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光伏发电行业属于典型的政策支持型行业,发电成本远高于火电、水电等常规电源,需依靠国家政策支持来促进其发展。目前,我国现行的分区域标杆上网电价政策极大地推动了光伏发电行业的发展,但较高的上网电价也导致可再生能源发展基金入不敷出、补贴发放滞后,严重影响了业内企业的资金周转。随着光伏装机规模的迅速扩大,国家已启动了上网电价的下调机制。本文通过综合分析影响光伏发电行业发展的各种因素,认为影响未来国内行业发展的决定性因素是国家的能源战略,而上网电价仅是实现战略目标的工具之一,电价逐步适度下调不仅不会对行业发展构成威胁,而且还能引导光伏发电行业健康发展。
Photovoltaic power generation industry is a typical policy-support industries, power generation costs are much higher than conventional power sources such as thermal power, hydropower and other, need to rely on national policy support to promote its development. At present, the current sub-regional benchmark electricity price policy in our country has greatly promoted the development of the photovoltaic power generation industry. However, the higher feed-in tariffs have also led to the lack of funds for the development of renewable energy development funds and the lagging subsidy payment, which has seriously affected the capital turnover of the enterprises in the industry. With the rapid expansion of photovoltaic installed capacity, the state has launched a downward adjustment mechanism for the on-grid electricity price. Based on the comprehensive analysis of various factors affecting the development of photovoltaic power generation industry, it is considered that the decisive factor affecting the development of the domestic industry in the future is the country’s energy strategy, while the feed-in tariff is only one of the tools for achieving the strategic goal. Industry development poses a threat, but also to guide the healthy development of photovoltaic power generation industry.