Since 2023, distributed photovoltaics have continued to develop well. According to the State Grid New Energy Cloud data, as of the first quarter, only the newly added distributed photovoltaic installed capacity in the State Grid area exceeded 16.97GW, an increase of about 53% year-on-year. As for the distributed photovoltaic head market, Jiangsu occupies one of them.

On April 25th, the "2023 Distributed Photovoltaic Innovation Summit" jointly sponsored by Polaris Solar Photovoltaic Network and Sunrise Oriental Holding Co., Ltd. was held in Lianyungang, Jiangsu as scheduled. More than 400 people including industry experts, outstanding enterprises, and dealer representatives gathered together , to discuss the opportunities and challenges of the distributed photovoltaic market in Jiangsu.

 

 

At the opening of the meeting, Chen Chen, editor-in-chief of Polaris, and Xu Xinjian, chairman of Sunrise Oriental Holdings Co., Ltd. delivered speeches on behalf of the organizers.

The explosive growth of distributed photovoltaics is an indisputable fact. Chen Chen pointed out that "the world's photovoltaics look at China, and China's photovoltaics look at Jiangsu." Jiangsu is not only a major province of photovoltaic manufacturing in my country, but also a major province of distributed photovoltaic installed capacity. The development path of distributed photovoltaics in Jiangsu It has important reference significance for the distributed development of the whole country.

 

 

Xu Xinjian said that with the proposal of national strategies such as "dual carbon goals" and "rural revitalization", the photovoltaic industry has become an industry that is integrated into strategies such as "dual carbon goals" and "rural revitalization", and distributed photovoltaics has become a It is an important measure to realize the two major national strategies of "carbon neutrality and carbon peak" and rural revitalization. Sunrise Oriental has always kept pace with the national strategy, focused on the clean energy track, and continued to serve the national strategy. Specifically, it can be summarized as the "one vertical and one horizontal" strategy. "One vertical" refers to providing low-carbon system solutions for industry, commerce and parks based on the national dual-carbon strategy, including clean energy thermal business (solar thermal + air energy heat pump + ground source heat pump) and clean energy electricity business (photovoltaic + energy storage); "Yiheng" refers to providing users with low-carbon and better life solutions based on the national urbanization and beautiful countryside strategy, including household solar water heaters, air energy heat pumps and other supply Thermal products, kitchen appliances, water purification and other businesses.

 

 

In the keynote report session, Zhou Hao of Jiangsu Power Trading Center first introduced the transaction situation of Jiangsu Green Electricity Green Certificate. Zhou Hao pointed out that green electricity trading and green certificate trading are two effective means to discover the environmental value of renewable energy and guide users to consume green electricity through the market. In 2022, the cumulative transaction volume of green power transactions in Jiangsu Province will be 2.424 billion kWh, ranking first in East China and second in State Grid. In 2023, green power transactions will no longer be restricted by a 20% increase in the benchmark price of coal-fired power generation. In terms of green certificate transactions, Zhou Hao introduced that in 2022, Jiangsu’s green certificate transactions will be 763,800 pieces of electricity, corresponding to 763.8 million kwh of electricity. .

 

 

Regarding the development status of the distributed photovoltaic market in Jiangsu, Liu Jin, deputy director of the energy development business department of Jiangsu Engineering Consulting Center Co., Ltd., introduced that the distributed photovoltaic market in Jiangsu will achieve greater development in 2022, and the annual new grid-connected capacity will be 5.8 million kilowatts. , accumulatively grid-connected 15.55 million kilowatts. At present, the distribution market in Jiangsu is dominated by industrial and commercial roofs. In terms of regions, the development of distributed photovoltaics in southern Jiangsu is relatively good, and Suzhou, Nantong, Wuxi and Nanjing are far ahead of the trillion club cities. From the perspective of development potential, it is estimated that the scale of urban rooftops can reach 73.87 million kilowatts, and that of rural rooftops is 51.19 million kilowatts.

