Recently,the Notice on Conducting distributed generation Marketization Trading Pilot(Draft for Comments)was officially issued,which also triggered extensive discussion in the industry.
The issuance of the Notice on Conducting distributed generation Marketization Trading Pilot(Draft for Comments)has caused extensive discussion in the industry.With the launch of the pilot,the business model of distributed photovoltaic power generation will be overturned.The compilation of Jibang Consulting New Energy Research Center(EnergyTrend)will give you a detailed explanation of the revenue composition of distributed power stations under the three new modes.The power stations can choose the best scheme according to the specific situation.(This article is comprehensively organized by the editor in conjunction with policies and relevant news.Exchange and discussion are welcome.)
The new policy stipulates that the scale of distributed power stations can reach 50MW.The following three situations are listed for the analysis of the income composition of distributed power stations in different modes in the third type of electricity price zone,with a maximum power price of 20MW.Power stations with a power price greater than 20MW and less than 50MW have slightly different indicators in subsidy reduction and the highest voltage level transmission and distribution electricity price in the distribution network area,but the algorithm is consistent.
According to the approval status of transmission and distribution electricity prices in some provinces that have been announced,the transmission and distribution electricity prices for large industrial electricity vary according to different voltage levels and provincial power grid enterprises,and are relatively low,with an average price of around 0.13 yuan/kWh;The transmission and distribution electricity prices of general industrial and commercial industries are relatively high,with an average price of around 0.36 yuan/kWh.
The standard of distributed subsidy of 0.42 yuan may be lowered in the future,and the specific value is subject to the policy at that time.
The following three types of models calculate values,all of which are ideal estimates for reference only.
Type 1:Power stations directly sell electricity to consumers through the power grid
Type 2:Power stations deliver electricity to the power grid for sale on a commission basis
Category 3:Power stations sell electricity to the power grid
This move not only enlivens the trading space of the power market,but also alleviates the pressure brought by subsidy gaps.It injects vitality into the cash flow of power stations,increases market elasticity,and allows some power station investment companies to take a step ahead,which can be said to be a win-win situation.In the future,with the nourishment of flexible supply and demand relationships,photovoltaic power generation will form a coordinated development between regions,from the"supply side"to the"demand side".Downstream manufacturers of the photovoltaic industry may have greater market space in areas with tight supply and demand relationships.