SMM News: July 11, the first photovoltaic bidding results were released, marking the successful landing of the new photovoltaic subsidy bidding mechanism, so far this year, all the suspense of photovoltaic policy has been unveiled. From the bidding results, it realizes the maximization of the new scale and the clarity of the enterprise income. In the second half of the year, photovoltaic construction officially kicked off, and the photovoltaic industry will prosper in the overall tone of stability.
Maximum guarantee of new scale
According to the bidding results, 3921 projects, including 22 provinces (autonomous regions and municipalities), including Beijing and Tianjin, were included in the scope of national bidding subsidies in 2019, with a total installed capacity of 22.788642 million kilowatts, including 366 ordinary photovoltaic power stations and 18.123316 million kilowatts of installed capacity, 3555 industrial and commercial distributed photovoltaic power generation projects with an installed capacity of 4.665326 million kilowatts.
In addition to the 750 million subsidy of household photovoltaic separately cut, the 2.25 billion subsidy participating in the bidding will be used in these 3921 photovoltaic bidding projects. According to the calculation of the Photovoltaic Industry Association: if you do not bid, all of them will be implemented according to the benchmark electricity price. The total amount of subsidy required for the shortlisted project is about 4.6 billion yuan, then the subsidy bidding will save more than half of the subsidy. This is a dry fish for the snowball dilemma of the subsidy gap, which has been difficult to solve for many years, and it is a major institutional reform and innovation.
At the same time, to subsidize the total plate to "live within the limits of income" to the maximum extent to achieve "stable production". In addition to bidding projects, coupled with previously arranged and carried over household photovoltaic projects, photovoltaic poverty alleviation projects, affordable demonstration projects, leading base projects, UHV supporting delivery and demonstration projects, etc., the construction scale of photovoltaic power generation projects this year is about 50 million kilowatts, and the installed capacity that can be completed and connected to the grid within the year is expected to be about 4000 to 45 million kilowatts.
This scale is roughly the same as last year, but also similar to the expectations of the industry at the beginning of the year, can ensure the healthy and orderly development of the photovoltaic industry, and maintain the overall tone of steady progress.
Corporate earnings are clearly predictable
This year is the first year of bidding for photovoltaic subsidies. Compared with the original sub-target according to the size of the province, and then compared with the debt owed while subsidizing, after the implementation of this new mechanism, in order to determine the expenditure, how much power to do, the 3921 projects to be included in the scope of subsidies, as long as they are completed and connected to the grid on time, they can be guaranteed to get subsidies in a timely manner.
At the same time, the bidding projects to be included in the subsidy have all been reviewed by the National Energy Administration at the time of application, and have the conditions for acceptance and land use. The preliminary work has provided a strong guarantee for the following construction, production and absorption, and ensures that the state subsidy funds flow to projects with high quality and strong competitiveness.
With subsidies and revenue protection, enterprise income can be accounted for as expected, which is greatly conducive to the stability of the enterprise capital chain, so as to carry out medium-and long-term investment and operation planning, which is also conducive to the healthy development of the photovoltaic industry chain.
In the process of bidding, enterprises actively declare that under economically reasonable conditions, they will keep the quotation as low as possible to enhance their competitiveness. From the perspective of the reduction of electricity price, the average electricity price of class I resource area is 0.0719 yuan / kWh, that of II resource area is 0.0763 yuan / kWh, and that of III resource area is 0.0911 yuan / kWh.
From the point of view of the quotation, it reflects that enterprises already have enough affordability to subsidize the decline, and subsidy bidding forces enterprises to make more efforts to improve technology and reduce costs, using the "invisible hand" of the market to promote the high-quality development of the photovoltaic industry.
Photovoltaic grid connection on time in the second half of the year still needs refueling
The list of projects included in the bidding scope of state subsidies is only qualified for subsidies, whether the project can eventually enjoy state subsidies, but also whether the full capacity of the project will be completed and connected to the grid in accordance with the requirements. For those who have not been connected to the grid within the time limit, the subsidy will be reduced by one cent for each quarter overdue, and those who have not been connected to the grid for two quarters will be disqualified, which will also affect the environmental monitoring, evaluation and declaration of the photovoltaic power generation market in the underground year.
In order to ensure that subsidies do not fall, most of the projects will strive to be connected to the grid by the end of the year. Now that there are less than half a year to go before December 31, the construction period is already tight. The demand for photovoltaic modules will gather rapidly in the second half of the year, which is likely to bring about a sharp rise in component prices. According to Zhihui photovoltaic expert Wang Shujuan, the ground power station project mainly depends on the expected income of the project. If the expected income is high, the possibility of completion this year is greater. If the electricity price is very low, the expected income is low, it may be postponed to next year. Due to the small scale and rapid development of distributed projects, all of them can be completed this year.
Coordinated guarantee of Supervision, Local and Power Grid is indispensable
From the photovoltaic industry association learned: in order to ensure the better implementation of the bidding project declaration, the National Energy Administration, the National Development and Reform Commission, the Ministry of Finance and other competent departments have been actively and closely coordinating since the second half of last year, organizing symposiums to solicit opinions many times, fully listening to the voices of the industry, revising the draft policy dozens of times, and planning and guiding the implementation of the competitive bidding policy by provincial local governments through internal notice and training. In view of the problems and difficulties encountered in the process of project application, the National Energy Administration and the General Institute of Hydropower and Water Conservancy Planning and Design, under the condition that the overall principles of the policy remain unchanged, in order to reduce the burden on enterprises, the procedures and materials that can be simplified as far as possible, and the practices that do not meet the policy requirements should be corrected in a timely manner.
After the solid and meticulous work in the early stage, the bidding work has achieved the desired results, and then it is necessary to ensure that the projects eligible for subsidies can be connected to the grid in a timely manner, which is also inseparable from the coordination and cooperation of various localities, project owners, and power grid companies. earnestly implement the land, grid and other conditions and commitments of the declared project. The National Energy Administration has asked regulators to strengthen supervision over the construction of competitive bidding subsidy projects in countries in the regulatory region, the implementation of power grid delivery, grid connection and consumption.
While doing a good job in the construction of bidding projects this year, the state will sum up experience, further improve the working mechanism, maintain the continuity and stability of policies, plan ahead of time, and arrange bidding related work next year as early as possible.
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