Distributed photovoltaics have become an important development direction for photovoltaic power generation. Since the National Energy Administration proposed to adhere to the development goal of both centralized and distributed development, China's photovoltaic industry has increasingly shown a trend of simultaneous development of centralized and distributed development. According to data from the National Energy Administration, development in Jiangsu and Zhejiang has accelerated, while investment in Anhui and Guangdong has grown rapidly.
The industrial and commercial photovoltaic installed capacity has become an important force in the scale of new distributed photovoltaic installed capacity. In the view of Wang Bohua, Honorary Chairman of the China Photovoltaic Industry Association, the development of the industrial and commercial photovoltaic industry is closely related to the level of local economic development and consumption capacity. Regions with higher levels of economic development and consumption have greater demand for industrial and commercial photovoltaics.
Industry insiders say that industrial enterprises account for about 70% of the total energy consumption in China, making them major energy consumers. The total industrial output value of industrial parks accounts for more than 50% of the country's total, and carbon emissions account for 31% of the country's total. To achieve a low-carbon path in industrial parks, it is necessary to achieve clean energy systems, comprehensively consider the supply and demand relationships of various energy sources such as cooling, heating, and power within the park, fully utilize solar energy resources, and build a clean and efficient energy system.
At the same time, household rooftop photovoltaics have also achieved rapid development, with continuous demand release and the emergence of new gigawatt level markets. Distributed photovoltaics have the advantages of local development and construction, as well as local consumption and utilization. Vigorously developing distributed photovoltaics is an important measure to accelerate the construction of a new power system and a new energy system. It is of great significance for promoting the green and low-carbon transformation of energy, improving power supply capacity, and helping to achieve the "dual carbon" goals.
In the future, the distributed photovoltaic market will continue to grow and promote orderly and high-quality development under policy guidance.
With the increasingly mature development of the distributed photovoltaic industry, the distributed photovoltaic market is also experiencing new changes. Industry insiders believe that in the future construction of new power systems, it is important to emphasize the organic coordination between public power grids and smart microgrids, and support new business entities represented by smart microgrids to play an important role in promoting the nearby consumption of new energy, improving power supply reliability, and ensuring green energy demand by aggregating distributed power generation and consumption resources.
Digitization of operation management is also an important direction for the future development of the distributed photovoltaic industry. Utilizing digital means to achieve smart energy management, carbon emission management, intelligent analysis of process production, dynamic monitoring and management of energy production and consumption, improving energy efficiency, and achieving carbon emission disclosure and management.
Distributed photovoltaics will present a comprehensive development trend in technological form, gradually shifting from single power generation to an integrated smart microgrid model of light storage and load. In the future electricity market environment, integrated forms have more competitive advantages. Not only will it promote more diversified business models, but the participating entities will also be more flexible and diverse. In addition to power generation enterprises, new entities such as virtual power plants and microgrids will also be included to promote market-oriented transactions and create greater value for downstream.
Under the new situation, there are higher requirements for the intelligent and digital development of distributed photovoltaics. In the future, power plant operators will actively transform towards efficient energy by developing their own technologies or absorbing digital enterprises.
Wang Bohua proposed that overall, in the development of distributed photovoltaic power generation projects, enterprises should pay attention to four points in the future: first, participate in the electricity market in accordance with relevant national regulations; The second is to enhance the level of project informatization, digitization, and intelligence, achieving observability, measurability, adjustability, and controllability; Thirdly, centralized convergence and grid connection can improve the carrying capacity of the power grid; Fourthly, we will shift our positioning and focus on energy management services, renovation and upgrading, and off grid systems.
