In order to implement the requirements of the energy development strategic action plan (2014-2020) issued by the general office of the state council on gradual decline of new energy benchmark feed-in tariff, rationally guide new energy investment and promote the healthy and orderly development of the photovoltaic power generation industry, it is decided to adjust the policy of benchmark feed-in tariff for pv power generation in 2018.
The full text is as follows:
A photovoltaic industry technology progress and cost reduction, based on the current situation, reduce after January 1, 2018 of photovoltaic power station a feed-in tariff, benchmarking Ⅰ, Ⅱ, Ⅲ resource area benchmarking feed-in tariff adjustment respectively per kilowatt hour 0.55 yuan, 0.65 yuan and 0.75 yuan (including tax). From 2019, the photovoltaic power generation projects included in the annual scale management of financial subsidies will be implemented according to the corresponding benchmark electricity price according to the operation time.
2. For the distributed photovoltaic power generation project launched after January 1, 2018, which adopts the mode of "self-use and surplus online", the subsidy standard for total electricity measurement is reduced by 0.05 yuan, that is, the subsidy standard is adjusted to 0.37 yuan per KWH (tax included). The distributed photovoltaic power generation project which adopts the mode of "full online" will be implemented according to the price of photovoltaic power station in the resource area. The self-consumed electricity of distributed photovoltaic power generation projects is free from all kinds of government funds and additional fees, system reserve capacity fees and other related grid-connected service fees charged with electricity price.
Benchmark electricity price of village-level photovoltaic poverty alleviation power station (0.5 megawatt or less) and electricity subsidy standard of household distributed photovoltaic poverty alleviation project remain unchanged.
All new energy power generation enterprises and power grid enterprises must truthfully and completely record and keep the data related to power generation projects' online trading of electricity quantity, price and subsidy amount, which shall be subject to the supervision and inspection of relevant departments, and shall submit the relevant data to the national renewable energy information management center before the 10th day of each month. Price authorities at all levels should strengthen supervision of the implementation of new energy feed-in tariffs and the settlement of feed-in subsidies, and urge relevant feed-in tariff policies to be implemented in place.
V. encourage local governments to carry out trials of the pricing reform of close absorption and distribution of pv power according to relevant state regulations and market bidding, and gradually improve the mechanism of price discovery through the market.
Vi. The above provisions shall be implemented from January 1, 2018.
When the electricity price of the three types of electricity price areas is reduced by 0.1 yuan /kWh, the investment impact is as follows
No 630 snatches after 2018
In 2017, 630 was a peak period of loading, which was originally only for ground power stations. Many people did not have a good understanding of policies, and some photovoltaic poverty alleviation projects and distributed projects were also involved, causing market chaos.
The new policy emphasizes that from 2019, photovoltaic power generation projects included in the annual scale management of financial subsidies will be implemented according to the corresponding benchmark electricity price. So from 2019, there will be no more 630 lugs at the ground power station.
Only a handful of plants in 2018 have a 630 time limit and three conditions:
The provincial development and reform commission shall be registered in 2017 or before.
Include state financial subsidies for 2017,
Delivered before June 30, 2018,
It is understood that the amount of this part is not large, only 8-10gw in total, compared with the installed capacity of 50G in 1 year, less than 20%, and it is estimated that it can be completed within 630 nodes. The subsidy execution time of the distributed photovoltaic power station is after January 1, 2018, which means that there is no "630 snatching" from now on.
Poverty alleviation on the ground is awkward
Provinces in 2017, according to the latest photovoltaic index allocation more provinces, indicators to pv, tilt, according to incomplete statistics, in hebei, shandong, Inner Mongolia, jilin, heilongjiang, jiangsu, anhui, guizhou, guangxi, yunnan and hainan provinces 11 published the latest photovoltaic index allocation scheme, at least eight provinces all indicators used in photovoltaic (pv) of poverty alleviation. For 2017 pv poverty alleviation regardless of their size, full access to the Internet is the execution the electricity prices in 2016, several provinces are gave the photovoltaic power station indicators for poverty alleviation, distributed photovoltaic poverty alleviation is actually don't need indicators, the indicators are doing power station on the ground, but the ground station for poverty alleviation income how much to give to the poor, if there is any issue, estimates say not clear, the national development and reform commission is also difficult to grasp, so in 2018, clearly express only village level and below 500 kw power station for poverty alleviation and households with power station to enjoy the preferential policy for poverty alleviation, 10 kv Internet of large power stations should be no preferential policy for poverty alleviation.
Distributed power stations with full Internet access are also awkward
The distributed power station of full online mode has a great impact in this adjustment, because the distributed power station of full online mode does not need indicators, which means that the distributed power station of full online mode will execute the electricity price of ground power station next year, even if it gets the record in 2017.
The return on investment is obviously declining. Take a certain type of area in shandong province as an example. If a project adopts the full online mode, its subsidized electricity price in 2018 is 0.65 yuan/degree. If the self-used spare power is used to get online, suppose the extreme situation occurs, the self-used power is zero, and the photovoltaic power generation is all online, then the selling power price is: 0.3729+0.37=0.7429 yuan/degree. In general, the price of self-use electricity will be much higher than the price of coal-fired electricity, and the price of spare electricity will be much higher than the price of full-load electricity.
Forecast 2018 pv investment income ranking:
1. Village-level photovoltaic poverty alleviation power station
2. Household distributed photovoltaic poverty alleviation power station
3. Distributed industrial and commercial solar photovoltaic power station with self-use surplus
4. Distributed photovoltaic power station with self-use spare capacity
5. Large ground power station
6. Distributed power station with full online mode
7. Leader base station