Difficulties and opportunities coexist in the deve

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Difficulties and opportunities coexist in the development of domestic photovoltaic industry, which should be coordinated as a whole

on the one hand, policies support photovoltaic enterprises to open the domestic consumer market, on the other hand, it is photovoltaic completed projects that encounter difficulties. Whether the distributed energy new deal can solve this dilemma remains to be seen

"both ends out" of the "light of China" youth have great opportunities, and the industry is going through difficult times. After the United States conducted a "double anti" investigation on Chinese photovoltaic enterprises and issued a high punitive tariff ticket, the reduction of European solar subsidies and the next step is likely to make a similar "double anti" investigation, making the situation of Chinese photovoltaic enterprises even worse. Previously, 70% of the sales of domestic solar energy enterprises came from Europe, which will undoubtedly bring fatal harm to China's photovoltaic industry. According to the financial report of Suntech Power, the world's largest photovoltaic module manufacturer, in the first quarter of this year, the company's net income in the first quarter was $409.5 million, a decrease of 34.9% from $629 million in the fourth quarter of last year, and a decrease of 53% from $877 million in the leading quarter of 2011

with the external market continuing to shrink, the photovoltaic industry began to place its hopes on opening the door to "domestic demand". In fact, in order to revitalize the photovoltaic industry, domestic policies in the field of new energy have frequently sent positive signals, and a number of targeted policies have been introduced one after another

in an interview with China investment, Chang Yu, director of the Policy Research Office of the renewable energy special committee of the China Association for comprehensive utilization of resources, said that at present, China has built the "golden sun" project demonstration project, and the rate is only about 40%, which has seriously affected the implementation effect of the "golden sun" policy. On the one hand, the policy supports photovoltaic enterprises to open the domestic consumer market, on the other hand, it is the completed projects that have encountered difficulties. How to solve the difficulties remains to be seen

frequent policies in the photovoltaic industry

in April, the draft distributed generation management measures and merger management measures were issued, clearly encouraging all kinds of legal persons and individuals to invest in Jinan new era Gold Testing Instrument Co., Ltd. for many years, has been committed to the research and development of mechanical performance testing instruments for spring and other industry products, and has adopted three ways to solve the merger problems: spontaneous self use, excess power and all, It marks that the field of civil renewable energy power generation is expected to be fully liberalized to promote market growth and power consumption

at the beginning of May, the discussion draft of renewable energy quota system was issued and is expected to be implemented at the beginning of next year, which will ensure that renewable energy power generation projects such as wind and light have sufficient and optimistic domestic markets

since then, the state has once again sent a clear signal to support the distributed photovoltaic roof project. The executive meeting of the State Council held on May 23 clearly expressed support for the entry of self-contained solar energy and other new energy products into public facilities and households. As of press time, the national energy administration has also revealed that it is studying and formulating implementation rules to encourage and guide private investment in new energy, which may be launched as scheduled by the end of June stipulated by the State Council

since this year, the approval volume of "golden sun" project and photovoltaic building has been enlarged. Insiders said that in the second half of the year, while the country continues to build photovoltaic power stations on a large scale, it is expected to vigorously support the "self-supporting" photovoltaic power generation system invested by the private sector from both policy and capital, in order to facilitate the increase of domestic photovoltaic installation in 2012, so as to alleviate the development dilemma of the photovoltaic industry to a certain extent

in this context, it is a general trend to encourage solar roof projects and develop distributed energy. The current subsidy funds have also shown a clear trend to tilt towards solar roof projects

the difficulty of merger

"the 40% merger rate is not incredible", in the interview, Chang Yu said that the biggest resistance to merger comes from power companies. According to reports, as the "golden sun" policy encourages users to combine and spontaneously use electricity for their own use, and adopts the way of offsetting electricity, this has resulted in a significant reduction in the amount of electricity purchased by owners from power companies, which has affected the operating efficiency of power companies. At the same time, as the "golden sun" policy was mainly promoted by the Ministry of finance, it was not well coordinated with the power company at the beginning of the implementation of the policy, which led to difficulties in the later projects

