According to IEA predictions, distributed photovoltaics will account for nearly half of the global photovoltaic market by 2024, of which industrial and commercial distributed photovoltaics will become the main market, accounting for 75% of the new installed capacity in the next five years. Statistics from the National Energy Administration of China show that the new installed capacity of distributed photovoltaics in 2019 increased by 41.3% year-on-year.

Although affected by the subsidy retreat and bidding model, the growth rate of distributed industrial and commercial projects has slowed down. However, due to the company’s own electricity demand and the economies of scale of photovoltaic power generation, industrial and commercial photovoltaic systems with a larger proportion of their own use will still occupy a dominant position in the increase of distributed photovoltaic in the future.

“Corporate rational use of photovoltaic power generation will help companies achieve cost reduction and efficiency gains, and solve problems such as power cuts and shutdowns.” Xu Wenke, general manager of Artus household distributed solutions, recently held “Finding a way for enterprises to use low-cost electricity” Said the online conference.

He said: “As the cost of photovoltaic systems declines, even if the policy subsidies in 2020 are lower than the same period last year, distributed power plants still have a high return on investment, and it is expected that the cost can be recovered within 5 years.”

As we all know, the installation of photovoltaic systems by enterprises can effectively reduce the use of high-order power and peak power, avoid the peak load of the power grid being blocked and limit power, and reduce carbon emissions.

Xu Wenke said: “In the case of an Ats Suzhou factory, the peak power consumption during the day and summer is at the peak of photovoltaic output. The installation of a photovoltaic system can greatly ease the company’s voltage and grid power supply capacity. In addition, The scientific and reasonable installed capacity design can optimize the photovoltaic power consumption. The project’s expected return rate during the 25-year operation period is 15.08%. ”

Faced with many photovoltaic brands on the market, how companies choose reliable and guaranteed photovoltaic systems, Xu Wenke believes: “First of all, it depends on the company’s strength and the maturity of the brand. The leading company’s photovoltaic systems ensure more efficient power generation while ensuring power safety High, professional technical services and stable system operation can guarantee the continuous profit of the enterprise. The service life of the system is generally more than 25 years. Choose a pragmatic and experienced team to ensure peace of mind and guarantee after-sales operation and maintenance. ”

Beyond self-use, electricity trading will be further liberalized

Recently, Jiangsu Province issued an opinion on promoting the development of green industries, pointing out that by 2022, green buildings in cities and towns in the province will account for 98% of new buildings. The “Opinions” also emphasize the implementation of energy efficiency projects and promote various pilot projects such as distributed energy market transactions.

It is reported that in 2019, Jiangsu’s entire society consumes 600 billion kWh, in 2018, it participated in the market-oriented electricity trading of 180 billion kWh, in 2019 it reached 300 billion kWh, and in 2020 it reached 315 billion kWh.

In this regard, Zhang Xiaobin, general manager of Artes Power Sales Co., Ltd., believes: “In 2020, Jiangsu’s total electricity participation in market-oriented transactions has exceeded 50%, and it is believed that the electricity market will be fully opened soon.

In the future, with the gradual opening of electricity sales on the wall and the improvement of mechanisms such as green card subscriptions and electricity trading, electricity sales companies can sign PPA agreements with self-contained power stations and deputy-built power stations to provide green power procurement with a view to achieving better performance Electricity price service. ”

Looking forward to the world, the prospect of renewable energy PPA can be expected
In recent years, enterprise PPA is becoming the highlight of renewable energy power plant development. According to Bloomberg data, the global enterprise PPA contracted capacity of 19.5GW in 2019, accounting for 10% of the annual renewable energy installed capacity, attracted more than 100 companies from 23 countries around the world. Among them, Google, AT & T and Microsoft became The top three power purchasers of global enterprise PPA in 2019.

Regarding the rapid growth of renewable energy companies’ PPA, Xie Wanchao, senior director of the Overseas Power Plant Financing Development Department of Artes, believes that: “Enterprise PPA is a matter of fame and fortune for companies, saving energy costs, improving economic benefits, and reducing carbon footprint. Perform corporate social responsibility and environmental protection responsibility.
Economic efficiency is still the main factor driving enterprise PPA, as the cost of renewable energy continues to decrease globally. Electricity companies use long-term contracts to lock in electricity prices to hedge against future electricity price increases. More and more companies are making renewable energy commitments and goal setting. ”

The positive impact of PPA on enterprises is obvious, and its business model has gradually matured. It is popular in companies with large rooftop resources such as IKEA and Wal-Mart; and Microsoft, Apple, Google, Facebook, Amazon, Citi, Goldman Sachs , And other large enterprises have also participated, and promised to increase the use of clean energy.

On the other hand, in order to promote the large-scale development of renewable energy power applications and show the commercial benefits of moving towards 100% renewable energy, leading companies in the solar industry such as JinkoSolar and Longji have successively joined RE100 Green initiative. As of now, at least 100 companies have publicly promised to use 100% renewable energy.

It is understood that the RE100 initiative, initiated by the Global Climate Organization, unites the world ’s most influential companies and promises to achieve 100% renewable energy power worldwide in the shortest possible time (up to 2050).

Xie Wanchao said: “More than two hundred companies in the world have joined RE100 and will generate 210TWH of renewable energy demand in the next ten years, which is approximately equal to 105GW of renewable energy projects.”

At present, renewable energy power generation accounts for more than 26% of the world’s total power generation, making it the second largest source of electricity in the world. The International Renewable Energy Agency (IRENA) predicts that by 2030, renewable energy will supply 57% of global electricity demand. Over the past decade, the cost of photovoltaic power generation has fallen by more than 80%.

“Currently, the cost of wind power generation is close to or even lower than traditional power. With the transformation of the global energy structure, the investment group’s investment in traditional energy has tightened. Renewable energy photovoltaic power generation has a stable and good return on investment, which will attract more The more funds are concerned. “Xie Wanchao finally said.