At the second PV system and grid-connected power generation summit forum held in Beijing recently, participating government officials, experts, and related companies held discussions on the national solar photovoltaic power generation 12th Five-year Plan and photovoltaic national unified benchmarking on-grid price policy, and the participating companies paid close attention. Benchmark on-grid electricity price policy continuity and refinement direction. Previously, the National Development and Reform Commission issued a document to determine the national photovoltaic power generation unified benchmark on-grid tariff, according to the approved construction and put into operation time division, the photovoltaic power generation project price is uniformly approved at 1.15 yuan per kilowatt-hour and 1 yuan per kilowatt-hour (including tax), higher than 0.7 yuan According to the photovoltaic industry plan of the Ministry of Industry and Information Technology, according to the Ministry of Industry and Information Technology, the average annual growth rate of China's installed photovoltaic power generation capacity will exceed 165%, and by the end of 2015 it will reach 10GW. The photovoltaic power generation market will usher in a rapid development stage.
Twelfth Five-Year Photoelectric Plan Boost Market Confidence
According to the public opinion draft of the “Solar PV Industry's 12th Five-Year Development Plan†issued by the Ministry of Industry and Information Technology, China will form 10,000-ton-grade polysilicon enterprises and 1-2 5-GW solar-cell enterprises by 2015, and cultivate 1-2 annual sales revenues. 100 billion yuan of photovoltaic companies; PV system cost has dropped to 15,000 yuan/kW, power generation cost has dropped to 0.8 yuan/kWh, and the power distribution side has reached “flat-rate Internet access,†and by 2020, the system cost has dropped to 10,000 yuan/kW, generating electricity. The cost reaches 0.6 yuan/kWh, achieving "cheap Internet access" on the power generation side.
Meng Xianyi, deputy director of the China Renewable Energy Society, revealed earlier that when the state plans to develop 10 million kilowatts of photovoltaic installations during the 12th Five-Year Plan, an initial plan of 6 million kilowatts will be in the west and 3.5 million kilowatts in the central and eastern regions.
The photovoltaic industry in Jiangsu province started early and developed rapidly. In 2010, the province’s polysilicon production was close to 50% of the national total, and solar cell output exceeded 50% of the country. In 2010, the installed capacity of Jiangsu photovoltaic installed capacity exceeded 100 MW. It is estimated that by the end of 2011, the installed capacity of photovoltaic power generation in Jiangsu Province will exceed 400 MW, accounting for more than half of the national scale. Xu Ruilin, secretary-general of Jiangsu Photovoltaic Industry Association, stated that China's solar photovoltaic power generation has a good development prospect: abundant solar energy resources; no investment in mining and transportation is required for photovoltaic development; environmental friendly, non-polluting emissions; huge domestic and international market capacity. "At present, the cost of photovoltaic products has been greatly reduced, and photovoltaic prices are protected by policies. It is a good opportunity to develop photovoltaic power generation and cultivate our photovoltaic market."
Globally, in 2010, the installed capacity of global solar power generation reached 18.2 GW, a year-on-year increase of 139%. The scale of the solar market in Europe was 14.7 GW, accounting for 81% of global demand. Zhang Junjun of the National Grid Electric Power Research Institute believes that China has already constructed photovoltaic subsidy and Golden Sun demonstration project and other policies and measures. The trend of photovoltaic grid-connected power generation is obvious. “The scale effect is significant, resource development is concentrated, the cost is low, centralized control, and capacity expansion. Easy to schedule."
Researcher Ma Shenghong of the Institute of Electrical Engineering of the Chinese Academy of Sciences believes that vigorous development of photovoltaic power generation capacity during the 12th Five-Year Plan will help ease the long-lasting “electricity shortage†phenomenon in China and break the electric power shortage. "From the perspective of resource conditions, policy environment, and the economics of solar power generation and UHV transmission, the feasibility of building a solar power generation base in the western region of China is of great significance."
