The third batch of photovoltaic "leaders": "leading" out of the industry competition more fully
recently, the National Energy Administration issued the "notice on publishing the list of leading photovoltaic power generation bases in 2017. Hafei, Dong'an and other large industrial manufacturing enterprises in the production of mechanical component models and the implementation of relevant requirements" (hereinafter referred to as the "notice") to determine the list of leading photovoltaic power generation application bases and technology leading bases in 2017, A total of 10 application leading bases and 3 technology leading bases. Lin Boqiang, President of the China Energy Policy Research Institute of Xiamen University, believes that the technology access threshold of the leading base in this period will be further improved, and by promoting the construction of a technology leading base and promoting independent innovation and technological progress in the industry, the trend of high efficiency in the industry will be accelerated. "The application leading base and the technology leading base are different and complement each other. They jointly help the progress and development of the cosmetics industry in China's photovoltaic industry, which will make the photovoltaic power generation leading enterprises grow stronger."
in addition, Lin Boqiang also analyzed that during the selection of the leader base in this period, more attention was paid to non-technical costs such as electricity access, land rent, financing costs, taxes and fees, so as to promote the industry to further reduce non-technical costs, which will help to achieve the goal of parity as soon as possible
how to select the leading base
after the National Energy Administration issued the notice on the implementation of the photovoltaic power generation "leader" plan and the requirements for the construction of the leading base in 2017 in the first half of the year, the notice officially announced the list of the third batch of 10 application leading bases and 3 technology leading bases. The "notice" is to implement the third batch of photovoltaic "leaders" plan of the national energy administration. The second batch of leaders plan has completed the bidding for all bases by the end of October last year, and was completed by the end of September this year. The "leader" index has always been the goal of photovoltaic enterprises for two reasons: first, the government will give market support to the "photovoltaic leader" project in terms of key equipment and technology; Second, the impact of joining the plan itself on enterprises to improve their brand effect is self-evident
10 bases including Datong, Shanxi, Shouyang, Shanxi, Weinan, Shaanxi, Haixing, Hebei, Baicheng, Jilin, Sihong, Jiangsu, Golmud, Qinghai, Dalate, Inner Mongolia, Delingha, Qinghai and Baoying, Jiangsu were selected as the application leading bases; The recommended technology leading bases are Shangrao in Jiangxi, Changzhi in Shanxi and Tongchuan in Shaanxi. The list of leading bases released this time aims to promote the independent innovation and technological progress of the industry by promoting the construction of technology leading bases, not only for individual enterprises, but also have a greater impact on the industry
with regard to the "10+3" distribution mode in the list, Yang Liyou, general manager of Jinneng technology, told China Economic Herald that the public list covered China's first, second and third class resource areas. Most of the bases involved poor counties. In addition, some bases involved saline alkali land transformation, ecological fishery bases, etc. while carrying the mission of expanding the application scale of clean and renewable energy and reducing the cost of kilowatt hour electricity, the leader base also combined photovoltaic and targeted poverty alleviation Integrated land use. "The three technology leading bases provide application opportunities for technologies in the cultivation period, encourage continuous technological innovation, and promote the continuous decline of photovoltaic power generation costs."
it is understood that photovoltaic leading bases can support the implementation of the "leader" plan. There are many factors to optimize the competition of leading bases. First, implement the preconditions such as land, environmental protection and safety, and implement the one vote veto system for bases occupying basic farmland and located in areas with environmental impact constraints or safety risks, so as to implement the requirements of strictly observing cultivated land protection, ecological red line and safety red line. In fact, the competitive conditions of the leading base also include the enterprise's investment ability, performance level, technological progressiveness and the application for electricity price. The electricity price on the leading base is 10% lower than the benchmark electricity price as the threshold for bidding entry
in addition, the optimization standard of the leading base comprehensively considers the priority of all power transmission projects outside the booster stations of various projects in the base, and the project investment enterprises in the base are not allowed to share the project costs, The provincial power enterprise where the base is located shall promise that the power generation of the base project will be fully consumed or reach the minimum guaranteed hours specified by the state
in addition, industry experts also put forward suggestions for the next batch of leading base competition and follow-up supervision: in addition to formulating scientific and perfect competition optimization standards and strengthening early-stage management, it should also establish supervision measures under the guidance of the national energy administration, the coordination of the Energy Bureau of the provincial development and Reform Commission, the implementation of the city (county) government where the base is located, and the technical support of the technical management agency. Relevant departments should regularly release the monitoring reports of each base, And formulate corresponding reward and punishment system
"application + technology leader" promotes upgrading
