广东省属于南亚热带和热带季风气候类型,是我国太阳能资源三类地区,全年日照时数为2200~3000小时,辐射量在502~586x104kJ/cm2·a,相当于170~200kg标准煤燃烧所发出的热量。广东是中国光伏行业国内最重要的市场之一,2014年8月中国最早的1MW屋顶光伏电站在深圳国际园林花卉博览园建成发电。得益于国家光电建筑和金太阳工程的政策支持,广东光伏应用从2009年起有了飞跃性的发展,但总体装机远不及北方及长三角地区。根据《广东省能源发展“十三五”规划》及《广东省“十三五”能源结构调整实施方案》,广东省规划到2020年光伏装机规模达到6GW左右。
光伏市场潜力巨大
据《广东省太阳能光伏发电发展规划(2014-2020年)》,广东省有各类工(产)业园区近200个,集中连片屋顶资源丰富。据初步调查统计,全省可安装分布式光伏发电系统的建、构筑物屋顶面积约8000万平方米,其中珠三角地区约6000万平方米、粤东地区约800万平方米、粤西地区约500万平方米、粤北地区约700万平方米,据此估算全省可建设分布式光伏发电装机容量约800万千瓦(即8000兆瓦)。另据估算,全省每年新增建筑的屋顶面积超过2800万平方米,若以其中的10%可安装光伏发电系统计算,每年新增建筑屋顶面积可建设光伏发电装机容量约30万千瓦(即300兆瓦)。
光伏政策持续利好
广东政府在积极出台光伏补贴政策的同时,还大力引导金融机构优先对骨干企业、创新项目及光伏发电应用示范项目提供信贷支持。积极探索适合光伏产业特点的融资产品和融资方式,鼓励以EPC(工程总承包)项目贷款、电站租赁等多种模式开展光伏发电应用。鼓励风险投资公司、保险企业以多种方式参与光伏产业发展,建立市场化、多元化的投融资长效机制。
多地延长补贴年限
国家531新政之后,广东多地出台新政策延续光伏补贴的年限。其中,深圳新出台补贴政策,东莞、佛山也都纷纷发布文件延长补贴年限,广州地区仍按原政策执行。
深圳:光伏补贴0.4元/度,补贴时间为5年
6月12日,广东省深圳市住房和建设局、深圳市财政委员会印发《深圳市建筑节能发展专项资金管理办法》。《办法》明确可再生能能源建筑应用示范项目的资助标准为,对于太阳能光伏项目,根据年度实际发电量对项目投资主体给予0.4元/千瓦时补贴,补贴时间为5年。单个项目年度资助金额不超过50万元。
另外,政策补贴对象没有限制,项目地要求在深圳。专项资金资助和支持的项目必须符合国家、广东省和深圳市产业政策,项目成果应当在深圳市实施,能够促进建筑领域节能减排和绿色创新发展,具有较好的经济、社会和环境效益。
佛山:光伏补贴0.15元/度+1元/瓦,延期至2023年
7月12日,佛山市政府网发布了佛山市法制局关于保留《佛山市人民政府办公室关于对2016-2018年建成光伏发电应用项目进行奖励和补助的通知》等两份政府规范性文件的通告。通告中明确表明:《佛山市人民政府办公室关于对2016—2018年建成光伏发电应用项目进行奖励和补助的通知》(佛府办〔2016〕57号),评估期至2023年12月30日。
原本今年年底到期的的佛山地方光伏补贴0.15元/度+1元/瓦的政策延期至2023年12月30日了。在2023年12月30日前并网验收的佛山市光伏项目,用户均能享受佛山地方光伏的补贴政策了。
东莞:户用补贴是0.3元/度,补贴5年
东莞市给户用的补贴是0.3元/度,同样连补5年,同时对分布式光伏发电项目的各类型建筑和构筑物业主,按装机容量18万元/MW补助,单个项目补助不超144万元,分4年拨付。对机关事业单位、工业、农业等非自有住宅建设分布式光伏发电项目的各类投资者,补助0.1元/度,连补5年;户用光伏补助0.3元/度,连补5年。早在7月6日 ,东莞市发展和改革局发布《关于组织申报2017-2018年东莞市分布式光伏发电资金补助项目的通知》(以下简称《通知》),暨(东发改〔2017〕49号)号文件,宣布户用分布式仍执行6.30政策。
2017年3月1日,东莞松山湖高新技术产业开发区发布《东莞松山湖(生态园)节能低碳专项资金管理暂行办法》,办法规定成立节能低碳专项资金。对在园区内合法注册的企事业单位或在园区范围内实施节能、低碳、循环或可再生能源项目的单位;园区内从事低碳节能相关工作的个人进行资助补贴。明确提到分布式光伏补贴如下:分布式光伏发电项目,按装机容量进行资助;按装机容量18万元/兆瓦予以一次性资助,单个项目资助最高不超过150万元。办法有效期到:2020年12月31日。
广州:0.15元/千瓦时的标准,补贴时间为2016-2021年
根据《广州市新兴产业发展资金管理办法》(穗府办规〔2017〕7号)和《广州市发展改革委关于印发广州市新兴产业发展资金管理办法配套实施细则的通知》(穗发改规字〔2017〕3号),广州光伏补贴为:申请光伏补贴资金的项目,应同时符合以下条件:
