Yesterday, Deputy Minister of Finance Zhang Shaochun announced in front of many media that China must strongly start the photovoltaic power generation market. However, there are still many bottlenecks that need to be broken in the development of photovoltaic power generation in China. The problem of photovoltaic power generation is still not solved. Therefore, as soon as possible, the introduction of domestic PV power grid benchmark price is the “hard truth†to promote the rapid development of the entire photovoltaic industry in China.
Beijing December 3 news According to China Voice "News Horizons" report, if it is said that the use of solar energy is a human dream, then the solar battery is the bridge to this dream. Yesterday, Deputy Minister of Finance Zhang Shaochun announced in front of many media that China must strongly start the photovoltaic power generation market.
Those who have been to the Dezhou Economic Development Zone in Shandong will remember a special building, the Moon and Moon Micro-arrangement Building. What is special about it is not only the architectural subjects that resemble half a day, but also because it is the world's largest solar office building. Building engineer Lu Xiu proudly told us that the entire building is infiltrated with the concept of energy conservation and environmental protection:
Lu Xiu: "This "Sun Moon altar micro-platoon building" uses more than 30 international and domestic advanced technologies, and the building energy-saving rate is more than 88%."
Of the many technologies used in buildings, there is one called photovoltaic power generation, which uses special materials to convert solar energy directly into electricity. Some of the electric energy enjoyed by people in the Sun and Moon altars comes from solar cells attached to the facades of buildings. From now on, 13 economic development zones, including the Dezhou Economic Development Zone in Shandong, will become demonstration areas for concentrated application of photovoltaic power generation. Here, solar cells will board the roof wall of the building, collect solar energy, and provide electricity for the building itself. As the leader of the event, Deputy Minister of Finance Zhang Shaochun explained:
"This is a strong signal. We must strongly start the domestic market, so that the share of photovoltaic power generation in the country's energy supply will increase substantially."
The strong signal not only comes from the establishment of the demonstration area, but also from the birth of a number of successful bidding companies for photovoltaic power generation key equipment. China's photovoltaic cell production accounts for 40% of the world's total and ranks first in the world. However, 95% of these batteries are exported abroad. In order to attract companies to pay attention to the domestic market, the central government gives them certain subsidies or preferential policies.
Zhang Shaochun: “A signal to companies that they know that there is great hope in the future and a large-capacity market is at home.â€
As a successful bidder, Zhang Zhe, deputy manager of Yingli Energy Group's sales company, frankly stated that more than 90% of Yingli Group's sales are overseas. After obtaining state subsidies and related policy support, its domestic business will inevitably increase.
Zhang Zhe: Certainly it will exceed 10% next year. Now it is less than 5% and 6%. Now it must be more than 10%.
In 2009 and 2010, the central government has allocated nearly 10 billion yuan to support solar cells on the roof walls. According to industry insiders, in the next few years, we hope to digest 20% of the country's PV cell output. Qiu Baoxing, deputy director of the Ministry of Housing and Urban-Rural Development, even compared photovoltaic power generation with the Three Gorges Project.
Qiu Baoxing: If our country puts 10% of its roofs on solar panels, we can build another Three Gorges.
100 billion is actually not very high for the emerging industry of photovoltaics, but the decision-makers regard him as a catalyst for new industries, hoping to drive large funds through small funds, and ultimately drive the development of the entire industry, thus forming a scale industry and thus reducing cost. So that not only China has become a big photovoltaic manufacturing country, but also a large country for photovoltaic R&D and application.
As early as two years ago, China began to start financial support for photovoltaic power generation. What is the difference between this strong launch and the past? So far, the PV power grid benchmark price has remained unresolved. What are the reasons? The environmental costs of polysilicon, a raw material for photovoltaic cells, are high, and where do we go from here? Some time ago, reports on the excess capacity of polysilicon as a raw material for photovoltaic cells were reported. Many experts in the industry believe that more is caused by the financial crisis. As the global economy picks up, the surplus turns into supply shortage. However, a striking consensus has been reached on one issue: It is necessary to reverse as soon as possible China's export of solar cells. Lin Boqiang, director of the Energy Research Center at Xiamen University, explained:
Lin Boqiang: The environmental costs of foreign production are much higher than yours. The production of polysilicon is a very polluting process. Our environmental standards are relatively low. Many things we can produce here. Foreign production is not allowed. What he earns is the cost of the environment.
Han Xiaoping, Information Director of China Energy Information Network, is more directly thinking that polysilicon is a high-energy-consuming industry, and that photovoltaic cells should be used for my own purposes.
