2016年,隨著(zhu)國內外(wai)光(guang)(guang)伏(fu)(fu)(fu)(fu)市場持續(xu)擴(kuo)大,國際貿(mao)易環(huan)境的逐步改(gai)善,我國光(guang)(guang)伏(fu)(fu)(fu)(fu)產業發展(zhan)(zhan)環(huan)境持續(xu)向好,企業基(ji)本面(mian)持續(xu)改(gai)善,但也面(mian)臨企業盈利能(neng)力不(bu)強等(deng)(deng)問(wen)題(ti)(ti)。面(mian)對這樣的發展(zhan)(zhan)形(xing)(xing)勢,光(guang)(guang)伏(fu)(fu)(fu)(fu)產業如(ru)何(he)(he)破解光(guang)(guang)伏(fu)(fu)(fu)(fu)制(zhi)造業融資難、融資貴難題(ti)(ti)?如(ru)何(he)(he)應對領跑(pao)者計劃加速但國內先進產品產能(neng)不(bu)足?如(ru)何(he)(he)應對光(guang)(guang)伏(fu)(fu)(fu)(fu)補貼拖欠?如(ru)何(he)(he)應對西(xi)北部地(di)區限(xian)電問(wen)題(ti)(ti)?基(ji)于(yu)對上述(shu)形(xing)(xing)勢和問(wen)題(ti)(ti)的前瞻性分析,研究院光(guang)(guang)伏(fu)(fu)(fu)(fu)產業形(xing)(xing)勢分析課(ke)題(ti)(ti)組提出(chu)了設立國家光(guang)(guang)伏(fu)(fu)(fu)(fu)產業投(tou)資基(ji)金、統籌光(guang)(guang)伏(fu)(fu)(fu)(fu)基(ji)地(di)與電網通道建設、明確(que)光(guang)(guang)伏(fu)(fu)(fu)(fu)用地(di)性質、規范土地(di)稅收政策等(deng)(deng)對策建議(yi)。
發展趨勢(一)
光伏市場蓬勃發展產業規模穩步提升
光(guang)(guang)伏(fu)市場(chang)(chang)蓬勃發(fa)展(zhan)(zhan),我國(guo)(guo)(guo)累(lei)計(ji)裝(zhuang)(zhuang)機(ji)量(liang)(liang)(liang)躍(yue)居全(quan)(quan)球(qiu)首位(wei)。2015年(nian),全(quan)(quan)球(qiu)光(guang)(guang)伏(fu)市場(chang)(chang)強勁(jing)增(zeng)長,新增(zeng)裝(zhuang)(zhuang)機(ji)容(rong)量(liang)(liang)(liang)預計(ji)將超過(guo)(guo)50GW,同(tong)比增(zeng)長16.3%,累(lei)計(ji)光(guang)(guang)伏(fu)容(rong)量(liang)(liang)(liang)超過(guo)(guo)230GW。傳統市場(chang)(chang)如日本、美(mei)國(guo)(guo)(guo)、歐洲的新增(zeng)裝(zhuang)(zhuang)機(ji)容(rong)量(liang)(liang)(liang)將分(fen)別達到(dao)9GW、8GW和(he)7.5GW,依然保持強勁(jing)發(fa)展(zhan)(zhan)勢(shi)頭。新興市場(chang)(chang)不斷涌(yong)現,光(guang)(guang)伏(fu)應用在東(dong)南亞、拉丁美(mei)洲諸國(guo)(guo)(guo)的發(fa)展(zhan)(zhan)勢(shi)如破竹,印度(du)、泰國(guo)(guo)(guo)、智利、墨西哥等國(guo)(guo)(guo)裝(zhuang)(zhuang)機(ji)規模快速提升,如印度(du)在2015年(nian)將達到(dao)2.5GW。我國(guo)(guo)(guo)光(guang)(guang)伏(fu)新增(zeng)裝(zhuang)(zhuang)機(ji)量(liang)(liang)(liang)將達到(dao)16.5GW,繼(ji)續位(wei)居全(quan)(quan)球(qiu)首位(wei),累(lei)計(ji)裝(zhuang)(zhuang)機(ji)有望超過(guo)(guo)43GW,超越德國(guo)(guo)(guo)成(cheng)為全(quan)(quan)球(qiu)光(guang)(guang)伏(fu)累(lei)計(ji)裝(zhuang)(zhuang)機(ji)量(liang)(liang)(liang)最大的國(guo)(guo)(guo)家(jia)。
2016年,盡管面臨全球經濟疲軟、美日(ri)等(deng)(deng)國政策支(zhi)撐力度下(xia)(xia)降(jiang)的(de)(de)影響,但國內外(wai)光(guang)(guang)伏(fu)市場(chang)仍將(jiang)(jiang)(jiang)保持(chi)增(zeng)長勢頭,預(yu)期全年光(guang)(guang)伏(fu)新增(zeng)裝(zhuang)機量(liang)將(jiang)(jiang)(jiang)達(da)(da)到(dao)(dao)58GW以上。其中,美國由于ITC(稅收(shou)減免)政策在2016年底到(dao)(dao)期,將(jiang)(jiang)(jiang)繼(ji)續掀起搶裝(zhuang)高(gao)潮(chao),預(yu)計(ji)新增(zeng)裝(zhuang)機量(liang)將(jiang)(jiang)(jiang)達(da)(da)到(dao)(dao)12GW以上,日(ri)本光(guang)(guang)伏(fu)市場(chang)雖(sui)然繼(ji)續面臨補(bu)貼(tie)下(xia)(xia)調(diao)壓力,但光(guang)(guang)伏(fu)產品價格(ge)(ge)的(de)(de)持(chi)續下(xia)(xia)降(jiang)將(jiang)(jiang)(jiang)會繼(ji)續推(tui)動日(ri)本市場(chang)發(fa)(fa)(fa)(fa)展(zhan),預(yu)計(ji)市場(chang)規模(mo)仍將(jiang)(jiang)(jiang)保持(chi)在8GW以上。新興(xing)市場(chang)如印(yin)度等(deng)(deng)正大力推(tui)動光(guang)(guang)伏(fu)發(fa)(fa)(fa)(fa)展(zhan),隨(sui)著配套政策及融資手(shou)段的(de)(de)完善,將(jiang)(jiang)(jiang)成為下(xia)(xia)一個爆發(fa)(fa)(fa)(fa)的(de)(de)增(zeng)長點。