1 Yuan Electricity Price Opportunity and Challenge
At the 2nd Beijing PV System and Grid-connected Power Generation Summit Forum, the National Development and Reform Commission (NDRC) unsolicited solar photovoltaic power generation project has a nationwide unified benchmarking on-grid tariff policy. Experts believe that the one-yuan price will bring opportunities and challenges to photovoltaic companies.
Chen Nuofu and Zhang Han of the Solar Energy Research Center of North China Electric Power University believe that the bottleneck that restricts the development of photovoltaic power plants is mainly the high electricity price and the stability of the power grid. Photovoltaic system costs are mainly composed of four parts: First, the cost of civil and shared facilities, including land acquisition fees, utilities and other construction costs; Second, the cost of power generation facilities, including battery components, brackets, junction boxes and other equipment; The cost of electrical facilities includes step-up transformers, circuit breakers, surge arresters, transformers and lines, etc. Fourth, data collection, communication systems, supporting facilities and project costs.
“The latest price of polysilicon module 240W is about 8.8 yuan/W, and the cost of other modules except modules is estimated at 6.2 yuan/W, so the total cost of photovoltaic system is 15 yuan/W,†said Chen Nuofu. Solar Energy Research Center of North China Electric Power University according to the current analysis of China's current solar photovoltaic system, the current price of 10MWp polysilicon photovoltaic system is 15 yuan / W, the annual return rate is 10.66%, about 7.92 years to recover the investment cost, after 12 years into the profit period . If the loan interest rate is 6.65% per one-year period, the payback period will be about 12 years, and then it will enter a stable profit period after 8 years.
Chen Nofu believes that when the on-grid tariff is 1 yuan/kWh, when the cost of the PV system drops to 9 yuan/W (in fact, the subsidies granted by the State Gold Sun project have already reached this cost), the payback period is only It takes 8 years and the annualized rate of return is more than 20%, which will greatly promote the development of China's photovoltaic industry. In addition, the United States and Germany predict that the costs of local photovoltaic power generation will intersect with conventional power generation costs in 2015 and 2017, respectively, and then photovoltaic power generation will occupy cost and market advantages.
Enterprises concerned about the continuity of the on-grid tariff policy
The National Development and Reform Commission has stated in the publication of the PV on-grid price rule that in the future, the on-grid tariff of photovoltaic power generation will be adjusted in accordance with factors such as changes in investment costs and technical progress. At this session of the Optoelectronics Summit, participating companies also paid more attention to the continuity and refinement of the national unified benchmarking on-grid price policy.
Many person in charge of the meeting said that the nationwide PV on-grid tariff “opportunity†has given the optoelectronics companies of the East and the West different feelings. The one-dollar price of optoelectronics in the eastern region will make the company’s internal rate of return extremely low. According to the person in charge of the Suzhou Atlas Company, the western region is mostly desertified, the construction cost is low, and solar energy resources are abundant. In the eastern region, there are tight land, insufficient sunshine, and high labor costs. “Overall tariff subsidies are obviously more favorable to Western companies.â€
Xu Ruilin, secretary-general of Jiangsu Photovoltaic Industry Association, believes that local government subsidies will become an important driving force for the development of the eastern photovoltaic companies. After the “Opinions on the Promotion of Photovoltaic Power Generation in Jiangsu Province†was issued in 2009, the newly installed capacity was 26 MW, equivalent to the total installed capacity before 2008. 10 times. "Advance opinions issued by the Jiangsu Provincial Government have a greater impact at home and abroad and have played an important role in promoting the construction of photovoltaic power generation demonstration projects in Jiangsu Province."
“The local government subsidies will directly affect the enthusiasm of corporate investment. The unified on-grid price gives huge advantages to the photovoltaic power generation in the western region, but the western photovoltaic power generation faces the problem of long-distance power transmission. Insufficient subsidies in the eastern region will cause business investment to flock to the west, and It is not conducive to the development of the optoelectronics industry," said a person in charge of an eastern photovoltaic company.
