Wind power industry welcomes policy "red envelopes"

Recently, Deputy Supervisor of the Electricity Regulatory Commission Shi Yubo said that the development of renewable energy such as wind power will be further accelerated during the “12th Five-Year Plan” period. It is expected that by 2015, the installed capacity of wind power will reach 100 million kilowatts, and the annual generation capacity will reach 190 billion kilowatt-hours, accounting for the entire country. The proportion of power generation will exceed 3%.

During the "Eleventh Five-Year Plan" period, China's installed capacity for wind power has doubled for five consecutive years, becoming the world's largest wind power installed capacity. From January to October of this year, the national wind power generation amounted to 58.3 billion kWh, an increase of 56.9% from the same period of last year, accounting for 1.5% of the nation’s electricity generation.

At the end of recent years, although wind power companies have successively announced the third-quarter financial reports, it can be seen that the profits of wind power companies are still declining. However, the wind power industry has recently ushered in two favorable news about policy subsidies.

Increase in electricity price subsidies to increase subsidies November 30, the National Development and Reform Commission released the "national adopt comprehensive measures to regulate coal and electricity prices," the document: "As of December 1, 2011, the national coal-fired power plants on-grid electricity prices increased by about every kilowatt-hour For 2.6 cents, the additional renewable energy price standard to be levied with the sale price will be increased from 0.4 cents per kilowatt hour to 0.8 cents.

Since the beginning of the acquisition of renewable energy price surcharges in June 2006, after four adjustments, the standard has changed from 0.1 cents per kWh at the earliest to 0.8 cents today.

Thanks to the introduction of electricity tariffs and a series of supporting policies, China’s renewable energy sources have achieved explosive growth, especially wind power. Under the premise of promoting the development of renewable energy, there is no major change in the subsidy standard for unit electricity, while the rapid increase in the installed capacity of renewable energy power generation and power generation has caused the required funds to increase exponentially.

“At present, renewable energy sources can receive 14 billion yuan in subsidies each year. Subsidies for wind power are all very tight, but this time it has increased to 0.8 points, and it has increased 14 billion yuan each year. It can not only satisfy all wind power, but also can provide 9 billion yuan more for solar energy. The new energy is absolutely good," said Cao Wei, consulting manager of the energy consulting department of Frost & Sullivan, a US consulting company.

Yao Yu, director of wind power maker Jin Feng Technology's public affairs department, told reporters: “The direct beneficiaries of the increase in the renewable energy tariff surcharges are power generation companies.” He believes that, in a sense, power generation equipment suppliers will also indirectly benefit . “But at present we cannot judge how big the benefit is, because there are many other market factors that will also affect the development of wind power equipment manufacturing companies.”

However, the way of generating subsidies on the power generation side is still widely recognized by people in the industry. Cao Yu believes that subsidies for power generation are the right path for new energy subsidies. Not only can they encourage various technologies, but they can also avoid international trade disputes. At the same time, they can reduce rent-seeking space through unified operations.

The release of positive policies on wind power policies on the Internet On December 2, the SERC issued the “Wind Power Safety Supervision Report 2011”. According to the report, the Electricity Regulatory Commission will promote the formulation of administrative regulations and policies that are compatible with the Renewable Energy Law, formulate a sustained and stable wind power tariff subsidy policy, and increase the timeliness of tariff subsidies.

Among them, in order to promote the full-scale acquisition of wind power, the tariff subsidy policy for peaking and frequency modulation power supply and the compensation standard for the wind power access system project cost will be formulated; to promote wind power consumption, the decentralized wind power on-grid tariff and the power supply side peak and valley will be formulated. The electricity price and the user side can interrupt the load price.

In terms of specific policies for promoting the integration of renewable energy generation with electricity, currently only the National Grid Development and Reform Commission (NDRC) launched in early 2007 provided a subsidy of 1 to 3 cents per kilowatt-hour for transmission lines built specifically for renewable energy power generation projects. Investment subsidy policy. There are no specific policies for economic compensation and incentives brought about by the technical difficulties of the grid for accepting renewable energy such as wind power. If follow-up measures can be taken in wind power generation, it will not only improve the enthusiasm of grid companies for accepting wind power, but also make the effect of subsidies truly reflected on the grid power.

“The wind power tariff subsidy policy has released a positive signal.” Ma Xuelu, vice president of the China Wind Energy Association, said in an interview with reporters that these measures will promote a more rational grid layout and will promote the acceptance of wind power by the grid.

To subsidize, we must also be efficient. Wang Jun, director of the New Energy and Renewable Energy Department of the National Energy Administration, wrote last month: “At this stage, new energy development cannot be separated from government subsidies. However, government subsidy policies need to implement the principle of efficiency, and policy implementation must rely on competition and comparative mechanisms. Should be reflected in periodic changes, continue to reduce the scope of subsidies, as much as possible to reduce the burden on the national economy caused by the development of new energy."