我國光(guang)(guang)伏(fu)市場(chang)雖(sui)然面臨局部地區(qu)限(xian)電、補(bu)貼(tie)拖(tuo)欠、上網標桿電價下(xia)(xia)調(diao)等(deng)(deng)問題,但相信(xin)政府將(jiang)(jiang)(jiang)通(tong)過(guo)提升可再(zai)生能源附(fu)加、優化電站(zhan)指標規模(mo)發(fa)(fa)(fa)(fa)放等(deng)(deng)措施來破解發(fa)(fa)(fa)(fa)展(zhan)瓶頸,而產品價格(ge)(ge)的(de)(de)持(chi)續下(xia)(xia)降(jiang)也將(jiang)(jiang)(jiang)抵消電價下(xia)(xia)調(diao)和限(xian)電帶來的(de)(de)影響,預(yu)計(ji)2016年我國光(guang)(guang)伏(fu)裝(zhuang)機在“領跑者”計(ji)劃和電價下(xia)(xia)調(diao)帶來的(de)(de)搶裝(zhuang)驅動下(xia)(xia),全年光(guang)(guang)伏(fu)裝(zhuang)機市場(chang)將(jiang)(jiang)(jiang)達(da)(da)到(dao)(dao)20GW以上。
據光(guang)(guang)伏(fu)行(xing)業(ye)(ye)(ye)市(shi)場調查分析報告透露(lu),產(chan)業(ye)(ye)(ye)規模穩步增(zeng)長(chang),企(qi)業(ye)(ye)(ye)盈(ying)利(li)(li)能(neng)(neng)(neng)力(li)大幅提升。2015年,全球多(duo)晶(jing)(jing)硅產(chan)量(liang)(liang)持續上升,總產(chan)量(liang)(liang)將達到(dao)34萬(wan)噸,同比(bi)(bi)增(zeng)長(chang)12.6%;我國多(duo)晶(jing)(jing)硅產(chan)量(liang)(liang)約(yue)為(wei)(wei)16.2萬(wan)噸,同比(bi)(bi)增(zeng)長(chang)19.1%,在產(chan)16家多(duo)晶(jing)(jing)硅企(qi)業(ye)(ye)(ye)絕大多(duo)數處于滿產(chan)狀態,即使(shi)如此,進(jin)口(kou)量(liang)(liang)仍超(chao)過(guo)10萬(wan)噸。全球太(tai)陽(yang)能(neng)(neng)(neng)(000591)光(guang)(guang)伏(fu)組件(jian)產(chan)量(liang)(liang)約(yue)為(wei)(wei)60GW,同比(bi)(bi)增(zeng)長(chang)15.4%,我國太(tai)陽(yang)能(neng)(neng)(neng)組件(jian)產(chan)量(liang)(liang)約(yue)為(wei)(wei)43GW,同比(bi)(bi)增(zeng)幅達到(dao)20.8%,前(qian)10家組件(jian)企(qi)業(ye)(ye)(ye)平(ping)均毛利(li)(li)率超(chao)15%。多(duo)家企(qi)業(ye)(ye)(ye)開始在海外(wai)設廠,生產(chan)布局全球化趨勢明顯。根(gen)據對部分通過(guo)《光(guang)(guang)伏(fu)制造行(xing)業(ye)(ye)(ye)規范條件(jian)》的(de)企(qi)業(ye)(ye)(ye)進(jin)行(xing)統計(ji)顯示,2015年上半年,組件(jian)企(qi)業(ye)(ye)(ye)銷(xiao)售收入(ru)同比(bi)(bi)增(zeng)長(chang)8.9%,凈(jing)利(li)(li)潤同比(bi)(bi)增(zeng)長(chang)9.7%,平(ping)均凈(jing)利(li)(li)潤率同比(bi)(bi)增(zeng)長(chang)6.5%;我國光(guang)(guang)伏(fu)企(qi)業(ye)(ye)(ye)產(chan)能(neng)(neng)(neng)利(li)(li)用(yong)率已經(jing)得(de)到(dao)有效提高,但受組件(jian)價格小幅回落影響,企(qi)業(ye)(ye)(ye)盈(ying)利(li)(li)能(neng)(neng)(neng)力(li)仍然不強。
2016年(nian),隨著全(quan)球(qiu)新增多(duo)(duo)晶(jing)(jing)硅(gui)產(chan)能投產(chan)和原有產(chan)能優化提升,預計(ji)(ji)全(quan)球(qiu)多(duo)(duo)晶(jing)(jing)硅(gui)產(chan)量(liang)將(jiang)達到(dao)(dao)36萬(wan)噸,我國多(duo)(duo)晶(jing)(jing)硅(gui)產(chan)量(liang)將(jiang)達到(dao)(dao)18萬(wan)噸,產(chan)品價(jia)格預計(ji)(ji)仍將(jiang)維持(chi)在(zai)11萬(wan)元/噸左右,企(qi)業仍將(jiang)承受低(di)價(jia)壓(ya)力。在(zai)電(dian)(dian)池組(zu)件方面,隨著光伏行(xing)業的整體好轉,以及由于組(zu)件價(jia)格下(xia)降使得(de)光伏發(fa)電(dian)(dian)成本不斷逼(bi)近甚(shen)至達到(dao)(dao)平價(jia)上網(wang),預計(ji)(ji)全(quan)球(qiu)組(zu)件產(chan)量(liang)繼(ji)續(xu)呈現增長勢(shi)頭,全(quan)年(nian)將(jiang)達到(dao)(dao)65GW,我國光伏組(zu)件產(chan)量(liang)(含(han)海外工(gong)廠)有望達到(dao)(dao)50GW,產(chan)業集(ji)中度呈進一步提升趨勢(shi)。但(dan)仍需注意(yi)由于全(quan)球(qiu)主要光伏市場,如日(ri)本補貼(tie)持(chi)續(xu)下(xia)調(diao)、美國稅收抵免政策到(dao)(dao)期等帶來的波動影響,企(qi)業擴產(chan)仍需理性。
發展趨勢(二)
產業投資持續增強技術水平不斷提升
