The cheaper the photovoltaic module, the lower the investment cost of photovoltaic power station, theoretically should be more profitable, but the reality is not so. With photovoltaic modules into the European fence and wall, many of our photovoltaic power station surprisingly also rotten.
Photovoltaic manufacturing industry value embodiment, the last is actually photovoltaic power plant, is also the only form of cash. Photovoltaic power plant assets itself the more valuable, photovoltaic manufacturing industry, the more valuable, and vice versa. Therefore, the new installed capacity scale, determines the rise and fall of the photovoltaic manufacturing industry and wither.
PV modules, inverters, brackets, etc., can only determine the hardware cost of the PV power plant, but can not determine the value of the PV power plant. The real decision of PV power plant asset value, seems to be only a core element, that is, the price of electricity.
Electricity price is reasonable, cost-effective, PV power plant investment rate of return is high, PV manufacturing days will rise. On the contrary, PV feed-in tariffs are cheap or even negative tariffs, PV power plant will become an inefficient asset that no one cares about, junk assets.
Now, in the domestic market is a bizarre phenomenon: PV power plant is becoming an unpopular garbage assets.
Is it that we have built too many PV power plants? Or, has PV power moved other people's cheese?
With this problem, we specifically analyze:
1. the feed-in tariff plummeted, so that photovoltaic power plants lose investment value
There will be investment of course, there will be withdrawn. Many private enterprises to transfer photovoltaic power station, many are taken "rolling development, part of the holding" business model. However, the recent sale of photovoltaic power plant assets, but not from this reason, but the photovoltaic power plant investment returns appear more and more uncertainty.
2. policy instability, resulting in uncertainty of earnings
The current photovoltaic enterprises face the challenge of self-discipline and self-help, especially in the process of promoting production and price limits. Despite the fierce competition in the market, PV power generation market-oriented trading link only limited production (i.e., restriction of access to the Internet), but not the implementation of price limits. In addition to fierce competition, poor implementation of mechanisms and policies is also at the root of the problem.
Stable policy expectations are crucial for PV power plants. Frequent policy adjustments should be reduced, and long-term stable feed-in tariff policies and renewable energy development plans should be formulated in order to provide clear policy guidance and enhance investor confidence. Currently, power plant investors are concerned about the uncertainty of returns that may result from power market reform.
Despite the challenges, there are laws in place that clearly support prioritizing the development and utilization of renewable energy, and require increasing the proportion of non-fossil energy consumption and solidifying the responsibility of all parties for consumption. In this way, it helps the stable consumption of PV power station generation, reduces the risk of revenue, and enhances the stability of power station operation.
3. photovoltaic production relations constrain the development of productive forces
Perfect market mechanism, healthy production relations, can naturally promote the progress of productivity in the field of renewable energy. For example, through the establishment of fair competition in the power market, carbon trading market, etc., can provide reasonable price signals and market space for renewable energy, thus incentivizing PV enterprises to increase R & D investment, expand production, investment scale.
On the contrary, imperfect market mechanism, backward production relations, will also constrain the development of photovoltaic this new quality of productive forces, such as market access restrictions, price control, policy mechanisms physical imperfections, etc., may lead to insufficient incentives for corporate innovation, resource allocation inefficiency.
However, in the final analysis, productivity will determine the relations of production. The development of renewable energy technology, improve the efficiency of energy production and utilization, such as the application of energy storage technology, can effectively solve the intermittency and instability of renewable energy power generation, renewable energy can be more stable access to the grid, and participate in the market transactions, so as to change and reshape the original distribution of benefits between the various market players: power grid enterprises, power generation enterprises, energy storage enterprises, and electricity users and so on.