At the same time, in this session of the optoelectronics forum, western companies pay more attention to the sustainability of the unified price policy for photovoltaics. Wang Bohua, deputy inspector of the Electronic Information Department of the Ministry of Industry and Information Technology and the secretary general of the China Photovoltaic Industry Alliance, said in response to the company’s concern that there is no clear continuation or change schedule for the current national unified photovoltaic electricity price policy, and that it needs to pay attention to the actual effects of the policy. And change.
Twelfth Five-Year Photoelectric Plan Boost Market Confidence
According to the public opinion draft of the “Solar PV Industry's 12th Five-Year Development Plan†issued by the Ministry of Industry and Information Technology, China will form 10,000-ton-grade polysilicon enterprises and 1-2 5-GW solar-cell enterprises by 2015, and cultivate 1-2 annual sales revenues. 100 billion yuan of photovoltaic companies; PV system cost has dropped to 15,000 yuan/kW, power generation cost has dropped to 0.8 yuan/kWh, and the power distribution side has reached “flat-rate Internet access,†and by 2020, the system cost has dropped to 10,000 yuan/kW, generating electricity. The cost reaches 0.6 yuan/kWh, achieving "cheap Internet access" on the power generation side.
Meng Xianyi, deputy director of the China Renewable Energy Society, revealed earlier that when the state plans to develop 10 million kilowatts of photovoltaic installations during the 12th Five-Year Plan, an initial plan of 6 million kilowatts will be in the west and 3.5 million kilowatts in the central and eastern regions.
The photovoltaic industry in Jiangsu province started early and developed rapidly. In 2010, the province’s polysilicon production was close to 50% of the national total, and solar cell output exceeded 50% of the country. In 2010, the installed capacity of Jiangsu photovoltaic installed capacity exceeded 100 MW. It is estimated that by the end of 2011, the installed capacity of photovoltaic power generation in Jiangsu Province will exceed 400 MW, accounting for more than half of the national scale. Xu Ruilin, secretary-general of Jiangsu Photovoltaic Industry Association, stated that China's solar photovoltaic power generation has a good development prospect: abundant solar energy resources; no investment in mining and transportation is required for photovoltaic development; environmental friendly, non-polluting emissions; huge domestic and international market capacity. "At present, the cost of photovoltaic products has been greatly reduced, and photovoltaic prices are protected by policies. It is a good opportunity to develop photovoltaic power generation and cultivate our photovoltaic market."
Globally, in 2010, the installed capacity of global solar power generation reached 18.2 GW, a year-on-year increase of 139%. The scale of the solar market in Europe was 14.7 GW, accounting for 81% of global demand. Zhang Junjun of the National Grid Electric Power Research Institute believes that China has already constructed photovoltaic subsidy and Golden Sun demonstration project and other policies and measures. The trend of photovoltaic grid-connected power generation is obvious. “The scale effect is significant, resource development is concentrated, the cost is low, centralized control, and capacity expansion. Easy to schedule."
Researcher Ma Shenghong of the Institute of Electrical Engineering of the Chinese Academy of Sciences believes that vigorous development of photovoltaic power generation capacity during the 12th Five-Year Plan will help ease the long-lasting “electricity shortage†phenomenon in China and break the electric power shortage. "From the perspective of resource conditions, policy environment, and the economics of solar power generation and UHV transmission, the feasibility of building a solar power generation base in the western region of China is of great significance."
1 Yuan Electricity Price Opportunity and Challenge
At the 2nd Beijing PV System and Grid-connected Power Generation Summit Forum, the National Development and Reform Commission (NDRC) unsolicited solar photovoltaic power generation project has a nationwide unified benchmarking on-grid tariff policy. Experts believe that the one-yuan price will bring opportunities and challenges to photovoltaic companies.
