In February 2024, China issued a series of important policies for the development of clean energy in the industrial sector. The Ministry of Industry and Information Technology (MIIT) focuses on formulating standards for renewable energy technologies and equipment such as solar energy, and proposes to initially establish a carbon peak and carbon neutrality standard system in the industrial sector by 2025. Seven departments, including the Ministry of Industry and Information Technology, will accelerate the green development of the manufacturing industry and build a clean, efficient and low-carbon industrial energy consumption structure; The three departments will accelerate the establishment of a mandatory renewable energy consumption mechanism for high-energy-consuming enterprises, and encourage all regions to implement a renewable energy consumption commitment system for new projects。 The introduction of this series of policies has provided strong support for the development of industrial and commercial photovoltaics. Below, Nenghuanbao has sorted out the relevant policies in February, take a quick look!
Policies at the national level
Ministry of Industry and Information Technology: Focus on formulating standards for technologies and equipment related to renewable energy such as solar energy
On February 21, the General Office of the Ministry of Industry and Information Technology issued the "Notice on the Guidelines for the Construction of a Carbon Peak and Carbon Neutrality Standard System in the Industrial Sector", which proposed the goal of initially establishing a carbon peak and carbon neutrality standard system in the industrial field by 2025. In terms of renewable energy utilization, it is required to focus on the formulation of relevant technologies and equipment standards for the development, transmission, storage, utilization and distributed application of renewable energy such as solar energy, wind energy, solar thermal energy, geothermal, tidal energy, and biomass energy.
Brief comment:The circular will further standardize the relevant standards of distributed photovoltaic and build a healthier and safer distributed solar business environment.
Seven departments including the Ministry of Industry and Information Technology: accelerate the green development of the manufacturing industry
On February 29, the Ministry of Industry and Information Technology and other seven departments issued the "Guiding Opinions on Accelerating the Green Development of the Manufacturing Industry", pointing out that it is necessary to build a clean, efficient and low-carbon industrial energy consumption structure, implement clean and efficient utilization of coal by quality and grading, and orderly promote the reduction and substitution of coal in key energy-using industries; Encourage qualified enterprises and parks to build industrial green microgrids, promote the efficient and complementary use of multiple energy, and use renewable energy on a large scale and in a high proportion nearby; Accelerate the electrification of terminal energy, broaden the field of electric energy substitution, and increase the proportion of green electricity consumption。
Brief comment:Distributed photovoltaic has the advantages of local utilization, nearby consumption, clean and efficient, and the release of the "Opinions" will further open up the market space for industrial and commercial distributed photovoltaics.
Three departments: accelerate the establishment of a mandatory renewable energy consumption mechanism for high-energy-consuming enterprises
On February 2, the National Development and Reform Commission, the National Bureau of Statistics, and the National Energy Administration issued the Notice on Strengthening the Convergence of Green Power Certificates and Energy Conservation and Carbon Reduction Policies to Vigorously Promote Non-Fossil Energy Consumption. The "Notice" makes it clear that the focus is on controlling fossil energy consumption, and non-fossil energy is not included in the regulation and control of total energy consumption and intensity. Encourage all regions to implement a renewable energy consumption commitment system for new projects, accelerate the establishment of a mandatory renewable energy consumption mechanism for high-energy-consuming enterprises, and reasonably increase the consumption ratio requirements。
Brief comment:The implementation of this policy is conducive to stimulating the market potential of renewable energy, especially industrial and commercial photovoltaics, which will lay a solid foundation for the steady development of the industrial and commercial photovoltaic industry.
Document No. 1 of 2024: Promote the development of distributed new energy in rural areas and explore the "grass-light complementation" model
On February 3, the first document of 2024 "Opinions of the Communist Party of China on Learning and Using the Experience of the "Thousand Village Demonstration and Ten Thousand Village Renovation" Project to Effectively and Effectively Promote the Comprehensive Revitalization of Villages" was released. The document proposes to promote rural infrastructure to make up for shortcomings. Promote the consolidation and upgrading of rural power grids. Promote the development of distributed new energy in rural areas, and strengthen the planning and construction of new energy vehicle charging and swapping facilities in key villages and towns. Strengthen the construction of ecological civilization in rural areas. Strengthen the comprehensive prevention and control of desertification, and explore the model of "grass and light complementation". We will make every effort to fight the tough battle of the "Three Norths" project, and encourage the peasant masses to participate in the construction of the project through various means.
Brief comment:The issue of agriculture, agriculture and agriculture has been the theme of the first document for 21 consecutive years, and agriculture and rural construction have always been inseparable from the figure of photovoltaics. The development of new energy in rural areas, especially distributed new energy in rural areas, has become a key implementation plan of the state. As can be seen from the document, distributed photovoltaic will become an important partner in the development of "three rural" in the next few decades.
