China's photovoltaic industry has reappeared the rush to install the tide, and the crux of grid-connected consumption needs to be solved

"Last year was the fourth quarter of the big job, and this year's slogan is the big four quarters
.
" The person in charge of a large domestic photovoltaic enterprise in China's Yangtze River Delta described this year's development plan
to reporters with this sentence.

The cause of this hyperactive state is the trend
of domestic photovoltaic price subsidies continuing to decline.
After the "630" rush in 2016, in the second half of the year, there was news that the electricity price subsidy would be lowered again in the photovoltaic industry, and the rush wave soon reappeared
.

At the end of 2016, the National Development and Reform Commission issued a notice to appropriately reduce the benchmark on-grid electricity price
for photovoltaic power plants and onshore wind power.
The notice stipulates that after January 1, 2017, the benchmark on-grid electricity price of new photovoltaic power plants in Class I to Class III resource areas will be adjusted to 0.
65 yuan, 0.
75 yuan and 0.
85 yuan per kWh respectively, and the electricity price per kWh will be reduced by 0.
15 yuan, 0.
13 yuan and 0.
13 yuan
respectively compared with 2016.
At the same time, it is clear that in the future, the photovoltaic benchmark electricity price will be adjusted once
a year according to the change of cost.

The latest "13th Five-Year Plan for Solar Energy Development" released by the National Energy Administration clearly states that during the "13th Five-Year Plan" period, the basic tasks of solar energy industry development are industrial upgrading, reducing costs, expanding applications, and realizing market-oriented self-sustainable development
that does not rely on state subsidies.
In terms of cost, by 2020, the price level of photovoltaic power generation will be reduced by more than 50% on the basis of 2015, and the goal
of parity on the electricity side will be achieved.

Now that the direction of subsidized electricity prices has been clear, photovoltaic companies are racing against time to get the project more urgent
.
"The sooner you connect to the grid, the more electricity price subsidies you enjoy", under such a mentality, the domestic photovoltaic industry will set off a rush
in 2017.

According to data from the National Energy Administration, the installed capacity of grid-connected solar power generation in China reached 77.
42 million kilowatts in 2016, a year-on-year increase of 81.
6%; The installed capacity of grid-connected wind power was 148.
64 million kilowatts, a year-on-year increase of 13.
2%.

The enthusiasm for building projects is high, but whether it can be successfully connected to the Internet after building is still a question mark
.
In the northwest region with a dense layout of wind and photovoltaic power stations in China, the problem of abandoning wind and light is still very serious
.

According to data released by the Northwest Energy Regulatory Bureau of the National Energy Administration, in 2016, the five provinces (regions) in northwest China curtailed wind power 26.
225 billion kWh, with a curtailment rate of 33.
34%.

Among them, the curtailment rate in Gansu and Xinjiang was as high as 43.
11% and 38.
37%
respectively.
The five northwestern provinces (regions) abandoned 7.
042 billion kWh, with a curtailment rate of 19.
81%.

Among them, the operation of photovoltaic power generation in Xinjiang and Gansu is more difficult, with curtailment rates of 32.
23% and 30.
45%
respectively.

In fact, the inability of clean energy such as wind and light to be connected to the grid cannot be attributed to the lag in the absorption capacity of the power grid
.
From the perspective of market supply and demand, in recent years, the installed capacity of new energy in the northwest region has grown too fast, and the slowdown in the growth rate of local social electricity demand has aggravated the situation
of excess electricity.
For example, in Ningxia Autonomous Region, the maximum load of electricity consumption in the whole society in 2016 was 11.
52 million kilowatts, while the local installed capacity of new energy has reached 13.
375 million kilowatts
.
In Gansu, the maximum load of electricity consumption in the whole society is 13.
391 million kilowatts, and the installed capacity of new energy is as high as 19.
574 million kilowatts
.
The contradiction between the two boils down to the problem of
inclusion.

Experts said that to alleviate the contradiction of photovoltaic consumption, on the one hand, it is necessary to optimize the subsidies for photovoltaic power plants, encourage the development of distributed power stations, and expand the "photovoltaic +" comprehensive utilization project; On the other hand, in the northwest region with obvious advantages in lighting resources, accelerate the construction of strong power grid supporting facilities, improve output capacity, and avoid waste of clean energy
.

The "13th Five-Year Plan" for solar energy development clearly requires that in areas with serious curtailment of light, the scale of centralized photovoltaic power station construction should be strictly controlled, the problem of curtailment and power curtailment should be accelerated, and a combination of local consumption and expanded delivery should be adopted to improve the utilization rate of completed centralized photovoltaic power plants and reduce the proportion
of curtailment.
At the same time, in the "three north" area, the existing and planned UHV power transmission channels are used to build solar power generation bases in an orderly manner in accordance with the principle of priority stock and optimization of increment, increase the proportion of renewable energy in the power transmission channel, and effectively expand the scope of
solar power generation consumption in the "three north" area.

He Jiankun, dean of the Institute of Low-Carbon Economy at Tsinghua University, said that the core of addressing climate change is to control and mitigate greenhouse gas emissions, and vigorously promoting the use of clean energy is the most fundamental solution
.