Shanxi photovoltaic power generation 10 cents is just the beginning

Recently, the ground wind power station in Shanxi entered the spot market, and there was a price of more than 10 yuan, which led to a significant reduction in the income of the power station. The power generation enterprises have great opinions on this. Because all the projects entering the spot market this time are old projects with subsidies, it is reasonable to say that the power grid should guarantee the consumption according to the benchmark price of thermal power, but the reality is that the power station directly enters the spot market, and it is equivalent to running naked without regulating capacity. Whether all power stations will encounter this problem in the future is the focus of the market. Here we will analyze it for the industry.

Before interpretation, let's first say the conclusion: Yes, in the future, all ground-based wind power stations will gradually enter the power market and face the impact of market-based electricity prices. However, it is not certain whether there is only a price of more than 10 cents. Because there are great differences among provinces, there is no big difference between provinces like Guangdong and those like Gansu and Inner Mongolia. If there is no guaranteed purchase of power grid, the wind power station will have to find ways to keep the electricity price.

Why is Shanxi's stock market so fierce

The main reason is due to the pressure of consumption. Many friends will ask why there is still a problem of consumption in the market, rather than a severe shortage of electricity. At present, the situation varies greatly from place to place. We have repeatedly stressed that the power market will show the characteristics of regionalization. From this map, we can see that most of the country is short of power, but Shanxi has surplus power, and it will be the only province with rich supply in 2022. Under such circumstances, pushing new energy into the market is a helpless choice.

However, there are also different treatments for those new energy entering the market. The spot pilot transaction in Shanxi is not all the wind power plants entering the market. Only the subsidized projects enter the market. Similar to the zero electricity price of Gansu wind power several years ago, even if the benchmark electricity price of thermal power is zero, there is still subsidy income for the subsidized projects. Especially for the early projects, the degree of electricity subsidy is strong and can withstand a large degree of price reduction. As a result, the result has become what it is now, which is not reasonable from the point of view. In those years, it was a commitment to guarantee the quantity and price of the purchase. We will wait and see whether the future system can be adjusted on the premise of giving consideration to fairness and reality.

The regulation capacity of the power grid has peaked

At present, the management of power system is very difficult because the generation side and the load side are increasing fluctuations. In the stage where the wind and solar power supply is greatly increased on the power generation side and the fluctuating loads such as electric vehicles are greatly increased on the power consumption side, the increase speed on both sides is very fast. Before, the power grid thought that the consumption could be realized through the current dispatching system by 2025. Now, it is more difficult than expected. Therefore, we can only speed up the construction of the power market. Since the carbon neutral target of 2020 was put forward, the power reform has been significantly accelerated.

Can new energy power stations only be slaughtered

No matter from which perspective, it is the general trend for new energy power stations to enter the market. So how to solve the problem of naked running is a difficult problem for all investors. One of the solutions is to increase energy storage and strengthen its own regulation ability. Secondly, the amount and structure of new energy power plants, and even whether to hold thermal power and other regulated power sources will also become the key factors of income. Therefore, the holding of power stations will become more professional and challenging. It is expected that many small business owners will either sign a low price for power sales companies or will gradually clear their power stations.

Is there a blue ocean in the new energy power station

Yes, distributed PV is close to the user side and relying on the future virtual power plant, it is possible to realize excess income. The new energy power station will have some characteristics similar to commercial real estate, and the location is very important. In addition, the power generation time is very important. The time and space value of the power station will be further reflected.