技(ji)術水平不(bu)斷(duan)提升,生(sheng)產成(cheng)本(ben)逐步(bu)降(jiang)低。2015年,在內(nei)外部環境的共同推動下(xia),我國光伏企(qi)業(ye)(ye)加大工藝(yi)技(ji)術研發(fa)(fa)(fa)力(li)度,生(sheng)產工藝(yi)水平不(bu)斷(duan)進步(bu)。骨干(gan)企(qi)業(ye)(ye)多(duo)晶硅(gui)生(sheng)產能耗(hao)繼(ji)續下(xia)降(jiang),綜(zong)合成(cheng)本(ben)已(yi)降(jiang)至(zhi)(zhi)9萬元/噸,行業(ye)(ye)平均(jun)綜(zong)合電(dian)耗(hao)已(yi)降(jiang)至(zhi)(zhi)100kWh/kg,硅(gui)烷法(fa)流化(hua)床(chuang)法(fa)等(deng)(deng)產業(ye)(ye)化(hua)進程加快(kuai);單晶及(ji)多(duo)晶電(dian)池技(ji)術持續改進,產業(ye)(ye)化(hua)效率分別達(da)到19.5%和18.3%,鈍化(hua)發(fa)(fa)(fa)射極背面(mian)接觸(PERC)、異(yi)質結(HIT)、背電(dian)極、高倍聚光等(deng)(deng)技(ji)術路線加快(kuai)發(fa)(fa)(fa)展;光伏組件封裝及(ji)抗光致衰(shuai)減技(ji)術不(bu)斷(duan)改進,領(ling)先(xian)企(qi)業(ye)(ye)組件生(sheng)產成(cheng)本(ben)降(jiang)至(zhi)(zhi)2.8元/瓦(wa)(wa),光伏發(fa)(fa)(fa)電(dian)系統投資成(cheng)本(ben)降(jiang)至(zhi)(zhi)8元/瓦(wa)(wa)以下(xia),度電(dian)成(cheng)本(ben)降(jiang)至(zhi)(zhi)0.6——0.9元/千瓦(wa)(wa)時。
2016年,技(ji)術(shu)(shu)(shu)進(jin)步(bu)(bu)仍將(jiang)是產(chan)業(ye)發展(zhan)主題(ti)。預(yu)計產(chan)業(ye)化(hua)生(sheng)產(chan)的多晶硅電(dian)池(chi)轉(zhuan)換(huan)效率(lv)將(jiang)超過18.5%,單(dan)晶硅電(dian)池(chi)有望達到20%,主流(liu)組件產(chan)品(pin)功率(lv)將(jiang)達到265——270W。硅烷流(liu)化(hua)床法多晶硅生(sheng)產(chan)工藝有望實(shi)現(xian)規模(mo)化(hua)生(sheng)產(chan),單(dan)晶連續(xu)投料生(sheng)產(chan)工藝和G7、G8大(da)容量(liang)鑄錠技(ji)術(shu)(shu)(shu)持(chi)續(xu)進(jin)步(bu)(bu),金剛線切(qie)割(ge)技(ji)術(shu)(shu)(shu)將(jiang)得到進(jin)一步(bu)(bu)應用(yong),PERC電(dian)池(chi)、N型電(dian)池(chi)規模(mo)化(hua)生(sheng)產(chan)進(jin)一步(bu)(bu)擴大(da)。與此同(tong)時,我(wo)(wo)國近(jin)99%光(guang)伏(fu)產(chan)品(pin)采(cai)用(yong)晶硅技(ji)術(shu)(shu)(shu),新(xin)(xin)型薄膜(mo)、異質結、高(gao)倍聚光(guang)等技(ji)術(shu)(shu)(shu)路線發展(zhan)緩慢,技(ji)術(shu)(shu)(shu)路線單(dan)一化(hua)程度偏(pian)高(gao),產(chan)業(ye)后續(xu)發展(zhan)隱患明顯(xian)。國內(nei)光(guang)伏(fu)制造(zao)業(ye)關鍵工藝技(ji)術(shu)(shu)(shu)研發和基礎理論研究不足(zu),創(chuang)新(xin)(xin)投入(ru)乏力(li)(li),新(xin)(xin)產(chan)品(pin)、新(xin)(xin)技(ji)術(shu)(shu)(shu)儲備欠缺,核心競爭力(li)(li)與國際先進(jin)水(shui)平(ping)仍有差距。亟待資金、技(ji)術(shu)(shu)(shu)、人才(cai)等要素持(chi)續(xu)投入(ru),推(tui)動我(wo)(wo)國光(guang)伏(fu)制造(zao)向光(guang)伏(fu)智(zhi)造(zao)轉(zhuan)變(bian),提(ti)升(sheng)產(chan)業(ye)核心競爭力(li)(li)。
產(chan)(chan)(chan)(chan)業(ye)(ye)投(tou)資(zi)(zi)持續增(zeng)(zeng)強(qiang),兼(jian)并重組(zu)(zu)持續推進。據(ju)(ju)(ju)工業(ye)(ye)和信(xin)息化(hua)(hua)部數據(ju)(ju)(ju)統計(ji),2015年(nian)1——9月(yue),我國(guo)(guo)光伏(fu)相(xiang)關行業(ye)(ye)投(tou)資(zi)(zi)807.9億元,同(tong)比增(zeng)(zeng)長(chang)35.8%,又(you)據(ju)(ju)(ju)EnergyTrend統計(ji),2015年(nian)多家(jia)(jia)中(zhong)國(guo)(guo)企(qi)(qi)業(ye)(ye)已宣布擴產(chan)(chan)(chan)(chan)計(ji)劃,將新增(zeng)(zeng)4.2GW組(zu)(zu)件(jian)產(chan)(chan)(chan)(chan)能(neng)(neng),其中(zhong)國(guo)(guo)內組(zu)(zu)件(jian)產(chan)(chan)(chan)(chan)能(neng)(neng)將新增(zeng)(zeng)3.2GW。多家(jia)(jia)企(qi)(qi)業(ye)(ye)實(shi)施“走出去”戰略(lve),我國(guo)(guo)已建成投(tou)產(chan)(chan)(chan)(chan)海(hai)外電(dian)池(chi)(chi)與(yu)組(zu)(zu)件(jian)產(chan)(chan)(chan)(chan)能(neng)(neng)分別(bie)達到1.7GW與(yu)2.3GW,在建及(ji)擴建產(chan)(chan)(chan)(chan)能(neng)(neng)分別(bie)達到2.6GW與(yu)4GW。行業(ye)(ye)兼(jian)并重組(zu)(zu)加速,市場為主導的資(zi)(zi)源整合不斷(duan)深入。順風國(guo)(guo)際(ji)收購多晶硅(gui)企(qi)(qi)業(ye)(ye)萬年(nian)硅(gui)業(ye)(ye)及(ji)美國(guo)(guo)電(dian)池(chi)(chi)組(zu)(zu)件(jian)企(qi)(qi)業(ye)(ye)Suniva,進一步(bu)優化(hua)(hua)產(chan)(chan)(chan)(chan)業(ye)(ye)鏈布局;通威集團投(tou)資(zi)(zi)8.5億新臺幣入股臺灣昱池(chi)(chi)晶能(neng)(neng)源,增(zeng)(zeng)強(qiang)電(dian)片(pian)規模經濟效應;西安隆基、天合光能(neng)(neng)等(deng)企(qi)(qi)業(ye)(ye)與(yu)英利合作,通過委托加工方式,實(shi)現產(chan)(chan)(chan)(chan)能(neng)(neng)利用率最大化(hua)(hua)。
