The domestic solar power market has been unable to start, mainly because the government has not launched a clear on-grid electricity price that is subsidized by financial subsidies. On August 1, the National Development and Reform Commission finally issued a document announcing the national unified online electricity price of 1 yuan per kilowatt-hour for photovoltaic power generation projects. The first-line photovoltaic manufacturers in Hebei told the reporter of Yanzhao Metropolis Daily that the feed-in tariff will promote the investment of domestic photovoltaic power stations, which will constitute a substantial benefit for Hebei battery module manufacturers and the photovoltaic industry.
The subsidy policy of the National Development and Reform Commission is divided into two levels according to the date of power plant approval and commissioning: of which solar photovoltaic power generation projects approved on and after July 1, and approved before July 1, 2011, but as of December 31, 2011 Completed and put into operation of solar photovoltaic power generation projects, except that Tibet still implements the on-grid electricity price of 1.15 yuan per kWh, the on-grid electricity price of other provinces and cities are implemented at 1 yuan per kWh.
For solar photovoltaic power generation projects that were approved for construction before July 1, 2011, completed and put into operation on December 31, 2011, and whose prices have not yet been approved, the on-grid tariff is uniformly approved at 1.15 yuan per kWh.
Prior to the implementation of the unified on-grid electricity price, the on-grid electricity price of domestic photovoltaic power plants was mainly determined by the concession bidding model. The latest notice of the National Development and Reform Commission emphasized that the on-grid electricity price of the solar photovoltaic power generation project determined by the concession bidder shall be based on the winning bid price. Higher than the benchmark electricity price.
The National Development and Reform Commission said that the future feed-in tariff will be adjusted in time according to factors such as changes in investment costs and technological progress.
At present, more than 90% of the products of Hebei solar photovoltaic manufacturers are exported to the EU-based overseas markets. People in the industry in Hebei told Yanzhao Metropolis Daily that the main reason for this "extroversion" is that the domestic solar power market has been unable to start, and the deepest reason is that the government has not issued a clear photovoltaic power price standard. The mode of “one case is certain” in the bidding has affected the investment interest of state-owned and private capital in solar power generation.
The determination of the subsidized electricity price of 1 yuan per kilowatt-hour this time is tantamount to giving potential investors a medium- and long-term return.
Baoding Yingli Group is the world's first-tier solar cell manufacturer. Relevant persons from the company told Yan Zhao Metropolis Daily that the feed-in electricity price was formulated after comprehensive consideration by the government based on national conditions and with reference to Europe's subsidy policies for supporting the solar photovoltaic market, which is basically close to The cost price of photovoltaic power generation is conducive to promoting the development of the domestic photovoltaic market.
Yingli said that although the current photovoltaic market is picking up, the overall situation is still grim. The introduction of feed-in tariffs is a good thing for domestic photovoltaic companies and can stimulate the domestic photovoltaic market. At present, Yingli is paying attention to domestic projects that can enjoy subsidies, and strives to further increase the domestic market share.
Yingli related sources told Yan Zhao Metropolis Daily that in this year's Yingli's business distribution, Europe will contribute 65%-75%, as the photovoltaic emerging market, China and the United States are expected to account for 25%-30%, while the Chinese market It is expected to contribute 15%.
A reporter from Yanzhao Metropolis Daily noted that in previous bids for photovoltaic power plants, the final bid for grid-connected electricity prices fluctuated significantly, causing controversy in the industry. For example, in 2009, China's first round of bidding for the Dunhuang photovoltaic power plant concession project won the bid of 1.09 yuan/kWh. In the second round of bidding for concession projects in 2010, the lowest electricity price in the winning project was 0.73 yuan/kWh. The on-grid electricity price of 1.15 yuan this time is higher than the previous bid price, which has reserved a certain profit margin for photovoltaic power generation enterprises and photovoltaic manufacturers.
Because the current manufacturing costs and power generation costs of the global photovoltaic industry are not enough to compete with traditional energy sources, the photovoltaic industry is heavily dependent on government subsidies. From the second half of last year to the first half of this year, many European countries lowered their feed-in tariffs, which caused violent fluctuations in the photovoltaic market. The market experienced a severe downturn in the second quarter, and foreign government subsidy policies became the focus of Hebei photovoltaic manufacturers.
Industry insiders told Yanzhao Metropolis Daily that the domestic photovoltaic power generation tariffs have been delayed, mainly because it is difficult to determine a reasonable electricity price level. If the electricity price is set too low, the profit margins of power generation companies and photovoltaic cell manufacturers will be reduced, which will hinder this. For the development of emerging industries, if the electricity price is set too high, it may trigger a sharp increase in investment in photovoltaic power stations, which will put pressure on grid operators and government finances, and may even trigger a bubble in the photovoltaic industry.