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光伏产业优胜劣汰 能源局提高主要光伏产品技术指标

记者8日获悉,国家能源局、工信部以及国家认监委近期联合下发了《关于提高主要光伏产品技术指标并加强监管工作的通知》(国能发新能[2017]32号)(下称《通知》),规定从明年起适当提高光伏组件的市场准入效率及领跑者技术指标。业内认为,此举将加快光伏市场技术升级、淘汰落后,利好行业龙头。

值得注意的是,这已是近期能源局下发的与光伏相关的第二份重要文件。能源局此前下发的《关于可再生源发展十三五规划实施的指导意见》提出,2017年至2020年的光伏建设指标(不含分布式)合计86.5吉瓦。这远超去年《太阳能十三五规划》中105吉瓦(包含分布式)的目标值。

《通知》中表示,为进一步促进光伏产业技术进步,依照《关于促进先进光伏技术产品应用和产业升级的意见》(下称《意见》)中提出的光伏产品技术指标简历循环递进机制要求,决定适当提高《意见》中多晶硅电池组件和单晶硅电池组件光电转换效率市场准入和领跑者技术指标。

《通知》规定,自201811日起,新投产并网运行的光伏发电项目的光伏产品供应商应满足《光伏制造行业规范条件》要求,其中,多晶硅电池组件和单晶硅电池组件的光电转换效率市场准入门槛分别提高至16%16.8%。而多晶硅电池组件和单晶硅电池组件光电转换效率领跑者技术指标则分别提高至17%17.8%

《通知》还要求多晶组件一年内衰减率不高于2.5%,后续年内衰减率不高于0.7%;单晶组件一年内衰减率不高于3%,后续年内衰减率不高于0.7%。国家能源局、工信部及国家认监委等部门将定期组织有关单位对光伏发电项目采用光伏组件关键技术性能进行抽查,抽查结果向社会公布。

值得注意的是,相对之前的征求意见稿,领跑者单晶技术指标由18%下降到17.8%,而衰减率仍维持3%