 

Sunrise Oriental Photovoltaic Co., Ltd. shared the experience and model of distributed photovoltaic development in the whole county of Jiangsu. Sunrise Oriental Photovoltaic Co., Ltd. large project director Cong Cong introduced that the "promotion of the whole county" has sounded the clarion call for the development of distributed photovoltaics in Jiangsu. According to statistics, 100% of the investors in the 59 county-wide distributed pilot projects in Jiangsu have reached an intention to cooperate. From the perspective of the actual development process, there are still some pain points and lack of capabilities of all parties in the county-wide distributed project. In this regard, Sunrise Dongfang has launched a characteristic development model, such as the "three-three" strategy, "six pulses sword", etc., to promote the high-quality development of distributed photovoltaics in the whole county.

 

 

Wang Wenrui, chief expert of Shenzhen Energy Nanjing Energy Holdings Co., Ltd., shared the practice of distributed photovoltaics in urban environmental protection——the world’s largest single-plant waste incineration power plant roof BIPV project, which uses monocrystalline 300Wp photovoltaic modules, with a total installed capacity of is 3.30MWp. From the perspective of economic benefits, the electricity price of the project is 0.64 yuan/kWh after the agreement is signed, and the annual self-consumption of the power plant is 158 million kWh, fully realizing 100% self-use. The after-tax project internal investment rate of return is 12.32%, the static investment return period is 8.11 years, and the dynamic investment return period is 9.03 years. In addition to economic benefits, the project also has high social and environmental benefits, and is expected to reduce carbon dioxide emissions by 81,202.08 tons. The project will also participate in carbon trading in the future to obtain value-added benefits.

 

 

In the afternoon, the meeting was chaired by Zhang Guoqing, vice president of Sunrise Oriental Photovoltaic Company.

 

 

Regarding the income of distributed photovoltaic projects that has attracted much attention, Dong Xiaoqing, director of the New Energy Design and Research Institute of China Coal Tianjin Design Engineering Co., Ltd., specifically calculated the income changes of distributed photovoltaic projects under special conditions such as power station demolition and time-of-use electricity prices. For example, if a power station is dismantled, it is acceptable to take the 6MW photovoltaic power generation project of the distributed general wharf in the storage area of Caofeidian Port, and dismantle it once in the life cycle, and the rate of return impact is between 0.4 and 0.9, which is acceptable and a calculation model that is more in line with the real situation. As far as the time-of-use electricity price is concerned, based on the calculation of a 2.4MW rooftop distributed project of a forging plant in Liaoning Province (actual case), the self-consumption rate of the project is 85%. In Shandong, according to the latest time-of-use electricity price in Shandong, the final comprehensive electricity price is only 0.3427 yuan, which is lower than the desulfurization benchmark electricity price, which has a great impact on the project yield.

 

 

Dong Xiaoqing said that, on the whole, the industrial and commercial structures of provinces and regions are different, and the impact of time-of-use electricity prices on photovoltaic systems varies greatly. Distributed photovoltaics + energy storage is the main way to solve the problem that distributed photovoltaics have the highest output at noon when the electricity price is lower than the desulfurization benchmark electricity price.

Guo Rui, Director of Residential Photovoltaic East China Region Business Director of Zheshang Zhongtuo Group Electric Power Technology Co., Ltd., introduced in detail the household distributed photovoltaic system solution of Zhongtuo Guangying. Zheshang Zhongtuo is a member company of Zhejiang Transportation Investment Group, a Fortune 500 company in the world. Zhongtuo Guangying is the latest household photovoltaic brand created by Zheshang Zhongtuo, aiming to provide farmers with high-quality rooftop photovoltaic systems. Development and sales of a complete set of solutions for survey and design, installation and after-sales operation and maintenance. The service model focuses on operating leasing and cooperative co-construction models. In terms of products, it focuses on ordinary houses, sun rooms, courtyards, and special-shaped roofs to meet the diverse needs of users.

