自从5月份来,光伏行业迎来一系列的政策利好、信息利好支持,为行业高质量发展注入了全新动能。
(一)十四五可再生能源发展规划:重点推进屋顶光伏行动、风光发电量实现翻倍!
6月1日,国家发改委、国家能源局、财政部、自然资源部、生态环境部、住建部、农业农村部、中国气象局和国家林业和草原局九个国务院组成部门首次联合下发《“十四五”可再生能源发展规划》。
按照2025年非化石能源消费比重达到20%左右的要求,《规划》明确,到 2025年,可再生能源消费总量达到10亿吨标准煤左右,占一次能源消费的18%左右;可再生能源年发电量达到3.3万亿千瓦时左右,风电和太阳能发电量实现翻倍;全国可再生能源电力总量和非水电消纳责任权重分别达到33%和18%左右,利用率保持在合理水平;太阳能热利用、地热能供暖、生物质供热、生物质燃料等非电利用规模达到6000万吨标准煤以上。
《规划》强调,“十四五”时期可再生能源发展将坚持集中式与分布式并举、陆上与海上并举、就地消纳与外送消纳并举、单品种开发与多品种互补并举、单一场景与综合场景并举,以区域布局优化发展,“三北”地区优化推动基地化规模化开发,西南地区统筹推进水风光综合开发,中东南部地区重点推动就地就近开发,东部沿海地区积极推进海上风电集群化开发;以重大基地支撑发展,明确以沙漠、戈壁、荒漠地区为重点,加快建设黄河上游、河西走廊、黄河几字湾、冀北、松辽、新疆、黄河下游等七大陆上新能源基地,藏东南、川滇黔桂两大水风光综合基地和五大海上风电基地集群;以示范工程引领发展,重点推进技术创新示范、开发建设示范、高比例应用示范等三大类18项示范工程,加快培育可再生能源新技术、新模式、新业态;以行动计划落实发展,重点推进城镇屋顶光伏行动、千乡万村驭风行动、千家万户沐光行动、乡村能源站等九大行动计划,以扎实有效的行动保障规划全面落地。
(二)国务院稳经济33条:抓紧启动第二批光伏、风电大基地建设
5月31日,国务院印发《扎实稳住经济的一揽子政策措施》(六个方面33项措施)。文件提出,抓紧推动实施一批能源项目。推动能源领域基本具备条件今年可开工的重大项目尽快实施。积极稳妥推进金沙江龙盘等水电项目前期研究论证和设计优化工作。加快推动以沙漠、戈壁、荒漠地区为重点的大型风电光伏基地建设,近期抓紧启动第二批项目,统筹安排大型风光电基地建设项目用地用林用草用水,按程序核准和开工建设基地项目、煤电项目和特高压输电通道。重点布局一批对电力系统安全保障作用强、对新能源规模化发展促进作用大、经济指标相对优越的抽水蓄能电站,加快条件成熟项目开工建设。加快推进张北至胜利、川渝主网架交流工程,以及陇东至山东、金上至湖北直流工程等跨省区电网项目规划和前期工作。
(三)财政部:支持光伏、风电、生物质能等可再生能源,以及出力平稳的新能源替代化石能源
5月30日,财政部下发《财政支持做好碳达峰碳中和工作的意见》的通知。通知提出,(一)支持构建清洁低碳安全高效的能源体系。有序减量替代,推进煤炭消费转型升级。优化清洁能源支持政策,大力支持可再生能源高比例应用,推动构建新能源占比逐渐提高的新型电力系统。支持光伏、风电、生物质能等可再生能源,以及出力平稳的新能源替代化石能源。完善支持政策,激励非常规天然气开采增产上量。鼓励有条件的地区先行先试,因地制宜发展新型储能、抽水蓄能等,加快形成以储能和调峰能力为基础支撑的电力发展机制。加强对重点行业、重点设备的节能监察,组织开展能源计量审查。
(四)“新能源高质量发展21条”:到2025年公共机构屋顶光伏覆盖率力争达到50%!