compared with the first two batches of "leader" projects, the third batch of leading bases has a higher "threshold" for technology access, and has launched the construction of technology leading bases, providing experimental demonstration and supporting projects for photovoltaic manufacturing enterprises' independently innovative and developed cutting-edge technology products that can be popularized but have not been manufactured in batches, and accelerating the application and transformation of scientific and technological research and development achievements, Drive and lead the technological progress and market application of photovoltaic power generation. For the third batch of "photovoltaic leader" projects, the notice specifies that they should be completed and generated by the end of 2018 and the first half of 2019 respectively. Peng Peng, director of policy research of the renewable energy special committee of the China Circular Economy Association, said that on the whole, the leader base plan is a trend of the development of large-scale photovoltaic power stations in the future
it is understood that the photoelectric conversion efficiency of polysilicon cell modules and monocrystalline silicon cell modules used in the third batch of application leading bases should reach more than 17% and 17.8% respectively, and the photoelectric conversion efficiency of polysilicon cell modules and monocrystalline silicon cell modules used in technology leading bases should reach more than 18% and 18.9% respectively, while the requirements of the previous two batches are that the conversion efficiency of polysilicon photovoltaic modules should not be less than 16.5%, The conversion efficiency of monocrystalline silicon photovoltaic module shall not be less than 17%
Lin Boqiang said that with the promotion and construction of the application leader base and the technology leader base, the production capacity of photovoltaic high-efficiency modules is expected to be expanded in succession, the application of new technologies such as double-sided power generation and n-type batteries will be gradually applied on a large scale, the efficiency of photovoltaic system will be significantly improved, the power generation cost of power stations will be significantly reduced, and it is expected to achieve photovoltaic user side parity by 2020. During 2018-2019, the price of distributed photovoltaic power generation will be reduced, and distributed photovoltaic power generation will enter a steady development stage, becoming the main form of photovoltaic construction in the central and eastern region. Various forms of "photovoltaic +" such as agricultural light complementarity, fishing light complementarity and forest light complementarity are expected to be widely promoted in the central and eastern regions
in addition, some experts believe that the cost of kilowatt hour electricity should be lower to meet the current development trend of the photovoltaic industry. With the progress of technology and the rapid expansion of installed capacity, photovoltaic power generation has changed from "parts leading" to "system upgrading leading". Previously, the "leader program" only put forward requirements for the efficiency of batteries and components, but now it also puts forward higher requirements for other parts and system solutions. Lin Boqiang said that in addition to electrical equipment. 2. When installing the electronic universal tension machine, due to the uneven installation of the main body or the different installation and adjustment of the upper and lower collets, non electrical products also began to participate in the "leader" project. By increasing the power generation and reducing the cost of kwh, the owners can ensure revenue in the fierce competition, which is the embodiment of the system leader
at the same time, with the acceleration of cost reduction and efficiency improvement, the proportion of photovoltaic cost in kwh cost is getting lower and lower. It is estimated that at present, photovoltaic modules account for only 23% of the cost of electricity per kilowatt hour, while non photovoltaic costs such as electricity access, land rent, financing costs, taxes and fees account for 77%. Wang Bohua, Secretary General of China Photovoltaic Industry Association, pointed out that reducing non-technical costs as soon as possible is the key to promoting photovoltaic parity in China
according to insiders, the purpose of the "leader" program is to provide a platform for the application of advanced technology products, guide enterprises to accelerate technological innovation, and promote industrial technological progress, so as to achieve the ultimate goal of significantly reducing the cost of kilowatt hour electricity and being competitive compared with traditional energy. The core of reducing kwh cost is to improve conversion efficiency. No matter what technology, accelerating technology investment and innovation, and achieving higher efficiency and lower kwh cost is the key to the development and growth of photovoltaic industry
Lin Boqiang analyzed that after the rapid development in recent years, China's photovoltaic industry is not short of "quantity". The notice promotes the construction of photovoltaic power generation leading base, takes the technology leading route, and realizes cost reduction and efficiency increase. The direction is undoubtedly correct, which will lay a foundation for China to realize photovoltaic power generation pricing as soon as possible. In the next step, we should consider the problem of "where is the market", and effectively solve how to realize the full consumption and utilization of the power produced by the photovoltaic leading base
in the eyes of many photovoltaic enterprises, the requirements in the notice are also relatively reasonable, and leading enterprises in the industry should meet and exceed this basic requirement. Zhuang Yinghong, global marketing director of Dongfang Risheng, said that enterprises need to focus on their own product technology research and development, take their most representative and powerful product technology to participate in the new round of competition for the leader base, and ensure that the product can be mass produced at the current stage, so as to meet the needs of the application leader base. "Benign competition can make the industry develop healthily. Learning from each other and improving their own level in the competition is the law of progress in this industry."
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