Distributed PV encounters reselling roads, and private enterprises can't grab state-owned enterprises

As the country vigorously develops distributed photovoltaic power generation, more and more companies are entering the field of “nuggets”. Jiangsu Linyang New Energy Co., Ltd. is one of them.

On September 11, Wang Wei, deputy general manager of Linyang New Energy, told the reporter of China Business News that in recent months, Linyang New Energy constantly sought roof resources and found some places where it was qualified to invest in distributed power plants. "We started a batch of distributed power plants in three months, about 6 projects, and started construction at the same time. After a few months of preparation, there are still a lot of power plant reserves, and we have to start construction," he said.

Linyang New Energy was established in 2004 and successfully listed on NASDAQ in the United States on December 21, 2006. It was acquired by Hanwha Group in 2010. After that, the company changed its name to Hanwha New Energy. Around May of this year, the company decided to enter the field of distributed power plant investment and determined to become the largest operator of distributed power stations in eastern China.

However, in the process of seeking power station development and construction, Linyang New Energy also encountered "trouble." "If you want to invest in distributed power plants, you have to find a lot of companies, as well as commercial roofs, and build power stations on its roof. The problem is coming." Wang Wei said that companies with large roofs are big companies, don't care about one. The annual rent of several hundred thousand yuan, whether it will leak or rain, is a matter of concern to the other side.

Not only that, the "roads" problem encountered in the construction of power stations, financing difficulties, etc., are testing the implementation effects and prospects of distributed photovoltaic power generation.

More than one company executive believes that these problems can be said to be related to policies.

"Policy is not invulnerable"

If we counted from 2004, China's PV industry has experienced three peaks and two troughs, and it is gradually recovering. The data shows that 3.3GW was installed in the first half of this year and is expected to reach 13GW this year.

"In the past few years, there have been a large surplus of PV, vicious competition, a sharp drop in product prices, and the company's capital chain is very tight. These conditions are gradually improving, and the industry has gradually restored confidence." Xu Jie, general manager of Aerospace Electromechanical.

Behind this, it is inseparable from the strong stimulus of various policies.

Last year, the Chinese government introduced a series of policies and management measures to support the healthy and sustainable development of the photovoltaic industry, and continued to provide strong support in photovoltaic power generation, subsidies, and finance, which made the photovoltaic industry show a strong recovery. Just recently, the National Energy Administration announced the “Notice on Further Implementing Policies Related to PV Distributed Generation”, and the distributed power generation market has ushered in a great development opportunity.

According to Dong Xiufen, director of the New Energy Division of the New Energy Renewable Energy Division of the National Energy Administration, upstream and downstream enterprises, including the central, local, and enterprises, are all around the design policy and are basically stable. .

The data shows that China's cumulative installed capacity in 2013 was 15 million kilowatts. Among them, the distribution has also grown. Last year, the entire distributed PV was about 5 million kilowatts. The top ten provinces and autonomous regions installed 3.16 million kilowatts, accounting for 62% of the total installed capacity.

“After the introduction of a series of national policies, the photovoltaic industry began to enter an explosive growth stage last year. Major enterprises began to turn losses and their operating conditions improved. In particular, China’s PV disputes were also alleviated last year.” Development and Reform Commission Energy Research Institute renewable energy development Ren Dongming, deputy director of the center, said.

Ren Dongming also said that from the design of the policy itself, it is not invulnerable. “I have to mention distributed photovoltaic power generation. Now, despite so many policies, there are still many problems.”

Our reporter learned that in May and June, the National Energy Administration had visited various places, and some of the companies had a discussion. Basically, the main problems were identified. For example, suitable venues are difficult to find, financing is difficult, and grid access still has obstacles. Wait.

Ren Dongming believes that at the policy level, policy planning is lagging behind, and coordination with relevant plans is insufficient, mainly due to insufficient coordination between central and local planning, renewable energy planning and professional planning; Although the electricity price levy standard has been raised to 1.5 points, the amount of subsidies has been temporarily alleviated, but this deficiency may continue to plague the entire industry. "Because the installed capacity is still expanding, the amount of subsidies will be expanded, so if you do not increase the electricity bill, you will face some problems. This is also the problem facing the policy itself."

At present, Shanghai, Jiangxi, Henan, Shandong and other provinces, autonomous regions and municipalities have introduced a policy of subsidizing distributed solar energy on the basis of central subsidies, which is also a great boost to the next development of distributed photovoltaics. However, some of these policies are not yet in place.

Road chaos

The feelings from the photovoltaic enterprise level may be more real.

"We are private enterprises, we can't go to the "roads" of central enterprises and state-owned enterprises to grab large-scale power stations in the west. We want to build on a large scale, and now it is indeed difficult." Wang Wei said.

