Distributed photovoltaic or will usher in the tide of catching up

“I think it is now the best time for domestic installation of rooftop solar energy.” A photovoltaic company’s executives have spoken out.

Although in Europe and the United States for my company's pursuit of photovoltaic companies, this statement does not rule out the promotion of suspicion, but for China's civilian distributed photovoltaic power generation, it is indeed a good time.

According to industry analysts, under the favorable stimulus from the government and the State Grid Corporation of China, coupled with the expansion of photovoltaic giants in China's distributed field, in the second half, the domestic distributed photovoltaic or will usher in the rush to catch up .

Distributed photovoltaic continues to heat up

A few days ago, the State Grid Corporation of China announced that it will fully open up the distributed power grid connection project and the electric vehicle charging and swapping facility market, and formulated related work opinions.

In this regard, Jintan Zhengxin Photovoltaic Electronics Co., Ltd. judged that China's distributed power generation project is expected to show up in the second half of the year. After the national grid has increased its efficiency and upgraded its supporting power grids, it will concentrate on a large number of photovoltaic installations. Good preparation is needed to promote China's 8 GW of distributed development goals throughout the year. At the same time, transparency and openness can also make social capital more willing to enter this market and cultivate new economic growth points. It is reported that the company has been fully deployed in the distributed market, and around the recent favorable policies of the provinces, its strategic perspective has extended from the manufacturer to the energy provider.

Recently, the State Grid Corporation has done a lot to support the development of distributed power supply. According to the data, as of April 2014, the grid-connected capacity of distributed power projects in the operating area of ​​the State Grid Corporation reached 1.28 million kilowatts, of which 1.21 million kilowatts of distributed photovoltaic power generation.

In fact, distributed photovoltaic power generation is continuing to heat up this year. The installed target of 8 million kilowatts of distributed photovoltaic power generation and subsidies of 0.42 yuan/kWh have laid the foundation for the development of the distributed photovoltaic market; the National Energy Administration has successively issued the Interim Measures for the Administration of Distributed Photovoltaic Generation Projects and Support. The opinion of distributed photovoltaic power generation financial services is considered as the breaking point of distributed photovoltaic power generation.

In addition, the National Development and Reform Commission (NDRC) has released the first batch of 80 projects that encourage social investment in areas such as infrastructure, and 36 of them are concentrated in the clean energy field, of which 30 are distributed solar photovoltaic demonstration areas. Nearly 40%. This is considered to be the biggest highlight of the first batch of projects.

These projects encourage and attract social capital, especially private investment, to participate in the construction and operation of joint ventures, sole proprietorships and franchising operations.

In the industry's view, although the scale of new energy investment represented by distributed photovoltaics is relatively small, the market is active and the participation of private enterprises is high. Therefore, after the state has encouraged investment projects, the first to benefit from distributed photovoltaic power generation. According to the PV system cost of the PV demonstration zone, which is calculated at 7~8 yuan/watt, the installed capacity of the 30 demonstration zones is 3 million kilowatts, and the investment for this distributed photovoltaic system alone can reach 24 billion yuan.

Rooftop photovoltaics are promising

“Take a family of three in the Shanghai area as an example,” said Jin Jing, a global brand spokesman for Jinkoel Energy, for example. Their annual electricity consumption is about 3,500 degrees, taking into account the effective installation area of ​​the roof, and a set of 3 The total cost of a kilowatt photovoltaic power system is about 45,000 yuan. According to the sunshine conditions in Shanghai and the newly issued distributed power generation subsidy policy, based on the national unified subsidy standard of 0.42 yuan/degree, plus 0.4 yuan/degree local subsidy. In this way, in addition to saving electricity bills every month, there will be subsidy income, and the cost of installation will be recovered in 7-8 years. A solar energy system can work for 25 years. Therefore, in the next 17 to 18 years, it will be able to bring a net profit to the family of three. Therefore, there is a lot of potential for residential rooftop distributed photovoltaic systems.

"Now it can be said that it is the best time for installation." Qian Jing is very positive and analyzes that there are two reasons: First, the government subsidies for distributed photovoltaic power generation, including the first time that the power grid publicly expressed its full support for grid-connected, distributed The purpose of the grid-connected open green channel is to encourage residents and general industrial and commercial users to use new energy, and solar energy is the most grounded gas, use feasibility, and economic possibility. Once this civilian market is rapidly opened, the government subsidies will be reduced, allowing it to return to the market supply and demand mechanism, and then there will be no such favorable policies for the installation. Second, the current cost of photovoltaic systems is already close to the lowest price, and there is little room for further decline. Instead, it will rebound because of the surge in demand, so wait and see if it can't come to a better price. That is certain.

"I believe that the rooftop distributed photovoltaic market must be China's new economic growth point, and JCJ will also consolidate this field and promote the advent of the "zero-electricity era." Qian Jing said that one of the company's strategies this year is to strive to develop. Civil distributed photovoltaic market.

With the increasing maturity of photovoltaic power generation technologies and the continuous implementation of distributed policies, rooftop photovoltaic power generation is entering people’s lives, and from industrial and commercial use gradually to civilian residential areas, homeowners can use their own roof to install photovoltaic systems, in addition to self-use. In addition, it is also possible to sell surplus electricity to the power company on the Internet and achieve the dual purposes of investment and environmental protection.

According to reports, after Jingke Energy entered the e-commerce platform, there were many villas and self-built houses to consult and apply for installation.

Although this area is quite promising, in the industry's view, China is still in the stage of market cultivation. In other words, the civilian distributed photovoltaic market is still at the cake-building stage and has not yet formed a fierce competition.

According to the insiders of the above-mentioned Zhengxin Company, there are still many bottlenecks that restrict the development of distributed photovoltaics, such as financing difficulties, the risk of changes in owners’ property rights under the power station, the inability to absorb instability, and the difficulty of collecting and distributing future tariffs for operation and maintenance of electricity.

"The improvement and resolution of the grid connection problem will benefit investment institutions and individuals in reducing the barriers to grid connection when assessing the investment value of distributed generation projects, thereby solving the financing problems to a certain extent." .

He listed several articles for reporters and hoped that the state could introduce related policies, such as reducing the threshold for distributed financing, eliminating the use of electricity in regional LAN dispatch, and breaking the triangular relationship between plant owners, investors, and power grid companies, and solving power stations. The issue of charging, operation and maintenance of grid-connected networks in the future, and the introduction of energy contract management price guidance policies to prevent plant owners from starting prices, as well as vicious competition and other factors that are not conducive to the development of the industry.