Big coffee speculation: "non-marketization" of photovoltaics in the whole county has become a trend
Different from the previous dialogue format, the forum set up a special "speculation" session in the morning of the forum, using relative pros and cons to conduct on-site battles. Zhang Fulong acted as a speculative guest and presided over the Battle. Zhang Hongsheng, former director of the Jiangsu Provincial Economic and Information Commission and former secretary-general of the Jiangsu Photovoltaic Industry Association; Wang Hongliang, vice president of Zhonglai Co., Ltd. and general manager of Shanghai Zhonglai Smart New Energy Co., Ltd.; Trina Solar Li Ren, general manager of the China region, Longji New Energy Co., Ltd., Dong Xiaozhou, vice president of Longji New Energy Co., Ltd., and Cai He, general manager of Jinko Technology Operation and Maintenance Co., Ltd. Views and opinions.
The first round of "Battle"
Zhang Fulong: Non-marketing phenomenon has appeared in the process of distributed photovoltaic promotion
Zhang Fulong said that at present, my country's distributed photovoltaic installed capacity accounts for only 32.8% of the total installed photovoltaic capacity. At the same time, the installed photovoltaic capacity still has a lot of room for development to achieve the goal of 1.2 billion kilowatts. Therefore, my country's promotion of distributed photovoltaic across the county will help reduce the national carbon emission level and help achieve the "dual carbon" goal. At the same time, the county-wide promotion of distributed photovoltaics has a consolidating role in poverty alleviation in rural industries, can effectively promote common prosperity, and is supported by governments at all levels.
In addition, Zhang Fulong believes that there has been a phenomenon of non-marketization in the whole county promotion process, and this phenomenon has become a general trend in the whole county promotion process of distributed photovoltaic. He believes that this market situation may bring short-term pains to immature operators.
Zhang Hongsheng: There are "three advantages" in the promotion of distributed photovoltaic throughout the county
Zhang Hongsheng believes that, driven by the "dual-carbon" goal, the whole county of distributed photovoltaic has emerged as the times require, and at the same time it has received a positive response from the whole society. In his opinion, there are three advantages to the distributed photovoltaic county-wide promotion model: First, the distributed photovoltaic county-wide promotion model is conducive to the rapid expansion of the installed capacity of distributed photovoltaics and promotes the high-quality development of the photovoltaic industry; second, the distribution The county-level photovoltaic system is conducive to reducing the installation cost of photovoltaic power generation equipment and assisting the implementation of the project; third, the distributed photovoltaic county-level promotion mode is conducive to improving the intelligence level of the power system, improving the dispatching capacity and safety performance of the power grid, and accelerating the power grid Acceptance of large-scale new energy power access.
Li Ren: The whole county promotion of distributed photovoltaic is a big test for investors and construction units
In Li Ren's view, in the process of promoting distributed photovoltaics throughout the county, investors are faced with a more complex and higher risk factor test of return on investment due to the adoption of a different county-wide promotion model from the previous distributed photovoltaic development. Construction units are also faced with trade-offs and choices between industrial and commercial projects and distributed photovoltaic projects. At the same time, after receiving the order, the owner is also faced with various problems such as shortage of manpower, difficulty in project survey, investment in the meeting, and project execution. In short, the whole county's promotion of distributed photovoltaic is testing every component of the photovoltaic industry chain.
Dong Xiaozhou: The promotion of distributed photovoltaic throughout the county will accelerate the level of developers to upgrade
Dong Xiaozhou’s point of view is more optimistic. He believes that the problems exposed during the promotion of distributed photovoltaics throughout the county are the elements that help the development of the photovoltaic industry. In his view, the whole county promotion of distributed photovoltaics can help investors break away from the previous single, independent project research and judgment, and instead study the development direction of the industry from a more macro perspective. At the same time, in the process of promoting distributed photovoltaics throughout the county, developers not only receive investment income from photovoltaic projects, but also include future economic benefits such as participating in carbon trading and obtaining carbon taxes. Under the dual stimulus of policies and project revenues, the scale of distributed photovoltaic installations will grow rapidly.
Cai He: In the process of promoting distributed photovoltaics throughout the county, it is necessary to realize the profit sharing of the participants
Cai He also believes that the promotion of distributed photovoltaics throughout the county is an important starting point for achieving the "dual carbon" goal, and it is also a key step in the implementation of distributed photovoltaic projects. It requires front-line practitioners to treat it with a higher degree of concentration. At the same time, Cai He believes that it is necessary to guide project participants to realize profit sharing during the promotion process. In addition to the traditional project investors and roof property owners, Cai He believes that more capital investors can be introduced, the project investment queue can be expanded, and more funds can be invested in distributed photovoltaics to achieve the goal of promoting the entire county and sharing revenue.
