Distributed photovoltaic subsidy is clear

Recently, the domestic photovoltaic market started to attract widespread attention from the industry and abroad, and the introduction of photovoltaic subsidy price policy has become a key factor in the domestic market.

At the SNEC (2013) Shanghai Photovoltaic Exhibition held on the 14th, Wang Zhongying, deputy director of the Energy Research Institute of the National Development and Reform Commission, said that at present, all parties have formed a unified opinion on the electricity price subsidy policy, in particular, the electricity subsidy involving distributed photovoltaics has been clearly defined. Conclusion.

The analysis generally believed that the unification of the opinions may mean that the final plan of the subsidy policy will not be introduced in the future. According to the final opinion, distributed PV subsidies will maintain the previous market expectations of subsidies.

In this regard, market analysts pointed out that even if it is implemented, it will stimulate the large-scale launch of the domestic distributed photovoltaic market. It is expected that distributed photovoltaic installed capacity will reach 6GW this year.

Wang Haisheng, chief analyst of Minsheng Securities' new energy industry, believes that the peak industrial power price in developed regions in the east is 0.7-0.8 yuan/kWh, and commercial power consumption is about 1.2 yuan/kWh, while the former distributed installations do not require additional expenses such as booster stations. The cost is lower than traditional ground power stations.

At present, the listed companies engaged in photovoltaic modules, batteries, and silicon wafers include Hairun PV, Sunflower, Tianwei Baoji and Chaori Sun.

In terms of electromechanical equipment, Sunny Power produces photovoltaic inverters and has a very high market share in the industry. Photovoltaic equipment manufacturers include Tianlong Optoelectronics and Jinggong Technology.

In addition, there are companies such as Tellhow Technology, which is engaged in contract energy management through photovoltaic building integration.