In order to promote the continued increase in new energy installed capacity, there is a strong call for the release of 95% of the red line for power grid consumption.

On March 8, the-share photovoltaic wind power sector collectively pulled up. By the close, the Wind PV and wind power indices were up 3.75 per cent and 2.45 per cent, respectively.

This is mainly influenced by a piece of news about new energy consumption. According to an article published by an online agency, the grid company has a high probability of liberalizing 95% of the red line to accommodate more new energy access, and the growth rate of China's new energy installed capacity may be significantly underestimated. This will be a direct benefit to the landscape industry chain enterprises.

Two companies that operate photovoltaic power plants as their main business told the interface news that they have not received relevant notices for the time being.

however, a number of people in the power industry told the interface news that breaking through the 95% elimination red line is a high probability event and is in line with industry expectations.

95% red line means that the utilization rate of photovoltaic and wind power is not less than 95%. The utilization rate of new energy reflects the consumption of new energy, which is the proportion of the actual electricity used by new energy and the total power generation of new energy.

With the development of the new energy industry, there has been a serious phenomenon of abandoning wind and light in China, which restricts the development of the industry. In October 2018, the National Development and Reform Commission and the Energy Administration issued the Clean Energy Abatement Action Plan (2018-2020) to address the issue of clean energy consumption and strengthen the assessment of consumption targets.

the document clearly states that by 2020, the national average wind power utilization rate will reach the international advanced level (strive to reach about 95%) and the wind abandonment rate will be controlled at a reasonable level (strive to control at about 5%); The utilization rate of photovoltaic power generation is higher than 95%, and the light abandonment rate is lower than 5%.

In April 2019, the State Grid issued the Service New Energy Development Report (2019), which promised that the utilization rate of new energy in its operating area would reach more than 95%.

Benefiting from policy promotion, as well as the construction of UHV and new energy trading markets, the problem of new energy consumption in China has been significantly alleviated since 2019. In 2020, the average utilization rate of wind power in China is 97%, and the average utilization rate of photovoltaic is 98%.

But with the explosive growth of new energy installations, the problem of grid connection is once again highlighted. Last year, the country's wind power, photovoltaic new installed 292.78 GW, far more than the National Energy Administration 160 GW target.

"with the large-scale development of photovoltaic and wind power in China, the problem of new energy consumption and grid connection is increasing, which restricts the large-scale sustainable development of new energy with a high proportion."

at the two sessions of the National people's Congress this year, Gao Jifan, deputy to the National people's Congress and chairman of Trina Solar (688599.SH), pointed out that large-scale centralized photovoltaic power stations, limited by UHV transmission, present a problem of insufficient space for follow-up development. In terms of distributed photovoltaics, Henan, Shandong and other provinces have issued early warning risks, greatly reducing the expectations and enthusiasm for the development of the distributed photovoltaic market.

a person in the photovoltaic industry told the interface news that electricity is ready to use and cannot be stored on a large scale at present. in the case of bottlenecks in the power grid, in order to further increase the installed capacity of new energy, we can only break the shackle of eliminating the red line.

in addition to dealing with the problem of consumption, the industry has also discussed the utilization rate of scenery for the systematic cost of new energy consumption.

Rao Jianye, deputy dean of the Clean Energy Research Institute of the General Institute of Electric Power Planning and Design, once pointed out that for every one percentage point increase in the utilization rate of wind power and photovoltaics, the system cost will rise sharply, and the increase in the comprehensive electricity price of new energy cannot be ignored.

He pointed out that with the expansion of the scale of new energy, it is necessary to comprehensively consider the safety and economy of the system and find the optimal balance point of technology and economy. The utilization rate of new energy does not need to reach 100%, which is more conducive to the large-scale development of new energy.

"Under the superposition of various factors, the utilization rate of new energy in Gansu, Inner Mongolia, and Qinghai has shown a downward trend. In the future, relevant provinces will further optimize the level of new energy consumption and utilization and promote the healthy development of new energy." Rao Jianye said.

Li Shaoyan, chief engineer of the Comprehensive Energy Department of the General Institute of Hydropower and Water Resources Planning and Design, also said that it is necessary to reasonably determine the utilization index of new energy. Taking a province as an example, the analysis shows that the new energy utilization rate control index can be reduced from 100 to 94%, and the installed capacity of new energy can be doubled.

a number of people in the power industry told the interface news that at present 95% of the red line of consumption has begun to be liberalized to some extent, and the rate of abandoning wind and light in some areas has exceeded 5%.

according to the data of the national new energy consumption monitoring and early warning center, in 2023, China's wind power utilization rate will be 97.3, and the photovoltaic power generation utilization rate will be 98%. Among them, Hebei, Mengxi, Qinghai and Tibet have all seen wind power or photovoltaic utilization rates below 95%.

"there are policy documents that mention reasonable utilization or ensure the rational use of new energy, which is actually what it means." One of the industry pointed out.

Recently, the National Development and Reform Commission and the Energy Bureau issued the "guidance on strengthening the construction of peak energy storage and intelligent dispatching capacity of the power grid" mentioned that by 2027, the regulation capacity of the power system will be significantly improved ...... Support the national new energy power generation accounted for more than 20%, and the utilization rate of new energy will remain at a reasonable level.

an electric power analyst believes that at present, the red line is still dominated by large bases, and there is still a certain distance to reach a 5% wind and light abandonment rate in the eastern region, which has little real impact.

There is a contradiction between the abandonment of wind and light and the full guaranteed acquisition of renewable energy power generation in the Renewable Energy Law. During the two sessions of the National People's Congress this year, many representatives of the National People's Congress proposed to amend the "Renewable Energy Law."

Zhang Tianren, chairman of Tianneng Holding Group, believes that the full guarantee acquisition system should be improved. He suggested that it should be clear in the legislation, formulate reasonable renewable energy utilization targets, and clarify the legal positioning that power grid companies, power sales companies, and power users should share the responsibility for full guaranteed purchases, and implement the full guaranteed purchase system., To further stimulate the enthusiasm of power generation companies.

Gao Jifan suggested that the original Article 14 of the "Renewable Energy Law" "The state implements a full guaranteed purchase system for renewable energy power generation." It is revised as "the State implements a system of indemnificatory purchase of renewable energy power generation. The competent department of energy under the State Council shall, in conjunction with the relevant departments, formulate specific measures for the indemnificatory purchase system of renewable energy power generation in accordance with the principle of" dividing the old from the new ".