The second batch of Golden Sun projects may reach 2GW

Recently, the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Housing and Urban-Rural Development, and the four ministries and commissions of the National Energy Administration jointly issued the “Notice on Organizing the Application of Demonstration Project for Golden Sun and Photovoltaic Building Application” (hereinafter referred to as the “Notice”), and will On the basis of the demonstration of building applications, a number of demonstration projects will be launched again before the end of this year, and the photovoltaic power generation project will once again extend its support. Analysts pointed out that for the Chinese PV industry in the turmoil of the capital chain and the "double reverse" case, this action can not be underestimated in starting the domestic photovoltaic market and promoting the development of domestic industries.

The enthusiasm for the application of the second batch of Golden Sun demonstration projects and the integration of photovoltaic building demonstration projects in various regions this year is very high. At present, the total scale of applications for projects submitted in various regions has exceeded 10 GW, but subject to the central financial conditions, the final approval scale of the batch of projects will be Fixed at about 2GW.

Two batches of "Golden Sun" scale or fixed 3.7GW

On November 15, the reporter learned from the relevant person in charge of the Energy Department of the High-tech Division of the Ministry of Science and Technology that the total scale of applications for demonstration projects of gold solar and photovoltaic building applications has exceeded 10 GW. As the "Notice" requires all provinces to submit relevant documents and materials by November 15, the figure is almost the same as the total size of the final declaration.

"According to the minimum subsidy standard of 5.5 yuan/watt, if the subsidy for all applications will require more than 50 billion yuan of central government subsidy funds, the country is unlikely to make so much money, so the final approved scale may be around 2GW. "The aforementioned person in charge of the Ministry of Science and Technology told the "China Energy News" reporter.

When asked if the 10GW project approved only 2GW of the criteria, the responsible person stated that the first batch of Golden Sun policies at the beginning of the year had clearly defined the relevant standards. "Such as roofs can not be installed; reporting companies have a certain degree of economic strength, their own funds to reach more than half. In short, they can not let them empty gloves white wolf." The responsible person said.

Compared with the 1.7 GW support for the first batch of Golden Sun Project at the beginning of this year, the number of approved 2GW has been raised. The two-phase project has accumulated. This year, only the support of the Golden Sun and Optoelectronic Building Integration Project has reached 3.7 GW.

In fact, two months before this “Notice”, the National Energy Administration issued the “Notice on Application for Demonstration Zone of Distributed Photovoltaic Generation Scale Application”, according to the notification “supported by each province (region, city). The number of no more than three, declared total installed capacity in principle does not exceed 500,000 kilowatts, the national scale of distributed photovoltaic power generation application demonstration area is expected to reach 15GW.

Only within the scope of these two policies, the scale of distributed photovoltaic installations is expected to reach nearly 19 GW. If the state supports the development of large-scale photovoltaic power plants in the northwest region during the “Twelfth Five-Year Plan” period, the scale of photovoltaic installations supported by policies will be even greater.

For the domestic photovoltaic industry, which is caught in the cold wave of the industry, the introduction of these “force-for-power” policies is no different from the snow.

Support will tend to improve

The “Notice” continued the prior policy subsidy methods for Golden Sun and photovoltaic building demonstration policies, and also incorporated the policy elements of the “Notice on Reporting of Distributed Photovoltaic Generation Scale Application and Demonstration Zone” announced by the National Energy Administration in September into this policy. The framework proposes that “provincial provinces (regions, municipalities) and cities (counties) that support good application conditions shall carry out distributed photovoltaic power generation application demonstrations, and each province demonstration city (county) shall not exceed 3 in principle” and “probabilistic power subsidies Support method."

However, unlike the Golden Sun and photovoltaic building demonstration policies, RMB 5.5/watt (Gold Sun and solar photovoltaic building application demonstration project integrated with buildings) and 7 yuan/watt (building materials type etc For the subsidy standards of 25 yuan/watt (independent remote photovoltaic power stations) and 18 yuan/watt (for household use systems), the subsidy standard applicable to the distributed photovoltaic application demonstration zone policy project is in the “Notice” and Unclear.

In this regard, the aforementioned person in charge of the Ministry of Science and Technology pointed out that as this policy has not yet reached a conclusion, the subsidy standard has yet to be determined and the scale of support is not yet available. However, it has been recently reported that the subsidy standard for such projects is expected to be set at 0.4 yuan/kWh - 0.6 yuan/kWh.

According to informed sources, local governments have attached great importance to the National Energy Administration’s policy on distributed photovoltaic application demonstration zones, and their reporting enthusiasm has soared. In this case, the "Notice" clearly stated that "local governments should arrange matching funds and form a joint force with the central government financial support funds. Support for the implementation of supporting funds and effective policy support will give priority to support."

In addition, it is worthy of special attention that, in terms of the subsidy standards, the “Notice” is clear for the first time that in order to encourage the implementation of the project, the subsidy standard will be linked to the time of approval and completion. Among them, the Golden Sun and the general combined projects that were approved and completed before June 30, 2013 can enjoy the established subsidy standards of 5.5 yuan per watt and 7 yuan per watt respectively, and the project subsidy will be completed after the specified deadline. Will be reduced.