Han Xiaoping: To a certain extent, polysilicon is still a high-energy-consuming industry. If it cannot be used by me and supplied to the international market, we will leave pollution to ourselves, leave energy consumption to ourselves, and give the blue sky to others. On the one hand, we use the market to increase production capacity, reduce costs, and, more importantly, to improve our own use. Only if China uses more of such technology, our cost will come down. At the same time, we can export a small amount of products and then attract foreign ones. With advanced technologies, energy conservation and emission reduction can become a business.
There are still many bottlenecks to be achieved in order to vigorously develop photovoltaic power generation in China. At present, the cost per kilowatt-hour of photovoltaic energy after subsidy in China is around 8 hairs, which is basically the same as that of industrial and commercial enterprises. However, the issue of photovoltaic power generation cannot be solved. Lin Boqiang analyzed the problem at the technical level:
Lin Boqiang: Solar energy is in the northwest of the west, and it is far from the load center. Therefore, it is still a big problem in the future grid connection. It is mainly a matter of cost. It has a very high cost and has a great influence on the stability of the power grid. The sun has come, If the sun doesn't come, you won't come. You say the impact is not great.
Han Xiaoping thinks that technology is not a problem. Because the same problem has been solved in other countries, including some developing countries:
Han Xiaoping: Distributed energy Internet access is not a problem in the world. It is only in China that it is a problem. This is a problem for some enterprises.
The issue of photovoltaic power grid access has been difficult to solve, and the price of volt-on-grid benchmarking is also unresolved. Han Xiaoping believes that the key issue is the cost issue:
Han Xiaoping: If you include wind power, if you set a high price, the power company will not be willing to buy, because he is cheap to buy coal, buy expensive, he said why buy such expensive electricity? The government will give some subsidies, but sometimes it is not enough to make up for his losses.
In fact, the bid price of the successful bidder is obviously lower than the current market price. Most of them want to use this to increase the brand awareness of the company, and it is not too much emphasis on how much the project is profitable. This is why the Yingli Energy Group has lost tens of millions of dollars to participate in the bidding. As a corporate representative, Zhang Zhe, deputy manager of the sales company of Yingli Energy Group, expressed his concerns.
Zhang Zhe: Is it still dependent on subsidies? It cannot be commercialized. We all know that if we want to commercialize, we must reduce costs. What we adopt abroad is the mode of electricity price subsidy. Our country adopts the mode of installing subsidies.
Although the central government's support for photovoltaic power generation is still relatively large, it is a one-time subsidy and lacks a long-term support mechanism, which will inevitably bring about greater uncertainty for the company's profitability. Therefore, as soon as possible, the introduction of domestic PV power grid benchmark price is the “hard truth†to promote the rapid development of the entire photovoltaic industry in China.
Beijing December 3 news According to China Voice "News Horizons" report, if it is said that the use of solar energy is a human dream, then the solar battery is the bridge to this dream. Yesterday, Deputy Minister of Finance Zhang Shaochun announced in front of many media that China must strongly start the photovoltaic power generation market.
Those who have been to the Dezhou Economic Development Zone in Shandong will remember a special building, the Moon and Moon Micro-arrangement Building. What is special about it is not only the architectural subjects that resemble half a day, but also because it is the world's largest solar office building. Building engineer Lu Xiu proudly told us that the entire building is infiltrated with the concept of energy conservation and environmental protection:
Lu Xiu: "This "Sun Moon altar micro-platoon building" uses more than 30 international and domestic advanced technologies, and the building energy-saving rate is more than 88%."
Of the many technologies used in buildings, there is one called photovoltaic power generation, which uses special materials to convert solar energy directly into electricity. Some of the electric energy enjoyed by people in the Sun and Moon altars comes from solar cells attached to the facades of buildings. From now on, 13 economic development zones, including the Dezhou Economic Development Zone in Shandong, will become demonstration areas for concentrated application of photovoltaic power generation. Here, solar cells will board the roof wall of the building, collect solar energy, and provide electricity for the building itself. As the leader of the event, Deputy Minister of Finance Zhang Shaochun explained:
"This is a strong signal. We must strongly start the domestic market, so that the share of photovoltaic power generation in the country's energy supply will increase substantially."
The strong signal not only comes from the establishment of the demonstration area, but also from the birth of a number of successful bidding companies for photovoltaic power generation key equipment. China's photovoltaic cell production accounts for 40% of the world's total and ranks first in the world. However, 95% of these batteries are exported abroad. In order to attract companies to pay attention to the domestic market, the central government gives them certain subsidies or preferential policies.
Zhang Shaochun: “A signal to companies that they know that there is great hope in the future and a large-capacity market is at home.â€
As a successful bidder, Zhang Zhe, deputy manager of Yingli Energy Group's sales company, frankly stated that more than 90% of Yingli Group's sales are overseas. After obtaining state subsidies and related policy support, its domestic business will inevitably increase.
