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可開發(fā)規(guī)模巨大:江蘇即將啟動"整縣屋頂光伏開發(fā)"推進項目!
返回列表 來源: 雪球 發(fā)布日期: 2021.11.03 瀏覽次數(shù):

11月2日下午,江蘇省能源局召開“整縣屋頂光伏開發(fā)試點工作座談會”。會議主要內(nèi)容是開展整縣屋頂分布式光伏推進工作。天合光能、阿特斯、華為作為制造企業(yè)代表參加了會議。


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    試點落地:2021年6月25日,江蘇省發(fā)改委發(fā)文啟動分布式光伏整縣推進試點,文件指出,試點區(qū)域主要采用“地方政府+投資企業(yè)+制造企業(yè)”開發(fā)模式。今天會議文件提及:
5個地方政府(發(fā)改委) :蘇州市吳江區(qū)、無錫市錫山區(qū)、常州市經(jīng)開區(qū)、泰州市海陵區(qū)、鹽城市阜寧縣;5家投資開發(fā)企業(yè):江蘇新能、日出東方、大唐江蘇公司、華電江蘇公司、港華能源;
3家設(shè)備制造企業(yè):華為、天合光能、阿特斯;下一步,江蘇省即將進入分布式光伏整縣推進落地實施階段。其中,上述5個區(qū)、縣應該是首批試點。天合光能、阿特斯作為其組件供應商,華為作為其逆變器供應商,大概率入局江蘇省首批整縣推進試點。江蘇省分布式可開發(fā)規(guī)模巨大。
    2021年9月,國家能源局官網(wǎng)公布了全國整縣(市、區(qū))屋頂分布式光伏開發(fā)試點名單,在總共676個試點縣(市、區(qū))中江蘇省共有59個,數(shù)量居全國第3。截止2021年9月底,江蘇光伏裝機超過18.12GW,占全省發(fā)電裝機比例12%左右。其中,分布式光伏裝機約為光伏總裝機的一半,江蘇分布式光伏發(fā)展迅猛,從2015年的1.2GW到目前的9.02GW,增長了超7.5倍。結(jié)合“整縣推進”和“十四五”發(fā)展空間仍然巨大。此外,江蘇省能源局此前發(fā)布《江蘇省“十四五”可再生能源發(fā)展專項規(guī)劃(征求意見稿》)提到,到2025年底,江蘇省全省光伏發(fā)電裝機達將達26GW,其中,分布式光伏裝機要達到12GW!整縣推進分布式光伏,涉及場景比較多,模式的復雜性大大增加,現(xiàn)在對整縣推進的標準規(guī)范還比較少,如何更加順利地整縣推進,還值得進一步研究。未來全國各省陸續(xù)順利啟動分布式光伏整縣推進,納入試點地區(qū)可以借助光伏產(chǎn)業(yè)發(fā)展改善能源結(jié)構(gòu)、助力鄉(xiāng)村振興,促進地方區(qū)域率先達成“雙碳”目標!
     作者:赤子的江湖 鏈接:https://xueqiu.com/8049734276/201941292。來源:雪球,著作權(quán)歸作者所有。商業(yè)轉(zhuǎn)載請聯(lián)系作者獲得授權(quán),非商業(yè)轉(zhuǎn)載請注明出處。
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In the afternoon of November 2, The Energy Bureau of Jiangsu Province held a "whole county rooftop photovoltaic development pilot work symposium". The main content of the meeting is to carry out the whole county rooftop distributed photovoltaic promotion work.Trina Solar, Artes and Huawei attended the meeting as representatives of manufacturing enterprises.

Pilot landing: On June 25, 2021, Jiangsu Provincial Development and Reform Commission issued a document to launch the pilot project of distributed photovoltaic in the whole county. The document points out that the pilot area mainly adopts the development mode of "local government + investment enterprises + manufacturing enterprises". Documents from today's meeting mention:

5 local governments (NDRC) : Wujiang District of Suzhou, Xishan District of Wuxi, Jingkai District of Changzhou, Hailing District of Taizhou, Funing County of Yancheng; 5 investment and development enterprises: Jiangsu New Energy, Sunrise East, Datang Jiangsu Company, Huadian Jiangsu Company, Ganghua Energy;

3 equipment manufacturing enterprises: Huawei, Trina Solar, Artesian;Next, Jiangsu province will soon enter the implementation stage of distributed photovoltaic (PV) in the whole county. Among them, afore-mentioned 5 areas, county should be first batch pilot.Trina Solar and Artus are its component suppliers, and Huawei is its inverter supplier. It is highly likely to be included in the first batch of pilot projects for the whole county in Jiangsu Province. The scale of distributed exploitable development in Jiangsu province is huge.

In September 2021, the official website of the National Energy Administration published a list of the whole county (city, district) rooftop distributed photovoltaic development pilot list, in a total of 676 counties (city, district) in Jiangsu Province, a total of 59, ranking the third in the number of nationwide. By the end of September 2021, the pv installed capacity in Jiangsu exceeded 18.12GW, accounting for about 12% of the province's installed power generation capacity. Among them, the distributed photovoltaic installed capacity accounts for about half of the total installed capacity. The distributed photovoltaic in Jiangsu has developed rapidly, increasing by more than 7.5 times from 1.2GW in 2015 to 9.02GW at present. Combine "whole county advance" and "14 five" development space is still huge.In addition, the Energy Bureau of Jiangsu Province previously issued the "Jiangsu Province" 14th Five-year Renewable energy development special Planning (draft for comments) mentioned that by the end of 2025, jiangsu province will have installed photovoltaic power generation of 26GW, including distributed photovoltaic installed to reach 12GW! The whole county to promote distributed photovoltaic, involving more scenes, the complexity of the model greatly increased, now the whole county to promote the standard specification is still relatively few, how to more smoothly the whole county to promote, is still worth further research.In the future, all provinces across the country will successfully launch the distributed photovoltaic county-wide promotion, including pilot areas can improve the energy structure with the help of photovoltaic industry development, help rural revitalization, and promote local regions to take the lead in achieving the "dual carbon" goal!

Author: naked in the river's lake link: https://xueqiu.com/8049734276/201941292.Source: Snowball, copyright belongs to the author. Commercial reprint please contact the author for authorization, non-commercial reprint please indicate the source.

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