December 22 this year, the National Development and Reform Commission issued a price adjustment notice just out of the project investors Mr. Wu ran into an impatient office building, drove from Hangzhou to the company is being built in a North Substation base.
He was deeply surprised by the "Notice of the National Development and Reform Commission on the Price Policy of Photovoltaic Power Generation Project 2018" (hereinafter referred to as the "Circular"), which stipulates that the photovoltaic power plants put into operation after January 1, 2018, Tariff electricity prices in the resource areas of one to three categories were reduced to 0.55 yuan, 0.65 yuan and 0.75 yuan per kWh, respectively, down 0.1 yuan from 2017.
This also shows that full access to the PV project needs to grab the grid by December 31 this year and enjoy the higher tariff in 2017, or else it will implement the price cut by 1 cents.
The new power tariff policy, so that his power plant projects facing the loss of earnings in the project to go to North Jiangsu Subway, he made several phone calls with suppliers, asked in detail the date of arrival of the equipment has been, very much like Point to get the hand, and then tighten the progress of installation, commissioning is completed, 'Even so, our power plant project started by the end of November want to be online before December 31, almost impossible.'
According to the original plan, Mr. Ng's project will be connected to the grid in mid-January of next year. However, since the new tariff is a one-size-fits-all policy for next year's full grid-connected PV project, Mr. Wu's power plants will need to implement three types of resource areas , 0.75 yuan / kWh of new electricity prices.
'This was not the case before.' 'Mr. Wu revealed that according to the NDRC's notice in 2017 to understand that if a PV project is filed in 2016, as long as it is online before June 30, 2017, it will be able to continue enjoying the 2016 High tariff policy, which is why a large number of power plants to grab this year's '630' an important reason.
Now the situation has been completely different. The New Deal is issued on December 22, assuming that you want to enjoy this year's electricity price (0.65 yuan per kilowatt-0.85 yuan), the full amount of on-grid power plant on the net need to be achieved by the 31 of this month, otherwise Will be directly included in the low-cost system next year, so the current phase of the power station project grid buffer period, it is understood as 'only 9 days'.
'Although we are also concerned about the policy changes, but did not expect the NDRC to give the grid-only buffer period only a few days.' 'He said the NDRC's New Deal electricity prices did not appear in October, November so the time period, therefore Some people predict that this December will be the key point for the NDRC to formulate a new electricity price.
The industry once rumored that the 2018 new tariff adjustment program may be a quarter of a penny down the pace of a step by step forward, so at the beginning of Mr. Wu is expected to own the station can almost get the expected benefits.However, the NDRC on next year part of the photovoltaic price After implementing a "one-size-fits-all" approach, it is more difficult for the aforementioned projects to be fully profitable.
Mr Ng told Energy One that the components have been put in place and the remaining equipment is also coming in after the signing of the contract for the above power station project in late November.The installation and commissioning of the power plant and the acceptance of grid connection can not be completed by December 31, It is unavoidable, 'There are only about 2 cents profit, and now even more bad.'
In general, distributed photovoltaic projects from the preparation and network integration to the final power generation, usually takes more than a month, the following processes: the owners put forward a request for grid, to the local grid company lobby for the record; grid companies accept the grid Apply for and formulate the access system plan; the owner confirms the access system plan and adjusts the duplicate application in accordance with the actual situation; the power grid company issues the opinion letter for receiving the net connection; the owner carries out the project approval and the project construction (preliminary preparation includes: selection, design, And sign the equipment contract, etc.); After the completion of the construction of the owners proposed grid acceptance and commissioning applications; grid enterprises accepted and network acceptance and commissioning applications, installation of energy metering device (the original meter converted into two-way meter); grid enterprises acceptance and commissioning grid, And signed with the owners of the purchase and sale of electricity contracts and grid scheduling agreement; formal grid operation.
Mr Ng said: "After the new tariffs come down, we have to grab the construction period, but the 9-day time limit is a bit short and we hope there will be a month to buffer it."
One thing that remorse him: One of the components of the power station project started in late November this year has already arrived, making it hard to enjoy the benefits of future reductions in components.
He judged that some power plant investors purchased components late, and could grab the '1231' grid limit at the end of the year in order to enjoy higher electricity prices and avoid the appearance of low electricity prices. Such power plant operators can negotiate with downstream vendors to get lower priced components, so that the cost of procurement declined.
Another scenario is that while some power plants will implement lower electricity prices in 2018, power plant investors can also work with component manufacturers because component contracts are not set, so that the investment return rate of power station projects can be kept relatively stable.
It is said that Longji shares have announced the next January 1 to reduce the price of monocrystalline silicon products.Wu judge, the overall view of the first quarter of next year, the PV module price decline is not large.
Although Mr. Wu wants the government to delay the implementation of the new electricity tariff policy and give investors a certain buffer period, it is difficult to operate at the relevant level. Relevant departments have already stipulated that China should reduce its PV tariff once a year. Therefore, a new round of price cuts will be launched in December The policy, which came into effect on January 1 of the second year, almost became law.
In addition, the power station projects started in late November are not many in terms of the number of projects in the whole year. The government may consider the issue of the price reduction policy from the overall situation and may not necessarily consider the full amount of Internet access in a particular time zone The project started and the possible impact.
When the government can not set aside a month or even a longer buffer period to get the PV power station online (and enjoy the original high electricity prices), it is foreseeable that more investors will avoid the end of November and December of each year Investment and development of the roof project to prevent the sudden drop of electricity price.
There are also a number of power station investors and financial institutions that the NDRC has set a new tariff policy better than the market expectation and that the PV market demand will show a steady trend in 2018 and there will be a slight grab in the first half of 2018. As the policy stipulates If centralized power plants are to be filed before 2018 and included in the management of previous fiscal years, projects commissioned by June 30, 2018 will enjoy the previous subsidized electricity prices.
