Quick review of major events in the hottest electr

quick review of major events in the new energy industry of electrical equipment

1. According to the quota index of non hydropower renewable energy in all provinces of the third exposure draft, China needs to consume more than 810billion kwh of non hydropower renewable energy power in 2020

based on the installed capacity of new energy at the end of 2017, considering the improvement of power rationing of existing projects, there will be a power gap of about 270 billion kwh from if there is no new installed capacity in (the growth rate of power consumption in the whole society is 8%, 6% and 6% year-on-year respectively). Therefore, it is necessary to increase the new installed capacity of wind power and photovoltaic in China in order to promote Haier's new materials to the fields of electronics, automobile, construction and so on, And increase the utilization hours to increase the power supply of non-aqueous renewable energy

2. Combined with the situation of construction indicators, assume that in, 35gw and 40gw of photovoltaic installed capacity (1200 hours of annual utilization), 25gw and 30GW of wind power installed capacity (2270 hours of annual utilization) are added respectively, and at the same time, the power limitation rate of stock projects is reduced to 3%, which can slightly exceed the quota index in 2020. Considering the characteristics of the regional layout of new energy, it is expected that some provinces will complete the quota by purchasing green certificates, and green certificate transactions will become active, Provide a transition for wind power and photovoltaic operation incremental projects to enter the mode of "parity + green card income" during the 14th Five Year Plan period; At the same time, all parts of the country will further improve the consumption level of new energy in order to complete the quota index

3. It is expected that there will be a strong demand for new installed capacity of wind power PV after 2019; In 2020 (even 2019), the green card market began to be actively traded, providing a transition period for incremental projects in the wind power and photovoltaic operation industries to enter the mode of "parity + green card income"; At the same time, in order to complete the quota index, all parts of the country will further improve the consumption level of new energy, and the stock project performance and cash flow of new energy operators will continue to achieve marginal improvement

4. The third exposure draft further refined the accounting basis of quota consumption, and put forward new guiding principles for the calculation of quota indicators:

(1) planning guidance, zoning setting. The minimum quota indicators (binding indicators) determined by each provincial administrative region should be increased year by year or at least not reduced

(2) strengthen consumption and dynamic adjustment. Each provincial administrative region takes the consumption of renewable energy power as an important work goal, and dynamically adjusts the quota indicators of each provincial administrative region on an annual basis, mainly in the direction of industrial chain extension, according to the progress of major renewable energy projects in each region and the construction of trans provincial and trans regional transmission channels

(3) regional planning and decomposition. The relevant competent energy departments and power operation management departments in the provincial administrative regions shall make an overall plan for the implementation of quotas, allocate quota tasks to market entities (including power companies) that undertake quota obligations, and urge them to complete their quotas in various ways

(4) ensure implementation and encourage advanced. For the minimum renewable energy proportion of the total social electricity consumption determined by each provincial administrative region, the binding index will be increased by 10% as the incentive index. For areas higher than the incentive index, the entrance is also low to encourage

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