2016年,光伏企(qi)業(ye)在(zai)加速(su)拓展新(xin)興(xing)市場(chang)的(de)(de)同時,正積極實施產(chan)(chan)業(ye)全球(qiu)布局(ju)計劃,通(tong)過(guo)海(hai)外投資設(she)廠、海(hai)外企(qi)業(ye)并購等(deng)方式(shi),采取本土化生產(chan)(chan)策略,推動國(guo)際光伏貿易格局(ju)加快演進。同時,在(zai)《關(guan)于促進先進光伏技(ji)術產(chan)(chan)品(pin)應用和產(chan)(chan)業(ye)升級的(de)(de)意見》的(de)(de)引導下,國(guo)內高效電池市場(chang)將會逐步(bu)擴大,企(qi)業(ye)也將會加大對國(guo)內已有產(chan)(chan)線的(de)(de)技(ji)術改(gai)造投入,通(tong)過(guo)技(ji)術升級提(ti)升產(chan)(chan)品(pin)性能,國(guo)內的(de)(de)擴產(chan)(chan)將集中在(zai)提(ti)升PERC、IBC、MWT等(deng)高效電池組件的(de)(de)規模(mo)化生產(chan)(chan)能力(li)上。
存在問題(一)
融資難嚴重制約企業轉型升級補貼不能及時發放成為新瓶頸
融資難、融資貴(gui)嚴重制約光伏制造企業轉型(xing)升(sheng)級。
一是部分金融(rong)機構由于(yu)光伏(fu)(fu)企(qi)(qi)(qi)(qi)業(ye)(ye)破(po)產或停產,導致不(bu)良(liang)貸款率高(gao)(gao)(gao)(gao)企(qi)(qi)(qi)(qi),使(shi)得(de)金融(rong)機構普遍收緊對光伏(fu)(fu)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)的信貸融(rong)資(zi)(zi)(zi),主(zhu)要(yao)銀行對制(zhi)(zhi)造(zao)(zao)環節的貸款權限都(dou)收回到總(zong)行,基本(ben)(ben)(ben)上(shang)采取限制(zhi)(zhi)態勢(shi),使(shi)得(de)光伏(fu)(fu)制(zhi)(zhi)造(zao)(zao)企(qi)(qi)(qi)(qi)業(ye)(ye)面臨嚴重(zhong)的融(rong)資(zi)(zi)(zi)難(nan)問題。二是我國(guo)(guo)骨(gu)干光伏(fu)(fu)企(qi)(qi)(qi)(qi)業(ye)(ye)多在境(jing)(jing)外(wai)上(shang)市,受行業(ye)(ye)整(zheng)合以及(ji)國(guo)(guo)外(wai)貿易爭端等影響,我國(guo)(guo)境(jing)(jing)外(wai)上(shang)市光伏(fu)(fu)企(qi)(qi)(qi)(qi)業(ye)(ye)股價受到較(jiao)(jiao)大(da)打壓,市盈率長期處于(yu)較(jiao)(jiao)低(di)水平,使(shi)得(de)骨(gu)干企(qi)(qi)(qi)(qi)業(ye)(ye)融(rong)資(zi)(zi)(zi)成(cheng)(cheng)本(ben)(ben)(ben)大(da)幅(fu)增大(da),基本(ben)(ben)(ben)喪失在海外(wai)資(zi)(zi)(zi)本(ben)(ben)(ben)市場融(rong)資(zi)(zi)(zi)能力。三是我國(guo)(guo)境(jing)(jing)內(nei)融(rong)資(zi)(zi)(zi)成(cheng)(cheng)本(ben)(ben)(ben)較(jiao)(jiao)高(gao)(gao)(gao)(gao),據調查統計,我國(guo)(guo)多數光伏(fu)(fu)企(qi)(qi)(qi)(qi)業(ye)(ye)融(rong)資(zi)(zi)(zi)成(cheng)(cheng)本(ben)(ben)(ben)在8%左右,部分企(qi)(qi)(qi)(qi)業(ye)(ye)甚至高(gao)(gao)(gao)(gao)達10%,而境(jing)(jing)外(wai)融(rong)資(zi)(zi)(zi)成(cheng)(cheng)本(ben)(ben)(ben)多在3%——5%左右。高(gao)(gao)(gao)(gao)額的融(rong)資(zi)(zi)(zi)成(cheng)(cheng)本(ben)(ben)(ben)使(shi)得(de)我國(guo)(guo)光伏(fu)(fu)企(qi)(qi)(qi)(qi)業(ye)(ye)成(cheng)(cheng)本(ben)(ben)(ben)高(gao)(gao)(gao)(gao)企(qi)(qi)(qi)(qi),大(da)幅(fu)侵蝕企(qi)(qi)(qi)(qi)業(ye)(ye)利潤(run),嚴重(zhong)制(zhi)(zhi)約光伏(fu)(fu)制(zhi)(zhi)造(zao)(zao)業(ye)(ye)的技(ji)改和(he)新技(ji)術產業(ye)(ye)化。
目(mu)(mu)前我國(guo)能(neng)達到“領(ling)跑(pao)者”計劃要(yao)求的產(chan)(chan)品(pin)(pin)產(chan)(chan)能(neng)較低(di)(di),遠(yuan)未能(neng)滿足(zu)市場(chang)需求。在當前西北部局部地區限電(dian)(dian)愈演愈烈的大(da)背景(jing)下,未來(lai)“領(ling)跑(pao)者”基(ji)(ji)地建(jian)設(she)將(jiang)會(hui)得到更大(da)發展。一(yi)是(shi)能(neng)夠(gou)有(you)效(xiao)拉動高效(xiao)產(chan)(chan)品(pin)(pin)市場(chang)需求,有(you)利(li)于(yu)推動企業技術(shu)升級(ji)和產(chan)(chan)品(pin)(pin)質(zhi)量提升,促進(jin)我國(guo)光(guang)伏(fu)產(chan)(chan)業轉型升級(ji);二(er)是(shi)通過市場(chang)化機制決定光(guang)伏(fu)電(dian)(dian)站規模分配,有(you)利(li)于(yu)解(jie)決過去散(san)、小、亂(luan)的電(dian)(dian)站指標發放;三是(shi)“領(ling)跑(pao)者”基(ji)(ji)地政府充(chong)當保姆角色,提供(gong)統一(yi)公共基(ji)(ji)礎(chu)設(she)施代建(jian)、備案規劃統一(yi)打捆服務等,有(you)利(li)于(yu)業主降(jiang)低(di)(di)投資(zi)成本。據媒體披(pi)露,未來(lai)將(jiang)有(you)大(da)同、包頭、濟(ji)寧和陽泉等多個(ge)GW級(ji)“領(ling)跑(pao)者”基(ji)(ji)地項目(mu)(mu)付諸實施,但根(gen)據賽迪智庫(ku)統計數據,目(mu)(mu)前我國(guo)能(neng)達到“領(ling)跑(pao)者”計劃要(yao)求的產(chan)(chan)品(pin)(pin)產(chan)(chan)能(neng)較低(di)(di),遠(yuan)未能(neng)滿足(zu)市場(chang)需求,亟待加速對生產(chan)(chan)設(she)備進(jin)行升級(ji),以提升先進(jin)生產(chan)(chan)線產(chan)(chan)能(neng)和提高產(chan)(chan)品(pin)(pin)質(zhi)量。
