Encouragement? Call a halt? Guangdong's centralized photovoltaic dilemma behind the extreme pull.

the 4th, it was reported that Guangdong would suspend the establishment of ground-based centralized photovoltaic and onshore wind power projects, and suspend the construction of projects that had not been started. A centralized power plant developer in the industry was quoted to make it clear that the matter was not a rumor, and it was boiling for a while.

However, just one day, the New Energy Department of Guangdong Energy Bureau clarified that the above Internet rumors were inaccurate.

"There is no suspension of the project, we just suggest that enterprises should not add new filing and approval , and there is no" one size fits all "not to do it . If the enterprise must be approved for filing, we will explain to the enterprise the problems that may exist after the project starts, such as whether the project can be profitable, and whether the enterprise can bear the corresponding risks, which need to be considered by itself. On July 4, the staff of the New Energy Department of Guangdong Energy Bureau responded.

At the same time, the media interviewed the staff of the New Energy and New Materials Section of Huizhou Energy and Key Projects Bureau, and the relevant personnel also said, "There is no such thing (as rumors), just to regulate it , and the relevant notice has been received."

actually, In the Notice of Guangdong Energy Bureau on the Implementation Plan of Promoting High-quality Energy Development in Guangdong Province issued at the end of February this year, it is also clearly pointed out that Guangdong Province will adhere to both centralized and distributed development, vigorously develop d idistributed photovoltaic, and promote the development of photovoltaic power generation in Guangdong Province. By 2025, the installed capacity of renewable energy power generation in the province will reach 79 million kilowatts .

On the one hand, to encourage the development of centralized power stations, on the other hand, to suspend the centralized filing, between the two extremes, Guangdong Province has some problems in centralized photovoltaic , which need to be solved urgently.

In April last year, Guangdong Province issued the Notice on Regulating the Management of Centralized Photovoltaic Power Station Projects. Clearly indicate current intra-provincial

result, some projects have completed the target occupation only by virtue of the land lease intention contract, and even a piece of land has been put on record for multiple projects.

In terms of grid access, there have been media reports that some county and district development and reform bureaus will seek the opinions of the local power supply Bureau, or let the local power supply Bureau issue a preliminary acceptance letter, but most counties and districts do not need the relevant proof of grid access. According to people familiar with the situation, the county and district power supply bureaus generally do not refuse the access of photovoltaic power stations for the record in line with the principle of doing everything possible.

In addition to the low entry threshold, Digital New Energy DNE also noted that, according to the annual trading results of the electricity market in 2023 published by Guangdong Electric Power Trading Center, the average transaction price of listing transactions in Guangdong Province in 2023 was 0.The 55228 is RMB yuan/kWh , of which the annual average transaction price of green electricity is 0.5512 yuan/ kWh, which is 0.0982 yuan/kWh higher than benchmark price of coal, and the premium range is 21

. The benchmark price of coal in Guangdong Province is 0.

According to the "Forecast and Analysis of New Energy Access Capacity in 2023-2025 (the first quarter of 2023)" previously issued by Guangdong Power Grid Company, by the end of 2025. Guangdong Province can be included in all new energy capacity (including onshore wind power, sea wind, centralized photovoltaic, Distributed PV) is 93.

For all of the above, Guangdong Province began to take corresponding measures in the Notice on Regulating the Management of Centralized Photovoltaic Power Station Projects in April last year. It includes comprehensive verification of registered projects, vigorous promotion of the construction of buildable projects, scientific preparation of special plans for photovoltaic development and specific implementation plans at the end of the year, and encouragement of competitive allocation of resources . Strengthen project services and management : focus on solving outstanding problems related to land use, access and delivery of photovoltaic power generation projects, and promote cracking down on illegal and irregular acts such as hoarding and reselling resources, unfair and vicious competition in accordance with the law. In April

this year, the Guangdong Energy Bureau issued the Notice on the Development and Construction Plan of the Ground Centralized Photovoltaic Power Station in 2023, and 82 projects were developed in Guangdong in 2023, with a total scale of 10

. Maoming and Meizhou , which have been put on record for more than 10 million kilowatts , have only been selected for 1 and 3 projects in this construction plan, involving a total scale of 80000 kilowatts and 570000 kilowatts respectively, which is less than 1/10 of the previous record. Heyuan and Shanwei, which registered more than 6 million yuan, also performed poorly in this batch of competition, and Shanwei did not even have a project selected . In the first quarter of

2023, the newly installed photovoltaic capacity in Guangdong Province was 1.62 GW, of which the centralized installed capacity was 0. According to the previous forecast of Guangdong Power Grid, by the end of 2023, the new energy capacity could be counted as 71

. Behind the standardization of centralized photovoltaic in Guangdong is also for the long-term healthy development of the industry.