china's photovoltaic industry has not been eliminated due to some enterprises and weaken the competitiveness of the industry, the world's top five market share of more than 1/3, from technology, quality, cost, personnel and other aspects are in the forefront of the world.
four, the combination of industry and finance, cooperation and win-win, create a new situation in the photovoltaic industry
because this is a long-term development of the industry, some people say that the photovoltaic power plant is a class of financial products, how to put the photovoltaic power plants, the ground station and various financial solutions, which is the inevitable direction, otherwise it is difficult for the industry to continue to go, so a series of financial solutions will become the inevitable choice of photovoltaic industry.
five, the application of financial leasing, to promote the development of photovoltaic industry
including technological transformation, equipment investment, and now go out, chinese enterprises in overseas production is also more. downstream also have a lot of opportunities, will be introduced later.
six, photovoltaic power plant diversified financing solutions
one year 20gw about 1200 to 150 billion yuan investment scale. construction period is about 6 months or so, a long period of time should be 25 years, the middle will be segmented, so there will be a different financial needs, of course, not completely rely on lease to solve, there are many ways.
seven, the characteristics of the ground centralized power station and investment value
global terrestrial power plant policies are not the same, the united states, europe, japan have their own practice. china has the best practice, is a fixed price for 20 years, the united states is the back taxes, as long as the government's credit guarantee, no limit what great power grid, the overall is quite stable. as long as the choice of good products and good management, then the amount of power is guaranteed. with the continuous improvement of the level of operation and maintenance, the power station is a predictability of revenue, but also relatively stable, which is very important for the finance leasing company. in fact, many industry suddenly die, so it's different, sell also sell. like the assets of the pv is very difficult to sell, then we must ensure that the sustainability of power generation.
eight case: financial evaluation of the basis of cash flow
total investment yield is now about 10%, the basic risk is predictable, the income is medium level. there are a lot of people coming in, but it's not particularly high in the industry.
nine, distributed power plant in various forms and characteristics
in some hills, slopes below 20mw power station. in particular, the power plant in the industrial plant, the first to sell electricity to the user, such as our hotel is a part of the use, then the internet. so there are a few objects, the original is the state grid corporation, is now a direct user object. especially in the industrial workshop, 20 years or 25 years, now which industry can engage in 25 years? there's a lot of change in the middle. after we have to promote the national energy bureau in the last year to do a thing, with the power station in full access to the internet, you can get 100% of the amount of electricity from the internet, not necessarily to sell, it is more initiative.
from a risk point of view there is a difficulty, is that the charge is not determined. the ground station has national subsidies, but the state subsidy is in transition, has lagged. the complexity of the distributed power station is a little more, the first is the user to pay electricity, and then take the national subsidies. later, we give the national energy board to make recommendations, such as a business to engage in 100 peak power plants, is the network company to collect, and now there is a file in the province, so that users can not owe money, so the charge is relatively good. especially in the distributed, the state encourages the distributed generation, to suggest that the state grid corporation to subsidies payed, this to the distributed power station is not a bad thing.
ten, photovoltaic power plant financing lease concerns
1, lease term and power generation revenue cash flow matching
2, photovoltaic power plant quality assurance
3, photovoltaic power plant subsidies income timeliness
4, photovoltaic power plant into the relevant insurance scheme
there are still a lot of opportunities, distributed power plants now account for 1/2, the future will account for 1/3. in fact, because the distributed power station each project a small point, which is also an opportunity for leasing industry. from the point of view of the balance of income and risk, in general, the network after the project is already online, the return is certainly less, but some of the stability. inside a core of the key is in the construction phase of the project, if the project must be assessed to meet the network, it brings the complexity of the project. is to assess it can receive a reasonable tariff, which is a problem in the photovoltaic industry to do business to have a professional team, whether it is the construction or operation of financing, who can manage this thing, then who will be better able to seize the opportunity to control the risk.
in case the problem is how to do, is also to have the ability to dispose of assets, equity or power plant is to be. because i was the director of the photovoltaic association, is the lease industry and the establishment of a mechanism. trina solar is also trying to work in this direction is to build a good mechanism with the relevant industries, which is useful for both of us. hope that we can cooperate and win-win, together, efforts!
reprint from the century new energy network.
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