According to reports, Linyang new energy funds are relatively abundant, not only the debt ratio is low, but also the full credit of major banks, but there is no "road". "There are many private enterprises constantly looking for us to cooperate. For example, you have a road in your hand, I have funds to see how the two sides can build."

In the view of Wang Zhongying, deputy director of the Energy Research Institute of the National Development and Reform Commission, let the enterprises that take the “roads” cooperate with the enterprises with rich technology and wealth, just like the two traffickers buy and sell, the cost of the project will definitely increase. “It is true that some policies are unreasonable now. The place needs to be adjusted and refined."

Wang Wei said that the previous government issued a "road" is a two-year validity period. In these two years, several resellings can be sold. He suggested that roads should be distributed and distributed within an effective time. "Don't say that two years of construction must be started within three months. If you do not finish it within six months, within six months, this road will be completed. cancelled".

"Like a 100 megawatt power station, it will be completed in five months. It should be no problem to start construction in six months. But many people hoard the road in their hands, and the people who want to do it can't do it. The country thinks that the power station is well built. The indicator has been completed. In fact, the road is in the pocket and may not be built." Wang Wei said.

According to Cao Huabin, chairman of China Energy Conservation Solar Technology Co., Ltd., the actual situation may be more severe.

He said that there are many things to buy and sell power stations now. Not only can you get the roads for sale, but you can also sell them if you get approval. Half of them can be sold, and they can be sold after construction. These have led to the irresponsible construction of many power stations. Sold after the construction. "Last year, a friend of mine bought a power station. Later, the power generation efficiency did not come up. Others had to go through overhaul, which caused many difficulties for the company," he said.

In his view, the country's policies have been relatively quick and relatively good, and the market has also become active. Many of them have not entered the investment field of solar power plants before. Now they come in. "Everyone may look at this bowl of rice better. There are so many roads in the market, so there will definitely be him who will not invest, but only the phenomenon of finding approvals will definitely be there."

Cao Huabin suggested that this year's national targets can be completed. No matter which company is approved, it can be limited to how long it must be built. It can not be recovered and returned to other enterprises. Each province can consider such an operation.

Xie Hongwen, a consultant of China Water Resources and Hydropower Consulting Group Co., Ltd., is worried that the country has intensively introduced a series of distributed photovoltaic promotion policies. There may be a small climax in distributed PV. “Is there any indicators in order to complete the project? These phenomena of the above project exist and may be installed now, but there may be some problems in the next 20 years of operation."

According to statistics from a testing institute provided by the China Photovoltaic Association, 11 large-scale ground power stations were tested on site, and one-year components were operated. After considering some uncertain factors, 51% of components were found to be attenuated between 5% and 10%. Among them, about 30% of the components have a power attenuation of more than 10%, and 8% of the attenuation is more than 20%. The quality problem is very serious.

Funding problem

For more companies, the biggest problem is undoubtedly the funding problem.

In the past two years, although the photovoltaic industry is picking up, the whole ecology is still very difficult. The concentrated performance is that it is difficult for enterprises to receive money, and they are afraid to ship without money.

"This year we do EPC, many companies want to engage in EPC, the first to judge this is a risk issue, if there is no financing, the pressure on EPC will be very large." Xu Jie said that including component sales, the entire industry chain is lacking money.

“Where is the money? In the bank, in the financial enterprise, the question is, are they willing to take the money out to support the industry?” A participant in the business told the reporter.

Wang Bohua, secretary general of the China Photovoltaic Association, revealed that recently, about 20 PV companies and some financial insurance systems had a forum. In the meantime, the financial system raised some doubts about the investment in the photovoltaic industry, including what the future direction of the "double-reverse" problem will be, and how the financial system distinguishes between simple expansion and technological upgrading.

Wang Bohua said that banks are still confusing photovoltaic power generation with photovoltaic manufacturing. They think that the difficulties in photovoltaic manufacturing in 2012 and the loans are still not enough. "They think that photovoltaic power generation is similar to this, and it is strict loans, restrictions on loans, and improvement. interest rate".

In the actual operation level, banks, investment institutions, funds and other major institutions currently have a questioning attitude toward distributed financing and return on income. According to the data given by Wang Wei, until this year, CDB has only financed two companies, one enterprise is tens of megawatts, and nearly 1GW of distributed power plants have been made throughout the country. “There is still nearly 1GW of power station financing coming from, which is another problem in the promotion of distributed power stations.”

Xu Jie believes that a lot of financing, solar energy can not get loans, not a bank thing, but a policy and business. “When the state subsidies are in place, many banks have asked us this question. Now the subsidies will definitely be given. When it is more critical for the company, it may not last longer.”

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