exclusive| The new policies of “430” and “531” for photovoltaics continue to ferment: some companies have lowered channel installation fees and adjusted household lease settlement prices

Photo source: Visual China

Blue Whale News, March 5 (Reporter Cui Lupeng)Recently, Blue Whale News learned from several dealers engaged in household photovoltaics that due to the impact of the two new regulations 4.30 and 5.31 in the photovoltaic industry, distributed photovoltaic companies and platforms have already conveyed the news of lowering installation fee prices to channels. At the same time, photovoltaic companies and platforms have also adjusted household lease settlement prices.

An agent engaged in household photovoltaics in Jiangsu told Blue Whale News thatThe installation fee previously paid by the platform was 1000 yuan/yuan, but now it has been reduced by nearly 40%。

At the same time, the lease settlement price given by investors to users has also been greatly adjusted. According to the aforementioned agent,Previously in Jiangsu, the rent for the brand he represented was 50 yuan/yuan for the first ten years and 30 yuan/yuan/yuan for the next fifteen years; after June 1, it was adjusted to 30 yuan/year for the first ten years, and from eleven to twenty years. It is 50 yuan/year and 80 yuan/year for the last five years.

According to Blue Whale News, due to different regional light intensities and different types of installed roofs, the component rents that farmers can get are not exactly the same, mostly 40-60 yuan/block/year, and the rental period is mostly 25 years. Affected by power station power attenuation, the rents in the early and later stages of the project are also different.

Regarding the rent price reduction, according to the forecast of the aforementioned distributed photovoltaic enterprise market leader,The basis for price reductions by each company is similar, mainly considering three factors: light duration (power generation), electricity price, and consumption in the area, the price reduction in regions with better returns is smaller, and conversely, the price reduction is larger.

“At present, the household photovoltaic market can be roughly divided into three types of regions. rdquo;According to the person in charge of the market, Class A areas such as Beijing, Guangdong, Jiangsu, Zhejiang and Shanghai have average lighting, good consumption, high electricity prices, and the price reduction is expected to be the smallest; Class B areas have relatively balanced lighting, electricity prices, and consumption, and the price reduction is large; Class C areas, most areas have good lighting and poor consumption, and the price reduction is expected to be large.

Household photovoltaic is a type of distributed photovoltaic. That is, photovoltaic panels are placed on the top floor of a family house or in the courtyard, small power or micro inverters are used to carry out the commutation process, and the new energy is directly utilized. Excess electricity can also be incorporated into the power grid.

Its leasing model involves multiple links, mainly investors, platforms, agents, salesmen and farmers. Previously, the business model was mostly that investors invested in building distributed photovoltaic power stations, and paid a certain installation fee to subcontract the promotion process to platforms, agents, and salesmen in turn. Finally, farmers rented out their own roofs to install photovoltaic panels, and A certain rent can be charged.

This model has also led to a rapid increase in household photovoltaic installations, and problems such as insufficient regional grid-connected capacity have also been highlighted. Against this background, on January 17, the National Energy Administration officially issued the “Measures for the Management of the Development and Construction of Distributed Photovoltaic Power Generation”; on February 9, the National Development and Reform Commission and the National Energy Administration jointly issued the “Notice on Deepening the On-grid Electricity Prices of New Energy” on Market-oriented Reform to Promote the High-Quality Development of New Energy “proposed that it is necessary to promote all on-grid electricity of new energy such as wind power and solar power generation to enter the electricity market. On-grid electricity prices will be formed through market transactions: Sibu will establish a price settlement mechanism to support the sustainable development of new energy sources, distinguish existing and incremental projects and implement classified policies to promote high-quality development of the industry.

After the implementation of the new policy, the income model of household photovoltaic power plants will change.

“Previously, the income of photovoltaic power stations was fixed and determined by the on-grid price; but starting from June 1, 2025, new energy electricity will fully enter market-oriented transactions, and market volatility will intensify. The on-grid price will no longer be guaranteed, but will be determined by market supply and demand. In this way, the electricity price for spot transactions is an uncertain value. Different regions determine the spot electricity price based on the consumption situation of the power grid and the power load.The return on investment cycle of some household photovoltaic projects will be lengthened。& rdquo; The aforementioned agent said.

The above-mentioned agent further introduced that before the model platform had profits, it increased the installation fee to encourage channel operators like him to find users to install the installation and increase the business volume of his own platform; after the implementation of the two new regulations, the household photovoltaic business model is also In adjustment;Now that investors ‘income is uncertain, they reduce their own risks by lowering the settlement price for downstream platform providers.The platform then transfers pressure layer by layer to agents, secondary agents, and salesmen like him.

“The reason for the price adjustment is still the two new regulations 430 and 531.& rdquo; The market leader of a distributed photovoltaic company told Blue Whale News that his company is still studying new revenue models based on local conditions, and it is expected that new plans for each platform will be released one after another before June 1.

Regarding the development prospects of household photovoltaics, several practitioners interviewed said that for photovoltaic companies or investors, it may be greatly affected in the future. As far as investors are concerned, according to the aforementioned person in charge of the distributed photovoltaic market, each company will have different strategies due to different situations.The future development direction of most companies will be in the southeastern coastal areas where consumption is better, but it does not rule out that some companies value Category C areas where competition is relatively small in the future.

“Although there is certain uncertainty in the short term, in the long run, household photovoltaics still have stable development space and huge development potential. rdquo; Liu Shengbin, general manager of Zhengtai Energy’s satellite-household photovoltaic business unit, said at the photovoltaic industry’s 2024 development review and 2025 situation outlook seminar that companies should rationally respond to the rush for installation and focus on the orderly closed-loop of existing projects. Instead of blindly adding new projects, in order to alleviate industry shocks during the transition period of new and old policies, it is recommended that all provinces issue detailed rules for power market-oriented transactions as soon as possible. Industry enterprises should also strengthen self-discipline, unify various standards such as farmers ‘rents, and avoid convoluted competition. rdquo;

Zhong Baoshen, deputy to the National People’s Congress and chairman of LONGi Green Energy, said in this year’s two sessions that rural natural household photovoltaics will not participate in market-based electricity transactions, and truly realize photovoltaic benefits. In order to encourage high-quality assets to remain in village collectives, it is recommended that policies encourage the development of village collectives ‘self-sustaining photovoltaic asset models.

In fact, since last year, household photovoltaic installed capacity has declined. According to data released by the Photovoltaic Association, in 2024, the new installed capacity of household photovoltaics nationwide will be 29.55GW, a year-on-year decrease of 23%, accounting for only 10% of the country’s total new installed capacity of photovoltaics.

The aforementioned agent said that it remains to be seen whether to continue to make household photovoltaics after June 1If you still act as an agent, you will put the platform’s settlement speed and investor stability first.。