自從5月份來，光伏行業(yè)迎來一系列的政策利好、信息利好支持，為行業(yè)高質量發(fā)展注入了全新動能。
（一）十四五可再生能源發(fā)展規(guī)劃：重點推進屋頂光伏行動、風光發(fā)電量實現翻倍！
6月1日，國家發(fā)改委、國家能源局、財政部、自然資源部、生態(tài)環(huán)境部、住建部、農業(yè)農村部、中國氣象局和國家林業(yè)和草原局九個國務院組成部門首次聯合下發(fā)《“十四五”可再生能源發(fā)展規(guī)劃》。
按照2025年非化石能源消費比重達到20%左右的要求，《規(guī)劃》明確，到 2025年，可再生能源消費總量達到10億噸標準煤左右，占一次能源消費的18%左右；可再生能源年發(fā)電量達到3.3萬億千瓦時左右，風電和太陽能發(fā)電量實現翻倍；全國可再生能源電力總量和非水電消納責任權重分別達到33%和18%左右，利用率保持在合理水平；太陽能熱利用、地熱能供暖、生物質供熱、生物質燃料等非電利用規(guī)模達到6000萬噸標準煤以上。
《規(guī)劃》強調，“十四五”時期可再生能源發(fā)展將堅持集中式與分布式并舉、陸上與海上并舉、就地消納與外送消納并舉、單品種開發(fā)與多品種互補并舉、單一場景與綜合場景并舉，以區(qū)域布局優(yōu)化發(fā)展，“三北”地區(qū)優(yōu)化推動基地化規(guī)?；_發(fā)，西南地區(qū)統籌推進水風光綜合開發(fā)，中東南部地區(qū)重點推動就地就近開發(fā)，東部沿海地區(qū)積極推進海上風電集群化開發(fā)；以重大基地支撐發(fā)展，明確以沙漠、戈壁、荒漠地區(qū)為重點，加快建設黃河上游、河西走廊、黃河幾字灣、冀北、松遼、新疆、黃河下游等七大陸上新能源基地，藏東南、川滇黔桂兩大水風光綜合基地和五大海上風電基地集群；以示范工程引領發(fā)展，重點推進技術創(chuàng)新示范、開發(fā)建設示范、高比例應用示范等三大類18項示范工程，加快培育可再生能源新技術、新模式、新業(yè)態(tài)；以行動計劃落實發(fā)展，重點推進城鎮(zhèn)屋頂光伏行動、千鄉(xiāng)萬村馭風行動、千家萬戶沐光行動、鄉(xiāng)村能源站等九大行動計劃，以扎實有效的行動保障規(guī)劃全面落地。
（二）國務院穩(wěn)經濟33條：抓緊啟動第二批光伏、風電大基地建設
5月31日，國務院印發(fā)《扎實穩(wěn)住經濟的一攬子政策措施》（六個方面33項措施）。文件提出，抓緊推動實施一批能源項目。推動能源領域基本具備條件今年可開工的重大項目盡快實施。積極穩(wěn)妥推進金沙江龍盤等水電項目前期研究論證和設計優(yōu)化工作。加快推動以沙漠、戈壁、荒漠地區(qū)為重點的大型風電光伏基地建設，近期抓緊啟動第二批項目，統籌安排大型風光電基地建設項目用地用林用草用水，按程序核準和開工建設基地項目、煤電項目和特高壓輸電通道。重點布局一批對電力系統安全保障作用強、對新能源規(guī)?；l(fā)展促進作用大、經濟指標相對優(yōu)越的抽水蓄能電站，加快條件成熟項目開工建設。加快推進張北至勝利、川渝主網架交流工程，以及隴東至山東、金上至湖北直流工程等跨省區(qū)電網項目規(guī)劃和前期工作。
（三）財政部：支持光伏、風電、生物質能等可再生能源，以及出力平穩(wěn)的新能源替代化石能源
5月30日，財政部下發(fā)《財政支持做好碳達峰碳中和工作的意見》的通知。通知提出，（一）支持構建清潔低碳安全高效的能源體系。有序減量替代，推進煤炭消費轉型升級。優(yōu)化清潔能源支持政策，大力支持可再生能源高比例應用，推動構建新能源占比逐漸提高的新型電力系統。支持光伏、風電、生物質能等可再生能源，以及出力平穩(wěn)的新能源替代化石能源。完善支持政策，激勵非常規(guī)天然氣開采增產上量。鼓勵有條件的地區(qū)先行先試，因地制宜發(fā)展新型儲能、抽水蓄能等，加快形成以儲能和調峰能力為基礎支撐的電力發(fā)展機制。加強對重點行業(yè)、重點設備的節(jié)能監(jiān)察，組織開展能源計量審查。
（四）“新能源高質量發(fā)展21條”：到2025年公共機構屋頂光伏覆蓋率力爭達到50%！
5月30日，國務院辦公廳轉發(fā)國家發(fā)展改革委國家能源局《關于促進新時代新能源高質量發(fā)展實施方案》的通知，即“新能源高質量發(fā)展21條”。方案錨定到2030年風電、太陽能發(fā)電總裝機容量達到12億千瓦以上的目標，提出要加快構建清潔低碳、安全高效的能源體系。
方案表示，（一）加快推進以沙漠、戈壁、荒漠地區(qū)為重點的大型風電光伏基地建設。（二）促進新能源開發(fā)利用與鄉(xiāng)村振興融合發(fā)展。（三）推動新能源在工業(yè)和建筑領域應用。（四）引導全社會消費新能源等綠色電力。到2025年，公共機構新建建筑屋頂光伏覆蓋率力爭達到50%；鼓勵公共機構既有建筑等安裝光伏或太陽能熱利用設施。鼓勵“風光漁”融合發(fā)展，切實提高風電、光伏發(fā)電項目海域資源利用效率。
（五）國務院：優(yōu)先支持大型清潔能源基地等重點領域項目
5月25日，《國務院辦公廳關于進一步盤活存量資產擴大有效投資的意見》（國辦發(fā)〔2022〕19號）正式下發(fā)?！兑庖姟吩凇埃ㄊ┚珳视行еС中马椖拷ㄔO”一節(jié)中明確提出，優(yōu)先支持大型清潔能源基地等重點領域項目，重點支持“十四五”規(guī)劃102項重大工程，一個“優(yōu)先”支持，一個“重點”支持的重大項目工程均與光伏發(fā)電相關。其中，“十四五”102項重大工程包括大型清潔能源基地。
除了5月30日-6月1日3天內發(fā)布四大政策利好之外，央視、新華社等國家頂流媒體密集對光伏展開了報道，進一步提振了市場信心。
（六）央視、新華社集中報道光伏等能源項目建設
5月31日，新華社發(fā)表了題為《國務院部署七方面21項舉措 力促新能源高質量發(fā)展》一文，對國家發(fā)改委、國家能源局聯合印發(fā)的“新能源高質量發(fā)展21條”進行了專業(yè)解讀。