1、已纳入广州市2014-2020年分布式光伏发电建设整体规模中的项目;
2、项目已经验收合格并投产;
3、项目已并网或并网运行满1年;
4、项目采用的光伏组件转换效率应达到先进水平。单晶硅电池组件转换效率不低于16%;多晶硅电池组件转换效率不低于15%;薄膜电池组件转换效率不低于8%,其中铜铟镓硒(CIGS)薄膜电池组件转换效率不低于12%。
项目建设单位须为在广州市辖区内依法登记注册、具有独立法人资格的企业、事业单位。采取后补贴方式,在太阳能光伏发电项目建成验收合格后申请装机容量补贴,在投产满1年后申请发电量补贴。
1、项目装机容量补贴金额。以建筑物屋顶或外立面建成的项目总装机容量为基础,按0.2元/瓦的标准确定补贴金额,一次性发放给建筑物权属人。单个项目最高补贴金额为200万元。2、项目发电量补贴金额。按照0.15元/千瓦时的标准,以项目上一年度所发电量为基础计算补贴金额。以2014年计起,单个项目最高享受补贴资金时间为6年。3、广州市太阳能光伏发电项目建设专项资金补贴时间范围为2016-2021年。
国家及广东地区光伏发电最新补贴价格汇总表
2020年完成6GW的光伏装机规划之后,广东光伏发电将以分布式为主
据广东省“十三五”能源发展规划设定的目标,到2020年陆上风电和太阳能光伏发电装机规模均达到600万千瓦左右。
据统计,截至2018年2月底,安徽、河南、山东、浙江、江西、湖北、江苏和湖北八省实际装机规模分别出超出计划容量390.2、303.8、205.3、198.8、158.1、104.5、12.4和5.2万千瓦,而广东省、内蒙古自治区和山西省距实现相关目标还有290.9、485.6和557.4万千瓦的目标。
广东光照资源充足,工商业电价较高,存在巨大的用电需求,适合发展光伏产业。据悉,广东湛江、阳江和粤东汕尾地区光照资源较好,广东全省平均有效利用小数约1000小时。另外,广东的工业电价较高,在全国仅次于上海,还有大量屋顶资源,广东全省各类园区近200个,每年新增建筑屋顶面积超过8000万平方米。而且,广东降水比较丰沛,可降低电站运维成本。广东地区屋顶资源丰富、政府补贴给力,具备分布式光伏发展的利好条件,若能将以上各种优势充分加以利用,形成“政府搭台+企业唱戏”的光伏发展模式,相信光伏行业的内需增长将为广东省光伏产业带来新的曙光!
Guangdong Province belongs to the south subtropical and tropical monsoon climate type, is the country's solar resources of the three types of areas, the annual sunshine hours of 2200~3000 hours, radiation in 502~586x104kJ/cm2·a, equivalent to 170~200kg of standard coal combustion heat. Guangdong is one of the most important markets in China's photovoltaic industry. In August 2014, China's earliest 1MW rooftop photovoltaic power station was completed in Shenzhen International Garden and Flower Expo Park to generate electricity. Thanks to the policy support of national photoelectric Construction and Golden Sun Project, photovoltaic application in Guangdong has made a leap since 2009, but the overall installed capacity is far less than that in the north and Yangtze River Delta. According to the 13th Five-Year Plan of Energy Development in Guangdong Province and the Implementation Plan of Energy Structure Adjustment in the 13th Five-Year Plan of Guangdong Province, the installed scale of photovoltaic capacity in Guangdong Province is planned to reach about 6GW by 2020.
