Source: Yuanyi Energy

On May 22, the National Development and Reform Commission and the National Energy Administration issued the "Notice on the First Batch of Wind Power and Photovoltaic Level Price Internet Projects in 2019" (hereinafter referred to as "Notice"), which publicized the first batch of wind power and photovoltaic emission price in 2019. The list of Internet projects, including 56 wind power projects, 168 photovoltaic power generation, 26 distributed trading pilots, a total of 250, the total installed capacity of 20.76 million kilowatts.

According to the “Notice of the National Development and Reform Commission of the National Development and Reform Commission on actively promoting the work related to wind power and photovoltaic power generation without subsidy and parity online”, a total of 16 provinces (autonomous regions and municipalities directly under the central government) submitted the first energy ministers to the National Energy Administration in 2019. Batch of wind power, photovoltaic level price online project list. In addition, the "Notice" also released a list of 2019 distributed power generation market-oriented trading pilots.

The "Notice" pointed out that the State Grid Corporation of China and China Southern Power Grid Corporation should organize relevant provincial-level power grid enterprises to conscientiously implement the responsibility for grid construction projects of power grid enterprises in accordance with the relevant policy requirements for affordable Internet projects, and ensure the priority generation and full security of affordable Internet projects. In the acquisition, according to the project approval (recording), the local coal-fired benchmark on-grid price set by the state and the wind power and photovoltaic level-level online project unit will sign a long-term fixed electricity price purchase and sale contract (not less than 20 years).

The "Notice" requires that relevant provincial energy authorities, price authorities, energy regulatory agencies, power trading institutions and power grid enterprises follow the documents issued by the National Development and Reform Commission and the National Energy Administration on market-based transactions in distributed power generation. Within the scope of the scale limit for wind power and photovoltaic power generation transactions, we will promote the market-based trading of distributed power generation and the implementation of relevant policies based on the organization of nearby consumption capacity.

It is understood that this is the third new wind power photovoltaic policy released in the past month. At present, in 2019, the “marketization” orientation of wind power and photovoltaic industry policies has been clearly defined. Classified management, bidding for subsidies, subsidies and scales, and accelerated industry parity. The industry believes that with the introduction of policies in the second quarter of this year and the promotion of project declarations, the construction of the project will accelerate in the third quarter, and the industry turning point is approaching.

In recent years, China's wind power, photovoltaic and other renewable energy scales continue to expand, technology continues to break through, power generation costs have fallen sharply. The data shows that by the end of 2018, the national wind power and photovoltaic installed capacity reached 360 million kilowatts, accounting for nearly 20% of the total installed capacity. The annual power generation of wind power and photovoltaics is 600 billion kWh, accounting for nearly 9% of the total power generation. In some areas, the conditions for the on-grid price of coal-fired benchmarks have basically been met.

"Affordable Internet access" is the common goal of PV companies. In the future, the cost reduction will still be the primary task of industrial development. For the first batch of affordable Internet projects, there are many problems in the design and construction stages that need to be taken seriously.

1. The focus of the cost reduction should be gradually transferred from the device side to the system side. Overall, the space for system cost reduction by lowering the purchase price of equipment is gradually narrowing; and through system optimization, especially the technological progress at the system side and the improvement of the management and control level of design, construction, operation and maintenance processes, the space for the purpose of reducing the cost is still achieved. Larger.

2, to balance considerations, reduce the initial installation and post-operational costs of the system. In the current actual work, the reduction of the initial installation cost is emphasized too much, and the reduction of the operation and maintenance cost and the guarantee of the power generation during the whole operation period are not considered enough. If digital information technology such as artificial intelligence and big data is introduced to make operation and maintenance more efficient and intelligent, it will undoubtedly reduce the loss of power generation caused by equipment failure and increase the profit rate.

3. It is necessary to earnestly improve the level of refinement of the power station construction process. Generally speaking, the control of the construction process of photovoltaic power plants in China is still very rough, and the degree of control of the design, construction and operation and maintenance of power plants is far from a reasonable level; only intensive cultivation and careful calculation can realize expected and reasonable benefits.