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                                【能源】國家能源局明確支持光伏方向不變

                                時間:2018-06-08   來源:中國能源網  作者:  字號:小中大

                                被業內稱為“史上最嚴光伏新政”的出臺,引發了大量光伏企業對行業發展前景的擔憂。6月7日,國家能源局發布消息稱,針對新政策的相關問題,有關部門已與光伏行業協會部分企業代表進行座談。座談會上,國家能源局新能源和可再生能源司副司長李創軍介紹,光伏是未來能源變革的主力軍,國家對光伏產業的支持是毫不動搖的,但他同時提出,一些地方出現了較為嚴重的棄光限電問題,光伏補貼壓力日益加大,這些都不利于光伏產業的持續健康發展。

                                “近年來,我國光伏行業取得了顯著的成績,已經成為世界光伏產品生產大國和光伏裝機第一大國,培育了一批全球領先的光伏制造企業。光伏行業發展的基本面是好的,發展潛力是巨大的。”李創軍表示。

                                近日國家發改委等三部門聯合下發《關于2018年光伏發電有關事項的通知》(以下簡稱《通知》)提出,我國要暫時“叫停”各地新建大型光伏電站項目。具體來說,《通知》強調,在國家未下發文件啟動普通電站建設工作前,各地不得以任何形式安排需國家補貼的普通電站建設。同時,《通知》還明確,自發文之日起,標桿電價分別降低0.05元/千瓦時,一、二、三類地區光伏標桿上網電價分別降至0.5、0.6、0.7元/千瓦時(含稅);分布式光伏發電降低度電補貼0.05-0.32元/千瓦時(含稅)。

                                針對這一情況,6月4日,中國光伏行業協會發布消息稱,經中國光伏行業協會再次向行業相關主管部門了解,已取得2017年普通地面光伏電站指標的項目,在今年6月30日前并網的,仍執行2017年標桿電價。這意味著,普通地面光伏電站仍執行“6·30”政策,我國新調整的光伏上網標桿電價仍留有緩沖期。

                                實際上,針對此次光伏新政,多家研究機構均持“樂觀”態度。研究機構分析指出,新政策短期內可能會導致光伏行業承壓,低端產能被淘汰,但從長期來看,光伏平價上網將提前到來,價格壓力會倒逼企業加速技術升級,淘汰落后產能。此外,優質龍頭在這次大調整后,市場占有率有望進一步提升,從而可能誕生行業內千億元市場的企業。

                                此外,新政策也將會進一步推動國內光伏企業“出海”。業內人士分析,國內光伏市場下半年的需求會不及預期,但近年來,海外相關業務發展迅猛,全球的光伏裝機量將會維持在一定規模之上。

                                 

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