The PV market has huge potential
According to the "Guangdong Solar Photovoltaic Power Generation Development Plan (2014-2020)", Guangdong has nearly 200 industrial parks of various types, with rich resources of concentrated contiguous roofs. According to preliminary investigation and statistics, the roof area of the whole province's buildings and structures that can be installed with distributed photovoltaic power generation system is about 80 million square meters, including about 60 million square meters in the Pearl River Delta region, about 8 million square meters in the eastern region, about 5 million square meters in the western region and about 7 million square meters in the northern region. Accordingly, it is estimated that the installed capacity of distributed photovoltaic power generation in the province is about 8 million kW (8000 MW). In addition, it is estimated that the roof area of new buildings in the province is more than 28 million square meters each year. If 10% of the new building roof area can be installed with photovoltaic power generation system, the installed capacity of photovoltaic power generation can be built up to about 300,000 kW (300 MW) each year.
Photovoltaic policy continues to be positive
While actively introducing photovoltaic subsidy policies, Guangdong government also vigorously guides financial institutions to give priority to providing credit support to key enterprises, innovative projects and photovoltaic power application demonstration projects. We will actively explore financing products and financing methods suitable for the characteristics of the photovoltaic industry, and encourage the application of photovoltaic power generation in various modes such as EPC (general engineering contract) project loans and power station leasing. Venture capital companies and insurance enterprises will be encouraged to participate in the development of the PV industry in various ways, and a long-term market-oriented and diversified investment and financing mechanism will be established.
Subsidies were extended in many places
After the national 531 New Deal, many places in Guangdong issued new policies to extend the number of years of photovoltaic subsidies. Among them, Shenzhen issued a new subsidy policy, Dongguan and Foshan also issued documents to extend the subsidy period, and Guangzhou still implemented the original policy.
Shenzhen: PV subsidy 0.4 yuan/KWH, subsidy time for 5 years
On June 12, THE HOUSING and Construction Bureau OF Shenzhen, Guangdong Province, and the Finance Commission of Shenzhen Municipality issued the Special Fund Management Measures for Building Energy Efficiency Development in Shenzhen. The Measures specify that the subsidy standard for renewable energy building application demonstration projects is: for solar photovoltaic projects, 0.4 yuan/KWH subsidy will be given to the project investor according to the actual annual power generation, and the subsidy time will be 5 years. The annual funding amount for a single project shall not exceed 500,000 yuan.
In addition, there is no restriction on the object of policy subsidies, and the project location is required to be in Shenzhen. The projects funded and supported by the special fund must conform to the industrial policies of the State, Guangdong Province and Shenzhen Municipality, and the project results should be implemented in Shenzhen, which can promote energy conservation and emission reduction, green innovation and development in the construction field, and have good economic, social and environmental benefits.
Foshan: Photovoltaic subsidy 0.15 yuan/degree +1 yuan/watt, extended to 2023
On July 12, the website of Foshan Government published a circular of two government normative documents, including the Notice of Foshan Municipal Office of the People's Government on Awarding and Subsidizing the Construction of photovoltaic Power Application Projects from 2016 to 2018. The notice clearly states that: "Notice of Foshan Municipal People's Government Office on Incentives and Subsidies for photovoltaic Power generation Application Projects completed from 2016 to 2018" (No.57, Fofuban [2016]), the evaluation period is until December 30, 2023.
Foshan's local PV subsidy of 0.15 yuan/KWH +1 yuan/watt, which was due to expire at the end of this year, has been extended to December 30, 2023. Users of photovoltaic projects in Foshan that are grid-connected and accepted before December 30, 2023 can enjoy the subsidy policy of Foshan local photovoltaic.
Dongguan: Household subsidy is 0.3 yuan/degree, subsidy for 5 years
The subsidy given to households in Dongguan is 0.3 yuan/degree for 5 years. At the same time, the owners of various types of buildings and structures in distributed photovoltaic power generation projects will be subsidized according to the installed capacity of 180,000 yuan /MW, and the subsidy for a single project will not exceed 1.44 million yuan, which will be allocated in 4 years. For government institutions, industrial, agricultural and other non-owned residential construction of distributed photovoltaic power generation project investors, 0.1 yuan/degree subsidy for 5 years; Household photovoltaic subsidy of 0.3 yuan/degree, continuous subsidy for 5 years. As early as July 6, Dongguan Development and Reform Bureau issued the "Notice on organizing the application of the 2017-2018 Dongguan distributed photovoltaic power generation fund subsidy project" (hereinafter referred to as the "Notice"), and (East Development and reform [2017] No. 49) document, announced that the household distribution is still implementing the 6.30 policy.
