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Rent out the roof and rely on photovoltaic pension? Another capital feast is coming

Time : 18/01/2022 Author : 8dwsqa Click : + -
        "A notice was issued in June and the pilot list of roof distributed photovoltaic development was officially announced in September. It can be said that the construction of roof distributed photovoltaic has been fully launched. According to the proportion, the installation scale of this round of installation heat will exceed 1000gw, and calculated at 3.5 yuan / watt, there will be a market scale of more than 3trillion yuan." Liujimao, founder of Hongda photovoltaic, told the Securities Daily that in addition to the civil market, under the national "double carbon" goal, the electricity expenditure of some high-energy consuming enterprises will increase significantly, and such enterprises are also actively participating in the construction of photovoltaic power station projects. For the future development of the photovoltaic industry, the application business department of high beam software blockchain has given a set of optimistic data: by 2035, the total installed capacity of photovoltaic is expected to reach 3 billion kw, and the annual power generation is 3.5 trillion kwh, accounting for about 28% of the total social power consumption that year.
        Under the policy promotion and industrial focus, the photovoltaic sector has become a hot line in the market. Since the comprehensive Department of the National Energy Administration issued the notice on submitting the pilot plan for the development of distributed photovoltaic on the roof of the whole county (city, district), as of October 20, the photovoltaic industry index (931151) has increased by 53.40% in four months. If you take a flight at Daxing International Airport, you will find photovoltaic panels on the outside of the airport runway and on the roofs of some buildings. This is the first photovoltaic project built near the runway in the flight area in China. Li Xuegang, general manager of Beijing Capital Airport Energy Saving Technology Service Co., Ltd., introduced to the reporter of Securities Daily that with the use and increase of high-power equipment at the airport, the annual power consumption of the airport is calculated in billion units. Such a huge power supply pressure has always been an important topic that puzzles the development of the airport. Through the airport photovoltaic project, the shortage of power supply in the airport area can be effectively alleviated, and energy conservation and emission reduction can be achieved at the same time, Help build a green airport.
        On the grassland in the south of the first runway in the north of the airport, photovoltaic panels are neatly laid. Li Xuegang said that the project has repeatedly demonstrated the problems of light reflection and light pollution. Finally, through the review of relevant departments, it is determined that it is safe and feasible to build photovoltaic panels on the grassland around the runway. The project adopts the mode of "self use and surplus electricity on the Internet" to provide green energy for Daxing airport and reduce the cost of electricity. Daxing District, Beijing, as one of the 676 counties (cities, districts) nationwide pilot projects for the development of distributed PV on roofs, is in the process of construction. Yang Zhen (a pseudonym), a villager in Caiyu Town, Daxing District, told the reporter of Securities Daily that there were relevant policies in the village a few years ago, but few people were willing to participate. On the one hand, they wanted to transform the roof, on the other hand, they were not interested in photovoltaic projects.
        "It's different now. I heard that there is a new policy. As long as we rent out the roof, we can install photovoltaic without spending money. It's cheap to generate electricity from home. There is another rent fee, which can be said to be quite cost-effective." Yang Zhen said. Since this year, under the promotion of policies, roof distributed photovoltaic has developed rapidly. At present, many places have announced to start the whole county's roof distributed photovoltaic projects. The reporter found in the survey that due to the good prospects and high income, some residents call the roof distributed photovoltaic as "photovoltaic pension". "It cost less than 90000 yuan to install photovoltaic solar panels on the roof of my house, and it will cost me back in about five years." Li Min (a pseudonym) from Hezhuang Township, Hengshui City, Hebei Province, told the reporter of Securities Daily that photovoltaic power generation is transmitted to the power grid, and the income is distributed according to the power generation every month.
