PV industry accelerates as many provinces across the country raise industrial tariffs

Release time:

2023-08-21

Recently, the Tianjin Municipal Bureau of Industry and Information Technology issued a notice on the implementation of the coal-fired power generation feed-in tariff market-oriented reform of related matters, requiring that since October 15, 2021 subsequent incremental monthly and intra-monthly coal-fired units in the market-oriented trading of flat segment tariffs in the formation of the "benchmark price ± 20%" within the scope of the market-oriented trading of energy-consuming enterprises market-oriented trading of electricity prices The market traded tariffs of high energy-consuming enterprises are not subject to the 20% upward fluctuation restriction. All 10kV and above industrial and commercial users should participate in the power market-oriented trading, its price according to the grid enterprise agent other user power purchase price of 1.5 times the implementation.

It is understood that the price of electricity in Tianjin is not an example, in order to implement the requirements of the NDRC, Jiangsu, Zhejiang, Shandong, Guangxi and other places to raise the feed-in tariffs, part of the regional tariffs, "top floating" (up and down the floating range of no more than 20%), Inner Mongolia, even 80% of the regional market trading tariffs.

Development and Reform Commission to strike, Shandong, Zhejiang and a dozen other regions to float the price of electricity

Recently, the National Development and Reform Commission issued the "National Development and Reform Commission on further deepening the coal-fired power generation feed-in tariff market-oriented reform notice", clearly will be from October 15 onwards to release all coal-fired power generation in an orderly manner feed-in tariffs, coal-fired power generation market trading price fluctuations to expand the scope of the upper and lower fluctuations in principle are not more than 20%, high-energy-consuming enterprises are not subject to the 20% limit of the market trading tariffs.

"Manage the middle, release the two ends", October 15, a new round of electricity price reform opened. Electricity price reform on the first day, Shandong, Jiangsu and other places in the electricity market transaction price than the base price have fluctuated, basically touched the upper limit of this round of electricity price reform requirements, Zhejiang, Guangxi and many other places have also made moves.

Inner Mongolia: electricity prices up 80%

Inner Mongolia Development and Reform Commission put forward "on the clear west of Mongolia region power market transactions user guaranteed price of electricity notice" in the guaranteed price of electricity than the original price of electricity floated by 80%.

Yunnan: Adjustment of industrial and commercial tariffs, up to 50% floating

Yunnan Development and Reform Commission issued a public notice "on further improving the time-sharing tariff mechanism notice (draft for comments)". Electricity tariff peak and valley price differentials to maintain the current 1.5:1:0.5, of which non-marketed electricity in the directory on the basis of rich and dry tariffs, peak-time tariffs on the basis of the usual section of 50%, the valley in the usual section of the tariffs down 50%; market trading electricity to the current month's electricity energy trading prices as the basis for the peak-time tariffs up 50%, the valley time tariffs down 50%.

Guangxi: electricity prices by 50%

Guangxi issued "autonomous region of industry and information technology on further adjustments in 2021 the region's power market-oriented trading program of emergency notice", in the emergency notice, high energy consumption enterprises directly floating 50% of the price of electricity for settlement.

Xinjiang: Electricity price upward fluctuation of 20%

The Development and Reform Commission of Xinjiang Uygur Autonomous Region issued a notice on the public solicitation of opinions on the "Notice on Matters Relating to the Improvement of the Hourly Electricity Pricing Mechanism in Our Area", and the price of electricity during peak hours was floated up by 20% per kilowatt hour on the basis of the peak section electricity price.

Jiangsu: 19.94% increase in electricity prices

Jiangsu organization carried out in mid-October within the month of listed transactions, a total of 1.998 billion kilowatt-hours of electricity transactions, the average price of 468.97 yuan / MWh, the transaction price of the benchmark price of 19.94%.

Shandong: 19.8% upward fluctuation in electricity prices

Shandong Power Trading Center organized to deepen the coal power feed-in tariff market reform after the first transaction, a total of 49 coal-fired power generation enterprises (97 units) and 79 power companies and 5 power users to participate in the transaction volume of 11.07 billion kilowatt-hours, the average price of the transaction than the benchmark tariff up 19.8%.

Anhui: 0.072 yuan per kilowatt-hour float

Anhui Province Development and Reform Commission news, December 1, will be the province's industrial and commercial users trial seasonal peak tariffs and demand response compensation tariff policy for a period of 2 years. Among them, the peak hours of 8 hours; flat section of 7 hours; the length of the valley hours of 9 hours. The implementation of the province's industrial and commercial power users of the peak and valley time-sharing tariffs, electricity prices in the peak hours of the day on the basis of the purchase price of electricity per kilowatt hour floating 0.072 yuan.

Zhejiang: extend the peak hours of electricity consumption, widen the peak and valley time-sharing electricity price difference

Zhejiang Provincial Development and Reform Commission issued "on further improving the province's time-sharing tariff policy related matters notice", the adjustment to extend the peak hours of electricity consumption, and widen the peak and valley time-sharing tariff spread. This time the annual large industrial tariff peak hours from the original 2 hours to 4 hours, every summer in July and August and winter in January and December, the whole day peak hours from the original 2 hours to 6 hours, to increase the large industrial peak tariff of 5.6 cents per kilowatt hour, peak tariff of 6 cents per kilowatt hour.

In fact, in August and September, some regions have introduced tariff reform programs, such as Guizhou, Guangdong and other provinces have issued a notice, the implementation of time-sharing tariff policy, on the basis of the flat section of the tariff, up and down a certain percentage, the formation of peak tariffs and valley tariffs. At present, the most stringent power restrictions in the region is Henan, the current electric furnace has been completely shut down, the long process production limit of 30%; Yangtze River Delta region power gap is still there, but in October the electric furnace plant did not shut down a large area of the production, to the peak production.

Whether due to market supply and demand, or 2030 carbon peak, 2060 carbon neutral brought about by industrial upgrading da, or the results of the U.S.-China game, for enterprises, stable power supply, low prices is the eternal pursuit. In order to ensure energy supply, the National Energy Board stipulates that the wind and new energy generation accounted for the proportion of society as a whole to reach 11%, China is currently accelerating the construction of large-scale wind power, photovoltaic power generation bases, the first phase of the installed capacity of about 100 million kilowatts has been in the near future in an orderly manner to begin construction.

October 21, the National Energy Board released 1-9 months of national power industry statistics. As of the end of September, the national installed power generation capacity of 2.29 billion kilowatts, an increase of 9.4%. Among them, the wind power installed capacity of about 300 million kilowatts, an increase of 32.8%. Solar power installed capacity of about 280 million kilowatts, an increase of 24.6%.

Increased demand brought about by the rise in prices of upstream raw materials, silicon production increased at the same time, the price is also rising, from less than 80,000 yuan per ton rose to about 260,000 yuan, silicon enterprise profits increased greatly, the downstream of the photovoltaic industry has caused a certain impact on the downstream enterprise profits erosion, but photovoltaic as a clean new energy has always been widely concerned about the global energy resources tends to be tense under the general environment, photovoltaic power generation will be the main force with greater vigor.

AR glass, as one of the photovoltaic formations, achieves higher power generation efficiency by increasing light transmittance, which is increasingly emphasized by the market and brings about a great increase in demand, and consequently other applications also come into being.