RCCN WeChat QrCode
Mobile WebSiteThe fierce competition of energy investment enterprises is mainly reflected in the competition of on-grid electricity prices. As the price of electricity drops, the return on investment will also decrease, which will inevitably affect the enthusiasm of enterprises to build photovoltaic power stations. On the other hand, it is reflected in some photovoltaic power generation enterprises. They must digest production capacity by investing in power stations, which also has a great impact on the enthusiasm of building power stations.
The reason is mainly because the price of photovoltaic construction has dropped significantly over the past few years, and the decline in equipment prices has led to a decline in investment costs.
The expert said that the initial price of the building was up to 20 yuan per watt, which was the lowest value last year, 1.6 yuan per watt. "This also means that the price of electricity has reached a low level. In the past two years, the lowest electricity price in Ningxia was 0.55 yuan. If the competition is released now, it is estimated to reach about 0.35 yuan, which is basically close to parity," he admitted.
Follow the plan and should actively adjust
Ningxia has abundant wind and solar energy resources. Since it was approved by the National Energy Administration in 2012 as the country's first new energy comprehensive demonstration zone, the solar energy materials and equipment manufacturing industry has entered a stage of rapid development. Currently, it has been built including silica, industrial silicon and polysilicon. A complete industrial chain integrating solar cells and components, solar power plants, etc.
According to the “Ningxia Photovoltaic Park Plan 2015-2020”, the photovoltaic industry invested more than 100 billion yuan in Ningxia in the past five years, and will take the lead in building a “spark, intensive, and large-scale” development model for new energy projects in the country, through centralized planning and construction. A large-scale photovoltaic park and related supporting industries.
"The biggest dilemma faced by photovoltaic power generation enterprises is that the state subsidies for electricity charges are not in place, resulting in a shortage of cash flow. The income from sales of enterprises can only recover the part of the benchmark electricity price, and most of the subsidies cannot be recovered." The expert revealed. .
According to reports, as of now, Ningxia's state subsidy electricity charges will only be replenished until March 2017, and the two-year electricity subsidy state subsidies are not in place, resulting in very tight cash flow for photovoltaic power generation companies, many companies are forced to transfer.
In the face of the introduction of the new policy, Zhang Yongding, a professor at the Business School of Yinchuan Energy College, bluntly stated that “it is a squid effect that will better play the role of market allocation resources”. He combined his own work experience in the enterprise and years of teaching research. He said that the country used financial subsidies and other incentives in the past, hoping to increase the proportion of renewable energy in the entire energy structure, but the effect is not very good. Some enterprises did not play due to subsidies. effect. The introduction of a competitive mechanism is now to drive the rapid development of the industry.
Wang Linyi, an associate researcher at the Institute of Comprehensive Economics of the Ningxia Academy of Social Sciences, also believes that enterprises should follow the national strategic plan and make corresponding adjustments in a timely manner. But at the same time, he hopes to have a step-by-step adjustment process that will allow companies to adapt gradually. After all, this policy has a certain impact on the investment enthusiasm of enterprises.
“Leading photovoltaic power generation to reduce costs, subsidize and achieve parity, this has risen to the national strategic level. We will take active measures to cope with and cooperate. We also hope that the country can help enterprises get out of the predicament and develop healthily and take it to the next level.” The person in charge of a photovoltaic power generation company in Ningxia said that from its own point of view, it is to strive to reduce the cost per kilowatt; in addition, it is to strive to limit electricity in Ningxia Power Grid, otherwise it will cause great trouble for the “breakthrough” of photovoltaic power generation.
