It is difficult to achieve the goal of delaying 10GW installation of photovoltaic subsidies

Abstract The distributed PV price subsidy policy has not been announced yet. Many industry insiders said that this year's 10GW PV installation target is difficult to achieve. Meng Xianyu, vice chairman of the China Renewable Energy Society, said on Thursday that the distributed electricity price subsidy policy was expected in August.
        The distributed photovoltaic price subsidy policy has not been announced, and many industry insiders said that this year's 10GW photovoltaic installation target is difficult to achieve.

        Meng Xianyu, vice chairman of the China Renewable Energy Society, said on Thursday that the distributed electricity price subsidy policy was expected to be introduced in August, but according to current trends, there is a saying that the subsidy policy and all supporting rules will be further postponed until the end of September.

He said that in the first half of the year, domestic PV installed capacity was 2.8GW, including 1.5GW for the Golden Sun Project and 1.3GW for the large-scale ground power station. The distributed policy has not been released yet. If there is little difference between the second half of the year and the first half of the year, the installed capacity will be less than 10GW.

Meng Xianyu said that the industry expects to install about 8GW for the whole year, including 5GW for large-scale ground power stations, 2GW for Golden Sun projects, and 1GW for distributed.

Many industry insiders said that all enterprises have distributed project reserves and are waiting for the policy to land. The industry is generally expected to have a distributed installed capacity of 1GW-2GW this year.

An analyst at Bloomberg New Energy Finance told Dazhi News Agency that it expects to install about 1GW this year. She believes that after the introduction of relevant policies, the market will have to digest and absorb. The distributed policies will drive a substantial increase in market installed capacity. It may be that next year, many projects will be difficult to complete this year.

An analyst from Minsheng Securities told the Great Wisdom News Agency that the installed capacity is expected to be around 8.5GW, including 5GW for ground power stations, 2GW for Golden Sun projects, and about 1.5GW for distributed.
Meng Xianyu said that if the final policy is more optimistic, it is expected that the distributed installed capacity can reach 2GW.

In order to solve the problem of distributed power generation into the network, the National Development and Reform Commission website announced on the 13th "Interim Measures for Distributed Generation Management" (hereinafter referred to as "Measures"). The Measures stipulate that for distributed generation, grid companies should provide efficient grid-connected services based on their access methods and power usage.

However, industry experts told the Great Wisdom News Agency that the "Measures" did not have much substantive content. Grid companies should also consider their own revenues, while subsidies are for power generation companies and do not mention the grid. In addition, the problem of grid-connected power generation involves the reform of the power system, which is difficult to solve at one time.

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