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On January 10, photovoltaic wind power sector surged, yicheng xineng, longji shares, jia ze xineng trading limit, sunshine power, zhonglai shares surged, tongwei shares rose more than 7%. The day before yesterday, the wind power and photovoltaic industries ushered in the first unsubsidized fair price online New Deal.
The New Deal to the ground
On January 9, the national development and reform commission, the national energy bureau jointly issued the "about promoting wind power, photovoltaic power generation subsidies, affordable access to the Internet announcement concerning the work (hereinafter referred to as" notice "), points out that the provinces (autonomous regions and municipalities directly under the central government) advancing the construction does not need to state subsidies to perform coal online electricity price of wind power, photovoltaic power generation benchmarking parity Internet pilot project (hereinafter referred to as parity project); In areas with good resource conditions and high market absorption conditions, we will guide the construction of a number of pilot projects with low on-grid prices that are lower than benchmark on-grid prices for coal-fired power plants (hereinafter referred to as low-price on-grid projects).
In this regard, the national energy administration explained that the policy is to actively promote the high-quality development of wind power and photovoltaic power generation, promote the industry to get rid of subsidy dependence as soon as possible, explore the experience of policy measures after comprehensive parity online, and put forward on the basis of early pilot projects.
"Large ground power stations in many regions such as the Middle East, rooftop distributed projects in Europe, the United States and developed regions in the east of China, and the front-runner project with the electricity price as low as 0.31 yuan /kWh in qinghai last year have actually been realized. Lu jinbiao, vice-president of poly GCL energy, told China times.
"By reducing the cost of non-photovoltaic technologies, including land use, access and transportation, in the form of demonstration projects, it can be expanded regionally," lu said.
It is reported that in August 2017, the state energy administration launched a total of 700,000 kilowatts of wind power affordable online demonstration projects in hebei, heilongjiang, gansu, ningxia and xinjiang. In March 2018, the national energy administration replied and agreed to the plan of ulanqab wind power base, with phase 1 construction of 6 million kilowatts without the need for state subsidies. At the same time, the feed-in tariff determined by the project bidding of pv leader has shown a trend of parity with benchmark price of coal power.
The regulation of "cheap Internet access project and cheap Internet access project, relevant projects are not limited by the annual construction scale" makes it clear that the cheap Internet access project is only incremental, and the situation of parallel development of index project and cheap Internet access project will be presented in 2019-2020.
According to the national energy administration's interpretation on October 10, the affordable online projects and low-price online projects should meet two preconditions. First, the construction scale should be reasonably determined after coordinating the grid enterprises to implement the consumption capacity. Second, the affordable projects should be well connected with the monitoring and early warning management of wind power and photovoltaic power generation. In the areas with red warning, except for the projects that have been arranged for construction and sent to other provinces and regions, the construction of such projects shall not be organized for the time being. At the same time, we will encourage wind power, photovoltaic power generation and low-price online projects to obtain reasonable income compensation through green card trading.
It is worth noting that the promotion of affordable (low-price) online projects is not an immediate removal of subsidies for all new wind and photovoltaic power projects.
In the interpretation, the nea said that in areas where it is not possible to access the Internet without subsidies, construction will continue to be organized according to the policy and management requirements of competitive allocation projects issued by the nea, but these projects will also have to significantly reduce the level of electricity price through competition to reduce the intensity of electricity subsidy.
The power grid has yet to issue detailed rules
Grid in the "notice", become the key factor, for provincial power grid companies to buy affordable access to the Internet and cheap online projects of electricity purchase responsibility, according to the project approval as stipulated by the state local coal-fired feed-in tariff benchmarking and wind power, photovoltaic power generation project unit to sign long-term fixed price 购售 electricity contract (not less than 20 years), such projects are not required to participate in the electric power market transaction (except the experiments and distributed directly to the nearest market transactions).
National energy administration in interpretation also pointed out that the distributed directly to the nearest trading belongs to a kind of special power trading, project units and electricity power deal directly, in strictly conform to the distributed power standard of check and ratify and within the distribution network and outlet area nearby under given conditions, a distributed wind power and photovoltaic power on the Internet, and given to give play to the role of network public platform for power grid enterprise security.
Peng peng, director of the policy research department of the special committee on renewable energy under the China recycling economy association, told the financial times: "the power grid is very critical.
"Grid to grid, and given the sex problem, hedge pricing and volatility of 20 years even, can say grid coordinate degree will determine the future parity with development of the project," Peng Peng further stated that from this point of view, is also believe that a more open electricity market there will be more clear boundaries, especially now that grid and ushered in a new chairman, made it clear that we must follow no. 9 electricity market reform.
In addition, the circular also made it clear that the relevant support policies for wind power and photovoltaic power generation affordable online projects and low-price online projects approved (for the record) and started construction before the end of 2020 will remain unchanged during the project operation period. The national development and reform commission (NDRC) and the national energy administration (nea) will timely study and summarize the pilot experience in various regions, and timely adjust the affordable Internet access policy after 2020 according to the development status of wind power and photovoltaic power generation. (reporter yu yujin)
Tags: pv wind power parity online
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