At present, the healthy development of renewable energy has become a global consensus. As the chairman of the board of directors of Tongwei group, the proposal brought by Liu Hanyuan, a deputy to the National People’s Congress, is related to promoting the sustainable and healthy development of renewable energy and helping the effective implementation of the “double carbon” goal.
Liu Hanyuan pointed out that in the process of realizing carbon peak and carbon neutralization, renewable energy represented by photovoltaic and wind energy is the main force. From the cost side, the cost of photovoltaic power generation in China has been reduced to less than 0.3 yuan / kWh. It is expected that it will be reduced to less than 0.25 yuan / kWh during the 14th Five Year Plan period, which is lower than most coal-fired power. From the consumer side, the electricity price of electric vehicles is 1 / 4 to 1 / 5 of that of fuel vehicles, and the whole process of power generation is zero pollution and zero emission. From the perspective of national energy strategic security, renewable and clean substitution can solve the problem that crude oil import may be “stuck” once and for all.
“The fundamental reason for the large-scale power shortage in 2021 lies in the continuous withdrawal of fossil energy and the failure to keep up with the development speed of renewable energy.” Liu Hanyuan said.
Therefore, Liu Hanyuan suggested to support the development of photovoltaic and other renewable energy industries, and the production energy consumption of raw materials and all links of the industrial chain should not be included in the total energy consumption assessment. It is suggested to improve the self-sufficiency rate of zero carbon and low-carbon energy in photovoltaic and other renewable energy manufacturing industries.
Nan Cunhui, member of the CPPCC National Committee, vice chairman of the all China Federation of industry and Commerce and chairman of Chint Group, also pointed out that in the process of carbon emission trading at this stage, the allocation of carbon emission quotas is mainly free, and the supply is relatively sufficient, which affects the price and liquidity of carbon market trading, resulting in the overall low and volatile price of carbon emission rights and low trading activity, It is difficult to form effective incentives for enterprises to reduce emissions.
Therefore, Nan Cunhui suggested that the Interim Regulations on the administration of carbon emission trading be issued as soon as possible to improve the legislative level and effectiveness of carbon trading market; Orderly expand the trading coverage of the national carbon market and enrich the trading varieties; Further improve the policies and regulations of the carbon emission monitoring and verification system, and promote the improvement of the qualification standards of third-party verification institutions; Establish a linkage system between green power and carbon emission rights, a carbon pricing policy mechanism linking carbon tax and carbon trading, and an international carbon tariff mutual recognition mechanism.
“Gradually establishing and improving the green tax system plays a positive role in limiting carbon emissions and promoting green economic and social development.” Nan Cunhui suggested to strengthen the support of clean energy tax: include the loan interest of clean energy projects in the input deduction range of value-added tax; We will increase the proportion of value-added tax rebates for clean energy production enterprises from 60% to 100%; Special equipment for clean energy that meets the requirements of energy conservation and emission reduction will be included in the catalogue of preferential enterprise income tax for special equipment for energy conservation and water saving.
In addition, the reasonable cost of renewable energy power generation is also an important factor to promote the healthy development of renewable energy. 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, and become an important force in China’s energy structure transformation. However, the formation mechanism of on grid price of photovoltaic power generation needs to be improved.
As the chairman of Sungrow Power Supply Co.Ltd(300274) board, NPC deputy Cao Renxian said: “Since the second half of 2020, polysilicon prices and industrial chain costs have risen rapidly. Photovoltaic power stations are generally required to be equipped with a certain proportion of energy storage systems to assist grid connection, which further increases the investment of photovoltaic power stations. Overall, the power generation cost of photovoltaic power stations has increased by 20% – 25%. However, the grid electricity price has implemented the benchmark coal price in various places and is low, resulting in a sharp increase in the return on investment of photovoltaic power stations Decline or even loss. “
Therefore, Cao Renxian suggested to improve the price formation mechanism of photovoltaic power generation. It is suggested that the guaranteed purchase price of new projects should be verified and calculated once a year according to the hourly power cost and reasonable income of photovoltaic power stations in various regions. If there are major changes, it should be calculated and adjusted in time to decouple from the local coal power price; 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; It is suggested to accelerate the maturity of green power trading market, timely establish a compulsory green power trading market with quota system, and release the development potential of green power supply and demand sides.
