Abstract On August 20th, the National Energy Administration issued the Notice on the Construction of Distributed Photovoltaic Power Generation Demonstration Zone, and approved the construction projects of 18 distributed photovoltaic application demonstration zones nationwide. According to the list of approved demonstration area construction projects, the items listed in it
On August 20th, the National Energy Administration issued the “Notice on the Construction of Distributed Photovoltaic Power Generation Application Demonstration Zone”, which approved the construction projects of 18 distributed photovoltaic application demonstration zones nationwide.

According to the list of approved demonstration area construction projects, the listed project owners include private enterprises and state-owned enterprises and central enterprises, including China Energy Conservation, Yingli, ZTE Energy, Sunflower (quotation, consultation), CGNPC, China Merchants New Energy, and Dongfang Risheng ( The company's 15 wholly-owned investment entities and three joint venture investment entities.

In addition, according to relevant reports, the construction of these 18 demonstration areas will be completed in 2015, with a total installed capacity of 1.823 GW, of which 749 MW will be built in 2013. The most important thing is that through this notice, the management has basically rated the distributed PV subsidy at 0.42 yuan / kWh.

In this regard, many industry insiders interviewed by the reporters expressed their support and believed that this will be another milestone in the development of China's photovoltaic distribution.

Sunflower is sought after

In September last year, the National Energy Administration issued the “Notice on Declaring the Application Zone for Distributed Photovoltaic Power Generation Large-Scale Application”. In October of the same year, the State Grid issued the “Opinions on Doing a Good Job in Grid-connected Services for Distributed Photovoltaic Generation”, intended to resolve "It is difficult to connect to the network."

On June 14 this year, the State Council proposed six measures to support the healthy development of the photovoltaic industry (commonly known as “National Six Articles”); on June 16, the National Energy Administration held a distributed photovoltaic power generation working conference and proposed the work of the distributed photovoltaic power generation demonstration zone. Program".

The 18 distributed photovoltaic application demonstration zone construction projects announced this time were previously reported to the National Energy Administration according to the Notice on Declaring Distributed Scale Photovoltaic Application Demonstration Zones, and were finally approved. They are: Zhongguancun, Haidian District, Beijing (quotation, consultation) Haidian Park, Beijing Shunyi, Shanghai Songjiang, Tianjin Wuqing, Hebei Gaobeidian, Hebei Baoding Yingli, Jiangsu Wuxi, Jiangsu Nantong, Zhejiang Shaoxing, Zhejiang Hangzhou, Anhui Hefei Jiangxi Xinyu High-tech Zone, Shandong Tai'an High-tech Zone, Shandong Zibo High-tech Zone, Guangdong Sanshui Industrial Park, Guangdong Conghua Mingzhu Industrial Park, Shenzhen Qianhai, Ningbo Hangzhou Bay New District, etc.

In the next two and a half years (2013 to 2015), only the first batch of distributed photovoltaic application demonstration zone clusters composed of these 18 projects will create 1.823 GW of new PV installed capacity for China. In addition to the 749 MW that will be built in 2013, from 2014 to 2015 (and will build 1.074 GW), the first batch of distributed PV application demonstration clusters will create an average of 537 MW of installed PV capacity per year.

In this regard, Liu Peng, deputy general manager of Youtai New Energy, told reporters that “this is a major positive for the industry, which announced the official launch of China's PV distributed market”.

In the A-share market, the sunflowers that were the first to be included in the “National First Batch of Distributed Photovoltaic Power Application Demonstration Zone Projects” were also sought after by investors. As of the close of August 20, the company's share price soared 5.16% to close at 12.85 yuan / share.

According to the sunflower announcement, the “Zhejiang Shaoxing Coastal Industry Cluster Distributed Photovoltaic Power Generation Project” declared by the company in June this year was included in the national first batch of distributed photovoltaic power generation application demonstration zone projects. The project is located at the roof of some company buildings in the coastal industrial cluster in Shaoxing City, Zhejiang Province. The planned capacity is 150 MW by 2015, with a total investment of about 1.381 billion yuan. Among them, it is estimated that the capacity will be 49MW in 2013. More than 70% for own use.

Yang Wangxiang, a sunflower secretary interviewed by the reporter, told reporters: “After the project was approved, relevant construction preparation work has begun. The implementation of the project will implement the large-scale implementation of domestic distributed projects, the expansion of the domestic market and the establishment of the project. The company's good brand image and other aspects play a positive role."

In fact, for sunflowers, it has been a happy recent event. Not long ago, the company just released its 2013 semi-annual report. The data shows that the net profit attributable to shareholders of listed companies during the reporting period was 29.37 million yuan. The year-on-year growth was 117.46%.
Appreciable rate of return

In the implementation of specific projects, although several industry insiders including Sunflower Secretary Yang Yangxiang said that they did not receive the official notice of the power subsidy of 0.42 yuan / kWh. However, according to the information the reporter has, the management has basically given a subsidy of 0.42 yuan/kWh for the first batch of distributed photovoltaic application demonstration zone projects.

It is this subsidy that has created a considerable return on investment for the above 18 projects. It is reported that the “Distributed Photovoltaic Application Project of Yingli Development Zone in Baoding, Hebei Province” is used as an example: Baoding City has a sunshine of 1300 hours/year to 1600 hours/year, and the total cost of the crystalline silicon roof project is 7 yuan/watt (no reinforcement). Then, the project's electricity fee income can reach 1.6 yuan / watt - 1.7 yuan / watt, plus the subsidy of 0.42 yuan / kWh, in theory, the project can be returned within four years.

But at the same time, during the interview process, I also learned that the current distributed PV application demonstration project is still facing some specific implementation rules.

First, although the Interim Measures for Distributed Power Generation Management issued by the National Energy Administration encourages enterprises, specialized energy service companies, and various types of power users, including individuals, to invest in the construction and operation of distributed power generation projects, exempting distributed power generation projects. Business license. However, in the implementation of the policy of many local power grids, the project that wants to realize “residual power access” is still required to obtain the power generation business license.

Second, due to “surplus electricity access”, the benefits to users will be paid by the State Grid on behalf of the financial, while the payment of the grid is corporate behavior. According to relevant regulations, users need to issue invoices. At present, there is no clear definition of how this invoice is issued.

In addition, in Liu Peng's view, many details such as project investment and financing, post-operation and maintenance of power stations, and even local protection may be constantly improved.

"In the current market situation, there is very little useful electricity to be willing to invest in the construction of distributed photovoltaic power plants. Therefore, funds can only be obtained by investors through financing, and currently, except for CDB's intention to provide financing channels for distributed PV demonstration projects. Other banks have no measures. More importantly, at present, China's PV companies have no power station operation and maintenance capabilities, and these distributed power plants need more detailed professional operation and maintenance than the previous large-scale ground power stations. Peng told reporters.

According to the list of construction projects approved for this demonstration area, except for the two projects in Hebei and Jiangsu, which are “100% self-sufficient for self-use”, the remaining 16 have “remaining electricity online” demand, then this means that they are under construction. , will all encounter the constraints of the above bottlenecks.