光伏(fu)補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)不能(neng)(neng)(neng)及時(shi)發(fa)(fa)放(fang)(fang)成(cheng)為(wei)制約市場發(fa)(fa)展(zhan)的(de)(de)瓶頸。一方(fang)面,可再生(sheng)能(neng)(neng)(neng)源(yuan)補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)資(zi)(zi)(zi)金(jin)(jin)存在(zai)巨大缺口,補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)拖欠較(jiao)為(wei)嚴重(zhong)。光伏(fu)上(shang)(shang)網電(dian)價補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)主(zhu)要來自于(yu)可再生(sheng)能(neng)(neng)(neng)源(yuan)電(dian)價附加(jia),目前(qian)可再生(sheng)能(neng)(neng)(neng)源(yuan)附加(jia)征收額度(du)為(wei)1.5分/千瓦時(shi),2015年(nian)征收額約為(wei)500億元,預計僅能(neng)(neng)(neng)滿足(zu)2013年(nian)9月(yue)之前(qian)納入可再生(sheng)能(neng)(neng)(neng)源(yuan)補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)目錄的(de)(de)項目資(zi)(zi)(zi)金(jin)(jin)需(xu)求,2013年(nian)9月(yue)之后并網的(de)(de)項目基本上(shang)(shang)沒拿到補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie),到2015年(nian)底,這部分資(zi)(zi)(zi)金(jin)(jin)缺口達到400億元以(yi)上(shang)(shang)。另一方(fang)面,現行可再生(sheng)能(neng)(neng)(neng)源(yuan)補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)申報(bao)(bao)程序(xu)過于(yu)繁(fan)瑣,補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)發(fa)(fa)放(fang)(fang)不及時(shi)。補(bu)(bu)貼(tie)(tie)(tie)(tie)(tie)資(zi)(zi)(zi)金(jin)(jin)的(de)(de)申報(bao)(bao)、審核、撥(bo)付(fu)(fu)由地方(fang)財(cai)(cai)政(zheng)、價格和能(neng)(neng)(neng)源(yuan)部門初審后,再經(jing)(jing)財(cai)(cai)政(zheng)部會(hui)同國(guo)家發(fa)(fa)改委、國(guo)家能(neng)(neng)(neng)源(yuan)局(ju)三家審批,再由中央財(cai)(cai)政(zheng)撥(bo)付(fu)(fu)至地方(fang)財(cai)(cai)政(zheng),繼而或(huo)直接發(fa)(fa)放(fang)(fang)至發(fa)(fa)電(dian)企(qi)(qi)(qi)業(ye)(ye)(ye)或(huo)由電(dian)網企(qi)(qi)(qi)業(ye)(ye)(ye)代付(fu)(fu),導致資(zi)(zi)(zi)金(jin)(jin)調配周(zhou)期過長。這導致發(fa)(fa)電(dian)企(qi)(qi)(qi)業(ye)(ye)(ye)資(zi)(zi)(zi)金(jin)(jin)流轉不暢(chang)、財(cai)(cai)務成(cheng)本增加(jia),產業(ye)(ye)(ye)鏈出現發(fa)(fa)電(dian)企(qi)(qi)(qi)業(ye)(ye)(ye)、制造企(qi)(qi)(qi)業(ye)(ye)(ye)、零部件(jian)企(qi)(qi)(qi)業(ye)(ye)(ye)間的(de)(de)三角債現象(xiang),嚴重(zhong)影響了企(qi)(qi)(qi)業(ye)(ye)(ye)的(de)(de)技(ji)術(shu)創新、技(ji)術(shu)改造、技(ji)術(shu)升級、正常經(jing)(jing)營和經(jing)(jing)濟(ji)效益。
存在問題(二)
電網通道建設滯后光伏用地政策待完善
光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)政策(ce)不(bu)合(he)理(li)、稅賦(fu)(fu)不(bu)規(gui)范加大企業(ye)負(fu)擔(dan)。一是(shi)(shi)土(tu)(tu)(tu)地(di)(di)(di)政策(ce)不(bu)合(he)理(li),嚴(yan)重(zhong)限制(zhi)了光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)應用(yong)(yong)(yong)(yong)(yong)市(shi)場發(fa)展(zhan)(zhan)。