Wind power industry welcomes policy "red envelopes"

Recently, Shi Yubo, vice chairman of the China Electricity Regulatory Commission, stated 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 the installed capacity of wind power will reach 100 million kilowatts by 2015 and the annual power generation will reach 190 billion kilowatts, which will account for the nation’s electricity generation. The proportion 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% over the same period of last year, accounting for 1.5% of the nation’s electricity generation.

At the end of recent years, although the third quarter financial reports announced by wind power companies can be seen, the profits of wind power companies are still falling, but the wind power industry has recently welcomed two good 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, but the rapid growth in the installed capacity of renewable energy power generation and generation of electricity has caused the required funding to multiply.

“At present, renewable energy sources can receive 14 billion yuan in subsidies each year, and subsidies for wind power are all very tight. However, this increase to 0.8 points has an annual increase of 14 billion yuan, which can not only satisfy all wind power, but also provide more than 9 billion yuan 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 beneficiary of the increase in the renewable energy tariff is the power generation company.” He believes that in a sense, power generation equipment suppliers will also benefit indirectly. . “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 for 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 of peaking and frequency modulation power supply and the compensation standard for wind power access system project cost will be formulated; to promote the acceptance of wind power, 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 constructed 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 difficulty of receiving renewable energy such as wind power from the power grid. 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 lead to more rationalization of 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."