5月30日,国务院办公厅转发国家发展改革委国家能源局《关于促进新时代新能源高质量发展实施方案》的通知,即“新能源高质量发展21条”。方案锚定到2030年风电、太阳能发电总装机容量达到12亿千瓦以上的目标,提出要加快构建清洁低碳、安全高效的能源体系。
方案表示,(一)加快推进以沙漠、戈壁、荒漠地区为重点的大型风电光伏基地建设。(二)促进新能源开发利用与乡村振兴融合发展。(三)推动新能源在工业和建筑领域应用。(四)引导全社会消费新能源等绿色电力。到2025年,公共机构新建建筑屋顶光伏覆盖率力争达到50%;鼓励公共机构既有建筑等安装光伏或太阳能热利用设施。鼓励“风光渔”融合发展,切实提高风电、光伏发电项目海域资源利用效率。
(五)国务院:优先支持大型清洁能源基地等重点领域项目
5月25日,《国务院办公厅关于进一步盘活存量资产扩大有效投资的意见》(国办发〔2022〕19号)正式下发。《意见》在“(十六)精准有效支持新项目建设”一节中明确提出,优先支持大型清洁能源基地等重点领域项目,重点支持“十四五”规划102项重大工程,一个“优先”支持,一个“重点”支持的重大项目工程均与光伏发电相关。其中,“十四五”102项重大工程包括大型清洁能源基地。
除了5月30日-6月1日3天内发布四大政策利好之外,央视、新华社等国家顶流媒体密集对光伏展开了报道,进一步提振了市场信心。
(六)央视、新华社集中报道光伏等能源项目建设
5月31日,新华社发表了题为《国务院部署七方面21项举措 力促新能源高质量发展》一文,对国家发改委、国家能源局联合印发的“新能源高质量发展21条”进行了专业解读。
几乎同一时间,国家能源局则在央视《朝闻天下》栏高度肯定了我国光伏发展的成就。国家能源局表示,光伏发电在建项目121GW,预计2022年并网108GW。我国已成为全球光伏产业发展的推动者和引领者。
此外,央视还专门报道了我国首座潮光互补光伏电站。5月30日,我国首座潮光互补型光伏电站——国家能源集团龙源电力浙江温岭潮光互补智能电站,实现全容量并网发电。这也是我国首次将太阳能和月亮潮汐能互补开发的创新应用。
5月21日,央视以《国家能源局:我国能源重大项目建设提速 促进经济平稳运行》为题对我国一些重大的能源项目建设进行了报道。电力规划设计总院常务副院长胡明预计,今年我国重点的能源项目投资将同比增长10.3%,这些重大的能源基础设施类项目的投资,将会有效拉动相关产业链的发展,对于稳定我国宏观经济将起到非常重要的作用。
(七)衢州市、青岛出台地方补贴政策
在国家补贴退出历史舞台后,地方补贴政策不断落地进一步提高了分布式光伏的投资回报率。
2022年6月1日,浙江省衢州市衢江区人民政府公布一细则,文件明确,衢江区范围内(除衢江经济开发区),在工商业建筑和公共建筑屋顶建设的光伏发电项目,补助标准为0.4元/瓦,单个项目补助不超过50万元;在新建商业建筑和新建厂房建设的建筑光伏一体化发电系统,补助标准为0.8元/瓦,单个项目补助不超过100万元。
青岛:海上光伏每瓦最高补1元
青岛市人民政府印发《青岛市激发市场活力稳定经济增长若干政策措施》,出台七大政策89条具体措施,贯彻落实国家关于扎实稳住经济的一揽子政策措施和山东省第二批、第三批“稳中求进”高质量发展政策清单。
对2022—2025年建成并网的“十四五”漂浮式海上光伏项目,省财政分别按照每千瓦1000元、800元、600元、400元的标准给予财政补贴,补贴规模分别不超过10万千瓦、20万千瓦、30万千瓦、40万千瓦;
将海上光伏纳入省重点项目,统筹解决用海用地问题。对2025年年底前建成的漂浮式海上光伏项目,免于配建或租赁储能设施,优先参与分布式发电市场化交易。
Since May, the photovoltaic industry has ushered in a series of favorable policies and favorable information support, which has injected new momentum into the high-quality development of the industry.
(I) The 14th Five-year Plan for the development of renewable energy: focus on promoting rooftop photovoltaic action, and realize the doubling of scenic power generation!
On June 1, nine Ministries and commissions of the State Council, including the National Development and Reform Commission, the National Energy Administration, the Ministry of Finance, the Ministry of Natural Resources, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the China Meteorological Administration and the National Forestry and Grassland Administration, jointly issued the 14th Five-Year Plan for renewable energy development for the first time.
