When it comes to photovoltaic manufacturing, more than 60% of the global PV modules are made in China. PV has become a business card in China, but Chinese PV manufacturers are mostly private enterprises. Their lives are very difficult, mainly domestic private enterprises. The financing cost is too high, and I dare not compare it with the developed countries in Europe and America. It is only a comparison of the state-owned enterprises in the same slot, and they feel that they are all raised by the mother.
If you talk about the PV application market, China is also the world's number one PV application country, but the PV power plant market is also sorrowful: the ground power station investors are abandoned by the light and the subsidy is arrears, distributed all Investors in the amount of power station power stations are also unfairly subsidized by subsidies, and small household power stations have frequent fire accidents due to lack of mandatory standards.
Nanjing Guolu Energy Co., Ltd., which has just won the CREC2018 China's top ten distributed PV system brands, has firmly chosen another road – rooftop PV investment for self-use companies. Su Yong, vice president of marketing for China Green Energy, was interviewed by reporters. Said: 'In some areas, the company's self-use roof project has a certain investment value. We have already made a good reserve of funds. We plan to invest 100MW in this type of project in 2019. ' But Su Yong also took the opportunity to talk about the following unique views. :
1. New energy subsidies are externally applied and have side effects.
Whether it was the 'Golden Sun' subsidy according to the declared installed capacity, or the later smarter subsidy according to the amount of power generation, it has played a certain role in promoting the development of the industry, but with the advancement of photovoltaic technology and the cost reduction, the latter photovoltaic project The dependency of subsidies will be reduced, but there is always a 'root of disease' that has not been cured. That is the project development fee for the project that is rising (the resource acquisition channel fee). When the photovoltaic subsidy is strong, there will be a roadside hoarding. The resource's strange phenomenon of sitting on the ground, investors in order to obtain higher quality photovoltaic roof resources, will inevitably pay the high amount of 'roads and fees', but also hurt the original intention of subsidies, photovoltaic investment companies also suffer. (ps : I heard that the project development fee for the wind power industry has reached 0.8 yuan/w or more, horror!)
2. Let the whole society take the initiative to embrace new energy, which is the cure for medicine.
At the beginning of this year, the National Energy Administration issued the "Renewable Energy Power Quota and Assessment Method (Draft for Comment)", mainly trying to force amortization of green power quotas from power production and sales terminals. And the legendary green power certificate (referred to as ' The Green Card's voluntary subscription system, due to the lack of supporting policies or incentives, has not been shown in the 'friend circle' of the new energy industry for a while, and the outsiders have heard the 'green card'. Forcing. How to link the 'green card' with the responsibilities and interests of enterprises and families in the whole society. This is not something that the three ministries can handle independently. It should be promoted to a higher national strategic level.
'New energy is in the modern era, and it is good for the future. I think this is not only a matter of our new energy industry, but also a matter for the people of the whole country. It is a matter for all people on earth! I hope that the country can pay more attention to new energy industries such as photovoltaics. Improve the rationality, stability and operability of various support policies, so that our PV investors can also eat reassurance! 'Su Yong said.