Twelfth Five-Year Solar Power Plant Invests about 250 Billion

Focusing on market-oriented solar power generation goals in the "12th Five-Year Plan" for future development, Liu Qi, the deputy director of the National Energy Administration, confirmed yesterday that it will adjust the future development scale, but did not disclose the adjusted targets. However, he clearly stated that the next step in the development of solar photovoltaics will usher in new opportunities for development.

Recently, there have been rumors in the market that the Hebei Baoding Development and Reform Commission has learned that the “12th Five-Year Plan” for solar power generation will need to be revised, and that solar photovoltaic projects may also need to be re-planned. Liu Qi, the deputy director of the National Energy Administration, expressed his official attitude to a certain degree. Market analysts said that due to the rapid changes in the solar photovoltaic market, the possibility of further adjustment of the solar installation capacity is very high, only to be finalized by the official official documents.

In fact, as early as September 12th, the “12th Five-Year Plan for Solar Power Generation” promulgated by the National Energy Administration made it clear that by the end of 2015, the installed capacity of solar power reached 21 million kilowatts (21 GW) or more, and there were rumors that At the end of 2015, the installed capacity of solar power was increased to 40 GW. However, in the planning issuance notice, the National Energy Administration stated that “in the planning and implementation process, timely implementation of solar power generation planning assessment, according to the development situation of the necessary revision and adjustment of the plan.” This may leave room for the upward adjustment of future goals.

It is understood that the "12th Five-Year Plan" solar installation target has been revised four times so far, from the initial 5 million kilowatts once raised to 10 million kilowatts, in May this year was raised again to 15 million kilowatts. Since then, it has been raised to 21 million kilowatts according to overseas "double reverse" and changes in the market environment. In this regard, the deputy chairman of the China Renewable Energy Society, Meng Xianjun, explained that its specific formulation is “more than 21 million kilowatts,” meaning that it is not capped. The main consideration is that the future market development may exceed 21 million kilowatts. A hole."

"12th Five-Year Plan" Planned Installation Adjustment: From 5GW, 10GW, 15GW, 21GW...

The National Energy Administration formally released the “Twelfth Five-Year Plan for the Development of Solar Power Generation” (hereinafter referred to as the “Planning”) on September 12 this year. The “Planning” stated that the overall goal during the “Twelfth Five-Year Plan” period for the development of solar power generation in China is , Through market competition mechanism and large-scale development to promote the continuous reduction of costs, improve economic competitiveness, as soon as possible to achieve solar power users on the side of "cheap Internet."

"Planning" pointed out that during the "Twelfth Five-Year Plan" period, it is necessary to achieve a large-scale development of solar power generation. By the end of 2015, the installed capacity of solar power has reached 21 million kilowatts and the annual output has reached 25 billion kilowatt-hours.

By 2015, the scale of photovoltaic power stations will reach 10 million kilowatts, with the focus on the construction of a number of grid-connected photovoltaic power stations in Qinghai, Gansu, Xinjiang, Inner Mongolia, Tibet, Ningxia, Shaanxi, Yunnan, and some suitable areas in north and northeast China. In combination with the construction of large-scale hydropower and wind power bases, a batch of photovoltaic power plants will be built according to complementary scenery and water and light. By 2020, it will reach a scale of 20 million kilowatts.

In contrast, the solar thermal power plant only plans a scale of 1 million kilowatts by 2015, and it is a demonstration project.

It is worth noting that distributed photovoltaic systems will play a major role in the future of solar power generation. The "Planning" pointed out that in the future, photovoltaic power generation systems will be built on the grid in the areas where the rooftops of urban industrial parks, economic development zones, and large public facilities are relatively concentrated in the eastern and central regions. In remote areas such as Tibet, Qinghai, Gansu, Shaanxi, Xinjiang, Yunnan, and Sichuan, and islands, independent photovoltaic power plants or household photovoltaic systems are used to solve the problem of electricity-free population use in areas that cannot be covered by power grids. Expand the application of photovoltaic systems in urban lighting and traffic signals. By 2015, the scale of distributed photovoltaic systems will reach 10 million kilowatts, which is equivalent to ordinary photovoltaic power plants. By 2020, the scale of distributed photovoltaic power generation systems will reach 27 million kilowatts, which is 7 million kilowatts more than that of ordinary photovoltaic power plants.

"Planning" also pointed out that during the "Twelfth Five-Year Plan" period, China's solar power generation industry must achieve a significant increase in competitiveness, policy systems and development mechanisms to gradually improve.

In addition, the “Planning” also proposed nine key tasks during the “Twelfth Five-Year Plan” period, including orderly promotion of solar power station construction, vigorous promotion of distributed solar photovoltaic power generation, construction of new energy microgrid demonstration projects, and creation of new energy demonstration cities. Improve the solar energy technology innovation system, increase the sustainable competitiveness of solar power generation products, establish and improve the solar power generation industry system, promote the healthy development of the photovoltaic manufacturing industry, and actively carry out international cooperation.

The European Commission has decided to file an anti-dumping investigation against China's photovoltaic cells. After placing the case, it will undoubtedly give a heavy blow to photovoltaic companies in China that rely heavily on the European market. But this also prompts more companies to turn their attention to the domestic market. Many photovoltaic module companies have begun to Domestic investment in the construction of power stations in order to make up for the loss of module equipment in foreign markets.

