 0.7-0.9 yuan/degree, and the successful bidder is actually losing money.
The problem of grid-connected difficulties has become increasingly prominent. Meng Xianlu also pointed out that despite the approval of the PV power plant, there is still a 24-month construction period. However, if nearly 3.6 gw of this year's report is fully approved, the speed will be too fast and it will face a series of problems such as grid connection. .
A person in charge of a solar energy company in the western region revealed to this newspaper that when they cooperated with the central SOEs, the other party never revealed the actual amount of power generated by the PV power plant. Because some power stations could not be connected to the grid after completion or they could not generate electricity due to technical problems, such problems were common.
For example, the person in charge said that a large-scale electric power central government in Gansu and other provinces of photovoltaic power plants due to technical problems, can only send 1/3 of the electricity, and this problem is not uncommon in the western photovoltaic base.
The above-mentioned corporate sales director also stated that because photovoltaic power generation is as unstable as wind power and there is no output at night, the power grid is required to be stronger. In addition, transmission lines of photovoltaic generators above megawatts need to be transformed into high-pressure transmissions, which also presents technical difficulties.
Jiekai Industrial And Trading Co., Ltd. , http://www.gosdoors.com