Chen Nuofu and Zhang Han of the Solar Energy Research Center of North China Electric Power University believe that the bottleneck that restricts the development of photovoltaic power plants is mainly the high electricity price and the stability of the power grid. Photovoltaic system costs are mainly composed of four parts: First, the cost of civil and shared facilities, including land acquisition fees, utilities and other construction costs; Second, the cost of power generation facilities, including battery components, brackets, junction boxes and other equipment; The cost of electrical facilities includes step-up transformers, circuit breakers, surge arresters, transformers and lines, etc. Fourth, data collection, communication systems, supporting facilities and project costs.
“The latest price of polysilicon module 240W is about 8.8 yuan/W, and the cost of other modules except modules is estimated at 6.2 yuan/W, so the total cost of photovoltaic system is 15 yuan/W,†said Chen Nuofu. Solar Energy Research Center of North China Electric Power University according to the current analysis of China's current solar photovoltaic system, the current price of 10MWp polysilicon photovoltaic system is 15 yuan / W, the annual return rate is 10.66%, about 7.92 years to recover the investment cost, after 12 years into the profit period . If the loan interest rate is 6.65% per one-year period, the payback period will be about 12 years, and then it will enter a stable profit period after 8 years.
Chen Nofu believes that when the on-grid tariff is 1 yuan/kWh, when the cost of the PV system drops to 9 yuan/W (in fact, the subsidies granted by the State Gold Sun project have already reached this cost), the payback period is only It takes 8 years and the annualized rate of return is more than 20%, which will greatly promote the development of China's photovoltaic industry. In addition, the United States and Germany predict that the costs of local photovoltaic power generation will intersect with conventional power generation costs in 2015 and 2017, respectively, and then photovoltaic power generation will occupy cost and market advantages.
Enterprises concerned about the continuity of the on-grid tariff policy
The National Development and Reform Commission has stated in the publication of the PV on-grid price rule that in the future, the on-grid tariff of photovoltaic power generation will be adjusted in accordance with factors such as changes in investment costs and technical progress. At this session of the Optoelectronics Summit, participating companies also paid more attention to the continuity and refinement of the national unified benchmarking on-grid price policy.
Many person in charge of the meeting said that the nationwide PV on-grid tariff “opportunity†has given the optoelectronics companies of the East and the West different feelings. The one-dollar price of optoelectronics in the eastern region will make the company’s internal rate of return extremely low. According to the person in charge of the Suzhou Atlas Company, the western region is mostly desertified, the construction cost is low, and solar energy resources are abundant. In the eastern region, there are tight land, insufficient sunshine, and high labor costs. “Overall tariff subsidies are obviously more favorable to Western companies.â€
Xu Ruilin, secretary-general of Jiangsu Photovoltaic Industry Association, believes that local government subsidies will become an important driving force for the development of the eastern photovoltaic companies. After the “Opinions on the Promotion of Photovoltaic Power Generation in Jiangsu Province†was issued in 2009, the newly installed capacity was 26 MW, equivalent to the total installed capacity before 2008. 10 times. "Advance opinions issued by the Jiangsu Provincial Government have a greater impact at home and abroad and have played an important role in promoting the construction of photovoltaic power generation demonstration projects in Jiangsu Province."
“The local government subsidies will directly affect the enthusiasm of corporate investment. The unified on-grid price gives huge advantages to the photovoltaic power generation in the western region, but the western photovoltaic power generation faces the problem of long-distance power transmission. Insufficient subsidies in the eastern region will cause business investment to flock to the west, and It is not conducive to the development of the optoelectronics industry," said a person in charge of an eastern photovoltaic company.
At the same time, in this session of the optoelectronics forum, western companies pay more attention to the sustainability of the unified price policy for photovoltaics. Wang Bohua, deputy inspector of the Electronic Information Department of the Ministry of Industry and Information Technology and the secretary general of the China Photovoltaic Industry Alliance, said in response to the company’s concern that there is no clear continuation or change schedule for the current national unified photovoltaic electricity price policy, and that it needs to pay attention to the actual effects of the policy. And change.
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