After the most popular wind power and photovoltaic

2022-07-31
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After the parity of wind power and photovoltaic power, the installed capacity can not be "eat with an open stomach"

after the parity of wind power and photovoltaic power is achieved, will it no longer be limited by the national control on the scale of new energy, and will the installed capacity be greatly developed

on March 29, Li Junfeng, former director of the National Center for strategic research and international cooperation on climate change and chairman of the Renewable Energy Professional Committee of the China Energy Research Association, put forward different views at the summit forum of "developing scenery at the same time, creating parity and optimizing the cost of electricity per kilowatt hour in 2019" hosted by the China Renewable Energy Society and organized by TBEA

the following is a compilation based on lijunfeng's speech and confirmed by lijunfeng:

four or five years ago, when we talked about parity, I reminded you to pay attention to many problems after parity. According to the results of many consultations between the government and enterprises, parity pilot projects will be started this year and comprehensive parity will be started next year. In short, this year is the inflection point of parity

everyone is looking forward to parity, especially in 2016, 2017 and 2018. In the face of government regulation and control of the scale of new energy, everyone is looking forward to that after parity, there will be no need to control the scale and you can eat with an open stomach

actually, I said this four years ago, but I can't

as we all know, energy is a special commodity, and electricity is one of the few commodities whose prices are directly approved by the government. In China, all electricity prices are approved. At the same time of approving the electricity price, it also approves a number of hours, and the electricity will sign the agreement accordingly. For example, nuclear power has a benchmark price, about 0.42 yuan/kWh. When the electricity price is approved, the number of hours will be approved. In the past, nuclear power was the number of hours. Last year, the new nuclear power units approved were relatively small, only 5700 hours. When the electricity price is approved, the number of hours will be approved at the same time. This is the rule for most generator units in the power industry

if there is no such price mechanism and hour guarantee for wind and solar power generation, such a situation will occur: for example, the state has carried out a number of concession bidding projects and a number of photovoltaic demonstration projects in Gansu, and the local government has put forward a guaranteed income mechanism. Only for the part within 600 hours, according to the price approved by the state, if it exceeds 600 hours, all electricity will be auctioned, It is said that the electricity price per kilowatt hour is only 4 cents. This is still a guaranteed purchase. What if it is not guaranteed? The current project has a subsidy base. Can you support your family without a subsidy of 4 cents

so far as parity is concerned, technology is ready and enterprises are ready, but policy mechanisms are not ready, and local governments and power enterprises are not ready

it is said that the subsidy policy for the normal use of photovoltaic experimental machines in 2019 will come out in these two days. I think it is very difficult because we have too many voices. 531 the new deal has been criticized for insufficient communication. Now the new policy documents have been communicated for hundreds of times, and the more they are communicated, the more confused they become. Because each enterprise has different demands, and each enterprise wants to find the greatest point of its own interests instead of forming a maximum common denominator. This has brought a variety of problems. For example, it is now widely rumored that photovoltaic should be auctioned nationwide

our resources are different, our power demand is different, and the price affordability of each place is also different. Without a benchmark price for wind power and photovoltaic power, it is difficult to operate and has no basis. Although people criticized that the coal benchmark electricity price set by the price department of the national development and Reform Commission was unreasonable, it was still effective after so many years of implementation. For example, the electricity price difference between Inner Mongolia and Guangdong is realistic. Wind power and photovoltaic power should also learn from coal power and establish a benchmark electricity price. It is not a problem for us to stick to it, and it is natural to get used to it. Each province has a standard electricity price for coal-fired power, which is 4.1 yuan in Shandong, 4.2 yuan in Jiangsu and 4.5 yuan in Guangdong. All of them are based on local resources and local needs. If the wind power photovoltaic industry does not engage in benchmarking electricity prices, Gansu may be less than 30 yuan in national bidding. Yes, the electricity price is very low, but that place has no capacity to absorb electricity. Zhejiang may be more than 50 cents, but that place has the spending capacity. They have money and can afford it. They can develop. If they feel that their development cost is high, they can also ask them to buy it in Gansu, even if they add 1.50 cents to the transmission price

we have summarized a very important experience and lesson from the 40 years of energy reform and development. The more enthusiasm, the better development. For example, in the coal industry, I often criticize coal, but coal is one of the best developed industries, because it gives full play to the enthusiasm of the central government, local governments and enterprises, especially the enthusiasm of various investors. When I first started working, we went everywhere to buy coal. The provincial Party secretary and governor of each province in the East led a team to Shanxi and Inner Mongolia to run the coal index and sports car leather. Later, according to experts, the state showed three enthusiasm, The enthusiasm of the central government, local governments and enterprises has led to a surplus of coal. The main task now is to control the excess capacity of coal, and how much capacity to reduce each year is an important task

as for new energy, once the central initiative, local initiative and enterprise initiative are brought into play, there will be surplus. In 2015, we began to straighten out the three initiatives, which appeared soon in 2016 and 2017. The government had to intervene. If the development was overheated, we should control the scale. We never said that we were too slow and should be faster. Therefore, when it comes to the parity of photovoltaic power and wind power, the policy must adhere to the three initiatives

take Zhejiang as an example. Yesterday, I was chatting with Chint new energy Luchuan about a small thing. He told me that in the past, Zhejiang had subsidized the price of photovoltaic, provided that the country had it. If the country did not have it, there would be no other place. Therefore, we should consider all aspects. The adjustment of national policies should be conducive to mobilizing the enthusiasm of local policies and enterprises, and develop steadily under these conditions

therefore, in the next three to five months, maybe half a year, we will ponder carefully, put down the needs of enterprises, such as equipment manufacturing industry, and increase hydraulic control one-way valves. Don't expect scale. Without scale, there is no room for development. Enterprises engaged in development want a rate of return and want subsidies. Subsidies: the government is tangled between the scale and the total amount of subsidies, whether to supplement or not, and who to supplement

when the state began to consider a certain scale of subsidies and began to prepare for the introduction of benchmark electricity prices, then a number of projects that did not need subsidies and bidding broke through, which made the price department of the national development and Reform Commission feel particularly difficult. Because they were all lower than the benchmark electricity prices of coal, why should I offer the benchmark electricity prices of wind power and photovoltaic? If the government introduces the benchmark of wind power and photovoltaic power that is lower than the benchmark price of coal power, won't it be scolded

therefore, these are all our own difficulties and problems. We should not be too optimistic or too persistent. We should see the overall situation and the recent petty profits. Only when the energy industry develops can the renewable energy industry develop. Only when the renewable energy industry develops can specific enterprises develop

if the renewable energy does not grow, the enterprise cannot grow. Therefore, we must start from the overall situation and consider introducing renewable energy policies from the overall interests. Whether parity or other policies are conducive to the overall situation of "improving the energy structure, reducing coal consumption and increasing clean energy supply", as the general secretary said

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