according to the previous understanding, the most important thing for the current construction of the "golden sun" project is to obtain the written opinions of the local power company on the premise that the roof owner has the willingness to install the project. Therefore, even if many projects are reported, they may not be approved because these two problems are not solved. "Especially the approval documents of power companies are very difficult to obtain", insiders admitted that from their experience in building the "golden sun" project in the past two years, the proportion of projects that can finally be approved is less than 10% of the number of projects initially declared

not only this kind of "self-sufficient" photovoltaic power generation project, but also the current large-scale photovoltaic power station project in China can only be approved after being approved by the power company, otherwise it will not be able to enjoy the electricity price, which also seriously restricts the development of the photovoltaic industry

"on the one hand, the power company is worried about and will affect its operating efficiency, on the other hand, it still has doubts about the power quality of photovoltaic", the above industry insiders said, "if photovoltaic power generation is to be merged, reactive power compensation and other equipment need to be installed, and the power company is also unwilling to bear this extra investment"

it is understood that the design installed capacity of the leading "golden sun" demonstration project in 2009 was 642 MW (in 2010, the Ministry of Finance announced the cancellation of the 54 MW "golden sun" demonstration project in 2009), the second phase of the demonstration project in 2010 was 272 MW, and the third phase of the demonstration project in 2011 was 600 MW. Roughly speaking, the total scale of the three-year phase III project is about 1400mw. If the merger rate is 40%, the merger scale of the three-year "golden sun" project is only about 560MW

"we should pay attention to solving the problem from the perspective of system and mechanism, such as spontaneous self-use, which will indeed affect the sales of electricity and income of power companies. In this case, we should consider how to give it some incentives to support this thing", Chang Yu said that the "self-supporting" photovoltaic power generation project, which is "instant use and local consumption", does not have the problem of long-distance transmission, and the power generation during the day matches the peak of power consumption

solve the problem of multiple politics

while solving the constraints of photovoltaic power generation projects, what cannot be ignored is the current situation of multiple politics and multiple management faced by the construction of domestic distributed photovoltaic power generation demonstration projects. It is understood that at present, the relevant domestic demonstration projects mainly include "golden roof" and "golden sun". Among them, the "golden roof" policy, the upper right of the machine base of Jinan new era Gold Testing Instrument Co., Ltd. is the experimental machine operation display system, which supports the BIPV (photovoltaic building integration) project, that is, the photovoltaic module as a part of the building (such as roof, curtain wall, etc.), a distributed power generation project integrating beauty and environmental protection; The "golden sun" policy supports a wider range of projects, including both BIPV projects supported by the "golden roof" policy and distributed power generation projects that take photovoltaic power stations as additional parts of buildings (such as being installed on the roof)

according to the latest policy this year, the subsidy standard of "golden sun" policy for user side photovoltaic power generation projects is 7 yuan/watt; The subsidy standard of the "golden roof" policy implemented in the same period is 7.5 yuan/watt for the utilization form generally combined with buildings, and as high as 9 yuan/watt for building materials and other optoelectronic integration projects closely combined with buildings

faced with the realistic gap in the subsidy standard in the most widely used conventional plastic granulator equipment, the project owner prefers the "golden roof" policy when choosing the support policy. Note that since the implementation of the two policies in 2009, the single project capacity of the projects supported by the "golden roof" policy is generally small, and the total scale of support is small; The "golden sun" support project has a larger capacity of a single project and a larger total amount of support

it can be seen that even if the project owner prefers to apply for his own project as a "golden roof" project, it is much more difficult to apply for the same project as the former project than the "golden sun" policy. In Chang Yu's view, "this is easy to mislead enterprises to think that the subsidy standard of the 'golden sun' policy is low and unreasonable, and should be subsidized according to the 'golden roof' policy of the Ministry of housing and urban rural development, thus causing market chaos"

for this reason, some experts suggested that the above two support funds should be integrated under the national renewable energy development fund, and be centrally managed and coordinated by relevant departments. With this fund, the electricity price policy for distributed photovoltaic power generation system should be introduced. Zhonghua glass () Department

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