Wang Hongliang: Five elements determine the future of distributed photovoltaics throughout the county
Wang Hongliang’s point of view is very optimistic. He believes that the development of distributed photovoltaics in the whole county will have a very good development prospect, and this prospect will be jointly determined by five factors: First, the national "dual-carbon" goal, rural revitalization strategy interchange distributed The whole county promotes photovoltaics; second, the technical and non-technical costs of distributed photovoltaic projects have advantages; third, local governments provide adequate organizational guarantees; fourth, the promotion of distributed photovoltaics throughout the county can be a starting point to achieve more Follow-up derivative services; Fifth, the speed of approval of large-scale ground photovoltaic power plants from central SOE developers has slowed down, and more project businesses are needed to meet the deployment.
The second round of "Battle"
News Source: Photovoltaic Headlines
Zhang Fulong: There may be a series of problems in the promotion of distributed photovoltaic throughout the county
Zhang Fulong objectively described the current phenomenon in the promotion of distributed photovoltaics throughout the county: the local government of distributed photovoltaics throughout the county requires that projects be implemented while matching industrial investment, but in fact the profits of distributed photovoltaics throughout the county are brought to enterprises Not high, and for companies, certain areas do not have the need to invest in industries.
As for the main body of distributed photovoltaic development throughout the county, Zhang Fulong believes that it is still necessary to rely on large-scale central state-owned energy development enterprises. Although this will squeeze the living space of small and medium-sized development enterprises, the advantages outweigh the disadvantages from a long-term perspective, which will help reduce operating costs, increase industry concentration, and improve energy conversion efficiency.
At the same time, Zhang Fulong also cautiously expressed to the guests the problems that he observed in the current process of promoting the entire county of distributed photovoltaics: First, whether the local government will shuffle the cards to allow newcomers to bring in the process of maximizing benefits. Change the whole county with the new industry landing? Second, will the distributed county-wide promotion turn into a packaged centralized photovoltaic project, forcing developers to concentrate on targeting the county market, forming a corporate rollover, and causing a huge waste of economic operating costs for the entire society? Third, will it happen that enterprises that have obtained the development rights of the entire county do not start the project in the first time, but to seize resources and block competitors? Fourth, in the later stage of the whole county's promotion, will the county government ask for road fees from the enterprise, then turn the project into a municipal renovation, and then apply for energy-saving subsidies from the central government to "get rid of the golden cicada"? Fifth, if the evaluation rules for distributed photovoltaic projects are carried out in the future, will power generation companies be affected?
Zhang Hongsheng: Local governments should play an active role in the promotion of distributed photovoltaics throughout the county
Zhang Hongsheng recognized that the policy of promoting distributed photovoltaics throughout the county has a certain color of planned economy, but he believes that this policy will help the development of the photovoltaic industry.
At the same time, regarding the role that local governments can play in the promotion of distributed photovoltaics throughout the county, Zhang Hongsheng made several suggestions: first, introduce incentive policies; Carry out government-level screening and classification to provide guidance materials for enterprise development; third, strengthen exchanges with power companies to ensure the consumption of distributed photovoltaics; fourth, mobilize various resources and use government advantages to arrange enterprises of different sizes to obtain Corresponding development projects. For the enterprise, the enterprise that has obtained the development qualification needs to complete the project development task according to the plan, or it can complete the development and construction of the project in the way of "a single organization leading, multi-party coordination and cooperation".
Li Ren: Distributed photovoltaics need to meet the interests of all parties to promote the entire county
Li Ren believes that in the current process of promoting distributed photovoltaics throughout the county, not only can the macro "double carbon" goal be achieved, but also the "micro" level of interest needs must be met. For local participants, how to meet their interest needs is also the focus of the county-wide promotion of distributed photovoltaics. He believes that breaking the circle is the key. Practitioners need to look beyond photovoltaics to look at photovoltaics, dispel the doubts of "+" persons in the "PV+" model, and look at photovoltaics from multiple perspectives, including pollution, load-bearing, and power safety. , Longevity, income and other issues, so that the relevant investors can profit from it is the key. Li Ren also said that every application scenario should be carefully explored, and practitioners can communicate with each other to break the circle of development.
