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After Xinjiang, Shandong and Anhui, “new power + energy storage” once again stood at the forefront.
Not long ago, the Inner Mongolia Autonomous Region Power Bureau issued a letter on soliciting opinions on the “Notice on the Construction of Related Notices for the Construction of Risk and Photovoltaic Electric Power Development Projects in 2020 (Draft for Comments)” (hereinafter referred to as “Notice”).
Source: WeChat public number “Can see Eknower” ID: Eknower
Related reading: Inner Mongolia: No local disinfection indicator in 2020, mainly cross-provincial regional exported wind bases. The “Notice” clearly points out that in 2020, the supporting capacity of 1.4GW photovoltaic power stations shall be determined to be no less than 5%; the construction of 6GW wind base and supporting energy storage facilities in Ulan Chabu City will be actively promoted.
This “Controversy” is subject to dispute. For energy industry that has reached a low point, this may be an important signal, but a complicated economic account is enough to allow new dynamic developers to enter the embarrassing situation.
The additional amount of money that new power distribution can bring is not a small number. According to the price of 1MWh, the additional support price required for the 1.4GW photovoltaic power station configuration energy storage stated in the “Notice” is about 14 million yuan.
The lock was picked by the lens. As both women are young and attractive, she is agile as China’s main cleansing power output base, Inner Mongolia’s wind and solar photovoltaic industries are developing rapidly. As of the end of 2019, the entire district had 3.006GW of online wind power and 1.05GW of solar power, and the cleaning power accounted for as high as 32% of the power generation structure.
In the future, the proportion of cleaning power in the Inner Mongolia electric power structure will increase significantly. If new power distribution can be planned and expanded, the additional revenue it brings will also increase significantly.
But who is responsible for this bill? How to use it to accept the capital? What kind of qualities does the Internet play in this? Is there a specific way to encourage it? As of now, the above-mentioned focus problems have not formed a fair solution plan.
This means that at this time, the healthy development of new dynamic industries may not be “solving” but “robbery”.
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Controversy continues
Inner Mongolia is waiting to solve the bottleneck problem that can be used to provide equipment to solve the development of new dynamics.
For new power industries, energy storage may be to solve risks and photovoltaicsThe intermittent and fluctuation of the disease promotes local absorption and prevents the occurrence of “anti-drugs” of abandoned light.
From the national perspective, the abandonment rate of Inner Mongolia has remained high, especially the abandonment rate is as high as 7.1%, only behind 14% and 7.6% of Xinjiang and Gansu, ranking third in the country.
As of today, the “Refusal” is still in the stage of soliciting opinions, and many detailed issues have not yet been determined. Despite this, the rise of “The Rise of the Entertainment Circle” has included many male protagonists and business tycoons, and she told her” is still causing dramatic discussions in the industry.
The focus of the debate is not whether new forces can allocate energy, but whether the supporting energy storage is made and whether the policy of strengthening energy storage can be implemented.
If there is no fair mechanism and clear investment acceptance and acceptance route, the application of energy in the new dynamic field may not be able to meet expectations.
The domestic Internet company has predicted that in 2025, China’s clean-up power generation will add more than 180 million kilowatts of new installations, and the market investment scale will exceed 720 billion yuan.
The connection of a large number of volatility and random cleaning forces (the important thing is the risk and photovoltaic matters.”) has brought great challenges to the safe and stable operation of the Internet. It is widely believed that energy storage may become a standard for new future developments.
However, before becoming a standard, the Internet company’s attitude was very important.
“In the case that the price mechanism cannot be diverted to the end user, either the Internet buys the order or the Internet is powered by power. Because it does not allow the import to increase the allocation price, the Internet is obviously no longer positive, so it can only allow the power to be strongly matched.” An insider who has been in the power system for many years said that.
Previously, the Internet side can be rented. The key to this form is that Internet companies provide guarantees. The Internet hopes to increase energy assets and transfer assets to divert investment income by determining distribution prices from the head.
But the Internet company’s wishful thinking was lost. As the country denies the ability to calculate the distribution price and rental system, for the Internet company, the previous rental form is comparable to that of the local Sugar baby./”>Sugar daddyThere is a good place for large-scale investment stations.
Another businessperson said that from today on, the ability of online buying orders is not large.
“New power distribution is a natural and local meaning, why should it be distributed? It is for the system balance and other power plants are very stable. For new power waves, who do you don’t deserve it? ”Sugar daddy The above-mentioned way of contact is just never talked about. The scholar said.
Another view has won more praises. This view believes that the power supply should be implemented in the previous era of high-enhancing distribution, and the industry can be driven in two years.
“New power enterprises cannot only look at the ‘meat’ in their own bowl. They want to revolutionize the life of the fire power and make the fire power supercharger serve their own services. This is a paradox. “The viewer believes that if this policy is implemented, it will take a toll on the part of the new power from the international encounter of the industry. “Now, under the trend of the overall price drop in the Internet, the profit margin of the new power is already very limitless. In addition, the subsidy arrears are severe, and enterprises have long stopped paying heavy burdens. Now, we ask for energy allocation. Where does the money come from? “A business person said.
Due to the arrears of subsidies, many new forces do not look like wandering cats.” Enterprises have long stopped fighting.
According to BNEF, since the 2012 “Regulations on the Governance of Renewable Power Prices Additional Assistance Funds” was issued, if projects outside the catalog are also considered, the gap in the new power supplement has risen to 228 billion yuan at the end of 2019. Sugar baby
At this day, the new dynamics funding problem still has not obtained useful solutions, but has added major trends. BNEF predicts that by 2035, the cumulative subsidy gap for all projects will expand to 14,000 yuan.
In comparison, the ability of this policy is more concerned with the feasibility of this policy.
HeEscort manila They believe: “If you want to develop rapidly like photovoltaics and wind, you need to support the country’s supplementary policies. If Inner Mongolia wants to promote energy, it must come up with a corresponding supplementary mechanism and reward mechanism. If you are not careful, it will turn into a 100-hour turnover in Xinjiang.It’s very difficult to implement. ”
Implementation difficulties
In the implementation of the new power + energy policy, Xinjiang has the front-line drivers.
In February 2019, the Xinjiang Autonomous Region Development and Reform Commission issued the “Manila” in the whole Xinjiang escortDisplaying the demonstration point for the construction of the electric energy station on the side, and encouraging photovoltaic stations to set up installation equipment and energy storage systems for photovoltaic stations. In baby‘s policy, the installation station is set up according to 20% of the photovoltaic station’s installation capacity.
In this case, the “Notice” also specifically points out that the photovoltaic project of the installation station’s installation is to add 100 hours of planned power.
To further promote the energy allocation of enterprisesSugar daddyExtremely, in July 2019, the Xinjiang Autonomous Region Development and Reform Commission issued the “Pinay on the Development and Development of Pinay” escortAnnouncement on the joint operational project of the power-development side photovoltaic energy project”, announcing 36 power-development side photovoltaic energy project, with a total scale of 221MW/446MWh.
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