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The feasibility of new photovoltaic policy in the 13th five year plan
2015-10-12

The problem of photovoltaic "weaning" has a final conclusion. At the 2015 China photovoltaic leaders summit held on October 12, Liang Zhipeng, deputy director of the Department of new energy and renewable energy of the national energy administration, revealed that photovoltaic subsidies will not stop in the next 8 to 10 years, but there will be an inclination to focus on the development of distributed photovoltaic. At the same time, we should increase the construction of the leader demonstration base, and realize the transformation from the high subsidy policy dependence mode to the low subsidy competitiveness improvement mode.


In the reality of nearly 20 billion yuan of subsidies in arrears, this benefit has not reduced the concerns of the industry. The reporter of economic reference learned that at present, the overall prospect of the industry is good, but the untimely and inadequate distribution of renewable energy subsidies has become an important factor affecting the development of photovoltaic enterprises, and even the formation of triangular debt, which has a negative impact on the entire industrial chain.


In response, Liang Zhipeng said that the subsidy will be released as soon as possible, but it is difficult to set a specific time. Jin Lei, deputy director of the electronic Foundation Department of the electronic Department of the Ministry of industry and information technology, also disclosed that the relevant documents of made in China 2025 and the 13th five year plan that are being formulated will rearrange the photovoltaic industry, issue the development roadmap, and accelerate the innovation of the industry. In the near future, the comprehensive standardization technology system of photovoltaic industry will be released soon, and the relevant subsidy policies will be further adjusted and improved.


After the "double anti" of the EU and other countries, China's photovoltaic industry began to pick up. According to reports, in the first three quarters of this year, the total output value of photovoltaic manufacturing industry exceeded 200 billion yuan. In the overall downward environment of industry, it bucked the trend, with a year-on-year growth rate of 30%. However, the newly installed capacity of photovoltaic power generation is about 10.5gw, an increase of 177% year-on-year, and the profitability of photovoltaic enterprises is significantly improved. The average gross profit margin of the top ten component enterprises is more than 15%.


But at the same time, there are still a number of photovoltaic enterprises with high debt ratio, signs of breaking the capital chain, arrears of subsidies and other issues have not been resolved. China's renewable energy subsidies are funded by the national renewable energy tariff surcharges. However, with the increasing installed capacity, it is now in short supply. Coupled with the complex approval process, by the end of last year, the subsidies of renewable energy funds to enterprises have been in arrears of 17 billion yuan. "The longest one has been in arrears for 2 years, plus the arrears in the first half of this year, it is estimated that it has accumulated 20 billion yuan in arrears." Liang said in an interview.


"Now the electricity is generated, but the subsidy distribution process is very unreliable. There is no clear statement in every place. Some power stations can't receive the electricity fee for half a year after the completion of construction, which is very unfavorable to the development of power stations." Ye Chao, a spokesman for Trina Solar, said.

More importantly, if the photovoltaic power station has no money, it will default on the payment of the component manufacturers, and the component manufacturers will further transmit to the raw material suppliers, and finally form a triangle debt, which has a great negative impact on the entire industrial chain.


Industry insiders believe that the Ministry of finance, the Energy Bureau, the national development and Reform Commission, the State Grid, industry associations and power generation enterprises should actively raise funds to solve the problem. If it's about the source of subsidy amount, we can consider to increase the renewable energy tariff surcharge in the tariff; if it's about the miscellaneous channels of subsidy distribution, we can consider whether to let the State Grid pay in advance, and the State Grid and the Ministry of finance will settle the accounts at the end of the year. In addition, in combination with the ongoing reform of resources and environmental taxes, the environmental tax, carbon tax and carbon emission trading system can be introduced as soon as possible to establish a long-term financial support mechanism to promote the development of renewable energy.

Of course, subsidies are not a long-term solution. The State Council issued the strategic action plan for energy development (2014-2020) at the end of 2014, which proposed that "photovoltaic power generation and grid sales price will be equivalent" by 2020.


Liang Zhipeng said that the photovoltaic industry will improve conversion efficiency and reduce costs in the future. By 2020, the system cost will be less than 5 yuan per watt. At the same time, it is necessary to realize industrial upgrading, have strong independent R & D capability, realize localization of key equipment, technical capability of the whole industrial chain and industrial supporting system. In addition, the state will guide advanced technology products to expand the market and increase the construction scale of the leader demonstration base through policies.


One belt, one road, is also being promoted. Jin Lei also revealed that at present, some photovoltaic enterprises are promoting mergers and acquisitions. The Ministry of industry and information technology is also studying the adoption of PPP mode to support the construction of photovoltaic power stations in some key areas and key areas. At the same time, according to the layout of the "one belt and one road" development, the photovoltaic industry is going out. At present, it has deep contacts with some countries and regions, and some enterprises have already been in practice. Do.


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