On September 12, at the "Johnson & Johnson Optoelectronics 2014 Photovoltaic Power Generation Project Investment Explanation Meeting" held at the Shanghai International Convention Center, Meng Xiangan, Vice Chairman of China Renewable Energy Society, pointed out that since the beginning of this year, the total amount of photovoltaic power generation targets, on-grid tariffs, and price mechanisms have been given good policy support. With the basic improvement of policy support and the gradual improvement of support, the photovoltaic situation has undergone major changes, and a good time has arrived to enter the field of photovoltaic power stations, and distributed photovoltaic power generation is an area that can be developed in a key manner.
The photovoltaic situation improves
From the perspective of power station developers, large-scale surface power stations are mainly the market of state-owned enterprises. Meng Xiangan said that because policies were unclear in previous years, Internet access problems encountered bottlenecks, a price mechanism had not yet been formed, and development risks were high. State-owned enterprises had good risk resistance and financial strength, so they entered the development of large-scale ground stations. work. In the future, large-scale surface power stations will continue to be the main market for state-owned enterprises. Due to the problems of small size, dispersion, complicated procedures, and difficulties in development, distributed power stations have certain difficulties in intervening, making it a market that private enterprises are keen to enter.
He said that photovoltaic electricity price subsidies are decreasing year by year. According to the plan, distributed power generation subsidies will only last for two to three years. If by 2015, when user-side distributed generation achieves affordable Internet access, the government will no longer provide subsidies. The National Development and Reform Commission and countries around the world expect that large-scale surface power stations will achieve affordable Internet access on the power generation side around 2020, and will no longer enjoy subsidies after that. "Therefore, we should make full use of the current great opportunity when the policy is strong and actively invest in renewable energy power generation projects. This opportunity will not be too long or too long. "
Sha Xiaolin, chairman of Johnson & Johnson Enterprise Group, is also optimistic about the development of the distributed photovoltaic power generation market and believes that large-scale construction of distributed photovoltaic power generation projects is a matter of course. In his speech, he pointed out that there were clear restrictions on the expansion of production capacity of photovoltaic raw materials and modules, but unprecedented support was given to photovoltaic power generation applications. According to the subsidy policy for photovoltaic power generation electricity prices, photovoltaic power generation projects are currently projects with stable income and good return on investment, and are also a good thing that benefits the country and the people.
The application of solar power in urban and rural construction requires a large number of roof and open space placement equipment, so it is also called the "Sunshine Real Estate Industry." This is an upgrade and value-added to the existing real estate industry. "It can be expected that in the face of the upcoming investment boom in distributed photovoltaic power stations, the domestic photovoltaic industry will face a new wave of market development. "
Cost per watt 6 yuan
In the crisis encountered by photovoltaics in the past two years, half of the companies have been suspended and the vast majority of companies have suffered losses. In the face of severe situations, Johnson & Johnson Optoelectronics has explored a development path suitable for itself, promoted transformation through innovation, sought vitality through transformation, and shifted its focus from component production to photovoltaic engineering construction.
According to Sha Xiaolin, Johnson & Johnson Optoelectronics built a 3MW ground power station in Jiuquan, Gansu Province in 2008 and a 1.05MW photovoltaic building integration project in Rudong, Nantong; at the same time, it cooperated with foreign companies to build more than 20 ground and rooftop power stations in Germany, Slovakia, Bulgaria and other countries. The rooftop photovoltaic power station built in eastern Germany exceeds 10MW; Last year, the Suqian 15.26MW Golden Sun project declared by Johnson & Johnson Optoelectronics has been connected to the grid for power generation, and the Rudong 35MW Golden Sun and Building Integration Project has been basically completed.
At the investment briefing held, Johnson & Johnson Optoelectronics planned to seek investment funds, listed companies, central enterprises, large state-owned enterprises and large private enterprises to form cooperative joint ventures to jointly develop distributed photovoltaic power generation projects.
Sha Xiaolin said that in 2014, Johnson & Johnson Optoelectronics will build another 150-200MW distributed photovoltaic power plants in two to three development zones based on the existing 51MW photovoltaic power plants. It will take another two years to build a 300MW photovoltaic power station, so that the cooperative project company will have a 500MW distributed photovoltaic power station with an annual power generation capacity of 500 million kilowatt-hours and an annual power generation income of 500 million yuan. By then, the return on capital will exceed 15%, and the return on total investment will be 12%.
Johnson & Johnson Optoelectronics promises that the total EPC cost of the 100MW project will not exceed 600 million yuan, or 6 yuan per watt, which is 10-20% lower than its domestic counterparts. In Sha Xiaolin's view, this is due to Johnson & Johnson Optoelectronics's development of more than 10 technologies with high practical value in photovoltaic engineering, which has effectively reduced the construction cost of distributed photovoltaic power stations, which has also brought about a significant return on investment. Increase.
