Photovoltaic subsidies for the new government to benefit the superhard materials industry

At the State Council executive meeting held recently, it is proposed that six measures are proposed to directly address the problems of power generation purchases, subsidies, and financing difficulties that plague the photovoltaic industry. As soon as the news came out, it was widely interpreted by industry insiders that the six measures all pointed to the "stumble" in the current large-scale start-up process of the domestic PV market, and the follow-up or more favorable rules will be introduced one after another.

Industry analysts pointed out that the crux of the current enthusiasm for investment in the domestic PV market lies in the issue of full-scale acquisition of power generation grids and subsidies for power generation. The power grid has been gradually loosened since last year, and the most concerned power subsidy policy is also the fastest. Introduced at the end of this month. Affected by this, the domestic market is expected to enter the release phase of heavy volume in the second half of the year, and the photovoltaic industry chain will do a good job.

Subsidizing the New Deal into the Gospel of the PV Industry

For a long time, the domestic PV market has been widely concerned by the industry and abroad, and the introduction of the PV price subsidy policy has become a key factor in the domestic market. Recently, with the EU's "double-reverse" preliminary ruling "big stick" to China, the call for the rapid start of the domestic market is even more unprecedented, which has pushed the introduction of the electricity price subsidy policy.

At the SNEC (2013) Shanghai Photovoltaic Exhibition held recently, Wang Zhongying, deputy director of the Energy Research Institute of the National Development and Reform Commission, said that all parties have formed a unified opinion on the tariff subsidy policy, especially the subsidies for distributed PV. Conclusion. This statement was confirmed by an industry expert at the 7th New Energy International Summit held in Beijing on June 15. The expert told the China Securities Journal that the final plan will be officially released by June 30.

In mid-March this year, the National Development and Reform Commission issued a draft of the "Notice on Improving the Power Generation Price Policy", in which large-scale ground power stations will be divided into four types according to lighting conditions, and the benchmark on-grid price of 0.75-1 yuan/kWh will be implemented. In the distributed generation, the self-sufficient partial electricity price subsidy is 0.35 yuan / kWh. Previously, the industry expects that the unified benchmark price of the ground power station of 1-1.15 yuan / kW will continue to be implemented, and the distributed power station subsidy will reach 0.4-0.6 yuan / kWh. Since then, Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission, said that a number of authoritative organizations have proposed numerous amendments to the draft for comments issued by the National Development and Reform Commission. These opinions will be consolidated into the price department of the National Development and Reform Commission.

The expression of Wang Zhongying means that the electricity price subsidy finally formed a unified opinion after the game of nearly one year. According to industry experts, the introduction of the new price subsidy for electricity prices has entered a countdown. According to Wang Zhongying, the final unified opinion is: the four types of resource areas for large-scale ground power stations are 0.8 yuan, 0.9 yuan, 1.0 yuan, and 1.1 yuan/degree. For distributed photovoltaic power generation projects, there will be three types of subsidies: industrial and commercial users subsidy of 0.2 yuan / kWh, large industrial users subsidy of 0.4 yuan / kWh, residents, hospitals, schools and rural areas enjoy preferential electricity price users subsidy 0.6 yuan / kWh. The three types of projects spontaneously use the spare parts, the grid company to buy according to the local thermal power benchmark price, and the unified financial subsidy of 0.35 yuan / kWh.

4 trillion rooftop power station market to be developed

In fact, there have been multiple versions of the previous analysis of the details of the tariff subsidy policy, but there is little difference with the final opinion. In this regard, the photovoltaic industry, including enterprises, has pointed out that no matter how much the subsidy amount is different from the expected, as long as the policy is introduced, it will certainly promote the formation of installed photovoltaic power in the country. According to the forecast of a number of market institutions, the scale of domestic distributed PV installations will reach 6GW this year, which will account for 60% of the total installed capacity of 10GW of PV for the whole year.

It is worth noting that as the main body of the current distributed photovoltaic power generation installation, the construction of photovoltaic rooftop power station has already shown its potential in the country, and it has become the “main battlefield” for many PV power plant investors to move from the west to the middle and east.

A management person from a large domestic power station developer told reporters that many domestic enterprises have vacated their efforts from the construction of large-scale power stations in the western region since the second half of last year, and are working hard to tap the market of the central and eastern rooftop power stations, especially the single-kiloth scale of several thousand kilowatts. Home rooftop power station. "This kind of transformation has also gone through a short process. In the past, we saw that the northwest on-grid tariff policy was clear. Everyone ran to build a large power station in the west. Today, the State Grid has clearly defined that 6 MW and below photovoltaic power plants are free to enter the network. A lot of people's interest, now our sales staff often receive orders to install a home power station, the only concern now is that the subsidy policy does not produce a good rate of return, but they are optimistic about this prospect." The source said.

According to Hu Runqing, a researcher at the Energy Research Institute of the National Development and Reform Commission, there are nearly 400 million kilowatts of photovoltaic roof power station installation space in China. Market analysts pointed out that if the current comprehensive cost of the roof power station of 10,000 yuan / kW is measured, the market's prospects can reach 4 trillion yuan.

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