First, 2023 photovoltaic will surpass hydropower, become the second largest installed power supply
After entering the "14th Five-Year Plan", under the support of the carbon peak carbon neutral target, new energy ushered in a new cycle of full-speed development, national policy, local planning intensively, state-owned enterprises to join the strong, directly promote the photovoltaic power plant investment into white-hot.
As of the end of December 2022, the country's cumulative installed power generation capacity of about 2.56 billion kilowatts, an increase of 7.8% year-on-year. Among them, the installed capacity of thermal power is about 1.332 billion kilowatts, the installed capacity of hydropower is about 414 million kilowatts, and the installed capacity of solar power generation is about 390 million kilowatts, which has become the country's third-largest form of power source after thermal power and hydropower.
According to the industry installed trend, by the end of 2023 photovoltaic power generation installed capacity or will exceed 500 million kilowatts, the probability of surpassing the hydropower (including pumped storage) to become the country's second largest power source.
After entering the 500 million kilowatts mark, new energy has become the main force in the new energy, but also towards the main form of energy across. It is worth noting that, as traditional energy prices continue to rise, with the full release of production capacity and technology, photovoltaic power in 2023 will become the world's first cheap form of electricity, which is also the photovoltaic industry continues to develop, the bottom line of endless!
Second, photovoltaic power station development investment differentiation: state-owned enterprises monopoly ground power station market
Although the controversy about the compression of new energy investment by state-owned enterprises in 2022 continues, from the annual target acquisition situation, the monopoly of state-owned enterprises in the ground power plant development market is further consolidated, and more than 70% of the main investors in ground power plants are still state-owned enterprises, which also confirms the trend of "the country into the people's retreat" in the development of ground power plants. This also confirms the trend of "national advancement and retreat" in the development of terrestrial power plants.
Or with industrial support, or to protect the supply chain, in the field of photovoltaic manufacturing, the central state-owned enterprises began to move frequently. Up to now there are more than ten central enterprises and local state-owned enterprises to carry out photovoltaic manufacturing projects. It is worth noting that, in addition to the common co-operation mode, the self-built mode is gradually increasing.
In fact, this is closely related to the ground power plant development model. In order to play the scale effect, China's ground power plant development gradually into the era of base, the amount of investment and construction management difficulties escalate, which also led to local governments in the allocation of indicators also prefer state-owned enterprises. Especially in the three batches of large base project preference, almost more than 90% of the project by the state-owned enterprises under the banner, most of the private enterprises to industrial support, local contribution and other ways to participate in it, but the project is still the leading investor in the state-owned enterprises.
Although some provinces expressly encourage private enterprises to participate in the development of photovoltaic power plant projects, but from the overall trend, in the ground power plant market, private enterprises will be more involved as a service provider in the future, the central enterprises and other state-owned enterprises monopoly position will be further enhanced.