Dong Xiaozhou: High-quality distributed photovoltaic projects can only achieve a win-win situation
In Dong Xiaozhou's view, the comprehensive promotion of distributed photovoltaic county-wide promotion policies will be a landmark event in the historical process of industry development. At the same time, due to the need to cooperate with relevant government departments for the promotion of distributed photovoltaics throughout the county, it is not only necessary to meet the basic requirements for the design, development, and construction of photovoltaic power stations, but also to achieve harmony with nature. Only high-quality distributed photovoltaic projects can attract more investors and ultimately achieve the "dual carbon" goal.
Cai He: Distributed photovoltaics throughout the county promote the breakthrough of carbon tariffs
Cai He also believes that the business model of distributed photovoltaics throughout the county needs to share profits with partners. At the same time, it emphasized the profit space created by distributed photovoltaic in the face of possible EU carbon tariff barriers in the future. During the entire county promotion process, the development and construction of distributed photovoltaic projects have provided local governments and industries with a way to deal with possible future carbon boundaries and carbon tariffs. At the same time, Cai He believes that local governments should increase industry introduction, so as to ensure local new energy consumption on the one hand, and on the other hand to achieve local industry upgrades, accelerate domestic industrial transfer, increase the proportion of renewable energy in primary energy, and promote carbon Dafeng will be realized as soon as possible.
Wang Hongliang: The unit energy consumption assessment is imminent
Wang Hongliang shared the previous cases and ideas that brought benefits to local governments during the promotion of photovoltaic projects. According to reports, during the previous promotion of photovoltaic projects, it successfully helped the local government obtain investment data and tabulations. At the same time, Wang Hongliang suggested that the government introduce an assessment index of "10,000 yuan GDP energy consumption" for industrial parks and add it to the assessment of local officials to provide visible benefits to local governments and officials. In addition, a group of backward enterprises in terms of construction quality, safety assurance, follow-up operations, and management systems will inevitably be eliminated in the process of promoting distributed photovoltaics throughout the county, which is also beneficial to the future development of the photovoltaic industry.
Finally, Zhang Fulong put forward several suggestions for the promotion of distributed photovoltaic in the whole county: First, the promotion of distributed photovoltaic in the whole county needs to open up market barriers, respect market rules, and avoid excessive management and control; second, promote distributed photovoltaic in the whole county. It must land at the same time as the partition wall selling electricity, only in this way can it be called the "entire county".
At the same time, Zhang Fulong believes that the country, government, and enterprises should seize the opportunity of the entire county to achieve carbon peaks as soon as possible, and then commit to carbon neutrality, and finally achieve the goal of near-zero emissions.
In the process of promoting the entire county, distributed photovoltaics will consolidate the achievements of industrial poverty alleviation, accelerate the centralized development of state-owned power generation equipment manufacturing enterprises, ensure the safe operation of the power grid, strengthen the construction of regional infrastructure projects, and force the optimization of the photovoltaic industry. At the same time, the photovoltaic industry will inevitably occupy a leading position in the future energy structure, and the development of the photovoltaic industry will accelerate again.
As a new thing, although there are certain difficulties in the promotion of the whole county, a lot of experience will be quickly generated in the process of promotion. It is recommended to communicate again after a period of time to exchange what is needed to achieve a better promotion plan.
On the government side, Li Ren hopes that the local government can realize the unified filing of distributed photovoltaics throughout the county, and at the same time actively coordinate with the grid to help distributed photovoltaic projects connect to the grid to achieve "overall planning and overall promotion." In terms of enterprises, Li Ren hopes that enterprises can actively communicate with the government, provide experience for the government to make planning plans, and help the government to issue relevant plans. At the same time, other market participants need to jointly develop distributed photovoltaics under the premise of political correctness, policy guidance and full respect for the market.
In the process of promoting distributed photovoltaics throughout the county, the popularization of "PV+" can also help different companies realize cooperation with photovoltaics and create more applications and products in the future. The high-quality advancement of distributed photovoltaics will help the emergence of more high-quality "PV+" scenarios in the future.
Jinko is very optimistic about the progress of distributed photovoltaics throughout the county. At the same time, Jinko will unite ecological partners to achieve a win-win situation.
I hope that everyone will clarify their position: the government will coordinate, plan, and guide the implementation of distributed photovoltaics, industry associations and institutional media will speak up in a timely manner, and enterprises will give full play to their own advantages to meet customer needs.
News Source: Photovoltaic Headlines