Photovoltaic industry or heating power terminal subsidies 7 yuan / watt

The reporter was informed that the Ministry of Finance, the Ministry of Science and Technology, and the National Energy Administration have jointly issued the "Notice on Doing a Good Job of the Golden Sun Demonstration in 2012" (hereinafter referred to as the "Notice") in order to speed up the scale application of photovoltaic power generation and promote the sustainable development of the photovoltaic industry. development of.

The "Notice" made it clear that in 2012, the user-side PV power project subsidy standard is 7 yuan/watt in principle. The subsidy standards for independent photovoltaic and wind-solar hybrid power generation projects are determined separately. The subsidy standard for centralized photovoltaic grid-connected photovoltaic power generation combined with smart grid and microgrid technologies is appropriately increased based on factors such as energy storage device allocation at 7 yuan/watt.

“In recent years, the price of photovoltaic cells has continuously declined and the number of manufacturers has increased. These factors have led to a huge loss in the photovoltaic industry to a large extent.” An analyst told the “Daily Economic News” reporter.

According to statistics, in 2011, the average price per watt of photovoltaic cells dropped by about 40%, which was a drop of nearly 70% from 2008. In the third quarter of 2011, all eight giants of China's photovoltaic industry suffered losses. The annual growth rate of China's photovoltaic cell production has remained above 100% for 7 consecutive years, and the number of manufacturers has reached as many as several hundred. The output accounts for nearly half of the world's total output, of which more than 90% is used for export. Affected by the European debt crisis, market demand has shrunk to less than half of its production capacity.

Lin Boqiang, director of the Energy Economics Research Center at Xiamen University, believes that the issuance of the "Notice" can be said to be a sign of bailout. Photovoltaic companies must continue to promote technological progress. At the same time, the government must also provide more subsidies and preferential policies in the terminal area.

The above analysts also believe that “as China is a country with more coal and less oil, and coal power generation has exerted great pressure on the environment, vigorously developing photovoltaic and other new energy energy is the strategic direction of China’s energy, and the state will also increase the Industry support."

According to the forecast of the International Energy Agency, global solar power generation in 2030 will increase to more than 20 times in 2009, of which the United States is 40 times, and China and India are more than 80 times.

In addition, the direction of industrial development that has mainly depended on foreign markets has also changed, and the domestic photovoltaic market is rapidly starting up. According to the national plan, the “12th Five-Year Plan” installed capacity of solar power was revised from the initial 5 GW to 15 GW. At the same time, the National Development and Reform Commission officially issued a nationwide unified on-grid tariff of 1.15 yuan/kWh. The National Energy Administration is also formulating the "Distributed Power Generation Management Regulations." Once a breakthrough is achieved, it will provide a big boost to the expansion of China's photovoltaic market.

There are brokerage analysts believe that due to the recent sharp decline in polysilicon and component prices, the cost of solar power is expected to fall to 1 yuan/degree in the next 1 to 2 years. If you consider the costs of power transmission and transformation, environmental, etc., this will mean that photovoltaic power generation already has certain economic benefits. At the on-grid tariff of 1.15 yuan/kWh, the return on investment of most photovoltaic power plants in the northwest region will be as high as 10%.

Market data shows that since November 2011, the price of polysilicon products has begun to bottom 160 yuan / kg. According to the “Daily Economic News” reporter, in October 2011, the share price of listed companies in the major photovoltaic industry fell below US$2, but after more than three months of oscillation, the current share price has risen to more than US$3 per share. .

The above analysis of securities firms pointed out that “This shows that overseas funds have relatively optimistic expectations for the prospects of China's photovoltaic industry in 2012 and even the world, which in turn makes the stock price more active.”