2019年(nian)11月20日,財政部(bu)官(guan)網(wang)公佈了(le)(le)(le)《關於(wu)(wu)提前下達(da)2020年(nian)可再生能源電(dian)價附加(jia)補助資金預(yu)算(suan)的通知》,瞬間(jian)刷(shua)遍了(le)(le)(le)能源界朋友圈,關於(wu)(wu)2020年(nian)可再生能源補貼費(fei)用的面紗(sha)終(zhong)於(wu)(wu)揭開了(le)(le)(le)。《通知》在(zai)附件(jian)中給出(chu)了(le)(le)(le)具體金額(e)及支付方式(shi),為地方電(dian)網(wang)公司明年(nian)安排了(le)(le)(le)共計約56.75億(yi)元的可再生能源補貼預(yu)算(suan),區(qu)域覆蓋包括內(nei)蒙(meng)古、吉林、浙(zhe)江(jiang)、廣西(xi)、四川、重慶、雲南(nan)、陝西(xi)、甘(gan)肅、新疆(jiang)、青海在(zai)內(nei)的11個省(自治(zhi)區(qu)、直轄市)。
根(gen)據(ju)《通知》安排,上述11個省(自治區、直(zhi)轄市)的風力(li)發(fa)電補(bu)助合(he)(he)計29.67億(yi)(yi)元,光(guang)伏發(fa)電專案補(bu)助合(he)(he)計21.58億(yi)(yi)元,生物質專案補(bu)貼以及(ji)公告(gao)可再生能源系統則分別為0.73億(yi)(yi)元和4.77億(yi)(yi)元。上述補(bu)貼合(he)(he)計56.75億(yi)(yi)元。
而我們翻閱2019年(nian)(nian)(nian)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)電(dian)(dian)價(jia)(jia)(jia)附(fu)(fu)加(jia)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)資(zi)(zi)金預(yu)算,發(fa)(fa)(fa)現2019年(nian)(nian)(nian)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)資(zi)(zi)金共計(ji)總額(e)81億(yi)(yi)元(yuan)。相(xiang)形(xing)之下,2020年(nian)(nian)(nian),國(guo)家(jia)在(zai)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)電(dian)(dian)價(jia)(jia)(jia)附(fu)(fu)加(jia)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)資(zi)(zi)金總額(e)方面縮水(shui)24.2億(yi)(yi)元(yuan),縮水(shui)了(le)近三(san)分之一(yi)。2020年(nian)(nian)(nian)度可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)電(dian)(dian)價(jia)(jia)(jia)附(fu)(fu)加(jia)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)資(zi)(zi)金縮水(shui)如此之多,顯示出國(guo)家(jia)在(zai)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)政(zheng)策(ce)上的(de)進一(yi)步(bu)收緊。大力推進光伏(fu)和風電(dian)(dian)平價(jia)(jia)(jia)上網專(zhuan)案(an),以及鼓勵可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)發(fa)(fa)(fa)電(dian)(dian)參與市場競爭成為(wei)大勢所趨。財政(zheng)部(bu)提(ti)(ti)前(qian)公佈2020年(nian)(nian)(nian)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)電(dian)(dian)價(jia)(jia)(jia)附(fu)(fu)加(jia)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)大有(you)深(shen)意,意在(zai)提(ti)(ti)前(qian)提(ti)(ti)醒相(xiang)關產業的(de)投(tou)資(zi)(zi)商,明年(nian)(nian)(nian)的(de)電(dian)(dian)價(jia)(jia)(jia)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)就是(shi)(shi)這些,投(tou)資(zi)(zi)專(zhuan)案(an)時要(yao)慎(shen)重。這對於遏制可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)專(zhuan)案(an)盲目投(tou)資(zi)(zi),規範市場規則有(you)著(zhu)積(ji)極作用(yong)。財政(zheng)部(bu)提(ti)(ti)前(qian)公佈2020年(nian)(nian)(nian)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)電(dian)(dian)價(jia)(jia)(jia)附(fu)(fu)加(jia)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)資(zi)(zi)金只(zhi)有(you)56億(yi)(yi)元(yuan),也進一(yi)步(bu)驗證了(le)許多人的(de)擔心,那就是(shi)(shi)2020年(nian)(nian)(nian)之後(hou)的(de)補(bu)(bu)(bu)(bu)(bu)(bu)助(zhu)(zhu)(zhu)將(jiang)會更好(hao)甚至(zhi)取(qu)消。2020年(nian)(nian)(nian)很可(ke)(ke)能(neng)是(shi)(shi)投(tou)資(zi)(zi)商拿到電(dian)(dian)價(jia)(jia)(jia)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)的(de)最後(hou)一(yi)年(nian)(nian)(nian),可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)政(zheng)策(ce)將(jiang)完成歷史(shi)使(shi)命。總之,可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)收緊是(shi)(shi)行業發(fa)(fa)(fa)展(zhan)的(de)趨勢,雖然(ran)2020年(nian)(nian)(nian)可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)只(zhi)有(you)56個億(yi)(yi),但是(shi)(shi)聊勝(sheng)於無,權當財政(zheng)部(bu)最後(hou)邀(yao)請大家(jia)吃(chi)最後(hou)一(yi)頓盛宴。未來投(tou)資(zi)(zi)商佈局可(ke)(ke)再(zai)(zai)生(sheng)(sheng)(sheng)(sheng)(sheng)能(neng)源(yuan)(yuan)(yuan)(yuan)專(zhuan)案(an),不能(neng)再(zai)(zai)以套(tao)取(qu)國(guo)家(jia)補(bu)(bu)(bu)(bu)(bu)(bu)貼(tie)為(wei)目的(de),而更應該站在(zai)市場的(de)角度規劃專(zhuan)案(an)。
來(lai)源:光伏人家(jia)