New electricity changed ice and "separation of placing"

According to relevant reports, the main spirit of the forthcoming "Several Opinions on Deepening the Reform of the Electric Power System" can be summarized as "four liberalizations, one independence, and one strengthening", that is, the opening and closing of operational electricity prices beyond distribution and distribution, and the sale of electricity business will be released. , Incremental distribution business is released, and the power supply plan beyond public welfare and regulation is released, the transaction is balanced, and planning is strengthened.

Regarding the “New Electricity Reform” program, although there is a kind of sound that it is a bit conservative, but in the eyes of more people in the industry, the scheme not only breaks the monopoly pattern of “sole buying alone” of the power grid, but also conforms to the law that reform needs gradual and orderly progress. . The general direction of future electric reform is still to achieve "distribution of transmission and distribution."

In the field of clean energy and renewable energy, especially in the distributed power field that has just emerged in China, the core content of this new power reform is “the reform of power sale side” (separation of the sales), that is, the power sales business is released. It is more likes to see.

Lu Yang, Director of Solar Energy, said in an interview with reporters that “the separate distribution of power grids will generate a large number of power sales companies in the future, and they will form a complete market competition and will change the distributed generation, especially the distributed photovoltaic power generation. The problem of access (the portion of the Internet beyond the margin of self-use, or even full Internet access.) At the same time, this will also force the further decline in the cost of photovoltaic power generation (cheap Internet access) and attract more capital to invest in distributed photovoltaics.

Distributed photovoltaic bottleneck

At present, the most important distributed power sources in China are gas power generation, photovoltaic, wind power, biomass energy, and waste power generation. "Comparedly, distributed photovoltaic is one of the most unconstrained conditions (geography, transmission, etc.)." Liu Yang told reporters, "Although different conditions will affect the yield, but almost anywhere can be applied Distributed photovoltaics.

Thanks to its own advantages and policy support, photovoltaics and distributed photovoltaics have achieved considerable development in the past two years.

According to Liang Zhipeng, deputy director of the New Energy and Renewable Energy Division of the National Energy Administration, in 2014, the cumulative installed capacity of photovoltaic power generation in China reached 28.05 million kilowatts, an increase of 60% year-on-year, including 23.38 million kilowatts of photovoltaic power stations, and distributed 4.67 million. kilowatt. Annual photovoltaic generation capacity is approximately 25 billion kilowatt-hours, an increase of more than 200% year-on-year. The newly-added grid-connected photovoltaic power generation capacity in the country was 10,600,000 kilowatts, accounting for about 1/4 of the global new capacity, accounting for one-third of the output of photovoltaic cell modules in China, and fulfilling the “Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry”. The average annual increase of 10 million kilowatts of the target, of which 8.55 million kilowatts of new photovoltaic power stations, distributed 2.05 million kilowatts.

However, the development of distributed photovoltaics is not always smooth. Obstacles include the difficulty of off-grid surfing caused by various reasons such as the difficulty of grid-connected photovoltaics and difficulty in obtaining roof resources.

For many people in the industry, although a major feature of distributed photovoltaics is that they can be designed to be “self-contained” according to the load in order to increase solar energy utilization. In contrast, on the basis of self-occupation, it is a more reasonable approach to achieve the near-consumption of surplus electricity.

Electricity changed to distributed photovoltaic paving

This is also the direction of the policy guidelines. One of the contents of the "New Electricity Reform" program is also an important reason for the photovoltaics to cheer for the "New Electricity Reform."

Previously, in the “Provisional Measures for the Management of Distributed Photovoltaic Generation Projects” promulgated by the National Energy Administration in 2013, it was clearly stated that “Encouraging the project investment business entities to be implemented in a variety of ways with the power users in the same power supply area in cooperation with grid companies. "Distributed photovoltaic power generation will be consumed nearby", "Distributed photovoltaic power generation projects constructed in a unified power supply zone such as the Economic Development Zone will be able to directly sell power to other power users in the power supply area."

In order to solve the problem of grid-connected renewable energy generation, the “New Electricity Reform” program will also focus on solving the problem of non-discriminatory and accessible access to electricity, and actively promote the integration of renewable energy generation with other power sources and grids. For the distributed power project that meets the conditions, the construction fund subsidy or unit power generation subsidy will be given according to the relevant policy regulations, and the project investment subsidy will be transferred to the power generation subsidy.

At the same time, it is clear that distributed power mainly adopts the operating mode of “self-use, excess grid access, and power grid regulation”, and actively develops micro-grid and smart grid technologies that integrate advanced energy storage technologies and information technologies to ensure that the amount of renewable energy generated is in full accordance with law. Safeguarding acquisitions.

In addition, the "New Electricity Reform" has fully opened up the user-side distributed power supply market. Distributed power sources that allow individuals to invest in construction access distribution networks and terminal power systems at various voltage levels. It is permitted to encourage specialized energy service companies to collaborate with users or to build distributed power sources in a “contract energy management” model.