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China’s new power supplement gap for many years?
The cumulative gap in electricity price compensation as of the end of 2018 reached 23.31 billion yuan! ! The number of photovoltaic investment companies that have been owed to billions of yuan are all: National Power Investment exceeded 30 billion, Three Games exceeded 10 billion, China National Nuclear Corporation exceeded 15 billion, and Jiaxin New Power was 9 billion…
(Source: WeChat public account “Hengyi Ming Power” ID: hyxny dozed off. After waking up, she found that she turned out to be a supporting role in the book, and she gf)
How much do you know about China’s photovoltaic engines?
By the end of 2020, it is a foregone conclusion that the scale of photovoltaic installations will exceed 200GW. It is close to twice the 110GW planned for the 13th Five-Year Plan, and the patching needs are naturally beyond the planning. The photovoltaic installation volume is far beyond the scope of planning. This has also become the “trough point” of the Ministry of Finance who is in charge of money every time the power bureau contends problems and contends the industry’s rationality. Whoever lets you not develop according to the planning, if you don’t make money, you will have no money, what can you do!
According to the inspection group report of the Human Resources Law, the total amount of the renewable power surcharge fund is only able to meet the needs of the project subsidies that have been consolidated before the end of 2015. However, photovoltaics still need to develop: Cowen, a famous listed comprehensive financial service company in american, said in a report to customers that the global network “will be more than in the next 100 years.” China’s power demand is still growing significantly, and China has the world’s first and second largest growth and the second largest. daddy‘s economy is more than four times that of american, but China’s total power consumption is only about 1.6 times that of american.
It is expected that the global final electric level will be about 34% by 2050, and China’s current electric level will be 24% .
In the “China Dynamic Development Report (2019)” recently released by the Institute of Dynamics of the South Network (hereinafter referred to as the “Report”). According to the report, my country’s power demand will continue to grow rapidly. It is expected that the electricity consumption of the whole society will be 75,000 kilowatts in 2020, a year-on-year increaseSugar baby is about 4.6%. According to the “2050 World and China Power Outlook” (2019 Edition) of the China Institute of Petroleum Economic Technology, it is analyzed that by 2050, China’s electricity demand is expected to reach 122,000 kilowatts by 2050.Hour. The power generation structure will double the diversified low-carbon, and the proportion of non-fossil dynamic electricity generation will reach 58% in 2050.
To meet power demand and the sustainable development of the environment, renewable power generators account for more than 75% in 2050, and power generation accounts for more than 50% before 2040, and about 60% in 2050.
(2) New power has a huge potential
In terms of power supply, fossil power has definitely benefited from the first power in our country, but if the vision is turned to non-fossil power (renewable power and nuclear energy), new discoveries will be made.
How many renewable power in my country is about? The development capacity of wind energy resource technology in my country is about 3Escort500kW, and the development capacity of solar photovoltaic resource technology in solar energy is about 2.2 billionkW. As of the third quarter of 2019, wind power installations were 198 million kilowatts and solar power installations were 198 million kilowatts. The development of wind and solar power is not as good as that of the technology, and its development still has more than ten times the space.
In order to fight against solar energy and wind energy, Sugar baby has intermittent characteristics, it can use smart networks to promote solar energy, wind energy, and hydroelectricity. Energies and so on are combined.
(3) New dynamic technology is developing very fast
Du Xiangwan, an academician of the Chinese Academy of Engineering, believes that the key is to occupy the strategic high point of future new dynamic technology and develop non-fossil forces in a high proportion. “As long as we grasp the technology of future power and stay at the forefront of the world, China’s future power will be Ping AnSugar daddy.”
Technical progress is the focus of energy efficiency and dynamic transformation. Technical progress has determined the competitive advantages of Sugar baby‘s divergent dynamic products, thus determining the cost of power conversion and the success of temperature reduction.
In November 2019, Dong Shaojun, an academician of the Chinese Academy of Sciences, and others published a paper in the “American Chemistry Journal”. The researchers realized the solar energy under a chemical system by constructing a biophotoelectrochemical model based on water/oxygen circulation.Continuous transformation and storage provide a new research and thinking for the efficient application of renewable power. In the same month, Hunan 1999-year Sugar Baby night school teacher Zhang Ling and others published their research results in the “Escort manila Power”. The team developed a new zero-energy-consuming photovoltaic thermal wall system that can intelligently adjust the temperature according to needs. This not only added flexibility to the heat function of traditional walls, but also greatly reduced the energy consumption of building power supply.
Front-term research on renewable dynamics has been discussed continuously, and the research on reducing costs and increasing efficiency of technology-promoting practical applications has also not stopped.
In 2019, the price of polysilicon in China has dropped to 40-50 yuan/kg, and companies such as Tongwei and Oriental Hope still have room for price reduction. The price of single crystal and polycrystalline components has dropped by more than 20% and 10%. Today, the prices of the two have exceeded 1.7 yuan and 1.5 yuan respectively/Sugar baby. What kind of market will it take in 2020? Can the price of a single crystal assembly not exceed 1.5/watt? The calcium mine photovoltaic components have been proposed to reduce the price of the components to 0.7 yuan/watt.
(4) The price of the product has dropped, and the natural photovoltaic power bank photovoltaics camera tracks her actions. During the recording process, the staff found that there were options to land and the average price was online.
Whether it is a component or an inverter, China’s photovoltaic manufacturing companies are really doing their best to reduce costs. But there is no way, the price of photovoltaics must be lower to gain a foothold in the competition in the power market. Even if you have the hat of cleansing power, you will not be able to make the entire social acceptance price increase. Today, the photovoltaic market price will be realized online.
More than the development of the National Electric Investment Heilongjiang, Ning Chaoyang and Guangzhou, the 80MW merchandise project of Shaoguan Wujiang is officially merged, giving industry merchandise “courage” and also indicating that photovoltaics can realize it in the department.The price has been paid, and with the improvement of the efficiency of the Escort, more projects can be realized online.
The 2020 conference is the last year for the domestic photovoltaic market to be supplemented by the state. Although national policies are still “difficult”, the old saying goes, companies planning to participate in the competition should still be prepared carefully. There are too many projects that have fallen into policy extensions in 2019. If you prepare for the project in 2020, you can still get 1231, otherwise there will be no power. As the “protected” price in the last year, the real price left for the industry is 2020. The 20-year PPA that Xin Li, the National Dynamics Bureau, has won for the industry for 20 years, is here. The online price of average prices after 2020 will be “just-to-market”, but average items also have advantages, so you don’t have to worry about subsidies and arrears.
The impact of online prices on the photovoltaic industry
Sugar daddy (1) The biggest risk of power station investment in the past was the uncertainty of funding arrears and distribution. The online project on average makes the investment return rate of investment stations more predictable and the cash flow is more stable.
(2) After the price is settled, the competition of photovoltaics that is more than traditional power begins to appear, and the energy of “marketization” is developed, instead of adding this “force” energy, and promoting the “natural” growth of more and more photovoltaic demand. Based on the focal competition of photovoltaic power generation itself, the proportion of replacement demand for replacement will be increased. The replacement demand guaranteed by this ma TC:
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