China's conventional energy is increasingly scarce, the photovoltaic industry has great potential

Abstract Deloitte today released the 2014 Clean Energy Industry Report in Shanghai. The report shows that although China is a major energy consumer in the world, conventional energy is increasingly scarce, and environmental issues highlight the urgency of clean renewable energy development. Therefore, the development prospects of the clean energy industry are broad...
Deloitte today released the 2014 Clean Energy Industry Report in Shanghai. The report shows that although China is a major energy consumer in the world, conventional energy is increasingly scarce, and environmental issues highlight the urgency of clean renewable energy development. Therefore, the development prospects of the clean energy industry are broad. Among them, the photovoltaic industry has great development potential, and the national policy also supports the optimization of wind power projects.

Photovoltaic power generation and grid sales price are equivalent in 2020

In 2013, China intensively introduced a series of policies to promote the healthy development of the photovoltaic industry, from the on-grid price, subsidy funds, grid-connected management and other multi-faceted to break the bottleneck of the development of domestic photovoltaic power generation application market, and promote the large-scale start of the domestic market. The State Council also issued the "Energy Development Strategic Action Plan (2014-2020)" in November this year, which will speed up the construction of distributed photovoltaic power generation application demonstration zones. By 2020, photovoltaic installations will reach 100 million kilowatts, photovoltaic power generation and power grid. The sales price is equivalent.

Recently, Zhu Ming, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, also revealed that he is cooperating with relevant financial institutions in the country to encourage the demonstration area government to cooperate with the banking institutions to carry out innovative pilot projects for financial services, through the establishment of public guarantee funds, Public fund pools and other means to provide financing services for photovoltaic projects in the region. At present, development banks and Minsheng Bank are doing explorations in this area, which is more conducive to private capital investment in distributed photovoltaics.

“Complementary scenery” reduces the cost of power generation

This year, the National Energy Administration will further optimize the layout of wind power development and jointly promote the construction of offshore wind power. In June, the Energy Bureau announced the first benchmark for offshore wind power. In July, the National Development and Reform Commission announced that the on-grid electricity price for intertidal wind power projects put into operation before 2017 was 0.75 yuan/kWh, and the on-grid tariff for offshore wind power projects was 0.85 yuan/kWh. The introduction of this round of electricity price policy will stimulate the launch of the offshore wind power market.

Deloitte's report pointed out that the previous round of wind power competition, especially in the field of wind turbine manufacturing, has produced a vicious “marketing manufacturing” competition model. In 2014, China's wind turbine manufacturing industry will make a new round in the benign “manufacturing service” competition. Shuffle. It is estimated that by 2020, China's wind power generation capacity can meet about 6% of electricity demand.

"According to the analysis of benchmarking companies, we have found that some wind power companies have adopted a complementary approach to wind and light, output together, reduce power generation costs, and make the photovoltaic part of the enterprise develop faster." Deloitte East China Clean Technology Industry Partner 虞Yang also revealed that the next step in the development of wind power and photovoltaics will depend on the availability of wind, solar and land resources, and how to use the relevant resources.

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