According to the relevant person in charge of the New Energy and Renewable Energy Department of the National Energy Administration, the basic ideas of the New Deal are clear: First, we must adhere to the market orientation, and the market can be handed over to the market. The market cannot solve the problem and needs government regulation. We must also use market-based means; second, we must implement competitive allocation. For projects that need to enjoy state subsidies, we must adhere to the price competition mechanism, and the allocation of indicators in each province should also use competitive means. Third, we must classify and apply different types of projects. Implementing different policies, new and old projects should be treated differently; the fourth is to strive for stability, the construction scale is not lower than 2018, and it will grow on a stable basis to ensure the sustainable development of the industry.
Since mid-February, the National Energy Administration, the National Development and Reform Commission, the Ministry of Finance, and related enterprises, experts, and associations in the photovoltaic industry have held briefings and symposiums on many occasions, soliciting opinions on the upcoming 2019 photovoltaic power generation construction management measures.
The process of intensively soliciting opinions has revealed a clear policy signal: the traditional way of reunifying the “scale and sub-indicators” by the state has ended, and the market-oriented new policy of competitive allocation has come to the fore. According to the preliminary plan at the current stage, the relevant local competent authorities will organize the project to report the on-grid tariff, and the National Energy Administration will sort according to the quotation to determine the project that will be included in the scope of subsidy until the total amount of subsidies for the selected project reaches the total amount of current new project subsidies stipulated by the state. . In the meantime, the National Development and Reform Commission will stipulate the “ceiling” price based on the current average cost of the photovoltaic industry and reasonable yield.
Five types of differential management
The New Deal divides photovoltaic power generation projects into two categories based on the criteria of “whether national subsidies are needed”. Among them, projects that do not require state subsidies are organized and implemented by the provinces according to specific conditions. For projects that require state subsidies, the National Energy Administration has new energy and renewable
Xiong Minfeng, director of the New Energy Division of the Energy Division, said that it will be divided into general centralized ground photovoltaic power plants, household photovoltaics installed by natural persons, industrial and commercial distributed photovoltaics (other distributed photovoltaics other than household photovoltaics), photovoltaic poverty alleviation power stations and some special projects. And demonstration projects (such as UHV supporting projects, front-runner projects, etc.), according to five types of management.
For the ordinary centralized ground photovoltaic power station, Zhi Yuqiang, deputy director of the Price Department of the National Development and Reform Commission, said that according to the drafting draft currently drafted, new projects included in the scope of state subsidies in the first quarter of 2019, the upper limit of the three types of resource zones Prices are tentatively set at 0.4, 0.45, 0.55 yuan / kWh, respectively, and retired quarterly. Considering the issue of policy issue time, the 2019 subsidy will be implemented from the third quarter of this year, and the above price will be reduced by 0.01 yuan/kWh per quarter. At the same time, for the extension of grid-connected projects, for one quarter, the on-grid tariff will drop by 0.01 yuan/kWh, and the two quarters and above will be postponed.
5% lower.
For household photovoltaic projects, Zhi Yuqiang said: "Household PV is for ordinary people, not mature and highly market-sensitive corporate entities, so the provisional subsidy standards are implemented on an annual basis and will not be retired during the year." 2019 From January 1st of the year, the household photovoltaic project connected to the grid, regardless of the “spontaneous use, balance online” or “full online” mode, is subsidized according to the total power generation. The subsidy standard is temporarily adjusted to 0.18 yuan/kWh. .
In 2019, the development of photovoltaics was positioned as “steady progress”, “the construction scale is not lower than 2018, and it has grown on a stable basis to ensure the sustainable development of the industry.” Under this basic idea, Li Chuangjun emphasized The New Deal will insist on the subsidy plate set by the Ministry of Finance, the price ceiling of the National Development and Reform Commission, the competition rules of the Energy Bureau, the strength of the enterprise subsidy, the scale of the market construction (requires the construction scale of the state subsidy project), and the upper limit of the grid.
In addition, whether to allocate a large proportion of the total scale for the construction of household photovoltaic projects, industrial and commercial distributed and ordinary ground power stations, whether to distinguish between competition and other issues has also become the focus of the industry. Zhong Baoshen said that according to the current policy tone and market environment, enterprises generally believe that the new scale of photovoltaic power generation will be around 45 GW in 2019. “Even if some of the indicators left over from last year may not exceed 50 GW”. “We have a dozen companies discussing together, suggesting whether it is possible to give households 3 GW of photovoltaics, 5 GW of industrial and commercial distributed photovoltaics, and implement their respective subsidy policies, and then use the remaining subsidies for centralized ground power plants. The bidding is about 30 GW. If the funds remain after the bidding, they will continue to be allocated to household and industrial and commercial distributed projects."