According to the requirement that the proportion of non-fossil energy consumption should reach about 20% by 2025, the total consumption of renewable energy should reach about 1 billion tons of standard coal by 2025, accounting for about 18% of primary energy consumption. Annual renewable energy generation will reach about 3.3 trillion kilowatt-hours, and wind and solar power generation will double. The total amount of renewable energy in China is about 33%, and the proportion of non-hydropower consumption is about 18%, keeping the utilization rate at a reasonable level. Solar thermal utilization, geothermal energy heating, biomass heating, biomass fuel and other non-electric utilization scale reaches more than 60 million tons of standard coal.
"Planning", stressed that "difference" renewable energy development will adhere to the centralized and distributed simultaneously, land and sea, given on the spot, and given out simultaneously, complementary and single variety development and many varieties, and the single scene and comprehensive scenario, with development of regional layout optimization, scale development, the "three north" area optimization to promote; In southwest China, comprehensive development of water scenery will be promoted as a whole; in the southern Part of the Middle East, local and nearby development will be promoted; and in the eastern coastal region, offshore wind power cluster development will be promoted. To support development with major bases, with desert, gobi, and desert areas as the focus, accelerate the construction of seven new energy bases on land: the upper Reaches of the Yellow River, the Hexi Corridor, the Jizi Bay of the Yellow River, northern Hebei, Songliao, Xinjiang, and the lower Reaches of the Yellow River; two water-scenery bases in southeast Tibet, sichuan, Yunnan, Guizhou, and Guangxi; and five clusters of offshore wind power bases. We will lead development with demonstration projects, focusing on 18 demonstration projects in three categories -- technological innovation, development and construction, and large-scale application -- and accelerate the development of new renewable energy technologies, models, and forms of business. To implement the development of action plans, focus on promoting the urban rooftop photovoltaic action, thousands of villages wind control action, thousands of households mu light action, rural energy stations and other nine major action plans, with solid and effective action to ensure that the plan is fully implemented.
(2) Article 33 of The State Council to stabilize the economy: Accelerate the construction of the second batch of large photovoltaic and wind power bases
On May 31, The State Council issued a package of 33 measures in six areas to stabilize the Economy. The document proposes to accelerate the implementation of a number of energy projects. We will promote the early implementation of major energy projects that basically meet the conditions and can be launched this year. We will actively yet prudently advance the preliminary study, demonstration and design optimization of longpan hydropower projects on the Jinsha River. We will accelerate the construction of large wind power photovoltaic bases in desert, gobi and desert areas, and soon start the second batch of projects. We will make overall arrangements for the use of land, forest, grass and water for the construction of large wind power bases, and approve and start the construction of base projects, coal power projects and uHV transmission channels in accordance with procedures. We will focus on a number of pumped storage power stations that can greatly ensure the safety of the power system, greatly promote the large-scale development of new energy, and have relatively superior economic indicators, and speed up the construction of projects with mature conditions. We will accelerate the planning and preliminary work of the Zhangbei to Shengli and Sichuan-Chongqing main grid ac projects, as well as the Longdong to Shandong and Jinshang to Hubei DC projects.
(3) Ministry of Finance: Supporting renewable energy such as photovoltaic, wind power and biomass, and replacing fossil energy with new energy with stable output
On May 30, the Ministry of Finance issued a notice entitled "Opinions on Financial Support for Carbon peak and Carbon neutrality". 1. Support the building of a clean, low-carbon, safe and efficient energy system. We will transform and upgrade coal consumption in an orderly way. We will improve policies supporting clean energy, vigorously support the use of renewable energy at a high rate, and promote the development of a new type of power system in which the proportion of new energy will gradually increase. Support photovoltaic, wind power, biomass and other renewable energy, as well as stable output of new energy to replace fossil energy. We will improve support policies to encourage more unconventional natural gas production and production. We will encourage regions where conditions permit to develop new types of energy storage and pumped storage in light of local conditions, and accelerate the formation of an electric power development mechanism based on energy storage and peak-regulating capacity. We will strengthen supervision over energy conservation in key industries and equipment, and organize energy metering reviews.
(4) "21 New Energy High-quality Development" : by 2025, the rooftop pv coverage of public institutions should reach 50%!
On May 30, The General Office of the State Council forwarded the notice of the National Development and Reform Commission and the National Energy Administration on the Implementation Plan for promoting the High-quality Development of New Energy in the New Era, namely "21 Provisions of high-quality Development of New Energy". The plan sets the target of generating over 1.2 billion kilowatts of wind and solar power by 2030, and calls for accelerating the building of a clean, low-carbon, safe and efficient energy system.
