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  • 明陽新聞

    MING YANG NEWS

    新聞中心

    商業模式創新引領分布式新能源持續發展——訪全國人大代表、明陽智慧能源集團股份公司董事長兼CEO張傳衛

    發布時間:2018-03-24

    點擊數:2606

    新能源在經歷集中式發展階段后,正迎來分布式時代。那么風電該如何破局?全國人大代表、明陽智慧能源集團股份公司董事長兼CEO張傳衛在兩會期間接受本報記者采訪時表示,分布式新能源的自身特點決定了其融資、開發、運營模式與集中式電站迥異,必須通過商業模式創新探尋可持續發展之路。

    創新發展模式助推分散式風電

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     張傳衛認為,新能源在起步階段需要政策扶持,但要獲得長遠持續發展,還得靠技術和商業模式創新,以及融資模式、建設模式和運營模式創新。“必須打破過去靠銀行貸款和政府補貼的模式。”

    相較于分布式光伏,分散式風電發展明顯滯后。“究其原因,一是沒有單獨的電價政策;二是各種審批沿用集中式電站政策,不能調動分散式風電發展的積極性。”張傳衛說。

     “除棄風限電影響外,輸配電成本過高、資產折舊等因素也一定程度上影響了風電成本的進一步降低。”張傳衛表示,“分散式風電如果剔除土地成本,在不需要遠距離輸電的情況下,單位造價仍有較大下降空間。”

    “采用新技術生產新能源,中東部地區城市周邊的鄉村都可以成為新型清潔能源的提供商。這將很大程度上改變目前花巨資建設輸電通道,進行西電東送的格局。”張傳衛說。

    普惠制調動各方積極性

    目前,風電開發實施“三免三減半”的稅收優惠政策。項目投產之初,當地政府和居民無法直接從中受益。“因此,他們推動風電建設的積極性就調動不起來。”張傳衛說。

    多年來,張傳衛一直在積極倡導和推動新能源普惠制。他認為,企業、產業鏈、當地政府和居民必須形成利益共同體,才能最終推動新能源持續健康發展。

    “近兩年,分布式光伏發展迅速,因為與扶貧工程等國家戰略緊密結合,可使老百姓從中受益。”張傳衛表示,“分散式風電完全可緊密結合扶貧攻堅、鄉村振興、新型城鎮化等國家戰略,成為其重要支撐,讓更多人直接參與到項目建設、發展和分享過程中。”

    張傳衛認為,伴隨分布式能源技術的進步,未來10-20年,每個城市周邊,都將是星羅棋布的清潔能源微電站,每個農民都是新能源的生產商,富余的大量農村勞動力完全可以通過土地入股、勞動力服務等多種方式就地轉移到新能源服務的產業鏈上來。分布式新能源分散布局的特性,決定了更廣泛的地域、更眾多的人群可直接參與到新能源項目中,更好地實現新能源普惠。

    明確電價預期促海上風電發展

    當前,國內海上風電已逐漸步入規模化發展階段。根據《風電發展“十三五”規劃》,到2020年,全國海上風電開工建設規模達到1000萬千瓦,力爭累計并網容量達到500萬千瓦以上。

    中國陸上風電和光伏價格正接近傳統能源價格。而海上風電等后發領域仍有較大降本空間。張傳衛認為,隨著技術不斷革新、規模快速增大、政策導向明確,預計到2023 年,海上風電經濟性將超越海上石油。

    “近年來,光伏電價的快速下降正是得益于技術創新的加快。風電度電成本的降低不能一味依靠壓低設備價格,而要通過技術創新提高設備的可靠性和發電量來實現。”張傳衛表示。

     “目前,海上風電執行0.75-0.85元/度的電價。進一步明確電價調整時間表和路線圖將更利于企業進行長遠的海上風電技術儲備和解決方案規劃,也更利于撬動社會資本進入,以推動整個行業穩步向前發展。”張傳衛認為。

    九舞彩票
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