2015年9月份,國土(tu)(tu)(tu)資(zi)(zi)源部(bu)、國家發(fa)改委等(deng)(deng)六部(bu)委出臺的《關于支持新(xin)產(chan)(chan)業(ye)新(xin)業(ye)態發(fa)展(zhan)(zhan)促進大眾創(chuang)業(ye)萬(wan)眾創(chuang)新(xin)用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)政策(ce)的意見(jian)》(國土(tu)(tu)(tu)資(zi)(zi)規(gui)〔2015〕5號)更(geng)是(shi)(shi)對(dui)光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)項(xiang)目提出“占用(yong)(yong)(yong)(yong)(yong)農(nong)用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)的,所有(you)用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)部(bu)分均(jun)應按建(jian)設用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)管理(li)”,由于我國中東部(bu)地(di)(di)(di)區的土(tu)(tu)(tu)地(di)(di)(di)基本上都是(shi)(shi)“農(nong)用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)”或“建(jian)設用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)”,光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)建(jian)設基本上是(shi)(shi)以農(nong)光(guang)(guang)(guang)(guang)互補、漁光(guang)(guang)(guang)(guang)互補等(deng)(deng)形式發(fa)展(zhan)(zhan),不(bu)改變原有(you)土(tu)(tu)(tu)地(di)(di)(di)利(li)用(yong)(yong)(yong)(yong)(yong)性(xing)質,但此文(wen)則以“一刀切(qie)”的方(fang)(fang)式要求占地(di)(di)(di)全(quan)部(bu)按建(jian)設用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)管理(li),一方(fang)(fang)面(mian)增加光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)投(tou)(tou)資(zi)(zi)成(cheng)(cheng)本,另(ling)一方(fang)(fang)面(mian)地(di)(di)(di)方(fang)(fang)政府由于用(yong)(yong)(yong)(yong)(yong)地(di)(di)(di)指標(biao)及(ji)規(gui)劃等(deng)(deng)問(wen)題無法(fa)安排光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)建(jian)設項(xiang)目,基本上是(shi)(shi)對(dui)光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)等(deng)(deng)新(xin)產(chan)(chan)業(ye)新(xin)業(ye)態的發(fa)展(zhan)(zhan)起(qi)到阻礙(ai)而非(fei)促進作(zuo)用(yong)(yong)(yong)(yong)(yong)。二是(shi)(shi)光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)的土(tu)(tu)(tu)地(di)(di)(di)稅賦(fu)(fu)征(zheng)收不(bu)規(gui)范、企業(ye)稅賦(fu)(fu)過重(zhong)且操(cao)作(zuo)不(bu)透明(ming)不(bu)公開。在全(quan)國經濟下(xia)行的大背景下(xia),部(bu)分地(di)(di)(di)方(fang)(fang)政府開始(shi)對(dui)已建(jian)成(cheng)(cheng)投(tou)(tou)產(chan)(chan)的光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)項(xiang)目提出征(zheng)收耕(geng)地(di)(di)(di)占用(yong)(yong)(yong)(yong)(yong)稅及(ji)土(tu)(tu)(tu)地(di)(di)(di)使(shi)用(yong)(yong)(yong)(yong)(yong)稅訴求,并且征(zheng)收方(fang)(fang)式、稅額標(biao)準不(bu)規(gui)范、差異明(ming)顯、可調整(zheng)空間過大,光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)電(dian)站(zhan)投(tou)(tou)資(zi)(zi)企業(ye)無力承擔(dan)此部(bu)分土(tu)(tu)(tu)地(di)(di)(di)稅負(fu)形成(cheng)(cheng)的巨(ju)大投(tou)(tou)資(zi)(zi)成(cheng)(cheng)本,造成(cheng)(cheng)投(tou)(tou)資(zi)(zi)收益大幅下(xia)滑甚(shen)至(zhi)虧損,影(ying)響電(dian)站(zhan)投(tou)(tou)資(zi)(zi)及(ji)整(zheng)個光(guang)(guang)(guang)(guang)伏(fu)(fu)(fu)產(chan)(chan)業(ye)發(fa)展(zhan)(zhan)的積極(ji)性(xing)。
電(dian)(dian)(dian)網通道(dao)建設滯后(hou)、限(xian)(xian)電(dian)(dian)(dian)形(xing)勢嚴峻(jun)影響光伏電(dian)(dian)(dian)站建設。目前可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)發(fa)展(zhan)規(gui)劃與(yu)電(dian)(dian)(dian)網建設規(gui)劃的(de)(de)統籌銜接出現(xian)問題(ti),由于區域電(dian)(dian)(dian)網結構限(xian)(xian)制及外送通道(dao)建設滯后(hou),光伏電(dian)(dian)(dian)站集中開發(fa)地區面(mian)臨的(de)(de)限(xian)(xian)電(dian)(dian)(dian)形(xing)勢愈發(fa)嚴峻(jun),導致(zhi)資源(yuan)(yuan)豐富地區的(de)(de)優勢難(nan)以實現(xian)。同時,很多地區尚未建立完善的(de)(de)保(bao)障(zhang)(zhang)可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)優先調(diao)度的(de)(de)電(dian)(dian)(dian)力運行機制,仍然采(cai)取平均分(fen)配的(de)(de)發(fa)電(dian)(dian)(dian)量(liang)年度計劃安排電(dian)(dian)(dian)力調(diao)度運行,《可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)法》的(de)(de)保(bao)障(zhang)(zhang)性(xing)(xing)收購要求得(de)(de)不到(dao)(dao)切實落實,可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)(dian)系(xi)統被限(xian)(xian)制出力的(de)(de)現(xian)象十分(fen)嚴重。