Recently, the three ministries and commissions jointly issued the “Notice on Related Matters Relating to Photovoltaic Power Generation in 2018.” Since many policies were implemented as of the date of the document, they were considered as an “industry emergency brake.” The New Deal includes an ordinary power station that does not require state subsidies. The limit for distributed photovoltaics in 2018 is 10GW, and the subsidy is generally reduced by 0.05 yuan. This has led some photovoltaic companies to send letters to express the 'urgent appeal' for the new photovoltaic policy. They hope that the reforms should not be too fierce and that the industry can't afford it.
In recent years, China's photovoltaic industry has attracted worldwide attention. Large-scale industrial applications have led to significant cost reductions. In 2007, the price of photovoltaic modules was around RMB 30/watt, and in 2012 it fell to around RMB 10/watt. The latest price in 2017 has been As low as RMB 2/watt, roughly equivalent to a doubling of total installed capacity, the product cost will be reduced by 35%. This shows that the subsidy has been effective, and the PV industry has grown from nothing to nothing.
However, with the expansion of industry scale, the total amount of subsidies has also increased dramatically. According to the average on-grid tariff, the total amount of new energy subsidies is simply calculated. In 2017, the subsidies rapidly expanded to nearly 96 billion yuan. The subsidies should be renewable from the sale price. Energy surcharges are compensated. However, in 2012, China’s renewable surcharge was RMB 0.015/kWh, and in 2016 it increased to RMB 0.019/kWh. In 2017, the installed capacity of new energy increased significantly, but there was no corresponding increase in surcharges.
The rapid expansion of new energy will also lead to two kinds of results, one is the rapid growth of sales electricity prices. The rapid development of renewable energy in Germany led to a significant increase in electricity prices, nearly doubled in a decade, making it one of the highest electricity prices in Europe. The biggest increase is the renewable addition. At this stage, Germany's renewable surcharge is close to 8 cents, which is equivalent to the current average selling price of electricity in China. Another result is that it is difficult to suppress the inefficiency of not considering the market. Installed machine, resulting in waste, resulting in 'discarding the wind and discarding the light'.
Therefore, the government's "industry emergency brake" is obviously deliberate.
However, the demands of PV companies can also be understood. After all, the impact of the New Deal on the industry is indeed not small. The appeal mentioned that no buffer time was given to the enterprise. The government may consider that if the buffer period is set to increase the subsidy expenditure, it will lead to even more With high subsidies, it is necessary to rush out. If the company’s demand does not increase the price of electricity, then the government will need time and space to find a way out for the subsidy. However, for projects that have already been legally approved for construction or have made great progress, the government should Consider, do not engage in simple one-size-fits-all, and negotiate with companies, properly handle.
Although PV subsidies will continue, companies need to be clearly aware that subsidies are ultimately temporary and unsustainable, and the burden of subsidies will ultimately lead to reductions and cancellations of subsidies. For the government, the marginal stimuli for PV development has been greatly affected by the government. Lowering, adopting other policies may be more effective. In addition, reducing subsidies requires order and avoids sudden shocks.
In the medium- and long-term terms, reducing and reducing subsidies can force PV companies to reduce costs more proactively, and can also encourage them to choose more economical projects, including research on the issue of absorption and how to better achieve the combination of electricity generation and electricity use. Guarantee project income.
The 21st century is bound to be the century for the development of new energy. Photovoltaic has entered a stage of growth and expansion. Subsidy policies can also have greater and more flexible operating space. The government needs to adopt better subsidy design to solve the problem of photovoltaic development in the long run.
