Benefiting from the continuous support of policies and the acceleration of UHV construction, the phenomena of abandoning wind and obsolescence that have been plaguing the new energy industry for many years are clearly improving. The National Energy Administration disclosed on July 21 that in the first half of the year the rate of abandoned winds and the rate of abandonment had dropped by 7 percentage points and 4.5 percentage points respectively.
“This year, a series of policies including the optimization of new energy development and construction issued by the National Energy Administration have yielded good results. Acceleration of abandoned winds has been accelerated and will continue to decrease, which will hopefully lead the wind power and photovoltaic industries to usher in a reversal turning point. Under this circumstance, a group of outstanding enterprises in the above-mentioned industries are expected to quickly restore capacity utilization and achieve rapid performance improvement, according to industry analysts.
The most obvious improvement in Northwestern weather than expected
According to the latest data provided by the National Energy Administration, in the first half of the year, the total amount of abandoned photovoltaics was 3.7 billion kWh, the rate of abandonment of light dropped by 4.5 percentage points year-on-year, and the abandonment of light was mainly concentrated in Xinjiang and Gansu, among which Xinjiang had a total of 1.7 billion kilowatt-hours of photoelectricity. The rate of abandonment of light was 26%, which was a year-on-year drop of 6 percentage points; in Gansu, the amount of abandoned light was 970 million kwh, and the rate of abandonment was 22%, which was a decrease of nearly 10 percentage points from the same period last year.
In terms of wind power, the amount of wind-discharging power in the first half of the year was 23.5 billion kWh, a year-on-year decrease of 9.1 billion kWh. The situation in most of the areas with severe wind curtailment and power cuts has improved, with the wind abandonment rates in Xinjiang, Gansu, Liaoning, Jilin, and Ningxia declining. More than 10%, the rate of wind curtailment in Heilongjiang and Inner Mongolia dropped by more than 5 percentage points.
According to researchers in the field of new energy, the overall improvement of abandoning the wind and abandoning the light and being in the northwest most obviously are inseparable from policy guidance and industrial development. According to reports, the issue of relieving abandonment of abandoned winds is a key task included in this year’s “Government Work Report.†The National Energy Administration will address this issue in the first half of the year as one of the important tasks for energy work, and will be taken together with the relevant regional energy authorities and grid companies. A series of targeted measures to promote the abandonment of abandoned winds have achieved significant improvement.
It is reported that in the first half of the year, the National Energy Administration took strict measures to control the newly-added construction scale of wind power and photovoltaic power generation in areas severely discarded by wind and wind, optimize the dispatch and operation of renewable energy systems, implement monitoring and evaluation systems for renewable energy power consumption, and establish renewable resources. Measures such as energy-generating electricity consumption and its near-consumption mechanisms are currently quite effective.
"Abandoning the wind and discarding the improvement trend will continue and it is expected to further accelerate." The above-mentioned researchers pointed out that accelerating the development of new energy has become an important energy strategy in China, and is closely related to ecological and environmental protection. This year's "Government Work Report" is even more urgent. It will promptly resolve the mechanism and technical problems, give priority to ensuring access to renewable energy to generate electricity, and effectively alleviate the situation of abandoned water, abandoned wind, and abandoned light.
This is indeed the case. The National Energy Administration said that in the future, combining the progress of power system reforms, through the combination of marketization and government regulation, efforts will be made to solve the problem of abandoning water, abandoning wind, and discarding light, and promoting the sustainable and healthy development of the renewable energy industry. .
Some research institutes have proposed that 2017 will be the year when the abandoned light and electricity restrictions reverse the inflection point. In its view, during the “13th Five-Year Plan†period, China’s UHV construction will accelerate significantly, with four and seven UHVs to be put into operation in 2016-2017, most of which will be located in the more severely restricted regions such as Northwest China. Obviously ease the pressure of power transmission. In addition, the oversight effect of encouraging the preferential policies for the preferential use of new energy resources in various regions is also emerging.
Leading companies benefit significantly
For a long time, the abandonment of abandoned wind was one of the key issues that hindered the development of renewable energy in China. A large number of enterprises with new energy generation capacity suffered from transmission and distribution restrictions and could not operate at full capacity, leaving only a large amount of clean energy and equipment technology to be wasted and wasted, leading to performance. Difficult performance.
Nowadays, with the abandonment of abandoned wind and improvement, it already has a large enough industry-scale leading enterprise, and will quickly achieve capacity support and performance churn. Moreover, new energy itself is also a cyclical industry, quantitative changes will eventually lead to qualitative change, the performance of industry reversal will greatly increase the expected increase.
“Solar power generation is based on the installed capacity, and the larger the installed capacity, the better the efficiency. We had more stocks and increments last year, and the grid-connected power stations have already generated electricity in the first quarter. Second, the power generation situation this year is better than last year. In particular, in the western region, there has been severe power cuts before and it is now getting better,†said Cao Huabin, chairman of solar energy.
The financial data has already been reflected. As one of the major photovoltaic operators of the A-shares, solar energy realized revenue of 4.333 billion yuan last year, an increase of 19.37%; net profit of 653 million yuan, an increase of 38.18%, the total installed capacity of the power station exceeds 3.2GW. Among them, solar power investment gross margin of up to 61.24%. It is worth mentioning that the above situation has not been fully valued by the market. According to solar energy's closing price of 5.26 yuan/share on July 21, its dynamic price-to-earnings ratio is only 22.6 times. It is estimated that the price-earnings ratio for 2017 will be 20.1 times.
In addition to the domestic business will usher in an inflection point, the acceleration of national strategy such as the “Belt and Road†will also bring new opportunities for new energy companies. For example, solar energy has participated in the bidding work for Ethiopia, Egypt and Saudi Arabia projects, and is expected to participate in the Saudi Photovoltaic project with a scale of up to 20GW from the China Energy Conservation Group. Substantial progress has been made in the “going out†strategy.
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