In recent days, due to the favorable influence of the National Development and Reform Commission (NDRC) on the pricing policy for photovoltaic power generation on the Internet, most of the domestic photovoltaic industry believe that this will directly promote the rapid growth of installed capacity of China's photovoltaic power generation. China's photovoltaic industry has for the most part sold over a long period of time. The embarrassing situation will surely be reversed. At the same time, however, some people in the industry believe that there are still some aspects of the domestic PV power grid benchmark price policy that need to be clarified and improved.
Li Shengmao, a senior research fellow at China Investment Consulting Group, pointed out that the content of the PV electricity benchmarking policy introduced this time can be summarized as a clear subsidy method for photovoltaic power generation, ie, the photovoltaic power generation project approved before and after July 1st. It is executed at the on-grid price of 1.15 yuan/kWh and 1 yuan/kWh respectively. In addition, the PV power benchmark price policy also explains the relationship between the pricing mechanism and future direction of the power price, and the relationship between the PV power benchmark price and the concession bid price. In general, although the policy is not yet detailed, it has achieved the desired results.
The photovoltaic power grid benchmark price policy is related to the development of the photovoltaic industry, and the scientific and rational establishment of a photovoltaic on-grid tariff mechanism is particularly important. There are two main bright spots for the PV electricity benchmark price policy: On the one hand, the established on-grid price is more scientific and reasonable. Taking into account the influence of regional differences between the eastern and western regions, and using the industry's average perspective to view the established on-grid tariff, it should be said that it truly reflects the current average cost of electricity in the domestic photovoltaic power generation industry, and on this basis, it gives investors certain Profit space. On the other hand, a clear message to the industry that the future will be based on changes in investment costs, technological progress and other factors to make timely adjustments to the PV on-grid price, which in fact suggests that the exit mechanism of the PV on-grid price has been established.
Li Shengmao believes that the introduction of PV grid pricing policy complies with the needs of the domestic photovoltaic industry, but there are still some areas that need improvement and improvement. The introduction of the PV on-grid tariff policy this time has two main aspects that need further clarification. First of all, because the on-grid PV tariff is higher than the on-grid tariff of the desulfurization coal-fired unit benchmark, the issue of how to raise the subsidy funds has arisen. Although this time it is also explicitly required to solve the problem through the nationally-acquired renewable energy tariff, but due to the above-mentioned funds The source is very limited, and it must also be shared with other new energy power generation industries. Therefore, it obviously cannot meet the large amount of subsidy funding required by the rapid increase in domestic installed capacity of photovoltaic power.
Second, the time for approval of domestic photovoltaic power generation projects is not clearly given. Photovoltaic power generation projects approved before and after July 1 have a difference of 0.15 yuan/kWh in the on-grid electricity price. This directly affects the profitability and operational risks of the relevant photovoltaic power generation projects. Therefore, the project owner unit urgently needs the approval time of the explicit project of the National Development and Reform Commission. In order to establish the construction plan and progress of the project, this is actually of great significance for controlling the development risk of the entire industry.