On June 1, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued the Notice on Matters Related to Photovoltaic Power Generation in 2018. (Since the document was filed on May 31, the industry called it "5 Road 31 New Deal" or " "Photovoltaic New Deal"), is regarded as "the industry's emergency" in the new PV policy: in 2018, before the country, the local power stations that need state subsidies should not be arranged; the scale management of distributed photovoltaics, 10GW in 2018; The “spontaneous self-use, surplus electricity online†distributed photovoltaic full power subsidy reduced to 0.32 yuan / kWh. On June 3, 11 PV plaques sent a letter to Xinhua News Agency, which issued a joint letter "On the urgent appeal of entrepreneurs to the three ministries and commissions to introduce 531 photovoltaic new policies." Regarding subsidies, they said that if the total social renewable energy price is added, the gap will be greatly reduced. At present, China has 100 billion subsidies for thermal power every year, and it is a financial guarantee. Why not subsidize photovoltaics as a clean energy source without default and timely delivery? From the end of 2015 to the present, subsidies for photovoltaics have reached more than 100 billion. Regarding whether subsidies are needed, PV giants believe that the lowest PV price in foreign countries can be 0.14 RMB, but they are zero land price, zero tax, financing cost less than 3%, and even subsidies, and we have to build high power stations. Rents, but also pay various taxes, sometimes a barren hill, even waste mines must pay land occupation fees, forestry re-farming fees, various road occupation compensation fees, including the electricity price of the three major production companies, as well as local government requirements The supporting production, poverty alleviation requirements, etc., the financing cost is also high, so that the investment cost of non-photovoltaic systems is greatly increased. Therefore, it takes 3-5 years for the PV industry to really go online at a fair price. The industry needs to continue to support it. However, on May 31, the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration's Notice on Matters Related to Photovoltaic Power Generation in 2018 caused a huge response from the whole industry. Everyone felt that the sky would fall. Benchmarking price cuts are acceptable to everyone. After all, system costs are falling, and we are eagerly awaiting the market-oriented trading of photovoltaic power. The key questions now are: First, the documents are suddenly issued and executed immediately. There is no time left for everyone, because many of the projects are under construction according to the documents previously issued by the National Energy Administration. Now there is no indicator without subsidies. Does the project Still want to continue? Who is responsible for the loss? Second, according to the spirit of the document, there is no ordinary ground station indicator for new PV installations this year. Many enterprises are expanding production according to the National Energy Administration's 2020 PV development plan. The growth of the international market is far from the domestic decline. The impact on industry companies will be very large. Third, for the distributed photovoltaic industry and commercial self-use, and the best application of household photovoltaic, in recent years through the special support of the national and local governments, coupled with the continuous vigorous promotion of photovoltaic companies, industrial and commercial owners and the public have begun to accept This new thing, and this is an important direction for our future PV applications. If there are no grid-connected projects and no subsidies after May 31 this year, it will be a big blow to them, especially the families of more than 100,000 in the country, and even lead to social conflicts, which will affect the development of this important market in the future. Therefore, it is strongly recommended to give a certain buffer period for projects that have been legally approved for construction. Everyone fully understands the problems and pressures in the development of the industry, and is willing to work with the relevant departments of the country to undertake, but only hope that the changes should not be too fierce, fear that the industry can not afford it, and it will be in a difficult position, which will be a big blow to the industry. I hope that the relevant government departments will listen to the opinions of the industry and must not have any new policies that are contrary to the spirit of the previous documents. The following is the full text of the joint letter: The urgent appeal of the entrepreneurs to the three ministries and commissions to introduce the 531 PV New Deal: First of all, I would like to thank the relevant departments of the State Council and the governments at all levels for their support to our photovoltaic industry, especially during the period 2011-2013. The industry suffered from "double opposition" in Europe and America. At that time, China's photovoltaic industry was at two ends. The main raw materials and equipment were basically imported. 98% of the products were exported, and Europe and the United States were the main markets. If Europe and the United States closed the door, then China's entire PV The industry will be killed. In the life and death of the photovoltaic industry, the leaders of the two countries personally care about our industry and directly talk to European and American leaders. At the same time, through the unremitting efforts of the Ministry of Commerce, they finally reached an agreement with Europe and the United States to enable the export market to exist conditionally. At the same time, the National Development and Reform Commission, etc. The department actively cooperated to start the domestic market. Since 2014, various government departments and local governments have issued many policy measures to support the development of the domestic PV market. At the same time, our PV people also cherish this opportunity. Through these years of unremitting efforts, the localization of major raw materials has reached 60%. Above, the price of polysilicon has dropped from a maximum of 500 US dollars per kilogram to more than 