What Kind of Distributed Solar Photovoltaic Roof are Most Valuable

" Solar PV power industry next era should be called 'pro-roof resource is the king'." Co-director of Hangyu Technology Co., Ltd. (hereinafter referred to as Hangyu energy) Yang Liu believes that the scarcity of resources is the pain point of industry development, who will occupy the first chance who can solve it, and the future PV market will not lack of polysilicon, nor photovoltaic modules, but the roof. 

His judgment is based on an industry consensus: China's distributed solar PV market is heating up. The so-called distributed photovoltaic, usually refers to small-scale photovoltaic power generation system( off grid solar power system) is installed in home or residential commercial and industrial rooftops, courtyards, to the owners of self-occupied, remaining electricity access to the grid operation. In the photovoltaic market started earlier in Europe and America, it is the main way of distributed photovoltaic solar energy utilization. Nearly nine out of Germany from distributed solar photovoltaic power generation system, the number of family homes roof power plant over one million; Last year the United States added new distributed photovoltaic power generation capacity has reached 2.2 million kilowatts.

In China, large-scale centralized ground station is still the main way to achieve solar photovoltaic power generation. Up to 2014, China PV cumulative installed capacity of 28.05 million kilowatts grid. Among them, the ground station are 23.38 million kilowatts, only 4.67 million kilowatts of photovoltaic distributed. However, in view of land resources, the ability to send power grids and national subsidy financial pressure and many other constraints, many people in the industry have expressed similar views to the author, that the development of the ground station will gradually slow down over next three years, and various distributions the formula will be the development direction.

 

"From an investment point of view, the ground station can last two or three years." In the GCL New Energy Holdings Limited (00451.HK, hereinafter referred to as GCL new energy) in the photovoltaic power generation project investment Shanzhong Zhang think that, PV application market the determining factor is financial leverage. "It is a hot point of ground station, at their own expense by 10%, someone take 90% to capital. Although distributed project now unable to do, all the bad factors will improve over time. We look for the market will be forced to the roof.

With more and more enterprises and funds investing in distributed solar photovoltaic, roof, especially those who are most power and profit potential high quality roof, just as land is becoming parties to compete for the subject. But what kind of roofs are most valuable?

 

Big business Roofs are rarest

Since human Jielu to live, the roof is not new things, but people take it from the photovoltaic various grades and ranks

"Duddy, I have roof resources, let's look at?" this is Yang Liu the most afraid to hear words, because many people mistakenly think that the "roof" is equal to "project". And for professionals, choose roof as like choose beauty.

Economy is the primary criterion for evaluation rooftop PV projects. Roof, whose owners units best are the stable operation and strong big power to the roof. High energy consuming owners to install distributed solar off grid system, to achieve to  maximize the economic benefits of the project. National policy to encourage power users in accordance with the "spontaneous use, grid allowance" approach to building distributed photovoltaic power generation system. The NDRC price department 2013 No. 1638 documents stipulate, to distributed photovoltaic generating electricity subsidies policy, subsidies standard is RMB 0.42 per kilowatt hour; Among them, occupied the remaining power grid, by the power grid enterprises in accordance with the local coal-fired units benchmarking Internet acquisition price.

If business owners can use all photovoltaic self-occupied, it will be the largest economic investment. Because according to the current policy, self-occupied part of the earnings-per-watt is equal to the original unit price of electricity plus state subsidies RMB 0.42, while the online portion of the earnings power more than just benchmark electricity price increase state subsidies, currently around commercial and industrial electricity prices are far higher in feed-in tariffs.

But the scale of development is another important index to distinguish the quality of the roof. The scale 1 MW project compared with 5 MW project, two pre development costs are basically the same, investors certainly love big roof project.

Different Geographical position can also delete a large part of the roof. PowerOAK family photovoltaic a person in charge told reporters, the current domestic suitable for large-scale development of distributed PV provinces are rarely, one is in the provinces of Shanghai, Zhejiang and other places have high subsidies; the other is the local power supply tension leads to commercial and industrial electricity prices high provinces, such as Guangdong.

Therefore, in the eyes of distributed PV developers high quality roof need to contain the following characteristics: owners stable operation and high power consumption; long period existence of roof; suitable for developing more than 5 MW large roof solar power station; high local subsidies or local industry and commercial with high price. Accord with above standard of roof resources are very scarce. "Most of the best roof are state-owned enterprises, central enterprises and large listed companies, small private enterprises dare to guarantee stable operation of 20 years is not much, not to mention the meeting other conditions." an investment industry sources to the author said.

The roof of various grades and ranks

Small area roofs, solar photovoltaic power generation can provide attractive business owners inherently inadequate. These roofs can try to re-rent pack make up large projects. PowerOAK is doing that.

From the perspective of the economic benefits investment, the small scale roof still does not have the attraction. For example, IKEA Beijing Quaternion Bridge shop which roof power station the annual average generating capacity are about 30 million degrees, barely enough to meet the market 80% lighting power supply system, the entire Mall consumption is a drop in the bucket. But similar like IKEA companies test photovoltaic roof, even more to see solar PV power as a green energy behind the concept of environmental protection, which to boost corporate influence, shaping a good social image have a positive effect.

There are some people in the industry believe that only a small rooftop distributed PV on behalf of the trend of development. Yang Liu predicted that, in five years distributed PV market will be hot competition for resources roof scale 1 MW or less.

This judgment from foreign experience in the development of photovoltaic PV market, has always been from easy to difficult, from the depth of large-scale to small-scale distributed . But China’s situation is different, the small roof era needs more time. The current trend is visible from the scale effect was significantly depleted but soon developed a large-scale ground station resources to the same large-scale distributed projects. To distributed project about large-scale agricultural photovoltaic project Zhang Shanzhong told the author that large-scale agriculture, fishery and photovoltaic complementary projects, can extend large-scale ground station investment heat 1-2 years. Such projects currently classified as distributed, but its construction business model and business investment model and the large ground station is not very different, are the grid, with full electricity sold to the grid, obtained subsidized price revenue. This kind of distributed project business model are relatively mature, easy to attract investment.