(1) Accelerate the construction of large wind power photovoltaic bases in desert, gobi and desert areas. 2. Promoting integrated development of new energy development and rural revitalization 3. Promoting the application of new energy in industry and construction. 4. Guiding the entire society to consume green electricity such as new energy. By 2025, the rooftop pv coverage of new buildings in public institutions should reach 50 percent; Public institutions are encouraged to install photovoltaic or solar thermal facilities in existing buildings. We will encourage the integrated development of scenic fishing, and effectively improve the utilization efficiency of Marine resources for wind power and photovoltaic power projects.
(5) The State Council: give priority to supporting projects in key areas such as large-scale clean energy bases
On May 25, The General Office of the State Council officially issued the Opinions on Further Revitalizing stock Assets and Expanding effective Investment (State Development Administration of China (2022) No. 19). "Opinions" in "(16) accurate and effective support for the new construction projects" in the section specifically, priority support large-scale clean energy base in key areas such as project, key support "difference" 102 major project, planning a "priority", a "key" to support key projects engineering was associated with a photovoltaic power generation. Among them, 102 major projects in the 14th Five-Year Plan include large-scale clean energy bases.
In addition to May 30 - June 1 three days issued four policy positive, CCTV, Xinhua News Agency and other national top streaming media intensive coverage of photovoltaic, further boosted market confidence.
(6) CCTV and Xinhua News Agency focus on the construction of photovoltaic and other energy projects
On May 31, Xinhua News Agency published an article titled "The State Council plans 21 Measures in Seven Aspects to Promote high-quality Development of New Energy", giving a professional interpretation of the "21 Guidelines for High-quality Development of New Energy" jointly issued by the National Development and Reform Commission and the National Energy Administration.
Almost at the same time, the National Energy Administration affirmed the achievements of China's photovoltaic development in the COLUMN of "Morning News" on CCTV. According to the National Energy Administration, 121GW of photovoltaic power projects are under construction and 108GW are expected to be connected to the grid by 2022. China has become the promoter and leader of the development of global photovoltaic industry.
In addition, CCTV also specially reported China's first tide light complementary photovoltaic power station. On May 30, China's first tide-light complementary photovoltaic power station, Zhejiang Wenling Tide-light complementary intelligent power station of Longyuan Power, realized full capacity grid-connected power generation. This is China's first solar and lunar tidal energy complementary development of innovative applications.
On May 21, CCTV reported on some of China's major energy projects under the title "National Energy Administration: China's Major Energy Projects Speed up to Promote the smooth operation of the Economy". Hu Ming, executive vice president of the General Institute of Electric power Planning and Design, predicted that this year China's key energy project investment will increase by 10.3% year on year, these major energy infrastructure projects investment, will effectively pull the development of the relevant industry chain, for the stability of China's macro economy will play a very important role.
7. Quzhou and Qingdao introduced local subsidy policies
After the withdrawal of national subsidies from the historical stage, local subsidy policies continue to be implemented to further improve the return on investment of distributed photovoltaic.
On June 1, 2022, qujiang District People's Government of Quzhou City, Zhejiang Province published a detailed regulation. The document clearly stated that within Qujiang District (except Qujiang Economic Development Zone), the subsidy standard for photovoltaic power generation projects on the roofs of industrial and commercial buildings and public buildings is 0.4 yuan/watt, and the subsidy for a single project is not more than 500,000 yuan. In the construction of new commercial buildings and new plant building photovoltaic integrated power generation system, the subsidy standard is 0.8 yuan/watt, a single project subsidy is not more than 1 million yuan.
Qingdao: the maximum subsidy for offshore pv is 1 yuan per watt
Qingdao Municipal People's Government issued several Policies and Measures to Stimulate Market Vitality and Stabilize Economic Growth in Qingdao, issued 89 specific measures in seven policies, implemented the national package of policies and measures to stabilize the economy and the second and third batches of high-quality development policy lists of "Seeking progress while Maintaining Stability" in Shandong Province.
For the "14th Five-year" floating offshore PHOTOVOLTAIC projects built and connected to the grid from 2022 to 2025, the provincial finance will provide financial subsidies of 1,000 yuan, 800 yuan, 600 yuan and 400 yuan per kilowatt respectively, with the subsidy scale not exceeding 100,000 kilowatts, 200,000 kilowatts, 300,000 kilowatts and 400,000 kilowatts respectively.
Offshore pv will be included in key provincial projects, and the problem of using sea land will be solved in an overall way. For floating offshore PV projects built before the end of 2025, they will be exempted from the allocation or leasing of energy storage facilities and have priority in participating in market-based transactions of distributed power generation.