Subsidy cuts down the new photovoltaic industry under the new policy.

The steady downgrade of PV subsidies is the basic trend of the industry and it is also a fact that everyone can accept. However, the four words "in force immediately" are like a big day's slap. Many of the photovoltaics people are involved in the process. Especially for those projects that have already been approved and completed, they are now going online and going to draw a picture for the recent work. For a successful dealer, this news is tantamount to a sunny day. For users who install photovoltaics, there is a sense of sight when cooked ducks fly. It is not known how dealers and users will negotiate on this sudden news.

It can be foreseen that the "sudden" price cut is just a starting point, which means that the conventional deadline of 630 is no longer valid. In the future, the price of electricity may be lowered at any time, and the rate of downward adjustment may exceed people's expectations and even directly remove subsidies.

A piece of paperwork changed days - no sign or signal early?

After the release of the tariff reduction document, the controversy over the subsidy policy became louder and louder. Many people even claimed that they were “scammed”. However, when you think about it carefully, is it really a sign?

Professor Jiang Zhijiang of Tsinghua University, who has been advocating electric reform and advocating the establishment of a pilot program for the transaction of distributed power generation markets, stated in the article “Give up all illusions and fully impact the undistributed free-distributed distributed photovoltaic project” in the article. “I am not surprised at this New Deal. ". In the current solar industry, it seems that few people have seriously thought about the purpose of the country's initial formulation of a subsidy policy.

Although the subsidy policy for electricity tariffs was lowered to “focus on promoting technological advancement, reducing the cost of generating electricity, reducing subsidies, optimizing the scale of development, improving the quality of operations, and promoting the orderly development of the industry and high-quality development”, the policy of temporary issuance and immediate effect still allows It is difficult for people to accept. Although the subsidy adjustment method for household photovoltaics is not clearly stated, it is undeniable that the industry is weaned soon enough. Obviously, most people do not have this ability.

Photovoltaic people questioned: Even the survival of the fittest requires a process. With such a clean sweep, the photovoltaic industry can really develop in the direction it is looking for - quickly adapting to the weaning state, and promoting the orderly development of the photovoltaic industry through innovative technologies and development models. If the household use is not included in the scope of the indicator, and if it does not continue to adjust the electricity price in a short period of time, household use will become the core of the distributed and even the entire photovoltaic industry within a period of time in the future. If the household use is included in the scope of the indicator, or if the rumors continue to reduce the subsidies even to completely remove the subsidies at the end of this month, then the photovoltaic industry really has to enter the winter.

Whether it is photovoltaic power generation or wind power generation, the purpose is to develop clean energy, reduce dependence on thermal power, and truly manage electricity as a commodity, free from the disadvantages caused by power monopoly. China's photovoltaic industry has developed rapidly. Both the government and the company have placed high hopes on this industry and even viewed it as an important weapon for electric reform. "Weaning" seems to be a kind of temptation - nothing subsidized photovoltaic, what is it like, whether it can afford the task of advancing electric reform.