10 US dollars a kilogram. The localization rate of equipment has reached more than 80%, and the price of products has also dropped by 90%. At the same time, our production and sales account for more than 80% of the world. It has also achieved global leadership. In recent years, the establishment of photovoltaic power stations in China, photovoltaic people are very hard, because photovoltaic power plants are mainly built in the Gobi desert, barren hills, tidal flats, waste mines and other construction, climatic conditions are relatively bad, so photovoltaic is very hard, long-term in the wild Work, but everyone thinks that it is very gratifying to create clean electricity and clean environment for the society. Now many of the former Gobi deserts and barren hills have even grown grass, increased vegetation, and even grazing and planting underneath. Photovoltaic people strive to innovate, and the combination of photovoltaics with agriculture, planting, aquaculture, and construction has increased the efficiency of use of limited land. At the same time, we are actively going out, building power stations abroad, building factories abroad, sending power to many power-hungry areas around the world, making great contributions to global energy conservation and emission reduction, and becoming one of the few in the world. Chinese business card. Of course, the development of any industry and market is unlikely to encounter problems. Europe and the United States have also encountered problems in the development of the photovoltaic market. We also have encountered some problems in China. At present, our main problem is that the subsidy gap is large, and there is a bottleneck in the grid consumption. However, our PV companies can understand the difficulties of the country and have been actively working hard to solve the problem of funding gaps by financing green financial innovation. At the same time, we can reduce the pressure on the grid through distributed photovoltaic self-use, micro-grid and energy storage. In fact, with regard to subsidies, if the whole society's renewable energy price is fully charged, the gap will be greatly reduced. If the social power is increased to 3 cents per degree (now 1 point 9), the subsidy will be fully resolved. The additional German is charged more than 3 yuan per kilowatt hour. The German people are willing to pay more to support the use of clean energy, and China's current residential electricity price is still very cheap. At present, China has 100 billion subsidies for thermal power every year, and it is a financial guarantee. Then why not subsidize our clean energy such as photovoltaics without default and timely delivery. From the end of 2015 to the present, subsidies for photovoltaics have reached more than 100 billion. Some people now think that the Chinese PV market is developing too fast, and companies have issued it. They even think that they will not need subsidies immediately. In fact, our photovoltaic power generation accounts for only 1.7% of the total power generation, and the proportion is still small. In the past few years of development, through continuous innovation of technology, some enterprises have achieved some economic benefits, but they have also carried out a lot of technical investment, which has the benefit of developing a promising enterprise to have economic strength and enthusiasm to invest and innovate. At the same time, within the industry. There are also several former leading companies such as Jiangxi Saiwei and Hebei Yingli with a debt ratio of more than 100%. Each company's liabilities are tens of billions, and it has suffered billions of losses every year for six consecutive years. Currently there are two other photovoltaics. Because listed companies are facing difficulties in maintaining their suspension and are facing bankruptcy, our industry is greatly affected by policy and technological changes, and it is too professional to transform. Regarding whether subsidies are needed, it is true that the lowest PV price in foreign countries can be 0.14 RMB, but they are zero land prices, zero taxes, financing costs less than 3%, and even subsidies, and we have to build high-priced rents for power stations. Paying various taxes, sometimes a barren hill, even waste mines must pay land occupation fees, forestry re-farming fees, various road occupation compensation fees, including the electricity price of the three major production companies, as well as the local government required supporting production, poverty alleviation Requirements, etc., financing costs are also high, so that the investment cost of non-photovoltaic systems has increased significantly. At present, only the national PV front-runner base is better due to various policies, and the cost will be much lower. The PV price in some places is close to the desulfurization price, and there is no need for subsidies, but it is very rare, and it is very bright in Qinghai. Therefore, we feel that it takes 3-5 years for the PV industry to really go online at a fair price. The industry needs to continue to support it. However, on May 31, the Notice of the National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration on Matters Concerning Photovoltaic Power Generation in 2018 (Development and Reform Energy [2018] No. 823) was suddenly released and implemented from the date of publication. The main contents are: 1. In addition to the photovoltaic poverty alleviation project, all other PV project target pole prices are lowered by 0.05 yuan. Second, in addition to the national leader base, the ground PV power plant indicators will not be released during the year. This year, only 10GW of distributed PV indicators will be arranged; after March 31, Distributed photovoltaic power plants will not be included in the scope of state subsidies and will be supported by local governments in accordance with the law. Fourth, the poverty alleviation power station countries to scale and keep the price unchanged; Fifth, ordinary ground power stations, including distributed photovoltaic power plants, except for household use, are conducted in a competitive manner, encouraging the development of affordable PV projects and the distribution of photovoltaic power market transactions.
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