On March 1, 2017, Dongguan Songshan Lake (Ecological Park) High-tech Industrial Development Zone issued the "Dongguan Songshan Lake (Ecological Park) energy saving and low-carbon special fund Management Interim Measures", the measures stipulating the establishment of energy saving and low-carbon special fund. To the enterprises and institutions legally registered in the Park or the units implementing energy-saving, low-carbon, circular or renewable energy projects within the park; Individuals engaged in low-carbon and energy-saving work in the park will receive subsidies. The distributed PV subsidies are explicitly mentioned as follows: distributed PV projects are funded according to installed capacity; One-time subsidy will be provided according to the installed capacity of 180,000 yuan/MW, and the maximum subsidy for a single project will not exceed 1.5 million yuan. The measures are valid until December 31, 2020.
Guangzhou: 0.15 yuan/KWH standard, subsidy time from 2016 to 2021
According to "guangzhou emerging industry development funds management method" (ear FuBan rules [2017] no. 7) and the guangzhou municipal development and reform committee about guangzhou emerging industry development fund management approach "detailed rules for the implementation of form a complete set of notice (ear hair change rules word [2017] no. 3), guangzhou pv subsidy for: apply for pv subsidy project funds shall also meet the following conditions:
1. The project has been included in the overall scale of Guangzhou distributed photovoltaic power generation construction from 2014 to 2020;
2. The project has been accepted and put into production;
3. The project has been connected to the grid or has been in operation for one year;
4. The conversion efficiency of photovoltaic modules adopted in the project shall reach the advanced level. The conversion efficiency of monocrystalline silicon cell module is not less than 16%; The conversion efficiency of the polysilicon cell module is not less than 15%; The conversion efficiency of thin-film cell modules is not less than 8%, and the conversion efficiency of copper indium gallium selenium (CIGS) thin-film cell modules is not less than 12%.
The project construction unit shall be an enterprise or institution registered in accordance with the law in the jurisdiction of Guangzhou with independent legal personality. The post subsidy method is adopted. The installed capacity subsidy shall be applied after the completion and acceptance of the solar photovoltaic power generation project, and the power generation subsidy shall be applied after one year of operation.
1. Subsidy amount for installed capacity of the project. Based on the total installed capacity of the project completed by the roof or facade of the building, the subsidy amount is determined at the standard of 0.2 yuan/watt and will be paid to the owner of the building in a lump sum. The maximum subsidy for a single project is 2 million yuan. 2. Subsidy amount of project power generation. According to the standard of 0.15 yuan/KWH, the subsidy amount is calculated based on the power generation of the project in the previous year. Starting from 2014, the maximum time for a single project to enjoy subsidy funds is 6 years. 3. The special fund subsidy period of Guangzhou solar photovoltaic power generation project construction is from 2016 to 2021.
Summary of the latest subsidy prices of photovoltaic power generation in Guangdong and China
After the completion of the 6GW photovoltaic installation plan in 2020, Guangdong's photovoltaic power generation will be mainly distributed
According to Guangdong's 13th Five-Year energy development Plan, the installed scale of onshore wind power and solar photovoltaic power will both reach about 6 million kW by 2020.
According to statistics, by the end of February 2018, the actual installed capacity of Anhui, Henan, Shandong, Zhejiang, Jiangxi, Hubei, Jiangsu and Hubei provinces exceeded the planned capacity by 390.2, 303.8, 205.3, 198.8, 158.1, 104.5, 12.4 and 52,000 kW, respectively. Guangdong Province, Inner Mongolia Autonomous Region and Shanxi Province still have 290.9, 485.6 and 5.574 million kW to reach the relevant targets.
Guangdong has abundant light resources, high industrial and commercial electricity prices, and huge demand for electricity, which is suitable for the development of photovoltaic industry. It is reported that the light resources in Zhanjiang, Yangjiang and Shanwei areas of Guangdong Province are good, and the average effective utilization of light in Guangdong province is about 1000 hours. In addition, the industrial electricity price in Guangdong is relatively high, second only to Shanghai in China, and there are a lot of roof resources in Guangdong. There are nearly 200 parks of all kinds in Guangdong Province, and the roof area of new buildings is more than 80 million square meters every year. Moreover, Guangdong has abundant rainfall, which can reduce the operation and maintenance costs of power stations. Guangdong has abundant roof resources, government subsidies and favorable conditions for the development of distributed photovoltaic. If the above advantages can be fully utilized to form a photovoltaic development model of "government setting the stage and enterprises singing the opera", it is believed that the domestic demand growth of photovoltaic industry will bring a new dawn to the photovoltaic industry in Guangdong Province!