In 2018, the newly installed capacity of photovoltaic power generation reached the second highest level in history, far exceeding the industry expectation. At the same time, the subsidy gap has been getting bigger and bigger, affecting the stable and healthy development of the industry, subsidizing the scale of the installed machine, or changing the previous PV projects for several years. The delay in getting subsidies is the biggest bright spot of the New Deal. Distributed energy is the focus of future renewable energy development. It is expected that the power generation side will be online after two or three years.
The photovoltaic industry is expected to welcome major changes. Recently, China Photovoltaic Industry Association revealed that this year's photovoltaic power generation construction management will usher in major mechanism innovations, including subsidizing the installed capacity, first-time household photovoltaics will be given a single scale, and clearly categorize PV projects into national subsidies and no Seven areas including state subsidy projects are needed. The National Energy Administration's Department of New Energy and Renewable Energy is seeking advice on related work.
'In 2019, we will promote the high-quality development of photovoltaic power generation as the main line, and maintain a reasonable development scale and development pace of the photovoltaic industry,' said Li Chuangjun, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration.
After the “531” New Deal last year brought “quick braking” to the PV industry, the entire industry is waiting for the next policy signal. However, after the policy changes, the installed capacity of photovoltaic power generation in 2018 still reached 44.26 million kilowatts, second only to 2017, the second highest level in history, far exceeding the industry expectations.
At the same time, the subsidy gap has widened. As of the end of 2017, China's PV subsidy gap has reached 45.5 billion yuan, directly affecting the healthy development of the industry. How to set this year's policy is crucial to avoiding the ups and downs of the industry and stabilizing the development of the industry.
Since the fourth quarter of last year, the Ministry of Finance, the National Development and Reform Commission and the National Energy Administration have coordinated several times on the work related to photovoltaic power generation in 2019, breaking the gap between the total subsidies and the installed capacity of the three units.
According to reports, in 2019, China will divide photovoltaic projects into two categories: state subsidies and state subsidies. The subsidy-free project is organized and implemented by the provinces according to the low-price and low-price project policies. The subsidized projects will be classified into five categories: poverty alleviation projects, household photovoltaics, ordinary photovoltaic power plants (ground power stations), industrial and commercial distributed photovoltaics, front runners and UHV. Special projects such as channel support.
Specifically, in addition to poverty alleviation, household use and special projects that have been approved, distributed and ground power stations all use the bidding method to obtain subsidy indicators. This will help to further reduce the intensity of subsidies, which will increase the installed capacity.
The reporter learned that the new PV policy will adopt a “pay-as-you-go” approach to subsidize the rated installed capacity. According to industry analysts, it is the biggest bright spot of the New Deal to determine the size of the installed capacity by subsidy or to change the situation that the previous PV projects have been delayed for several years.
In addition, another highlight of the New Deal is that for the first time, household photovoltaics will be listed separately and given a separate scale to implement fixed subsidies.
The industry believes that the upcoming 2019 PV new policy is the result of repeated brewing by the competent authorities, reflecting the idea of steady progress, and it is worth looking forward to. If it can be implemented smoothly, the installed capacity of photovoltaics is expected to exceed last year.
Although China has grown into the world's number one photovoltaic powerhouse, it still has to solve many key problems to continue to consolidate its industrial advantages.
'In 2018, China's photovoltaic industry needs to adjust in terms of capacity stage, structural supply and demand imbalance, single product structure, small enterprise differences, and lagging standards testing and certification system.' Deputy Director, Department of Electronic Information, Ministry of Industry and Information Technology Wu Shengwu said that China's photovoltaic industry should improve the quality of development, increase technology research and development, implement intelligent and refined management, improve production efficiency, reduce production costs, and explore emerging technologies such as energy Internet, energy storage, and distributed generation transactions. Business model to explore differentiated competitive advantage.
The reporter learned that after the '531' New Deal last year, a large number of distributed PV dealers withdrew. By August last year, after the industry was adjusted in time, the pace of development was greatly accelerated. According to the statistics of the China Photovoltaic Industry Association, in the second half of 2018, the country has completed at least 6 GW of distributed PV installations.
Liu Yiyang, deputy secretary-general of the China Photovoltaic Industry Association and secretary-general of the household committee, said that distributed energy is the focus of future renewable energy development. It is expected that after two or three years, distributed photovoltaics will achieve parity on the power generation side (grid side). We must make good use of the state subsidy policy, uphold the original advantages, and strive to expand new technologies, and improve the quality of photovoltaic development through 'photovoltaic +' and multi-energy complementarity.