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2019年光伏業迎巨變:或以補貼額定裝機量

2019-03-13 來源: 人民網
  記者了解到,2月18日下午,國家能源局新能源和可再生能源司召集相關企業舉行座談會,就2019年光伏發電建設管理相關工作征求意見。與過去的政策相比,2019年光伏發電建設規模管理規則發生了巨大變化。國家能源局根據是否需要補貼將光伏項目分為兩類,其中,不需要國家補貼的項目由各省按平價低價項目政策組織實施,而需要國家補貼的項目,將不再設全年的總裝機規模,而是在一定的年度補貼總規模下,由市場本身確定裝機量。
  根據目前的草稿,戶用光伏首次被單列并給予單獨規模,實施固定補貼;領跑基地、示范基地等單獨競爭招標的項目不進行補貼申報競爭排序,執行各項目招標確定的上網電價和相應補貼標準;國家明確的跨省跨區輸電通道配套光伏項目,在文件發布前已按相關規定競爭招標確定項目業主和明確上網電價的,繼續執行原有政策,未明確的按國家能源局相關要求(另行制定)由地方單獨組織招標確定項目業主和上網電價;光伏扶貧項目按相關國家政策實施。
  除此之外,所有的分布式和地面電站全部采用競價的方式獲取補貼指標,原則上一年一次,由各省組織申報,競價結果上報到主管部門進行統一排序,根據預期發電小時數、申報電價和裝機規模等計算出項目年度補貼需求量,當補貼需求總量達到國家設定的補貼需求規模,即作為截止點,截止點以外的項目則無法進入當年補貼名單。項目競價是以投產的季度即并網結點算,如因種種原因沒有建成,則可以延后兩個季度,同時電價按相關規定退坡,如兩個季度后還沒有建成,則取消補貼資格。
  有消息稱,財政部要求2019年新增裝機規模的年度補貼需求為30億。據相關機構測算,按照此前價格司給出的補貼上限電價,30億補貼可對應23GW左右的補貼規模。如果平價競價幅度達到50%,補貼規模有望放大至接近35GW。預計2019年國內市場光伏新增裝機大概率不低于2018年同期水平。
  “凌亂的方案背后,其實是各種利益的博弈,無疑這個方案對于行業不算是一個利好的政策。”有不愿透露姓名的業內人士稱。不過也有業內人士認為,以補貼額度定裝機規模,或改變以往光伏項目建成數年仍遲遲得不到補貼的窘況,以電價下降來換取裝機規模也符合當前的行業發展訴求。對于度電成本具備競爭力的企業而言是利好,有些企業則會被淘汰。
  需要注意的是,目前2019年光伏發電建設規模管理規則僅為草稿,本周國家能源局還將征求行業協會、專家、金融機構等各方面的意見,之后進行針對性完善,最終期望出臺一個合理的政策。
 
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