Five ministries and commissions: promote the construction of green railways, and select typical passenger stations for photovoltaic pilot applications
On February 5, according to the official of the National Railway Administration, the National Railway Administration, together with the National Development and Reform Commission, the Ministry of Ecology and Environment, the Ministry of Transport, and the China Railway Group, issued the "Implementation Plan for Promoting the Low-carbon Development of the Railway Industry". The document pointed out that it is necessary to implement the green passenger station project, install photovoltaic systems in qualified passenger stations, and select typical passenger stations for pilot applications to form a demonstration role. Strengthen the application of energy-saving and new energy technologies such as photovoltaic power generation in stations, and give priority to the use of photovoltaic construction integration (BIPV) or reserve the conditions for the installation of photovoltaic power generation systems on the roofs of new railway stations and other buildings.
Brief comment:Promoting the green and low-carbon development of railways in the new era is an important deployment. As one of the key implementation plans of this application scenario, the role of photovoltaic in reducing energy conservation and carbon reduction in the railway field can be seen. This can also prove that green development in all fields is inseparable from photovoltaics. Photovoltaic will become one of the leading energy sources in China in the future!
Policies at the local level
Inner Mongolia has become the third green electricity trading pilot approved by the state
On February 23, the General Office of the National Development and Reform Commission and the General Department of the National Energy Administration issued the "Reply to the Pilot Program for Green Power Trading in the Inner Mongolia Electricity Market", agreeing to the "Pilot Program for Green Power Trading in the Inner Mongolia Power Market". The Inner Mongolia power market has become the third green electricity trading pilot approved by the state after the State Grid and China Southern Power Grid.
Suzhou, Jiangsu: Included in the county's photovoltaic development pilot, the maximum subsidy is 30%.
On February 22, the Suzhou Municipal Development and Reform Commission announced the 2024 municipal project budget performance target table, according to the plan, for the county-level cities (districts) that set up special financial funds for photovoltaic power generation subsidies and implement subsidies, the municipal finance will give subsidies in the following year, and the subsidy period is from 2023 to 2026. Changshu City, Wujiang District, Wuzhong District, and Xiangcheng District, which are included in the pilot project of rooftop distributed photovoltaic development in the whole county (city, district), will be subsidized by 30%, and other county-level cities (districts) will be subsidized by 15%.
Jiangxi: Adjust the time-of-use electricity price mechanism for industrial and commercial users, and suspend the implementation of peak electricity prices
On February 22, Jiangxi issued the "Notice on Appropriately Adjusting the Time-of-Use Electricity Price Mechanism (Draft for Comments)". The opinions pointed out that the implementation of peak electricity prices will be suspended, and the peak hour electricity price standards will be temporarily implemented for peak hour electricity consumption. Subsequently, depending on the tight situation of power supply and demand, and combined with the economic and social affordability, it will be restored in a timely manner.
Zhejiang: Implement various "photovoltaic +" actions, and add more than 8GW of wind and solar installed capacity in 2024
On February 18, Zhejiang issued a notice on printing and distributing the effective investment policy of Zhejiang Province in 2024. The notice pointed out that the construction of clean energy and new power infrastructure will be accelerated. Support the high-quality development of renewable energy, add more than 8 million kilowatts of wind and solar, promote the development of wind power in provincial sea areas in a competitive allocation manner, increase the demonstration and pilot of deep-sea wind power, implement various "photovoltaic +" actions, and encourage all localities to implement the "Photovoltaic Agriculture Improvement Project" by using existing agricultural facilities and greenhouses and restorable land in combination with actual conditions. Hunan: Explore the integrated development of new energy sources such as photovoltaics and high-speed development
On February 7, the Hunan Provincial Department of Transportation issued a notice on the "Guiding Opinions on the Design and Construction of Hunan Provincial Expressway Service Areas". The document proposes to carry out cross-energy integration. Encourage the use of land resources along the expressway, explore the application of green energy such as photovoltaic power generation on the expressway, promote the complementarity of advantageous resources, and promote the sustainable development of greener, more integrated, smarter and higher-end comprehensive transportation.
Shanghai: Market-oriented grid-connected photovoltaic power station projects do not implement competitive allocation
On February 19, the Shanghai Municipal Development and Reform Commission issued a notice on the "Administrative Measures for the Competitive Allocation of Renewable Energy Projects in Shanghai". The document points out that market-based grid-connected onshore wind and photovoltaic power plant projects do not implement competitive allocation. Market-oriented grid-connected onshore wind power and photovoltaic power station projects shall be increased by the investor in accordance with relevant national regulations, through self-construction, purchase of energy storage or peak shaving capacity, and the power grid enterprise shall arrange the corresponding installation and grid connection after being identified in accordance with the procedures。
Through the above policies, we can see that in February 2024, from the national to the local level, the photovoltaic industry has received widespread attention and support. Policies at the national level have been introduced to encourage the R&D and application of photovoltaic technology, especially in the fields of industry, agriculture, transportation, and rural construction. Local governments have also responded positively and introduced a series of specific subsidies and support policies to create a superior environment for the vigorous development of the photovoltaic industry. In addition, many places have also listed the photovoltaic industry as a key investment area, which has further promoted the development of the photovoltaic industry by promoting project construction and providing financial support. The implementation of these policies is not only conducive to the healthy development of the photovoltaic industry, but also injects strong impetus into China's successful achievement of carbon peak and carbon neutrality goals.