        "The details mainly depend on the weather. When the sun is good, you can get up to 1800 yuan a month. When it rained some time ago, the income is not very good, but on average, you can get about 50 yuan a day.". Xiao Zhang, a salesman of photovoltaic solar panels, told reporters that due to the rise in the cost of components, it had indeed been possible to recover the cost in more than five years, but now it will take about six years. However, according to the current market situation, the annual return rate of about 17% is still very cost-effective. It is worth noting that it is not easy to install photovoltaic solar panels in rural areas. "The installation of solar panels does not depend on the capacity of the transformer in the village. At present, there are only a few households in our village.
        ”Li Min said. "Whether photovoltaic solar panels can be installed depends on the number of people installed in the village. If there are more people, they may not be able to be installed." Xiao Zhang explained to reporters that the transformer capacity in rural areas is limited, and the general coverage rate is less than 5%. Solving the shortage of rural power grid capacity is a key point that needs to be broken through in photovoltaic development. In addition, with the application of new technologies, the traditional solar photovoltaic power generation materials (bapv) attached to buildings have the trend of being replaced by building integrated photovoltaic (BIPV) led by new technologies, which will make photovoltaic become a part of the external structure of buildings. Zhaozihao, a researcher at toubao Research Institute, told the Securities Daily that compared with bapv, BIPV does not need to be fixed by brackets.
        BIPV integrates photovoltaic modules and building materials, which does not need to be exposed, has higher safety, longer service life, and allows a certain degree of customized design. In addition to being used in roof photovoltaic scenes, it can also be used in more scenes as curtain walls, sunshades, etc. BIPV, as a photovoltaic building material, is more suitable for the construction of incremental buildings and is the key direction of enterprise development in the future. At present, the roof distributed photovoltaic projects are mainly based on the roof main body (property owner) renting the roof and investors sharing the power generation income, and some of them are invested by the owner. Qi Haili, President of Beijing Teyi sunshine new energy, told the reporter of Securities Daily that under the promotion of policies, energy-based central and state-owned enterprises have entered the distributed photovoltaic market on a large scale. Some private photovoltaic enterprises and listed companies with strong financing ability are also actively expanding the distributed photovoltaic business. The business type of cooperation between central enterprises, state-owned enterprises and private enterprises is becoming more and more common.
        Therefore, the photovoltaic construction mode is also being reformed, and it is no longer a traditional single enterprise funded contracting project. Wu Decheng, the project manager of a technology company, told reporters that the photovoltaic industry is actively promoting the "1+1+x" model, that is, a large-scale energy enterprise with strength as the leading enterprise, is responsible for providing funds and professionals to assist local governments in arranging resources, preparing plans, and comprehensively promoting project construction; One financial institution cooperates with the leading enterprise to provide green credit support; Several territorial platform companies participate in the coordination and implementation of roof resources and the operation and maintenance of information detection platforms according to the division of labor in the industrial chain. Because large photovoltaic construction enterprises will take the lead, the leaders of the photovoltaic industry are expected to obtain better development space in this round of roof distributed photovoltaic construction.
        Distributed photovoltaic can reduce the energy consumption of buildings in daily operation, and large-scale construction and new technology operation will put forward higher standards in construction technology and installation, which will also bring new survival of the fittest for enterprises in the industry. Yang Xiao, a researcher at toubao Research Institute, told the Securities Daily, "enterprises whose own products and technologies can be naturally migrated to BIPV application scenarios, or enterprises whose own solution application scenarios overlap with BIPV, will have the opportunity to participate in the construction and development of this round of BIPV.". Driven by technology, the combination of photovoltaic and architecture is becoming closer and closer, and distributed photovoltaic is expected to bring huge incremental space to the entire photovoltaic industry.
        According to the prediction of insiders, the distributed photovoltaic market will usher in a comprehensive outbreak in the next 1-2 years. Chang Yang, the Board Secretary of Jingke technology, said in an interview with the reporter of Securities Daily that the company has participated in the application of roof distributed photovoltaic projects in more than 40 counties and districts, and most counties and districts have completed the application to the provincial energy department. At the same time, the company has completed strategic contracts with more than 20 counties and districts, and plans to lock in the project scale of nearly 8GW. Chang Yang said, "in the future, the company will actively play its advantages in the field of distributed photovoltaic, and take the promotion of the whole county as an opportunity to promote all businesses to go hand in hand. While accelerating the layout of industrial and commercial distributed photovoltaic, the company will gradually develop the household market.".
