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Exclusive interpretation! With the New Deal released in 2020, what should be done about bidding, parity, and household projects?

Exclusive interpretation! With the New Deal released in 2020, what should be done about bidding, parity, and household projects?

  • Categories:Company news
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  • Time of issue:2020-04-09
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[概述]On March 10, the National Energy Administration published on the official website the previously issued Notice on Issues Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2020 (Guonengfaxinneng [2020] No. 17).

Exclusive interpretation! With the New Deal released in 2020, what should be done about bidding, parity, and household projects?

[概述]On March 10, the National Energy Administration published on the official website the previously issued Notice on Issues Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2020 (Guonengfaxinneng [2020] No. 17).

  • Categories:Company news
  • Author:
  • Origin:
  • Time of issue:2020-04-09
  • Views:0
Information

On March 10, the National Energy Administration published on the official website the previously issued Notice on Issues Related to the Construction of Wind Power and Photovoltaic Power Generation Projects in 2020 (Guonengfaxinneng [2020] No. 17).
In order to help dealer friends understand the policy content and carry out relevant work in a timely manner, we made the following interpretation:
Household photovoltaic
First of all, it must be emphasized that the household electricity subsidy standard has not yet been determined, and the specific price will have to be clarified by the price department of the National Development and Reform Commission. The official interpretation of 0.07 yuan / kWh is just an example and does not represent the final result.
When the relevant department solicited opinions for the second time, the household photovoltaic power subsidy proposed was 0.08 yuan / kWh, and many dealers indicated that it was acceptable. However, judging from the voting organized by Sobi Photovoltaic Network, some users and distributors still hope to provide higher subsidies for household photovoltaics.
Sobi Solar believes that compared with higher subsidy standards, it is more critical to ensure the scale of the household market and the continuity of market development. The power subsidy standard is increased by 1 cent. For a 10kW household project, the average project income only increases by about 10 yuan per month, which has little effect; but for the majority of dealers, the entire market size may be directly reduced by 1GW. In 2020, the household subsidy index will be used up one month in advance, and the construction workers have not worked hard for one month, and many teams are directly facing the crisis of dissolution.
Regardless of whether the final result announced by the National Development and Reform Commission is 0.07 yuan / kWh (corresponding to the subsidy target of 7GW) or 0.08 yuan / kWh (corresponding to the subsidy target of 6GW), we should actively respond and carry out publicity work in a timely manner, and start full-scale construction immediately after the epidemic is over to compete for Subsidy indicators. It is understood that in some areas where the epidemic is mild and there have been no new additions for several consecutive days, some distributors have begun to carry out project construction and apply for grid connection.
For some distributors, "Subsidy 0.18 yuan / kWh in 2019 has not yet been issued, the pressure on users to repay loans, complaints are contained" and other issues, Sobi Solar has feedback to the relevant departments. It is reported that, with the exception of a few regions such as Shandong and Hebei, most regional power grid companies no longer pay for new photovoltaic grid-connected household photovoltaic subsidies. Under the environment in which grid companies strictly control investment, reduce costs and increase efficiency, it is quite difficult to fully advance subsidies (even if they only pay for household subsidies). It is recommended that distributors and users reflect the relevant situation to the energy supervision hotline 12398 and wait for further solutions. Method.
Grid consumption
In 2020, it is expected that the growth rate of electricity consumption in the country will slow down, and the pressure of new energy consumption will be greater. Li Qionghui, director of the Institute of New Energy and Statistics at the State Grid Energy Research Institute, publicly stated that through the efforts of all parties, the existing consumption problems are constantly being resolved, but with the development of the new energy industry, new challenges will emerge. "The good consumption situation in 2019 does not mean that there will be no problem for consumption in 2020 or later." Sobi Solar also believes that the national light rejection rate will drop to 2% in 2019, but this value is likely to rise in 2020. Even an increase of only 1 percentage point means a loss of billions of kilowatt-hours of electricity.
According to the latest policy issued by the Energy Bureau, the grid companies and the new energy consumption monitoring and early warning center should timely calculate and demonstrate the new capacity of wind power and photovoltaic power generation in the provincial areas of the operating area in 2020, and report to the National Energy Administration for review at the end of March. Previously released to the community. Considering that the parity and bidding projects declared in 2019 are partly abandoned, leaving some room for consumption, and that some provinces have not yet met the green power consumption requirements, there are still many opportunities for photovoltaic development in 2020. It is only about 20 days before the release of relevant data, and companies with ideas should pay close attention.
Parity items
In the newly released policy document, the requirements for parity projects are “organized and implemented on the basis of the implementation of network connection, consumption and other conditions, and the project information is submitted to the National Energy Administration before the end of April 2020”, which is delayed compared to the draft for comments. In a month and a half, working hours were set aside for related companies and design institutes. Some people in the industry pointed out that the impact of the epidemic on photovoltaics can only be truly ended if the "freedom of travel" is achieved. Site survey is an indispensable link in the design of photovoltaic projects, which can help owners avoid many unnecessary losses and ensure project profits. If the new crown epidemic can be basically controlled by the end of March, the time left for the parity project is still ample.
At the same time, for the newly declared parity projects in 2020, the requirement that "it should be able to file and start construction before the end of 2020" is added. This means that the phenomenon that the grid connection time of some projects will be dragged to 2023 when the parity project is declared in 2019 will not occur again, and more room will be reserved for photovoltaic projects that can be connected to the grid as soon as possible. This is an important advancement of the photovoltaic new policy in 2020.
Bidding items
The 2020 bidding policy is basically the same as 2019, and it is still ranked nationwide according to the revised electricity price. Since the price of the bidding project has not yet been announced, only the total subsidy of 1 billion yuan has been clarified. According to the results of the second consultation of the National Development and Reform Commission, the declared electricity price of ground power stations in the first, second and third resource areas shall not exceed 0.35, 0.4 and 0.49 yuan / kWh. It is expected to fully play its role. Some areas with limited resource conditions and temporarily unable to achieve parity access can have more photovoltaic projects connected to the grid, especially projects located at the junction of different resource areas have obvious advantages.
In the official document of the National Energy Administration, the deferral of the bidding project declaration to June 15 is also beneficial to the relevant companies to fully demonstrate the project, calculate the most reasonable declared price, and ensure that they can both enter the subsidy range and receive Reasonable income.
When discussing the impact of the New Deal with friends of brokers, the author proposed that the scale of new grid-connected photovoltaic installations this year will be higher than that of 2019, and it is expected to fall in the range of 33.5-40GW. The brokerage also said that this year relevant companies should learn from the lesson and start the early stage of the project as soon as possible to ensure that the project can be connected to the grid on time and get the expected electricity price.

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Time of issue:2020-04-09 00:00:00

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