Article | Li Zhenxing
On June 15, the 17th International Solar Photovoltaic and Smart Energy Conference and Exhibition (hereinafter referred to as "2024SNEC") ended. GCL Group demonstrated the full link green energy comprehensive solutions for perovskite photovoltaic products, PVT new photovoltaic solar thermal integration system, household energy storage, charging piles and other products. Sun Haipeng, General Manager of GCLSI Sunshine Household Company, said that every market change will promote the innovation and upgrading of technology, products and business models. It is expected that in the third quarter of this year, the market pattern of household photovoltaic will enter a period of deep adjustment.
As for the future layout, Sun Haipeng said that due to the insufficient power grid carrying capacity of some northern provinces, the continuous decline of the remaining peak adjustable capacity, and the greater impact of the adjustment of the on grid electricity price policy in areas with high penetration rates, Xin Yangguang plans to shift the focus of market development from the northern market to the economically developed regions in the south, especially the Yangtze River Delta and Pearl River Delta, It is expected to occupy 60% to 70% of the market share in the future. Provinces with high economic heat and population density will become the focus of household photovoltaic development.
Among them, Shandong, as the largest province of distributed photovoltaic power generation, the consumption of distributed photovoltaic power generation is extremely urgent.
At the beginning of June, the Supplementary Notice on Relevant Matters of the Notice on Promoting the High Quality Development of Distributed Photovoltaics (Draft for Comments) issued by Shandong Provincial Energy Bureau proposed to encourage the spontaneous self use of distributed photovoltaic, and adjust the electricity price policy for the part of the remaining electricity on grid.
This means that Shandong distributed photovoltaic grid price adopts the strategy of "separating the old from the new": guaranteed consumption of old projects, market-oriented consumption of new projects. The electricity price for the marketization of residual electricity consumption on the grid should follow the centralized spot price, which may be negative in extreme cases. According to the data, at the end of April 2023 and the beginning of May 2023, the serious oversupply in Shandong has led to 46 negative electricity prices in spot real-time transactions.
In this regard, Sun Haipeng said that with the acceleration of the spot power market in various regions, Xin Yangguang expected that after September this year, the national time-sharing price and spot price would stabilize, and the household photovoltaic market pattern would usher in restructuring. In this process, enterprises with unhealthy development, non-standard management and weak technical and engineering capabilities will be eliminated. During the period of deep adjustment of the industry, we will settle down well and improve our own capabilities such as technical content and profit margin.
In order to solve the problem of distributed growth, part of the funds in the new energy field will flow to the power grid transformation, such as increasing the access voltage from 380v to 10kv, overlapping the implementation of policies such as partition power sales and energy storage, and the flexibility of the power grid is expected to be further improved.
Sungrow will adjust its business model according to the actual situation. Following the reform of the market price of distributed PV, Sungrow will adjust the proportion of resource development investment in the target market according to the economic development level, power load, lighting conditions, capital recognition and other conditions of each region, and take new models such as full fund sales of distributed PV and investment and construction of high-voltage shared energy storage as the starting point to ensure the income of enterprise projects.
It is understood that Sungrow's business was launched in 2023. At present, it has attracted more than 1000 partners across the country. Through resource sharing and responsibility sharing, it has successfully driven more than 5000 people to carry out business. Through the data management in the background, Sungrow unifies the cost, technical scheme and grid connection process to ensure the standardization and standardization of business. It has developed five business models, namely Kaixinying, Kaixinjian, Kaixin Rent, Kaixin Purchase and Kaixinhui.
At present, the business of Sungrow is based on the full lease mode, that is, users can install PV for free and enjoy fixed rental income by renting roofs. The company expands its business by setting up provincial companies and project companies throughout the country and recruiting channel partners.
Sun Haipeng believes that with the change of policies, the owner self investment mode will become the mainstream. On 2024SNEC, Sungrow launched the full payment mode of household photovoltaic "Kaixingou", that is, the owner purchases the photovoltaic power station with full payment and enjoys all power generation income. This mode has the advantages of personalized customization, differentiated combination, flexible grid connection, etc., which greatly improves the life cycle profitability of photovoltaic power stations. In addition to the conventional power generation system, the owner can select personalized products such as PVT cogeneration system, energy storage, charging pile, etc. Xinyang Sunshine provides the owner with 0 yuan power station design, 3 years of free operation and maintenance, 3 years of free insurance, and one-stop operation and maintenance services throughout the life cycle.
It is worth noting that the PV industry is heavily involved in the internal volume. Sun Haipeng believes that with the rapid development of the industry, there is a capacity problem under the mismatch between supply and demand. Through the internal volume, "good money drives out bad money" is achieved, promoting the rapid return of the industry to healthy competition, and giving the terminal market a sustainable development environment.
It is expected that by the end of this year, this round of shuffle of household PV market will be settled. Due to the risks such as the adjustment of the grid price policy, the problems of power grid carrying and consumption, and the instability of market returns, the full payment purchase mode (spontaneous self use, surplus power online) of user self investment will gradually become the mainstream, promoting the transformation of property rights from enterprise investment to user investment.
"Sungrow unswervingly follows the path of healthy, stable and sustainable development. In the face of the new situation of power market reform, Sungrow gives full play to GCL Group's 35 years of experience in the integration of power operation and green energy multi business development, enabling high-quality business development with differentiated advantages," said Sun Haipeng.
