"Hot money" flows into photovoltaic industry: an unprecedented era of new energy development for all is coming.

The lively trend in the field of photovoltaic investment happened almost overnight, and the new energy tide spawned by the times has great potential to lead the industry back to the lively trend before 20 18.

Recently, photovoltaic users have received inquiries from several readers, mostly focusing on the sale, equity cooperation and development of photovoltaic power stations. Among them, there are two kinds of consulting objects. One kind is mainly project intermediary. In view of the sudden increase in demand for photovoltaic power plant projects, more and more people are returning to the photovoltaic industry again and starting resources to connect buyers and sellers;

The other category is investors or fund companies that are mainly self-sustaining projects. These enterprises are either central state-owned investors who are catalyzed by the goal of carbon neutrality, or they are optimistic about the bidding value of green assets, and then invest heavily in the photovoltaic industry ambitiously.

Among them, there are not only the active transformation of enterprises under the goal of double carbon, but also the opportunity of the national photovoltaic era initiated by the promotion of distributed photovoltaic in the county.

The investment tide of central state-owned enterprises

Since the national target of 30.60 double carbon was put forward, at the beginning of 20021,the central power enterprises, represented by State Power Investment Corporation, Huadian Corporation, Three Gorges Corporation and Datang Corporation, successively put forward the targets of carbon neutrality and peak carbon dioxide emission, which opened a vigorous new energy development tide for energy central enterprises.

A few days ago, photovoltaic experts learned that China Three Gorges Group fully authorized its secondary subsidiaries and branches to develop scenery new energy projects. Some insiders told Photovoltaic that Three Gorges Power, a listed company controlled by Three Gorges Group, a hydropower giant, has recently taken frequent actions in the acquisition and development market of photovoltaic projects and participated in the bidding and negotiation of several projects.

As we all know, as one of the enterprises with the highest net interest rate among central enterprises, the Three Gorges Group has several hydropower "printing presses" around the world. As the main power producer and operator of the Three Gorges Group, Changjiang Electric Power currently has four large hydropower stations: Three Gorges (the world's first), Xiluodu (the world's fourth), Xiangjiaba (the world 1 1) and Gezhouba. It is a well-deserved leader in the field of hydropower investment, and it is also the largest power listed company in A shares and even the world. Changjiang Electric Power 654381The 2020 Performance Express released on October 27th shows that the company achieved an operating income of 578.55438 billion yuan in 2020, up 15.99% year-on-year. The net profit returned to the mother was 263 15 billion yuan, a year-on-year increase of 22./kloc-0.5%.

In fact, under the guidance of the "30.60" goal, the competitive arms race of central enterprise investors in the field of new energy development and investment has already started. Previously, in the Guiding Opinions on New Energy Investment Business of China Power Construction Group (Stock) Co., Ltd., China Power Construction Group issued the "14th Five-Year Plan" new energy development target for its 28 subsidiaries, with a total increase of 48.5GW. This is the first time that China Power Construction has clearly and vigorously developed new energy investment and operation business, and further relaxed the investment scope of new energy projects of its subsidiaries.

China Energy Construction Group Co., Ltd., another top power design institute in the world, has also clearly increased the development of the new energy "integration of investment, construction and operation" project in the "30 60 Action Plan for Implementing Peak Carbon Dioxide Emission and Carbon Neutralization" (white paper) recently released, incubating and developing new comprehensive energy base projects with new energy as the main source, and vigorously developing new energy industries; Cultivate the core competitiveness of new energy industry, innovate the development mode and format of new energy, provide high-quality comprehensive solutions for new energy, and develop multi-energy complementary and integrated projects of source, network and storage. By 2025, the installed capacity of holding new energy will strive to reach more than 20 million kilowatts.

Prior to this, China Dianjian and China Nengjian were the "overlords" of the two design institutes in the field of new energy. Although both have their own strengths, their business areas are mainly electric power, energy project planning and design, and EPC business. Photovoltaic experts have learned that as early as 2020, China Nengjian Department has laid out the investment business of new energy project development. In 20021year, China Nengjian signed a multi-energy complementary integration project with the advantage of thermal power.

In fact, since the beginning of this year, most central state-owned enterprises have been fully mobilizing provincial branches and secondary companies at all levels to participate in the development and construction of new energy. In the list of 202 1 grid-connected photovoltaic projects issued by Guangxi Province, only the national power investment includes several secondary companies such as Guizhou Jinyuan, Hainan New Energy, Jiangxi MCC Daxing, Wuling Electric Power and CLP International.

Distributed photovoltaic has become a "new favorite"

Standing on the cusp of the new energy era, more and more investors have expressed strong interest in self-sustaining distributed photovoltaic assets. Distributed photovoltaic power station project is becoming the first choice for small and medium investors because of its small scale, small capital scale and flexible mode.

At the same time, the county-wide promotion policy has mobilized the enthusiasm and motivation of distributed photovoltaic investment inside and outside the industry to the greatest extent, including investors outside the above industries, small and medium-sized enterprises that choose to invest by themselves, and central state-owned power investment enterprises that have started large-scale ground power station projects. According to photovoltaic statistics, more than 65,438+000 counties and cities have signed contracts with enterprises or started county-wide promotion. Among them, the central state-owned enterprises are still dominant, and many private photovoltaic enterprises are deeply involved.

Not only that, under the situation that the supply chain fluctuated greatly this year, distributed photovoltaics, mainly household photovoltaics, supported the installation of new photovoltaics in the first half of the year. According to the data of China Photovoltaic Industry Association, distributed new installed capacity increased by 97.5% year-on-year, and household new installed capacity was the most concentrated, accounting for the highest 42%, which became the main source of new installed capacity. From January to June, 2002/kloc-0, the average installed capacity per household exceeded 586 1MW, up 280% year-on-year.

The potential of distributed photovoltaic is being released rapidly, and the promotion of the whole county has become a catalyst to improve market awareness. Policy blessing has further improved the understanding and recognition of distributed photovoltaic by local governments and funders, and the previous "fly leg" has also become a key area for large investors to chase. With the implementation of distributed photovoltaic in the county, it is expected to become an epoch-making starting point of distributed photovoltaic market in China.

However, with the entry of more capital, the other side of the double-edged sword is that the five "no" requirements of the National Energy Administration cannot prevent the fact that local governments monopolize in the name of the market. The policy has not been implemented for a long time, the filing and access cannot be handled, and the projects under construction cannot be promoted, which still plagues a considerable number of practitioners. Photovoltaic enterprises will promote continuous tracking for the whole county and look forward to the rational and orderly development of the industry.