Many industry experts believe that at present, it is the opportunity to promote photovoltaics in China. For a long time, apart from technology, the biggest factor restricting the widespread use of photovoltaic power generation is that the price is too high. With the decline in prices of upstream polysilicon and downstream components, photovoltaic power generation is now moving closer to parity access. Perhaps this is exactly the same. Great opportunity to promote photovoltaic power generation. As the cost of photovoltaic modules and systems has dropped drastically, the 1G/kWh PV on-grid tariff has become promising in northwestern China.

Therefore, the promulgation of the "Plan" was at this moment in order to comply with the people's situation and meet the times. It is also like a heart pill, so that the Chinese PV companies suffering in the overseas market saw a glimmer of hope for survival. However, as Han Xiaoping, chief information officer of China Energy Network, said, the introduction of "Planning" focuses on promoting the development of the entire industry, rather than "saving emergency" for certain loss-making enterprises.

In any case, an industry reshuffle is inevitable, the overlord or will change, and survive, will certainly become the leader of the new era of photovoltaic. Look forward to the era of affordable Internet access soon!

The "12th Five-Year Plan" for solar power development indicates that during the "Twelfth Five-Year Plan" period, China's total investment in solar power will reach about 250 billion, and the number of employees will reach 500,000.

This means that when the US and Europe have set obstacles in the solar market, Chinese PV companies whose overseas exports are blocked will be able to seek support from the domestic market. Domestic photovoltaic companies claim to be good. Gao Jifan, founder of Trina Solar, said that the solar energy industry chain is global. Overseas companies see great opportunities in the Chinese market and will focus on entering the Chinese market rather than accusing the overseas market. Chinese companies dumped.

Demand for 5 years total investment 250 billion

This plan states that during the “12th Five-Year Plan” period, the installed capacity of solar photovoltaic power stations in China will be 10 million kilowatts, the installed capacity of solar thermal power generation will be 1 million kilowatts, and the distributed photovoltaic power generation system will be 10 million kilowatts. The investment in photovoltaic power plants is on average The calculation of 10,000 kilowatts, distributed photovoltaic system is estimated at 15,000 yuan per kilowatt, total investment demand is about 250 billion yuan.

It is reported that although China is a major producer of solar energy products, China's solar energy products are only used for export. In 2010, the annual output of solar photovoltaic cells was 16 million kilowatts, of which China's annual output was 10 million kilowatts. By 2010, the total installed capacity of photovoltaic power generation in the world will exceed 40 million kilowatts, and the main application markets will be Germany, Spain, Japan, and Italy, of which Germany will have installed capacity of 7 million kilowatts in 2010.

However, China’s solar energy resources are very abundant, and the area of ​​land suitable for solar power generation and the light receiving area of ​​buildings are also very large. Among them, the solar energy-rich regions such as the Qinghai-Tibet Plateau, the Loess Plateau, the Weibei Plateau, and the Inner Mongolia Plateau account for three points of land area. Second, it has the potential for large-scale development and utilization of solar energy resources.

Set 9 key tasks

At present, the main reason that restricts the application of solar power generation in our country is high cost. Compared with conventional energy power generation, the economic efficiency of photovoltaic power generation is still poor. At present, the cost of photovoltaic power generation is about three times that of conventional energy power generation.

The plan sets 9 key tasks to promote solar energy utilization. Including the construction of 100 new energy demonstration cities and 1,000 new energy demonstration parks during the “12th Five-Year Plan” period; support the construction of electricity supply and distribution projects for scattered users in remote areas through investment subsidies, and encourage the provinces of Tibet, Qinghai, Xinjiang, and Yunnan to be encouraged. (Offshore) remote areas and offshore islands with small population in the east, promotion of independent photovoltaic power stations; improvement of solar power generation technology innovation systems, etc.

500,000 people will rely on solar energy for employment

According to the plan, all regions will be organized to formulate annual development plans in accordance with the “12th Five-Year Plan” for the development of solar power generation throughout the country, and the plans will be adjusted according to the actual situation. The solar power industry involves a wide range of fields and a long industrial chain, which drives the development of related industries. It is estimated that by 2015, the number of employees in the solar power industry will reach 500,000. Through the development of the solar power generation industry, advantageous industrial clusters and large-scale development and utilization areas can be formed in certain regions, which will effectively promote the transformation of economic development in these regions and promote the sustainable economic and social development of the region.

Solar energy potential

The area of ​​land suitable for solar power generation in our country and the light receiving area of ​​buildings are very large. The solar energy-rich regions such as the Qinghai-Tibet Plateau, the Loess Plateau, the Northern Plateau, and the Inner Mongolia Plateau account for two-thirds of the terrestrial land area, and have large-scale development and utilization of solar energy. Resource potential. Northeast China, Henan, Hubei, and Hebei, and other central regions, as well as eastern coastal regions such as Sui, Lu, and Su, have relatively rich solar energy resources, and the area of ​​buildings available for solar energy utilization is large. In areas such as Sichuan, Chongqing, Guizhou, Guizhou and Hunan, there are also many local areas suitable for the development and utilization of solar energy.