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Behind the fiery investment, in addition to the uncertainty of corporate investment income has become a common phenomenon, more profound, perhaps more and more serious "abandonment of light" phenomenon is making a batch of power plants built on the road to escape The fate of the sun.
The development bottlenecks that have been commonly encountered in recent years in new energy industries, including wind power and photovoltaics, are difficult to connect to the grid. In the past few years, the phenomenon of “abandoning the wind†and “restricting electricity†caused by blind projects has intensified, and the industry has gone from “prosperous†to “slowâ€. Judging from the current status quo, this mistake seems to be repeated by the photovoltaic industry.
In the opinion of industry experts, due to the small scale, the phenomenon of “abandoning light†in domestic PV power plants is still not very prominent. However, as the scale of power stations continues to increase, the problem of photovoltaic grid connection in the future may even be more prominent than wind power.
Grid experts have told reporters that solar energy resources are more obvious than the intermittent and uncontrollable characteristics of wind energy. Therefore, the impact of power generation on the safe and stable operation of power grids is more than that of wind power, especially in the western power grid. Large-scale ground photovoltaic power plants will be built on a large scale in the future. Many power plants will encounter a large area of ​​“sun-bathing†in the future.
The recently released report of the Ministry of Industry and Information Technology is also straightforward. The PV power plant and the power grid construction cycle are not synchronized. The coordination between the power station and the power grid development plan will remain the key to further expansion of the domestic market.
To avoid photovoltaic power generation to regain the old road of wind power, the most important point is to steadily expand the installed capacity of power stations under the guidance of appropriate policies, guide capital rational investment, diversify the domestic market, and promote the healthy and orderly development of the industry.
On the one hand, the current subsidy of 1 yuan/kWh for the construction of large-scale ground power stations in the western region, with the reduction of the cost of power station construction, can be gradually considered to be gradually reduced. The photovoltaic industry has always been a policy-dependent industry. It has rationally guided the market through policy subsidy adjustment. This has become a rule in photovoltaic powers such as Germany and Italy. For example, in Germany, the government will adjust the amount of policy subsidies at any time with the supply and demand of the market in order to maintain a healthy and orderly operation of the market.
On the other hand, the diversified starting path of the domestic photovoltaic power generation market has been valued by the policy, and the policy measures for the expansion of the central and eastern cities and the needs of the vast rural market are being actively promoted. This is a positive signal for the various capitals that are keen on investing in photovoltaics. However, many companies have reported that investment in distributed photovoltaic power generation projects still has a series of policy gaps involving investment and financing, tax and fee concessions, property rights transactions and subsidies. The future return on investment of such projects cannot always be clearly seen. Based on this, the road to diversification of photovoltaic power generation requires the study of policy mechanisms by all parties. It may be useful to learn from the development experience that has been proven successful abroad.
Abstract For a long time, the photovoltaic industry has been criticized by the outside world for its overcapacity in the manufacturing chain in the industrial chain. Under the continued downturn of the industry, this sin has almost become the "last straw" that has crushed many PV companies. Although this year, the photovoltaic industry as a whole has returned...
All along, the photovoltaic industry has been criticized by the outside world for the overcapacity of the manufacturing sector in the industrial chain over the years. Under the continued downturn of the industry, this sin has almost become the "last straw" that has crushed many PV companies. Despite the overall recovery of the photovoltaic industry this year, the market demand for wafers, batteries and components has gradually been adjusted back. Many enterprises have accelerated the process of capacity-building, and they have gradually removed the “cap†of overcapacity. However, it is not known that the "storm" of overcapacity is shifting to the downstream of the industry and slowly fermenting with the development of the blowout type of photovoltaic power plants.