“It is urgent to determine the on grid price of new projects according to the current cost and reasonable income of photovoltaic power stations, accelerate the development and utilization of photovoltaic, and ensure the realization of the double carbon goal on schedule.” Cao Renxian, NPC deputy and Sungrow Power Supply Co.Ltd(300274) chairman, told the securities times.
At the two sessions of this year, Cao Renxian once again focused on the main track of new energy represented by photovoltaic, and put forward a number of proposals on improving the formation mechanism of on grid electricity price of photovoltaic power generation as soon as possible and on strengthening the post subsidy mechanism of science and technology plan projects, so as to make suggestions and suggestions for the development of the industryp align=”center” style=”text-align:left;”> The formation mechanism of on grid price of photovoltaic power generation needs to be improved
With the continuous decline in the cost of renewable energy power generation, photovoltaic power generation and wind power have fully entered the era of no subsidy and parity Internet access, which has become an important force in China’s energy structure transformation. According to the data, by the end of 2021, the installed capacity of renewable energy in China had exceeded 1 billion kw, and the installed capacity of wind power and photovoltaic power had exceeded 300 million KW, ranking first in the world for many consecutive years.
Under the appearance of the prosperity and development of the industry, there is a crisis of rapid rise in the cost of the industrial chain, which makes the downstream photovoltaic power stations overwhelmed. “Since the second half of 2020, the price of polysilicon has been rising all the way, coupled with the rise of other materials and equipment in the photovoltaic industry chain. In addition, photovoltaic power stations are generally required to be equipped with a certain proportion of energy storage systems to assist grid connection, which has increased the investment of photovoltaic power stations. Generally speaking, the power generation cost of photovoltaic power stations has increased by 20% – 25%, while the on grid price has implemented the benchmark price of coal combustion in various places and is low, This has led to a sharp decline in the return on investment of photovoltaic power plants and even a loss. ” Cao Renxian admitted that in fact, the cost of photovoltaic power station has nothing to do with the local coal power price, and its kwh cost depends on the light intensity, initial investment, interest and tax and non-technical cost. Personally, I think it is unscientific to take the coal power price as the on grid price of photovoltaic power station, which is also contrary to the spirit of renewable energy law.
In view of the above situation, Cao Renxian suggested to “suit the remedy to the case” by taking two sets of price mechanisms as the starting point. One is the price formation mechanism of photovoltaic power generation; The second is the price mechanism of energy storage system of photovoltaic power station.
In terms of improving the price formation mechanism of photovoltaic power generation, it is suggested to verify the guaranteed purchase price of new projects according to the hourly power cost and reasonable income of photovoltaic power stations in various regions, and calculate it once a year. In case of major changes, it shall be calculated and adjusted in time to decouple from the local coal power prices; The full amount of power generated by the photovoltaic power station shall be purchased in a guaranteed manner, and the electricity within the hours shall be reasonably utilized. The guaranteed purchase price shall be implemented for the on grid electricity price, and the current generation price shall remain unchanged for 20 years. The electricity beyond the reasonable utilization hours can participate in the market transaction, and the price shall be formed by the market mechanism; At the same time, Cao Renxian suggested accelerating the maturity of the green power trading market, timely establishing a compulsory green power trading market with quota system, and releasing the development potential of green power supply and demand sides.
In terms of establishing the price mechanism of energy storage system of photovoltaic power station, it is suggested that for the projects with energy storage on the power generation side, the provincial power grid companies should verify the energy storage allocation proportion once a year, the competent price department should verify the energy storage cost price once a year, and include the energy storage cost into the cost accounting of affordable purchase price of photovoltaic power station; For grid side energy storage projects (or shared energy storage projects), the price and utilization rate of peak shaving and frequency modulation services shall be verified with reference to the method of cost plus reasonable incomep align=”center” style=”text-align:left;”> The post subsidy mechanism of science and technology plan projects needs to be popularized
In addition to paying attention to the topics in the new energy industry, Cao Renxian also made suggestions and suggestions for the subsidy mechanism of science and technology plan.
“At present, most of the various science and technology plans implemented by the state adopt the mode of ‘pre subsidy and post acceptance’. This mode can enable the project undertaking unit to obtain funds as soon as possible and start the project as soon as possible. However, with the acceleration of the iteration speed of scientific and technological innovation and the increasing willingness of enterprises to participate in national science and technology projects, the above-mentioned mode also has some obvious disadvantages.” Cao Renxian said that for example, some experts or their related personnel integrate athletes and referees, the project declaration is easy to be manipulated by human beings, and the project declaration cycle is too long, resulting in a great waste of talents, funds and other scientific and technological resources; For example, the “Declaration and implementation” mentality can not guarantee the advanced nature of the project results. The declaration team is mostly “temporary Gang”. After the project acceptance, they will rush to each other, resulting in lower conversion rate.
Based on the foregoing, Cao Renxian suggested that the subsidy mechanism for the technology plan project be improved as soon as possible, and the system of post subsidy should be combined with the system of “announce the leadership” and “horse racing”. The new management measures should be revised as soon as possible, so that the heroes can be judged by the final results, and the advanced, convertible and industrial driving functions of the evaluation results should be evaluated in order to reduce the management burden. Improve capital efficiency.
In terms of the pilot application of the post subsidy mechanism, Cao Renxian proposed to give priority to various science and technology plans with the goal of the engineering and industrialization of scientific and technological achievements and the mission of solving the “neck” technology, such as the “common key technologies” and “demonstration and application” projects in the national key R & D plan. Especially for science and technology projects led by enterprises, it is suggested to comprehensively promote the post subsidy model. In order to encourage the transformation of achievements, Cao Renxian suggested that follow-up support should be given to the projects that receive subsidies and achieve large-scale industrialization in a short time.
