"531" New Deal aims at core competitiveness, photovoltaic industry or industry reshuffle
Date：2018-06-12
On May 31, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued the “Notice on Matters Related to Photovoltaic Power Generation in 2018”, which “suspended the issuance of indicators for ground-based power plants, restricted distributed scale, and reduced electricity prices” and other series of requirements triggered a huge shock.
One stone stirred thousands of waves. On May 31, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued the “Notice on Matters Related to Photovoltaic Power Generation in 2018”, which triggered a huge shock in the photovoltaic industry and called it the “531” New Deal, also known as the “most recent Yan photovoltaic new policy. "
In recent years, the photovoltaic industry has developed rapidly, and the problem of light rejection has gradually become more prominent. In 2017, due to the outbreak of distributed photovoltaics and photovoltaic poverty alleviation, the scale of photovoltaics was a bit out of control, and the market digestion capacity was overdrawn in advance. In order to optimize the new construction scale of photovoltaic power generation, the "Notice" clearly puts forward a series of requirements such as "suspending the issuance of indicators for ground power stations, limiting distributed scale, and reducing electricity prices". This is not only to alleviate the problem of consumption, but also to leave room for development of advanced technology and high-quality photovoltaic power generation projects.
The introduction of policies is not without warning. The National Energy Administration will give guidance every year on the installed capacity of photovoltaics in accordance with the actual situation. As early as April this year, the National Energy Administration's regular press conference reminded the issue of scale control.
According to statistics from the Ministry of Finance, as of the end of 2017, the gap in renewable energy subsidies has reached 100 billion yuan. With the unexpected increase in installed capacity of photovoltaic power generation, the increasing subsidy gap and the problem of abandoned light have directly affected the healthy and orderly development of the industry.
Ordinary power plants will no longer arrange indicators this year, and distributed photovoltaics have completed more than 7.68 million kilowatts of installed capacity in the first quarter, and the remaining "subsidized" distributed indicators are very few. The further tightening of policies has caused a strong reaction from photovoltaic companies. On June 4, 192 household photovoltaic companies issued a joint statement to support the policy direction of reducing the intensity of subsidies, but believe that the New Deal's one-size-fits-all approach is debatable.
In order to understand the demands of enterprises, the National Energy Administration held discussions with some enterprises, and issued a response on June 7 to emphasize that the country's direction of developing photovoltaics is unwavering. The state's support for the photovoltaic industry is unwavering.
The relevant person in charge of the New Energy and Renewable Energy Department of the National Energy Administration once said, "China's photovoltaic power generation has undergone stages of growth, industrialization, and scale development. The current development focus needs to be expanded from scale to quality, efficiency, and promotion. Technological progress has come up. "According to the current development situation, China clearly does not temporarily arrange the construction scale of ordinary power stations everywhere. Experts in the industry have analyzed that after the "531" New Deal, China's photovoltaic industry will truly return to the market from policy to "adulthood".
In the first quarter of this year, the rate of discarding light in China exceeded 4%. Under the heavy control of the country, photovoltaic companies should consider the long-term and healthy development of the industry. They should not only focus on short-term self-interest, but wantonly amplify the seriousness of the problem.
Of course, the photovoltaic industry can't simply be limited to this. The country needs to introduce more supporting policies to help enterprises overcome difficulties. In order to support and promote the development of the photovoltaic industry, next, the National Energy Administration will focus on the following aspects: First, cooperate with the Ministry of Finance to release the seventh batch of renewable energy subsidies; second, increase the power system reform and effectively promote The pilot of market-oriented transactions of distributed power generation; third, accelerate the implementation of renewable energy power quota system; fourth, pay close attention to the implementation of various measures to reduce the burden of renewable energy enterprises, create a good market environment and business environment; fifth, require power grids Enterprises should do a good job in grid connection of photovoltaic projects. Sixth, focus on expanding the market of photovoltaic power generation consumption and reducing the curtailment of light curtailment.
Industry experts believe that the "531" New Deal will trigger a new round of industry reshuffle. The participating entrepreneurs expressed their need to adapt to the new requirements brought about by the development and changes of the situation, to further boost development confidence, improve core competitiveness, and push enterprises and industries into a stage of high-quality development.
With the timely change of industry development strategy, enterprises with advanced technology, high development quality and strong cost control ability are expected to find development opportunities. Enterprises with low technical content and poor risk resistance have to strive for survival. The development of the photovoltaic industry will be a rational return to the survival of the fittest and core competitiveness.