 

 

Shenzhen Sofar New Energy Co., Ltd. shared Sofar's high-current solutions for distributed photovoltaics. According to reports, in order to help the further development of the distributed photovoltaic market, Sofar has launched inverter high-current matching solutions for household, industrial and commercial, and county-wide promotion scenarios. In household scenarios, Sofar has launched a high-current matching solution for 210-module inverters, and the maximum input current of each MPPT has been increased to 40A, which can further improve the power generation efficiency of household photovoltaic systems; in industrial and commercial scenarios, Sofar has launched a new generation of SOFAR 100 -110KTL-G4 industrial and commercial photovoltaic inverter adopts 10-channel MPPT+40A high-current design, perfectly adapts to high-power components and meets the needs of various complex roof application scenarios, and greatly improves power generation efficiency; in terms of promoting solutions in the whole county, Shouhang can provide inverter selection schemes for centralized converging mode and single-family mode for centralized rooftop scenarios and distributed rooftop scenarios, and provide inverter models with different powers to help the whole county promote distributed photovoltaics The market develops further.

 

 

Jolywood Minsheng, a holding subsidiary of Jolywood, was established in 2015 and is committed to serving the field of distributed new energy. According to Liu Junhao, Senior Director of the Marketing Center of Suzhou Jolywood Minsheng Energy Co., Ltd., since the launch of the county-wide distributed photovoltaic pilot project, Jolywood Minsheng has seized new opportunities for county-wide distributed photovoltaics. At present, the "Jolywood Whole County Solution" has reached a cooperation A total of 144, including 19 counties and 125 towns; Jolywood and its partners have cooperated with Yazhou City in Hainan, Jiangtun Town in Tengzhou City, Anxing Town in Heze City, Zhuqiao Town in Laizhou City, and Qianying Town in Anshan City 123 counties and towns, including Yanglou Town, Ruzhou City, have signed cooperation agreements on rooftop distributed photovoltaic projects for the entire county/town, and 63 counties/towns have started construction. Since 2022, Jolywood Minsheng has continued to intensify efforts to develop project contracts for the entire county, helping to achieve the "double carbon" goal as soon as possible.

 

 

Jiangsu Jinwa Solar Technology Co., Ltd. is an excellent distributed photovoltaic development enterprise in Xuzhou, Jiangsu. According to Xu Dejin, general manager of Jiangsu Jinwa Solar Technology Co., Ltd., Jiangsu Jinwa currently owns 200 household power stations and 6MW of industrial and commercial power stations, and plans to hold more than 50MW of power stations within three years. With personal experience, Xu Dejin shared his valuable experience in the development process of household and industrial and commercial distributed photovoltaics, including doing a good job in staff training, building high-quality projects, making up for the shortcomings of large companies, and fully participating in the ownership and operation and maintenance of power stations.

 

 

Wei Xiaozhao, head of the Energy Internet Technology Research Center of the Electric Power Science Research Institute of the State Grid Henan Electric Power Company, said that the explosive growth of distributed photovoltaics threatens the safe and stable operation of the distribution network. Abnormal operation of photovoltaic station areas such as overload and voltage limit are faced with varying degrees of challenges. In order to solve the above problems, State Grid Henan Electric Power complies with the intelligent Internet of Things system architecture, and carries out the "observable, measurable, controllable, and adjustable" construction of household photovoltaics, realizing real-time measurement, comprehensive analysis, Precise control, piloting the early warning and treatment of problems such as reverse heavy overload and voltage over-limit in the photovoltaic station area, effectively guaranteeing the safety of distribution network operation and equipment safety.

 

 

To smooth output, reduce light abandonment, and enhance peak-shaving and frequency-regulating capabilities, the requirements for distributed photovoltaic distribution and storage are intensifying. Wang Yinzhu, an associate professor in the Department of Applied Chemistry, School of Chemistry and Molecular Engineering, Nanjing University of Technology, said that profit from peak-to-valley electricity price difference is still the main profit method for distributed energy storage at present, and the electricity price difference and distribution range determine the profitability of user-side energy storage. Generally speaking, the peak-to-valley electricity price difference exceeds 0.7 yuan/kwh, which has room for profit. Wang Yinzhu emphasized that lithium iron phosphate batteries are still the most important type of batteries. With the decline in the price of raw materials such as battery-grade lithium carbonate, the current cost of batteries is about 0.72-0.85 yuan/Wh, and the construction cost of energy storage power stations will continue to fall. In Wang Yinzhu's view, distributed energy storage should develop energy storage products with "low cost, long life, high safety, maintenance-free, and good consistency". Especially in terms of fire safety, combustible gas detection devices should be installed in the lithium iron phosphate battery equipment room, the ventilation system should be explosion-proof, and the battery compartment (cabinet) should be equipped with water spray, heptafluoropropane, perfluorohexanone, fine water mist, aerosol, etc. The fixed fire extinguishing facilities and the minimum protection unit are battery modules, and each battery module can be individually equipped with fire extinguishing medium nozzles and a fire water supply system for the whole station.