如果光伏電(dian)(dian)(dian)站建設與(yu)配套電(dian)(dian)(dian)網規(gui)劃脫節(jie)的(de)(de)問題(ti)得(de)(de)不到(dao)(dao)改(gai)善,可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)發(fa)電(dian)(dian)(dian)全(quan)額保(bao)障(zhang)(zhang)性(xing)(xing)收購制度難(nan)以執行,項目層(ceng)面(mian)的(de)(de)規(gui)劃將難(nan)以落實,可(ke)再生(sheng)能(neng)(neng)(neng)源(yuan)(yuan)發(fa)展(zhan)規(gui)劃的(de)(de)宏(hong)偉目標就(jiu)可(ke)能(neng)(neng)(neng)失(shi)守。
對策建議
引導全球布局加強統籌協調
加(jia)強宣(xuan)傳(chuan)交流,創新(xin)金(jin)(jin)(jin)融(rong)扶(fu)持(chi)(chi)手(shou)段。多渠道向(xiang)公眾宣(xuan)傳(chuan)關于光(guang)伏產(chan)業(ye)(ye)發展的(de)(de)實際情(qing)況,加(jia)深外界對(dui)光(guang)伏產(chan)業(ye)(ye)發展階(jie)段以及未(wei)來發展趨(qu)勢的(de)(de)認(ren)識(shi)和了解,鼓(gu)勵(li)金(jin)(jin)(jin)融(rong)機(ji)(ji)(ji)構(gou)創新(xin)融(rong)資(zi)產(chan)品,扶(fu)優扶(fu)強。一(yi)是(shi)支(zhi)持(chi)(chi)金(jin)(jin)(jin)融(rong)機(ji)(ji)(ji)構(gou)通過債轉股或(huo)(huo)不(bu)良資(zi)產(chan)證券(quan)化等(deng)方式(shi),緩解企(qi)業(ye)(ye)債務負(fu)擔過重(zhong)問題;二是(shi)鼓(gu)勵(li)金(jin)(jin)(jin)融(rong)機(ji)(ji)(ji)構(gou)之間加(jia)強合作,成立(li)封閉(bi)式(shi)融(rong)資(zi)資(zi)金(jin)(jin)(jin),對(dui)骨干企(qi)業(ye)(ye)進(jin)(jin)行訂(ding)單融(rong)資(zi)支(zhi)持(chi)(chi),避免骨干企(qi)業(ye)(ye)資(zi)金(jin)(jin)(jin)鏈枯竭帶來的(de)(de)風險;三是(shi)鼓(gu)勵(li)金(jin)(jin)(jin)融(rong)機(ji)(ji)(ji)構(gou)與(yu)海(hai)外上市企(qi)業(ye)(ye)合作,支(zhi)持(chi)(chi)企(qi)業(ye)(ye)從(cong)國外退市回歸A股,監管部門提供(gong)綠色通道,縮短再上市手(shou)續(xu)(xu)和流程(cheng);四是(shi)繼續(xu)(xu)推進(jin)(jin)降低光(guang)伏企(qi)業(ye)(ye)融(rong)資(zi)成本(ben),通過重(zhong)點企(qi)業(ye)(ye)名錄或(huo)(huo)訂(ding)單貸款等(deng)方式(shi),實行差別化的(de)(de)低成本(ben)融(rong)資(zi)政策。
設立(li)投資(zi)基金(jin)(jin),支持(chi)企(qi)(qi)業(ye)(ye)技術創新。以財政(zheng)資(zi)金(jin)(jin)為引(yin)導,吸(xi)引(yin)社會(hui)資(zi)金(jin)(jin)投入(ru),市(shi)場化運(yun)作。鼓勵和吸(xi)引(yin)五大發(fa)電(dian)集(ji)團、電(dian)網(wang)公司、光(guang)(guang)伏企(qi)(qi)業(ye)(ye)、金(jin)(jin)融機構和社會(hui)資(zi)本參與基金(jin)(jin)出(chu)資(zi),以基金(jin)(jin)投入(ru)方(fang)式(shi)支持(chi)光(guang)(guang)伏企(qi)(qi)業(ye)(ye)發(fa)展(zhan),推(tui)動兼并重組(zu),規范企(qi)(qi)業(ye)(ye)運(yun)作,加快形成(cheng)良性自(zi)我發(fa)展(zhan)能力。基金(jin)(jin)按一定比例分別投資(zi)于光(guang)(guang)伏電(dian)站(zhan)建設和制(zhi)造業(ye)(ye)環節(jie),通過電(dian)站(zhan)環節(jie)的(de)穩(wen)定收益(yi)補償光(guang)(guang)伏制(zhi)造業(ye)(ye)環節(jie)的(de)風險。制(zhi)造環節(jie)主要支持(chi)光(guang)(guang)伏企(qi)(qi)業(ye)(ye)技術創新和支持(chi)光(guang)(guang)伏企(qi)(qi)業(ye)(ye)“走出(chu)去(qu)”,優化光(guang)(guang)伏制(zhi)造業(ye)(ye)全球布局。
引導全球布(bu)局(ju),落實完善補(bu)(bu)(bu)貼政策。一(yi)是妥善解(jie)決(jue)國外貿易壁壘(lei),鼓(gu)勵(li)企業抱(bao)團到(dao)國外成本洼地或(huo)市場潛(qian)力大(da)的(de)國家或(huo)地區投資建廠,優化(hua)產能全球布(bu)局(ju)。二(er)是盡(jin)快解(jie)決(jue)光(guang)伏(fu)(fu)補(bu)(bu)(bu)貼資金(jin)發放(fang)(fang)問題,盡(jin)快提高(gao)可再生(sheng)能源附(fu)加征收標準,解(jie)決(jue)補(bu)(bu)(bu)貼資金(jin)缺口問題,落實馬凱副總理在(zai)無錫光(guang)伏(fu)(fu)座(zuo)談會中(zhong)的(de)指示精神,光(guang)伏(fu)(fu)補(bu)(bu)(bu)貼即由電網公司代為墊付,年度終(zhong)了(le)再由財政等部(bu)門與(yu)電網公司進(jin)行審核(he)、核(he)算等,確保補(bu)(bu)(bu)貼資金(jin)及時(shi)發放(fang)(fang)。三是完善光(guang)伏(fu)(fu)補(bu)(bu)(bu)貼政策,促進(jin)技(ji)術(shu)進(jin)步,對效率低于一(yi)定標準的(de)組件不給補(bu)(bu)(bu)貼或(huo)少給補(bu)(bu)(bu)貼,同時(shi),鼓(gu)勵(li)在(zai)“領跑者”計劃中(zhong)限定高(gao)效組件價(jia)格區間,確保高(gao)效組件市場占有率和(he)利潤空(kong)間。
