New PV policy for 2025? You can't grab the solar panels even if you have money
New PV policy for 2025? You can't grab the solar panels even if you have money
Before April 30, industrial and commercial distributed PV can be fully online;
After April 30, industrial and commercial can only be all self-consumption, self-generation and self-consumption, surplus power on-line, can not be the full amount of the Internet; large industry can only be all self-consumption, or participate in spot trading.
February 9, the National Development and Reform Commission and the Energy Bureau jointly issued “on deepening the new energy feed-in tariff market-oriented reform to promote the high-quality development of new energy notice” (hereinafter referred to as Document 136), clear May 31 for the incremental project full market cut-off point.
Before May 31, the old projects continue to implement the current safeguard policy;
After May 31, all generation from new projects will be fully traded into the market.
“The former to see how the project can still be online, the latter to see what is left of the income.” It should be noted that the April 30th node only for distributed PV projects, May 31st node for all new energy projects, including wind power, centralized PV and distributed PV.
In order to allow a smooth transition of the stock of projects, the two policies have left the industry a buffer period of more than 3 months, which triggered the first round of games - do not rush to install the game out?
Policy loading + a few consecutive months of “self-discipline” to reduce production to inventory, once led to the market component supply exceeds demand. News that Trina, Tongwei, Atlas and other head enterprises part of the popular models component spot inventory has been substantially emptied, the production line into the “that is produced that is sent” state, the procurement side of the lining up cycle generally extended another 5-7 days, to about 15 days. Even four or five lines of small factories, as long as the spot can be sold out. Photovoltaic industry overnight return to the “seller's market”, after the development has become a matter of course - price increases.
When the policy window period dividend subsides, the demand side “high diving”, the group price price will certainly fall back, this is the industry consensus. As for when to fall back, fall back to how big, there is no uniform statement.
