Photovoltaic power plant on the rooftop of rural peasants in parts of townships in Dongtai, Jiangsu Province, September 9, 2017. Visual China
In the report of the 19th National Congress, we pointed out that China should expand the energy-saving and environmental protection industry and the clean energy industry.In fact, the clean energy industry represented by photovoltaic is developing at a rapid pace, and the domestic PV market has shown explosive growth and has become the new outlet for the industry.
Recently, the latest statistics released by the National Bureau of Statistics show that in January-August 2017, the total solar power generation in China, although accounting for a relatively small proportion, maintained a rapid growth with a year-on-year increase of 34%.
In the meantime, the "January 2017-August Power Industry Operation Profile" released recently by the CEC shows that from January to August this year, the country added 38.28 GW of photovoltaic power generation, with an additional production capacity of 16.49 GW more than the same period of last year, Among them, distributed photovoltaic was 7.11 GW, an increase of 2.9 times over the same period of last year.
National Energy Administration official estimates, distributed photovoltaic will exceed 10 GW throughout the year, 2017 is the real sense of household photovoltaic PV first year.
'Photovoltaic market is a blue ocean market, the development rate of less than 5%'
Residential photovoltaic system, which uses solar panels to convert light energy directly into electricity, access to the user side of the grid photovoltaic power generation system. Typical capacity of 3kW, 5kW, 10kW, the general use of 'spontaneous use, I power network' mode, At this stage to enjoy 0.42 yuan / kWh of national electricity subsidies. Household PV is a category of distributed photovoltaic, and the corresponding industrial and commercial distributed photovoltaic.
Recently, China Everbright Industry Association Secretary-General Wang Bohua announced a group of the latest figures from January to September this year, China's new installed capacity of photovoltaic reached 42 GW, of which distributed PV over 300% year-on-year growth.
Household photovoltaic is a bright spot in the distributed photovoltaic outbreak. For example: By July this year, household photovoltaic in Zhejiang has reached 85,000, Hangzhou in the first half of this year, household photovoltaic growth has more than years sum.
Song Yu, vice president of Zhejiang ZhanYu Solar, told reporters that in 2016 the new installed capacity of photovoltaic power generation was only 34.54GW, of which distributed photovoltaic 4.24GW, accounting for only 12.3% of distributed PV, and this year the entire new Among the PV installed capacity, the proportion of distributed PV reached 29.14% for the first time.
'There are 40 million independent roofs in our country. If 20% to 50% of the roofs are installed with photovoltaic power plants, according to a 4-kilowatt PV system 40,000 yuan, there will be a market of 320 billion to 800 billion and now The development rate of this market is less than 5%, therefore, the domestic photovoltaic market not only has huge market potential and scale, but also is a blue ocean market. "Song Yu figures with" China Economic Weekly "reporter described the size of the domestic PV market.
Shen Fuxin, secretary-general of Zhejiang Solar Energy Industry Association, said that according to the current development speed and prospect of domestic PV, household PV may become the main type of distributed PV in China.
According to the prediction of IHSMarkit, the US financial information service provider, China will become the second-largest household photovoltaic market in the world this year and may overtake the United States to become the largest domestic PV market in the world in the next three years.
Multiple positive promotion of household photovoltaic into a prairie fire potential
Wu Da-cheng, secretary-general of China Renewable Energy Photovoltaic Committee, told China Economic Weekly reporter that from an aspect of the national macro-policy, support is unprecedented.
In November 2016, the National Development and Reform Commission and the National Energy Administration released the "13th Five-Year Plan for Electric Power Development" jointly. The plan states that in 2020, the installed capacity of solar power generation in China will reach over 110 million kilowatts, of which more than 60 million kilowatts are distributed photovoltaic, After the "Thirteenth Five-Year Plan for Solar Energy Development" and the "Thirteenth Five-Year Plan for Renewable Energy Development" have been released one after another, a series of national policies conducive to the development of distributed PV are being promulgated. Coupled with the distributed Photovoltaic subsidy prices remain unchanged at 0.42 yuan / kWh, photovoltaic 'green card' system implementation, these policies are laid the foundation for household photovoltaic outbreak.
From the perspective of photovoltaic power generation costs, the decline of system cost makes it possible to promote distributed PV, which has become a direct promoter of the explosive growth of photovoltaic households.
Well-known photovoltaic inverter manufacturers - Shenzhen Gu Rui Watt New Energy Co., Ltd. official told reporters that from 2007 to 2014 seven years, the cost of solar modules dropped nearly 10 times.
The industry expects the price of crystalline silicon solar PV modules in China will drop to around US $ 0.4 per watt by 2020. Coupled with advances in photovoltaic power generation technology and the popularization of high-efficiency batteries or other new batteries, the cost of solar photovoltaic power generation will further decline.
Wu Da-cheng believes that household PV has the advantages of low investment, local consumption, no limitation on power rationing risks and is more intensive and efficient. Due to the limitation of ground resources and grid conditions, the growth of ground power plants will not be sustainable. Therefore, distributed Photovoltaic, especially household photovoltaic may become the main channel of component consumption.
Household photovoltaic investment income outperformed wealth management products
Photovoltaic benefits of household? Zhejiang Zhaoyu, deputy general manager of Song Yu told reporters that 'a set of household photovoltaic systems generally cost 24,000 ~ 100,000 yuan, relative to the investment of tens of millions or even hundreds of millions of large-scale ground In terms of power plants, the investment amount of household PV is generally accepted by the public. "The centralized ground photovoltaic power plants are lowering their tariff subsidies every year, while the tariff subsidies for domestic distributed photovoltaic systems have not been lowered for 4 years and remain relatively high and stable Income level.
Taking Beijing as an example, in addition to the country's electricity price subsidy of 0.42 yuan / kWh, the Beijing municipal government also promulgated a local subsidy policy and an extra 0.3 yuan / kWh of local subsidies for distributed PV. After calculation, household photovoltaic Each 1 kWh will have more than 1 yuan of revenue, is expected to be able to recover the cost of 5 to 6 years.According to the national 25-year investment policy calculation, household photovoltaic in the recovery of costs, there are still up to 20 years of pure investment Income period.
The 20-year internal rate of return of household photovoltaic systems is 9.89% to 29.15%, and the 25-year internal rate of return is 9.47% to 29.12%. Thus, the return on investment is higher than the interest rate on bank deposits and exceeds the current large-scale Part of the financial products revenue. 'China Economic System Reform Seminar, Deputy Secretary-General of Industry Reform and Enterprise Development Commission told the same time,' China Economic Weekly 'reporter, as household photovoltaic systems can provide a steady cash flow within 25 years of revenue, for Residents, as an ideal long-term investment products.
At the same time, household photovoltaic systems still exist in a timely manner subsidies released, investment procedures simple and efficient features. 'Household photovoltaic projects represented by the gradual investment projects from some enterprises into ordinary people's wealth management gold a good helper, a Truly market-oriented products. 'Song Yu said.
