Local governments frequently benefit the PV market in the second half of the year

In the hot summer days, the summer is booming. This time is the hottest day of the year, but the domestic PV industry is welcoming the winter because of the release of a new deal. Looking back at the development of the photovoltaic industry, it is like a baby going from a break to learning to walk, and finally to a fast running process. It is true that the photovoltaic industry has developed very rapidly in recent years, but this rapid has also caused blind optimism among industry players. Like a college student admitted to college, he thought that he grew up very quickly, and he can immediately get rid of his dependence on his parents and fly high. However, reality tends to be more sensational. During college, it is generally the time when parents need to spend the most for themselves. The photovoltaic industry has grown to the present and seems to be in this transitional period between adulthood and minors. The "531" New Deal is actually very simple and very rude, that is, the suspension of subsidies is equivalent to the suspension of the living expenses of college students. So until the "531" New Deal was released, many talents found that the "fair price online" that was called every year was not so simple; until the "531" New Deal was released, many talents found that the original industry did not have subsidies.

In July, when the remaining "630" passed away, the industry inevitably ushered in the winter during the summer. For some time, news about the sharp decline in the market value of photovoltaic enterprises, the decline in product prices, the lack of wages, and the trouble of being pulled by banners have caused many companies to fall into despair. However, the so-called subsidies are also subsidized, and the subsidies are also subsidized. Recently, several local policies have raised hopes in the industry.

Multi-distribution of favorable policies

In the midst of a depression in the industry, the introduction of favorable policies in various places has given people a glimmer of hope in the second half of the year. The previous development in the field of photovoltaics has been unsatisfactory. Guangdong Province seems to be interested in this opportunity to rise.

Recently, the Shenzhen Housing and Construction Bureau and the Shenzhen Municipal Finance Committee issued the “Shenzhen City Construction Energy Conservation Development Special Fund Management Measures”, which refers to: For solar photovoltaic projects, according to the actual annual power generation, the project investment entity is given 0.4 yuan / kW Time subsidy, the subsidy time is 5 years. The annual funding for a single project does not exceed 500,000 yuan.

0.4 yuan / kWh, for five years, this policy has been exposed, causing great concern in the industry. This policy is a huge benefit to the local PV industry. Even before the “531”, such a large subsidy policy is rare. Most local subsidies are generally around 0.2 yuan / kWh, and generally 2-3 years. Moreover, this is the policy that came into effect after the "531" New Deal? In comparison, Shenzhen's subsidy policy can be described as sincere. As soon as the policy comes out, it is foreseeable that the photovoltaic industry in Shenzhen will have a breathing space.

This is not over yet. Foshan and Dongguan, which had previously subsidized the photovoltaic industry, are not far behind, and have introduced favorable policies. First, Dongguan subsidized the distributed photovoltaic projects connected to the grid in the first half of this year. The subsidy content of Dongguan City is as follows: 1. For all types of buildings and construction property owners of distributed photovoltaic power generation projects, the subsidy capacity is 180,000 yuan/MW, and the single project does not exceed 1.44 million yuan, which is paid in four years;

2. For all types of investors in the construction of distributed photovoltaic power generation projects for non-ownership projects such as government institutions, industry, agriculture, etc., subsidize 0.1 yuan/degree, and supplement for 5 years; household use photovoltaic subsidy 0.3 yuan/degree, even 5 year.

Then Foshan also extended the original subsidy policy of 0.15 yuan / +1 yuan / watt to December 30, 2023. The Foshan PV project connected to the network before this time enjoys the subsidy policy. The subsidy content of Foshan City is as follows: 1. A one-time award for distributed photovoltaic power generation application projects, 20,000 yuan for industrial and commercial enterprises, 1 million megawatts for individual projects, 1 yuan per watt for individual projects, and more than 20,000 for individual project departments. ;

2. For all types of investors of distributed photovoltaic power generation application projects and ground photovoltaic power plants, subsidies will be given for the third consecutive year according to the actual power generation, 0.15 yuan / kWh, and 3 years.

When the state subsidies are not expected, local subsidies have become a lifeline for the industry. Although the local subsidy is relatively small compared to the 20-year national supplement, it is of great significance to the current photovoltaic industry. The strength of Guangdong Province has aroused the attention of the industry. Within a few days, the most prosperous development of the photovoltaic industry in the past two years has also begun to sit still.

Recently, Suzhou issued a draft of the "Opinions on Further Promoting the Sustainable and Healthy Development of the Suzhou Photovoltaic Industry", and once again smashed the circle of friends. The consultation draft mentioned: For the distributed power generation project built between 2018 and 2020, if If you have already enjoyed the national supplement, you will be given a subsidy of 0.05 yuan/kWh; for those projects that are not included in the state subsidy, you will be given a subsidy of 0.37 yuan/kWh for three years. In addition, from 2018 to 2020, for the professional construction and operation institutions with a total installed capacity of more than 10,000 kilowatts of distributed power generation installed in Suzhou City, the construction and operation institutions will be awarded at 0.1 yuan/watt, and the annual reward will not exceed 2 million yuan. .

In addition to Shenzhen, Foshan, Dongguan, Suzhou and other places, Hubei Province, Hangzhou and other places have recently introduced favorable policies for the photovoltaic industry.

Can the PV market come back to life in the second half of the year?

As mentioned above, the reason why the market in the second half of this year fell into a cold winter was mainly because the subsidies were suspended. In terms of the current cost of photovoltaic power, a photovoltaic project is difficult to obtain profits without subsidies. Therefore, the core issue for the company in the second half of the year is how to make PV projects profitable without state subsidies.

The solution seems to be very simple, nothing more than "reducing costs and increasing efficiency." Who can preempt the cost and who will survive this round of cleansing. But there are very few companies that have this "survival" capability, so most companies may face difficulties. For those enterprises that are poorly managed, have poor technical strength, and have insufficient product quality, it is inevitable that they will be eliminated. It is also a pity that is not worth the plight. However, some companies have been striving to achieve technological innovation and have been trying to reduce costs. These companies may be only a little bit out of subsidies. They can release more energy as long as they give them a chance to breathe. Therefore, for some enterprises that are relatively advanced in technology and products, but still poor, local subsidies can be said to be significant.

Compared with the 20-year national supplement, even if the local subsidy is huge, it is difficult to restore a PV project to the profit level before the “531”. Therefore, local subsidies can only provide the company with a breathing space. The meager profits brought by the subsidies cannot give the industry vitality. Only the profits brought by the cost reduction are the showers that stimulate the industry.

The photovoltaic market before “531” was an oasis, but the photovoltaic market after “531” became a desert. The subsidy of the local government is a heavy rain, which can only solve the thirst of the moment, but it is not enough to return the oasis. It is hoped that PV companies will find new scenery in this round of tests, and hope that the PV industry will completely get rid of its dependence on subsidies in this growth.

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