Innovation and distribution will become a new driving force for the photovoltaic industry

After experiencing the "cold winter" and the "spring", behind the "hot" appearance of the photovoltaic industry, the "chill" has not dissipated, and problems such as subsidy arrears, abandonment of light and power rationing not only exist, but also become increasingly serious
with the continuous expansion of the photovoltaic industry.

For photovoltaic power plants, a large part of their income comes from electricity price subsidies
.
China implements benchmark electricity prices for renewable energy power generation, and the part higher than the benchmark on-grid electricity price of local desulfurization coal-fired units is solved
through renewable energy electricity price addition.
However, the current additional levy standard for renewable energy electricity prices is 0.
019 yuan/kWh, which cannot cover the subsidy demand, resulting in a serious
gap.
Moreover, under the downward pressure of China's economy, it is extremely
difficult to increase the additional price of renewable energy.

As for the abandonment of light and power rationing, on the one hand, it is because the country is in the context of excess electricity, on the other hand, it is also related to
the expansion of the installed capacity of photovoltaic power plants in China.
Data show that in 2016, the national curtailment of solar power was 7.
4 billion kilowatt hours, and the curtailment rate reached more than 10%, which means that in 2016, China's photovoltaic power generation scale was nearly 74 billion kilowatt hours, and most of the electricity came from large-scale photovoltaic power plants
.
Moreover, it is expected that China's photovoltaic installed capacity will increase in 2017, so the problem of consumption will not only not be greatly improved, but will be more prominent
.

In response to the above two problems, the photovoltaic industry is also actively preparing
.
On the one hand, through technological innovation, the cost reduction is continuously promoted, making the photovoltaic electricity price more conducive to competing with the electricity price using traditional energy; On the other hand, distributed, self-consumption distributed photovoltaic power plants are increasingly favored
.

In terms of technological innovation, not only enterprises are actively researching, for example, the current processing cost per wafer has dropped to less than 1.
4 yuan, and the gross profit margin of upstream, midstream and downstream photovoltaic companies has achieved double-digit growth
in 2016.

In order to promote the quality and efficiency of the photovoltaic industry, the National Energy Administration, the Ministry of Industry and Information Technology and other departments will introduce new policies in technological innovation and industrial system, such as the photovoltaic "leader" of the photovoltaic support special plan
.
According to statistics, in 2016, the average electricity price of photovoltaic projects in 8 photovoltaic "leader" bases in China was 0.
2 yuan lower than the local photovoltaic benchmark on-grid electricity price, and it is expected to save 1.
5 billion yuan
in subsidies.

In terms of distributed photovoltaics, since 2016, with the intensification of light abandonment in the "three north" regions, distributed photovoltaic power generation has shown a rapid growth trend
.
Especially after the use of "spontaneous self-consumption, surplus electricity on the Internet", as a member of the distributed photovoltaic photovoltaic power station, has been vigorously promoted and applied in the eastern region of China, promoting the growth
of China's photovoltaic installed capacity.

At the same time, distributed photovoltaic power plants also have certain advantages in subsidies, according to the notice of the National Development and Reform Commission, from January 1, 2017, the benchmark on-grid electricity price of new photovoltaic power plants in China's first to third resource areas was adjusted to 0.
65 yuan per kWh, 0.
75 yuan and 0.
85 yuan respectively, which was 0.
15 yuan, 0.
13 yuan and 0.
13 yuan lower than in 2016, and distributed photovoltaic projects still maintained a price
of 0.
42 yuan per kWh.