This year, the tense situation of electricity consumption, such as "openings on five days but two days off, four days off on three days, and power rationing in Guangxi production areas for 28 days", coupled with the continued rise in coal and natural gas prices, has made ceramic factories miserable.
In order to cope with the "power shortage", many ceramic factories have to use diesel power generation, causing the cost of electricity to rise by 2 yuan per kilowatt hour. It can be said that bitterness and bitterness are forcing each other.
At this time of "suffering", photovoltaic power generation, which carries the important task of achieving "carbon neutrality", has become a major emergency tool for ceramic factories. According to statistics, more than 200 rooftop distributed photovoltaic projects in ceramic factories have been approved in the past five years, and the largest single distributed photovoltaic project in China is currently in the ceramic industry.
The cost of diesel power generation is 2 yuan/kWh higher
This year, power rationing has become a key word in the ceramic industry.
Industry insiders analyze that there may be three reasons for the power restrictions: First, the strategic requirement of "carbon neutrality" requires power plants to upgrade equipment and energy-saving renovations; second, the coal price of thermal power energy has doubled, but the electricity cost But it cannot rise, and thermal power plants would rather stop production for maintenance; third, the overall power supply is given priority to civilian use, including the large number of new energy vehicles that are now added.
The person in charge of a ceramic factory in the Zhaoqing production area of Guangdong pointed out to "Ceramic Information" that the largest electricity consumption link in the ceramic factory is the raw material preparation workshop and polishing line. The proportion of electricity consumption in these two links exceeds that of the entire ceramic factory. 50%. If the power is limited and cannot be stopped, it can only be replaced by diesel power generation. The cost of diesel power generation is 2 yuan/kWh higher than the normal electricity price, which is very expensive for the ceramic factory. .
For example, a polishing machine consumes about 1,000 kilowatt hours of electricity per hour. If a ceramics factory has 5 polishing machines and works 15 hours a day, it will consume 75,000 kilowatt hours of electricity every day. If diesel is used to generate electricity, This will increase the cost by 150,000 yuan every day.
The above-mentioned person in charge said that on days when power is limited, they will use diesel power to give priority to supplying electricity to the kiln to ensure normal brick production. Otherwise, the loss of kiln shutdown will be greater, and a kiln uses 20,000 kilowatt-hours a day. Therefore, diesel power generation only supplies electricity for the kiln, which adds about 40,000 yuan to the cost every day.
Is there no way to deal with it? Of course there is, and that is the distributed photovoltaic projects that are spreading in the industry.
The largest in the country
The single distributed photovoltaic project is in the ceramic industry
In the first six months of 2021, my country's newly installed photovoltaic capacity was 13.01 million kilowatts. From the perspective of the newly installed capacity layout, the regions with a relatively high proportion of installed capacity are North China, East China, and Central China, accounting for 44%, 44%, and 44% of the country's newly installed capacity respectively. 22% and 14%. Among them, distributed photovoltaics added 7.65 million kilowatts.
According to statistics, in the past five years, more than 200 distributed photovoltaic projects on the roofs of ceramic factories have been approved.
From the 2021 semi-annual reports of major listed ceramic companies, we can also see that photovoltaic projects frequently appear on the scene——
Made by Keda:
The Foshan factory buildings have gradually been equipped with photovoltaic power generation equipment. In the first half of 2021, photovoltaic power generation totaled 2,843,523 kilowatt hours, easing the tight power supply situation in the factory area and the power grid.
Dongpeng Holdings:
Actively responding to the development trend of "carbon peaking and carbon neutrality", a low-carbon development strategy committee was established... The introduction of photovoltaic power generation can generate 12 million kilowatt hours of green power every year, saving about 3,700 tons of standard coal.
Mona Lisa:
With the gradual implementation of the "double carbon" policy, enterprises will face increasing pressure in the field of "carbon peaking and carbon neutrality"... Plans are underway to launch projects in Foshan, Guangdong, Tengxian, Guangxi, Qingyuan, Guangdong, and Jiangxi Gaoan and other four major production bases have deployed distributed photovoltaic power generation.
In addition to listed companies, there are also well-known brands such as Jianyi, New Pearl, and Marco Polo that are working hard on photovoltaic projects. Jianyi will deploy a rooftop photovoltaic project at its Guangxi base. It is expected that after completion, the average annual power generation will reach 60 million kilowatt-hours, saving 20,000 tons of standard coal, reducing carbon dioxide emissions by 50,000 tons, and reducing sulfur dioxide production by 160 tons.
New Pearl Sanshui Smart Factory is also building a distributed photovoltaic power generation project. The first phase of the project covers an area of 80,000 square meters and has an annual power generation capacity of approximately 7 million kilowatt hours. It is understood that photovoltaic power generation projects will be built in the construction of new factories and the renovation of old factories in other production bases of Xinmingzhu.
On April 28 this year, CCTV host Chen Weihong visited the Marco Polo Jiangxi Fengcheng production base. During the live broadcast, Marco Polo ceramic tile product recommendation officer Zhang Shenhao introduced that the entire workshop roof of the production base was covered with 680,000 square meters The photovoltaic panels are equivalent to the size of 100 football fields, and the annual photovoltaic power generation "exceeds 100 million kilowatt-hours."
