The hottest photovoltaic subsidy index tops, and t

Photovoltaic subsidy index tops, and the roof rental market is so hot

after the brutal growth of the household market in the past two years and the photovoltaic policy fault period of "although the company structure has changed for a long time", more and more integrators and dealers began to seek transformation, seeking standardization, quality and branding. In order to optimize the road to the bottom of the bottle, they tried to seize the household photovoltaic market again in the leasing mode

it is understood that these dealers and integrators are mainly "supporters" who intend to engage in the photovoltaic industry for a long time. According to one of the integrators who did not want to be named, the rental model in Shandong has been particularly popular recently. It is common imagination for every village to promote it at one time. Some places are brewing a big move to promote the whole county in an all-round way, and can win 20000 roof orders at one go

it is not difficult to speculate that in 2019, when the subsidy index is limited, the system cost is difficult, and it is difficult to open the market for the time being to promote the full payment, it will become the best transition or choice for them to continue to operate the old photovoltaic industry through the leasing mode

"a board costs 20 yuan. According to 15kw calculation, people can get an additional roof rental fee of 1000 yuan almost a year. Roof resources can be maximized and income can be increased. People are willing to accept this promotion mode." The above integrators showed good expectations for the future

the same phenomenon also occurs in Henan and Hebei. Wang Lijun (a pseudonym) was originally a system dealer of a domestic front-line component enterprise, and has installed nearly 5MW photovoltaic projects in Henan. He has been doing some photovoltaic edge business since the "5.31" policy was issued, but recently he made a choice: give up the original agency right and choose the roof rental mode

"this is also a helpless move", Wang Lijun admitted that compared with his own work alone (system integration and installation), the cost difference is at least 20 cents, but choosing the rental mode can at least survive. Consider the long term, wait for PV parity, and hope that big brands can also give some preferential support

in fact, roof leasing is only one kind of leasing mode. In, when the domestic distributed photovoltaic market broke out, there were mainly two modes of roof leasing and equipment leasing in the household market. The former is represented by Chint new energy (Chint AEON) and Zhonglai Minsheng. The power station assets are mainly owned by the investors and can be packaged and traded in the capital market. The latter, represented by Zhongmin Xinguang, can use financial means to install and maintain power stations free of charge for users. Users can use the income from power generation to pay rent or loan fees. After the fees are settled, the roof belongs to users

according to rough statistics, in 2017, there were nearly 100 brands in the household market that were "famous for their achievements", mainly using different business models such as dealers, integrators and leasing. However, few enterprises can really adhere to the "531" policy after it is implemented, among which the enterprises using the roof leasing model have a small impact on their performance. It is reported that in 2018, when the policy was put to a sudden halt, the roof rental mode still led enterprises to achieve a 300% increase in installed capacity

not only that, taking advantage of the quiet period of household use in the past half a year, this model has been widely spread across the country from Zhejiang, Shandong, Henan, Hebei and Anhui

under the current policy situation, the limited subsidy indicators have further intensified the market's attention to the leasing model. "If the household GW index in 2019 (including the index in the second half of 2018) is on a first come first served basis, there will be a upsurge of household rush across the country, and the market is expected to stagnate after August." Wang Shujuan, founder of Zhihui photovoltaic, speculated. In this way, the leasing mode is more conducive for integrators and dealers to rush to 2019. Due to the large and wide use of electromechanical products, the national development and Reform Commission attaches 10 points to the implementation of high-efficiency electromechanical products

in the long run, Lu Kai, the representative of the roof rental model and the general manager of Zhengtai aneng, believes that both enterprises and dealers are facing the problem of sustainable operation. Branding, quality, scale and low cost are the direction of the future user market. Dealers and large enterprises will go together more stably and for a longer time

voice over

at present, the household market has opened a new round of rush loading tide, with single projects ranging from 10 kW to hundreds of kW. It is expected that the first small peak of installation will be ushered in in March 2019. Based on this situation, a few days ago, insiders also proposed to policy makers that certain restrictions should be imposed on the installation scale of individual units, so as to avoid the irrational rush to install, and ensure the healthy, stable and rhythmic development of the market in 2019. At present, the subsidy policy is about to be implemented. What will be the impact of the increasingly hot household market? We'll see