        ”Chang Yang revealed that recently, the company has jointly worked with partners in the field of household photovoltaic projects to establish development standards and requirements for household distributed projects. The technology wave and incremental space of the photovoltaic industry also promote the expansion enthusiasm of photovoltaic listed companies. According to the data of Oriental Fortune choice, of the 31 Listed Companies in the photovoltaic sector classified by CITIC industry, only 10 listed companies started the fixed growth financing plan from 2015 to 2019, while this scale has soared to 16 in the past two years, especially in 2021, 8 companies have issued the fixed growth plan. Zhang Cuixia, chief investment adviser of Jufeng investment, said that since this year, photovoltaic industry policies have continued, especially in the field of distributed photovoltaic, which has a clear policy drive and incremental space release, and the photovoltaic sector has become the focus of market funds and investors.
        Zhang Cuixia told the reporter of Securities Daily: "In recent years, the performance and share price of photovoltaic listed companies fluctuate greatly. On the one hand, it is the impact of supply and demand in the industrial chain. For example, there has been an imbalance between supply and demand in many links such as silicon solar cells and photovoltaic glass, so photovoltaic companies with upstream and downstream integration are more favored by capital; on the other hand, with the spread of photovoltaic construction, the related operation and management costs have increased, which also promotes enterprises in the industry to use digital technology to improve efficiency, in addition to competition The technological hard power and comprehensive cost control ability of photovoltaic enterprises have also become an important standard for market evaluation of company valuation. ". Digital technology represented by blockchain has played an increasingly important supporting role in the sustainable development of photovoltaic industry, and has begun to go deep into the commercialization of power generation.
        "‘ distributed ’ is the core concept of blockchain. The energy Internet is naturally compatible with blockchain, especially distributed energy. The development of distributed photovoltaic can reflect this feature." Huang Zhaoci, general manager of the blockchain application business department of high beam software, told reporters that electric energy is a means of production and a commodity that can be directly traded, and has market value. In the future, with the optimization of energy structure and the development of power generation grid connection, it is expected to form a blockchain with individual, collective and national energy development as the node. Huang Zhaoci believes that the power generated by the photovoltaic power station that confirms the right through investment behavior is both a means of production and a commodity. The blockchain technology is used to build a distributed energy trading platform. In this scenario, the use of smart contracts in the form of "double hanging and double picking" to simulate the rules of market pricing in the trading scenario of distributed energy can better reflect the relationship between supply and demand and market value.
        At the same time, it can promote the investment of social capital in photovoltaic power stations, meet the direction and requirements of national energy development, and create more clean energy to optimize the energy structure. In addition to transactions, blockchain technology also has many application scenarios in the current photovoltaic subsidy settlement. In the link of electricity charge calculation, the financial rules are formed into a smart contract on the chain to form a consensus mechanism to realize the automatic completion of calculation and information sharing. If the invoice robot is introduced to connect photovoltaic users, business and finance, an intelligent settlement system with blockchain and artificial intelligence as the carrier can be built. With regard to the application scenarios of blockchain and power grid system, Wang Dong, head of State Grid blockchain technology company, gave an example to reporters. At the beginning of September this year, Beijing Power Trading Center launched the national green power market transaction pilot. This pilot transaction relies on blockchain and other new generation information technologies to issue traceable "green power consumption certificates" for market entities.
        Wang Dong said that under the guidance of the "double carbon" goal, taking the road of green development is the general trend. New energy, mainly distributed photovoltaic, has become a major participant in the energy and power market. As a distributed accounting technology, blockchain has technical characteristics such as irrevocability and tamperability, which are highly consistent with the business form of power trading. With the continuous improvement of the green power market, in the future, multiple market players of source, network, load and storage will enter the green power market. Blockchain technology will provide a credible and reliable regulatory environment and an efficient and safe business environment for the green power market.
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