 

 

According to Chen Tiejun, general manager of Systems Engineering Research Institute of Yidao New Energy Technology (Quzhou) Co., Ltd., there are currently three major pain points in the county's distributed photovoltaic and distributed photovoltaic markets: one is fire safety, and distributed photovoltaics frequently have fire accidents; the other is Product life, the color steel tile roof needs to be replaced in 5-8 years, but the service life of the photovoltaic module is 25 years, the two do not match; the third is difficult to clean, the inclination angle of the photovoltaic module is small, and the dust precipitates into stubborn stains after the water evaporates. Difficult to clean. Aiming at the above pain points, Yiyi Xinneng overcomes them one by one through the three major innovations of photovoltaic module-level rapid shutdown system, lightweight shingled photovoltaic modules, and self-draining steel frame modules. It is worth noting that Yiyi Research Institute mainly promotes full-scenario and full-process photovoltaic system solutions, which are divided into three sections: ecological photovoltaics, urban photovoltaics and offshore photovoltaics, with 18 specific application scenarios.

 

 

In response to the problems arising from the rapid development of distributed photovoltaics, the solution of the National Photovoltaic Quality Inspection Center revolves around the four main points of "seeing, hearing, asking, and knowing". Meng Qingfa, deputy director of the National Photovoltaic Quality Inspection Center (CPVT), introduced that Wang means on-site survey, surveying the power plant site, geographical location, surrounding environment, feasibility study design data, information navigation platform, and power plant map drawing; Wen means data verification, mainly including Power generation data, power generation capacity difference, electrical parameter adaptation, meteorological environment, equipment accuracy, data cleaning; ask, that is, consultation and investigation; data verification, power evaluation, detection and analysis, fault conditions, sample sampling, problem analysis; cut, also It is technical analysis, including safety quality, performance quality, engineering quality, data analysis, problem diagnosis, and comprehensive suggestions.

 

 

From a legal point of view, Li Yaqi, a lawyer of Sunshine Times Law Firm, shared the legal risk prevention of distributed photovoltaic project investment. For example, regarding the compliance requirements of the factory buildings attached to the distributed photovoltaic project, Li Yaqi listed in detail the compliance risks of house construction procedures, the lessor is not the owner of the house, the risk prevention of "one house with multiple rents", and the risk prevention of house mortgage/sealing 6 risks of special concern, including roof owner bankruptcy risk prevention and demolition risk prevention, and countermeasures are given.

 

 

Cong Zishan, Senior Research Institute of Xiaoshu LVGEM (Beijing) Technology Development Co., Ltd., focused on sharing the income of distributed photovoltaic carbon asset projects. Cong Zishan said that the current types of carbon assets that domestic distributed photovoltaic users can choose include voluntary emission reductions and green power certificates. In general, when distributed photovoltaics are developed as voluntary emission reduction projects, whether it is CCER or GCC, the price is higher than the price of the green certificate, and the value-added space is large, but the corresponding development cycle is also long. However, the current carbon asset development has difficulties in the whole process. For example, due to factors such as the scarcity of professionals in the early stage, it is difficult to make accurate pre-evaluation judgments, including the evaluation of the project’s developability and emission reduction; in the middle stage of development, Because the core of the carbon emission reduction mechanism is data, the complexity of the data is very high, and the entire cycle of execution is very long; in the later stage of development, there will be a lot of monitoring data, how to do accurate monitoring, how to consider the uniqueness and authenticity of the project .

 

 

After the brainstorming, on April 26, the participants gathered together offline to visit the excellent case projects of distributed photovoltaics in the whole county, and then explored distributed photovoltaics from the actual projects.