Theoretically, 1 kilowatt-hour of electricity consumes 0.1229 kilograms of standard coal, and 100 million kilowatt-hours of photovoltaic power generation can save 12,290 tons of standard coal; in fact, there will be losses. The National Bureau of Statistics uses the equivalent of 0.404 kilograms of standard coal per kilowatt-hour of electricity. According to this standard, 100 million kilowatt-hours of photovoltaic power generation can save 40,400 tons of standard coal.
According to Marco Polo staff, the above-mentioned photovoltaic project at the Jiangxi Fengcheng production base is currently the largest single distributed photovoltaic project in China, and more than 90% of the power generated can be digested and used by itself.
It seems that 90 million kilowatt-hours of electricity are used a year, and an average of about 250,000 kilowatt-hours of electricity is used every day. If diesel power is used, the cost will increase by 500,000 yuan per day. It can be seen that diesel power generation is indeed unaffordable.
The cost of distributed photovoltaics is about 4 yuan/watt
Under the trend of "carbon peaking and carbon neutrality", the proportion of photovoltaic power generation in our country is getting higher and higher. In the first six months of 2021, my country's renewable energy power generation reached 1.06 trillion kilowatt hours, of which photovoltaic power generation accounted for 157.64 billion kilowatt hours, accounting for 14.87%, a year-on-year increase of about 23.4%, and the photovoltaic utilization rate of 98% is already the world's leading level .
In addition, starting this year, industrial and commercial distributed photovoltaic projects will implement grid parity. The National Development and Reform Commission issued the "Notice on Matters Related to the New Energy On-grid Pricing Policy in 2021" in June this year, stating that "from 2021, for newly registered centralized photovoltaic power stations, industrial and commercial distributed photovoltaic projects and newly approved onshore wind power projects, The central government will no longer provide subsidies and implement affordable Internet access."
Although the central government no longer subsidizes, it still "encourages local governments to introduce targeted support policies to support the sustained and healthy development of new energy industries such as photovoltaic power generation, onshore wind power, offshore wind power, and solar thermal power generation." The above-mentioned "Notice" will be implemented from August 1, 2021.
Regarding the policy of affordable access to the Internet, Liu Peijin, commercial director of BIPV of CITIC Boxin Energy, believes that my country’s photovoltaic industry is very mature, and the transition from the subsidy era to the affordable era is an upgrade. This will not only accelerate the development of the photovoltaic industry, but also enable Project implementation will be more stable and of higher quality.
“Many photovoltaic projects were not done well enough in the subsidy era. The reason is that investors and builders built them for subsidies and more or less ignored the quality of the projects. With the advent of the parity era, investment builders are bound to shift more energy. In terms of project quality, we ensure the good operation of the project,” Liu Peijin said bluntly.
The most basic reason why the photovoltaic industry has transitioned to the era of grid parity is that the cost of power generation continues to decrease after optimization. According to Liu Peijin, today, the cost of the entire photovoltaic rooftop system power station is about 4 yuan/watt;On the electricity side, since the amount of industrial electricity consumed in each region is different, the electricity price is also different. However, the normal daytime peak parity price of normal industrial electricity is about 0.8 yuan. In some areas, large-scale industrial electricity can directly obtain negotiated discounts from the power company. price, so electricity prices will be lower.
Based on a cost of about 4 yuan/watt, the construction cost of a 10-megawatt rooftop distributed photovoltaic project is about 40 million yuan. So, who will pay for this? How much roof area does a 10 MW distributed photovoltaic project require?
1.5 MW requires approximately 10,000 square meters of roof
As of the end of June 2021, the cumulative installed capacity of photovoltaic power generation was 268 million kilowatts.
Liu Peijin said that after completion of the construction of all rooftop distributed photovoltaic projects, they need to be connected to the grid to generate electricity. The power generated is first used by the factory where the project is located, and the unused power is sold to the local power grid.
As for who will pay for the construction costs of photovoltaic projects, this needs to be looked at on a case-by-case basis. Take a ceramic factory as an example. In one case, the manufacturer invests, builds and holds it; in another case, the manufacturer only provides the roof of the factory, and the investment is paid by a third party. Finally, the photovoltaic power generation will be supplied to the manufacturer at a certain discount price. use.
Regarding the topic of factory area required for distributed photovoltaic projects, Liu Peijin pointed out that the annual sunshine hours in Foshan are about 1,000 hours, and a factory of 10,000 square meters can build 1.5 MW of distributed photovoltaic. The installed capacity can generate 1.5 million kilowatt-hours of electricity throughout the year. In this way, if the average peak and average electricity price during the day is 0.85 yuan/kilowatt-hour, 1.27 million yuan in electricity bills can be saved in a year, and the investment cost can be recovered in about 5 years. , and the lifespan of photovoltaic rooftop system power stations is more than 25 years.
If the annual sunshine hours are not taken into account, based on the above calculation of "10,000 square meters = 1.5 MW", the factory roof area required for a 10 MW distributed photovoltaic project is approximately 67,000 square meters. It can be seen from this that, The aforementioned 680,000-square-meter distributed photovoltaic project at Marco Polo's Jiangxi Fengcheng production base has an installed capacity of approximately 100 megawatts and requires an investment of approximately 400 million yuan.
So, how long will a rooftop distributed photovoltaic project last? Liu Peijin pointed out that the design life of the photovoltaic rooftop system power station is more than 25 years, and its operation and maintenance cost is about 0.02 yuan/watt. After 25 years, if the components need to be replaced due to the low power generation efficiency of the photovoltaic rooftop power station, the cost of replacement will be Generally continue to be paid out by the investment holder.
(Article reproduced from Ceramic Information)
