PV subsidies cut, the boots fall, so that investors have been restless angrily. In general, "bad luck is good," but the market outlook in the end where to go, who has driven who talk about the cake.
A power plant that was filed before 2018 and before June 30 will not be affected
The notice has made it clear that the photovoltaic power station project filed before 2018 and incorporated into the scale of the financial subsidies administered in previous years will be subject to the implementation of the original benchmark on-grid electricity price as long as it is put into operation on June 30, 2018.
Second, the same is not affected by 0.5 megawatts and below village-level photovoltaic poverty alleviation stations, household distributed photovoltaic poverty alleviation project. This has also become the highlight of this notice.
III. Directly Affected: After January 1, 2018, it will be included in the photovoltaic power station project of annual scale of financial subsidies, and will implement the 2018 benchmark for photovoltaic power generation on-grid. Class Ⅰ, Ⅱ, Ⅲ resource area benchmarking feed-in tariffs were adjusted to 0.55 yuan per kilowatt-hour, 0.65 yuan, 0.75 yuan (tax included).
Fourth, the distributed photovoltaic power generation project: Whether it is "full Internet" mode or "spontaneous use, I Power Internet" mode, the subsidy standard to reduce 0.05 yuan. Obviously, the "full Internet" mode is more impacted by the two modes.
Fifth, the decline in component prices: the downstream impact will be to the upper reaches of the transmission, as previously estimated, investors in order to effectively make up for the loss of this subsidy cut may be called the board component prices.
In fact, the photovoltaic power generation industry as a branch of the new energy industry, get rid of dependence on subsidies is the trend of the times, the only difference is the time difference.
In all respects, the conditions for China's PV industry subsidy cut basically are ripe. The goal of cheap internet access urgently needs to be breached from the electricity consumption side. Based on this, this is also the reason why the government forces the entire industry to improve quality and efficiency from the top-level design level.
At present, although the entire photovoltaic industry chain has been developed and improved, but the overall efficiency there is room for improvement. In terms of splitting, there are only a few more industries to reduce costs in terms of photovoltaic power generation equipment, upstream solar cells, and downstream operations management. Therefore, the downward adjustment of subsidies will bring about a new round of scrambles in technology, innovation, management and service.
In the end, the drop in subsidies does not affect the overall development of the photovoltaic industry, or will also have a significant role in promoting. This can be clearly seen from the performance of photovoltaic-related enterprises, the trend of the photovoltaic sector and the overall data of the photovoltaic industry.