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Mobile WebSiteThe reduction of the guide price may have little effect on the auction. According to photovoltaic media reports, a new round of 2020 photovoltaic electricity price policy solicitation has been solicited from some industry companies. According to the latest solicitation document, the new electricity stations in the I, II, and III resource areas included in the subsidy scope have been added to guide the electricity price of ground power Updates are 0.35 yuan, 0.4 yuan, 0.49 yuan / kWh, distributed guidance subsidies for industry and commerce are 0.05 yuan / kWh, and the standard for household photovoltaic subsidies is 0.08 yuan / kWh. Compared with 2019, the guide price of bidding projects in various resource areas has dropped by about 5-6 cents / kWh, and about 80% of the bidding projects in 2019 have declined by more than 6 cents / kWh from the guide price. The cut has little effect on bidding.
The scale of the bidding projects is expected to be basically the same as 2019. According to the forecast of the Photovoltaic Association, the initial investment of domestic common photovoltaic power plants and industrial and commercial distributed systems will be further reduced by 2020, and the reduction is expected to reach 5% -6%. Based on the same rate of return, the average subsidy intensity of bidding projects in 2020 is expected to be reduced by 0.022-0.026 yuan / kWh. If the 1 billion yuan subsidy budget is fully utilized, the corresponding bidding project size is expected to be between 21-23GW, and The scale of the annual bidding projects is basically the same.
In 2020, household photovoltaic indicators will grow significantly. Based on the total subsidy of 500 million yuan and the subsidy of 0.08 yuan per kilowatt-hour for electricity, the construction scale of household photovoltaics included in the national financial subsidy scope in 2020 should be 6GW, which is a significant increase from 3.5GW in 2019. Judging from the actual operation situation in 2019, the final scale of grid-connected residential PV installations is expected to exceed the target scale of the year by a certain amount. It is expected that the new installed photovoltaic installations will reach 7GW in 2020.
In 2020, photovoltaic project indicators are relatively sufficient. It is expected that the additional scale of subsidized project indicators (including bidding projects and residential photovoltaics) in 2020 is expected to reach or exceed the level of 26.3GW in 2019. Most of the bidding projects and the first batch of parity projects in 2019 will be carried forward to 2020 At the same time, considering UHV supporting, leader, and demonstration projects, it is estimated that the photovoltaic project indicators will be sufficient in 2020.