加強統(tong)(tong)籌協調(diao),保障發(fa)電(dian)(dian)全額(e)收購(gou)(gou)。國(guo)務院(yuan)能(neng)源(yuan)(yuan)管(guan)理和(he)電(dian)(dian)力(li)(li)監管(guan)部(bu)門(men)協調(diao)各省、區(qu)(qu)、市補(bu)充或修(xiu)正區(qu)(qu)域可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)展(zhan)(zhan)規劃,將國(guo)家(jia)重(zhong)點項目納入地方發(fa)展(zhan)(zhan)規劃,使地方規劃與全國(guo)規劃相統(tong)(tong)一(yi);協調(diao)國(guo)家(jia)電(dian)(dian)網(wang)(wang)(wang)(wang)(wang)和(he)南方電(dian)(dian)網(wang)(wang)(wang)(wang)(wang)完善電(dian)(dian)網(wang)(wang)(wang)(wang)(wang)發(fa)展(zhan)(zhan)規劃,使電(dian)(dian)網(wang)(wang)(wang)(wang)(wang)發(fa)展(zhan)(zhan)規劃與可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)展(zhan)(zhan)規劃相協調(diao),打通東西和(he)南北電(dian)(dian)力(li)(li)輸(shu)送(song)通道(dao),尤其(qi)是(shi)安(an)排(pai)好國(guo)家(jia)千(qian)萬千(qian)瓦光伏發(fa)電(dian)(dian)基地的(de)外送(song)通道(dao)建(jian)設,實現優(you)勢地區(qu)(qu)資源(yuan)(yuan)有效利用,并對規劃的(de)落實情(qing)況(kuang)予以監督。同時,建(jian)議(yi)國(guo)家(jia)電(dian)(dian)力(li)(li)監管(guan)機構依(yi)照《可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)法(fa)》中可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)電(dian)(dian)全額(e)保障性收購(gou)(gou)的(de)條例(li)對可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)電(dian)(dian)并網(wang)(wang)(wang)(wang)(wang)和(he)收購(gou)(gou)實際執行(xing)(xing)情(qing)況(kuang)展(zhan)(zhan)開調(diao)查,并對未能(neng)按照規定完成收購(gou)(gou)可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)電(dian)(dian)量,造成可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)電(dian)(dian)企業(ye)經濟損失的(de)違法(fa)行(xing)(xing)為追(zhui)究賠(pei)償責任,依(yi)法(fa)保證可再(zai)(zai)生(sheng)(sheng)能(neng)源(yuan)(yuan)發(fa)電(dian)(dian)企業(ye)的(de)合法(fa)權益(yi)。
明確用(yong)(yong)(yong)(yong)地(di)(di)(di)性質(zhi),規范土地(di)(di)(di)稅(shui)收(shou)(shou)政(zheng)(zheng)(zheng)策(ce)。建議財政(zheng)(zheng)(zheng)部、國(guo)家(jia)稅(shui)務總局在國(guo)家(jia)層面出(chu)臺(tai)明確的光伏(fu)發電(dian)(dian)企業(ye)土地(di)(di)(di)使用(yong)(yong)(yong)(yong)稅(shui)收(shou)(shou)政(zheng)(zheng)(zheng)策(ce),規范地(di)(di)(di)方光伏(fu)發電(dian)(dian)企業(ye)土地(di)(di)(di)使用(yong)(yong)(yong)(yong)稅(shui)收(shou)(shou)標(biao)準。一方面提(ti)請財政(zheng)(zheng)(zheng)及稅(shui)務部門(men)出(chu)臺(tai)規范耕(geng)地(di)(di)(di)占用(yong)(yong)(yong)(yong)稅(shui)征(zheng)收(shou)(shou)的具(ju)體指導意見和(he)法規解釋;另一方面,建議參照(zhao)國(guo)家(jia)對(dui)(dui)火電(dian)(dian)的鼓勵支持辦(ban)法,出(chu)臺(tai)政(zheng)(zheng)(zheng)策(ce)對(dui)(dui)光伏(fu)電(dian)(dian)站減免征(zheng)收(shou)(shou)土地(di)(di)(di)使用(yong)(yong)(yong)(yong)稅(shui)。同(tong)時(shi),國(guo)土、林業(ye)、能源、財稅(shui)等部門(men)應聯合研究(jiu)制定(ding)光伏(fu)電(dian)(dian)站用(yong)(yong)(yong)(yong)地(di)(di)(di)政(zheng)(zheng)(zheng)策(ce),明確光伏(fu)電(dian)(dian)站用(yong)(yong)(yong)(yong)地(di)(di)(di)性質(zhi)及范圍,對(dui)(dui)光伏(fu)電(dian)(dian)站用(yong)(yong)(yong)(yong)地(di)(di)(di)不(bu)改變(bian)原(yuan)有(you)土地(di)(di)(di)利(li)用(yong)(yong)(yong)(yong)性質(zhi)的按(an)原(yuan)土地(di)(di)(di)性質(zhi)管理,鼓勵光伏(fu)電(dian)(dian)站建設(she)與農(nong)業(ye)、漁業(ye)等相結合,提(ti)高(gao)土地(di)(di)(di)利(li)用(yong)(yong)(yong)(yong)效率。
2016年(nian),國內光伏(fu)市場(chang)仍將保持增長勢頭,預計全年(nian)光伏(fu)新增裝(zhuang)機量將達到20GW以上。
來源:中國投資咨詢網 編輯:馬博
山(shan)田研磨材料有限公司轉載