Zhang Zhe: Certainly it will exceed 10% next year. Now it is less than 5% and 6%. Now it must be more than 10%.
In 2009 and 2010, the central government has allocated nearly 10 billion yuan to support solar cells on the roof walls. According to industry insiders, in the next few years, we hope to digest 20% of the country's PV cell output. Qiu Baoxing, deputy director of the Ministry of Housing and Urban-Rural Development, even compared photovoltaic power generation with the Three Gorges Project.
Qiu Baoxing: If our country puts 10% of its roofs on solar panels, we can build another Three Gorges.
100 billion is actually not very high for the emerging industry of photovoltaics, but the decision-makers regard him as a catalyst for new industries, hoping to drive large funds through small funds, and ultimately drive the development of the entire industry, thus forming a scale industry and thus reducing cost. So that not only China has become a big photovoltaic manufacturing country, but also a large country for photovoltaic R&D and application.
As early as two years ago, China began to start financial support for photovoltaic power generation. What is the difference between this strong launch and the past? So far, the PV power grid benchmark price has remained unresolved. What are the reasons? The environmental costs of polysilicon, a raw material for photovoltaic cells, are high, and where do we go from here? Some time ago, reports on the excess capacity of polysilicon as a raw material for photovoltaic cells were reported. Many experts in the industry believe that more is caused by the financial crisis. As the global economy picks up, the surplus turns into supply shortage. However, a striking consensus has been reached on one issue: It is necessary to reverse as soon as possible China's export of solar cells. Lin Boqiang, director of the Energy Research Center at Xiamen University, explained:
Lin Boqiang: The environmental costs of foreign production are much higher than yours. The production of polysilicon is a very polluting process. Our environmental standards are relatively low. Many things we can produce here. Foreign production is not allowed. What he earns is the cost of the environment.
Han Xiaoping, Information Director of China Energy Information Network, is more directly thinking that polysilicon is a high-energy-consuming industry, and that photovoltaic cells should be used for my own purposes.
Han Xiaoping: To a certain extent, polysilicon is still a high-energy-consuming industry. If it cannot be used by me and supplied to the international market, we will leave pollution to ourselves, leave energy consumption to ourselves, and give the blue sky to others. On the one hand, we use the market to increase production capacity, reduce costs, and, more importantly, to improve our own use. Only if China uses more of such technology, our cost will come down. At the same time, we can export a small amount of products and then attract foreign ones. With advanced technologies, energy conservation and emission reduction can become a business.
There are still many bottlenecks to be achieved in order to vigorously develop photovoltaic power generation in China. At present, the cost per kilowatt-hour of photovoltaic energy after subsidy in China is around 8 hairs, which is basically the same as that of industrial and commercial enterprises. However, the issue of photovoltaic power generation cannot be solved. Lin Boqiang analyzed the problem at the technical level:
Lin Boqiang: Solar energy is in the northwest of the west, and it is far from the load center. Therefore, it is still a big problem in the future grid connection. It is mainly a matter of cost. It has a very high cost and has a great influence on the stability of the power grid. The sun has come, If the sun doesn't come, you won't come. You say the impact is not great.
Han Xiaoping thinks that technology is not a problem. Because the same problem has been solved in other countries, including some developing countries:
Han Xiaoping: Distributed energy Internet access is not a problem in the world. It is only in China that it is a problem. This is a problem for some enterprises.
The issue of photovoltaic power grid access has been difficult to solve, and the price of volt-on-grid benchmarking is also unresolved. Han Xiaoping believes that the key issue is the cost issue:
Han Xiaoping: If you include wind power, if you set a high price, the power company will not be willing to buy, because he is cheap to buy coal, buy expensive, he said why buy such expensive electricity? The government will give some subsidies, but sometimes it is not enough to make up for his losses.
In fact, the bid price of the successful bidder is obviously lower than the current market price. Most of them want to use this to increase the brand awareness of the company, and it is not too much emphasis on how much the project is profitable. This is why the Yingli Energy Group has lost tens of millions of dollars to participate in the bidding. As a corporate representative, Zhang Zhe, deputy manager of the sales company of Yingli Energy Group, expressed his concerns.
Zhang Zhe: Is it still dependent on subsidies? It cannot be commercialized. We all know that if we want to commercialize, we must reduce costs. What we adopt abroad is the mode of electricity price subsidy. Our country adopts the mode of installing subsidies.
Although the central government's support for photovoltaic power generation is still relatively large, it is a one-time subsidy and lacks a long-term support mechanism, which will inevitably bring about greater uncertainty for the company's profitability. Therefore, as soon as possible, the introduction of domestic PV power grid benchmark price is the “hard truth†to promote the rapid development of the entire photovoltaic industry in China.
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