幾乎同一時間，國家能源局則在央視《朝聞天下》欄高度肯定了我國光伏發(fā)展的成就。國家能源局表示，光伏發(fā)電在建項目121GW，預計2022年并網108GW。我國已成為全球光伏產業(yè)發(fā)展的推動者和引領者。
此外，央視還專門報道了我國首座潮光互補光伏電站。5月30日，我國首座潮光互補型光伏電站——國家能源集團龍源電力浙江溫嶺潮光互補智能電站，實現全容量并網發(fā)電。這也是我國首次將太陽能和月亮潮汐能互補開發(fā)的創(chuàng)新應用。
5月21日，央視以《國家能源局：我國能源重大項目建設提速 促進經濟平穩(wěn)運行》為題對我國一些重大的能源項目建設進行了報道。電力規(guī)劃設計總院常務副院長胡明預計，今年我國重點的能源項目投資將同比增長10.3%，這些重大的能源基礎設施類項目的投資，將會有效拉動相關產業(yè)鏈的發(fā)展，對于穩(wěn)定我國宏觀經濟將起到非常重要的作用。
（七）衢州市、青島出臺地方補貼政策
在國家補貼退出歷史舞臺后，地方補貼政策不斷落地進一步提高了分布式光伏的投資回報率。
2022年6月1日，浙江省衢州市衢江區(qū)人民政府公布一細則，文件明確，衢江區(qū)范圍內（除衢江經濟開發(fā)區(qū)），在工商業(yè)建筑和公共建筑屋頂建設的光伏發(fā)電項目，補助標準為0.4元/瓦，單個項目補助不超過50萬元；在新建商業(yè)建筑和新建廠房建設的建筑光伏一體化發(fā)電系統，補助標準為0.8元/瓦，單個項目補助不超過100萬元。
青島：海上光伏每瓦最高補1元
青島市人民政府印發(fā)《青島市激發(fā)市場活力穩(wěn)定經濟增長若干政策措施》，出臺七大政策89條具體措施，貫徹落實國家關于扎實穩(wěn)住經濟的一攬子政策措施和山東省第二批、第三批“穩(wěn)中求進”高質量發(fā)展政策清單。
對2022—2025年建成并網的“十四五”漂浮式海上光伏項目，省財政分別按照每千瓦1000元、800元、600元、400元的標準給予財政補貼，補貼規(guī)模分別不超過10萬千瓦、20萬千瓦、30萬千瓦、40萬千瓦；
將海上光伏納入省重點項目，統籌解決用海用地問題。對2025年年底前建成的漂浮式海上光伏項目，免于配建或租賃儲能設施，優(yōu)先參與分布式發(fā)電市場化交易。

Since May, the photovoltaic industry has ushered in a series of favorable policies and favorable information support, which has injected new momentum into the high-quality development of the industry.  

(I) The 14th Five-year Plan for the development of renewable energy: focus on promoting rooftop photovoltaic action, and realize the doubling of scenic power generation!  

On June 1, nine Ministries and commissions of the State Council, including the National Development and Reform Commission, the National Energy Administration, the Ministry of Finance, the Ministry of Natural Resources, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the China Meteorological Administration and the National Forestry and Grassland Administration, jointly issued the 14th Five-Year Plan for renewable energy development for the first time.  

According to the requirement that the proportion of non-fossil energy consumption should reach about 20% by 2025, the total consumption of renewable energy should reach about 1 billion tons of standard coal by 2025, accounting for about 18% of primary energy consumption.  Annual renewable energy generation will reach about 3.3 trillion kilowatt-hours, and wind and solar power generation will double.  The total amount of renewable energy in China is about 33%, and the proportion of non-hydropower consumption is about 18%, keeping the utilization rate at a reasonable level.  Solar thermal utilization, geothermal energy heating, biomass heating, biomass fuel and other non-electric utilization scale reaches more than 60 million tons of standard coal.  

"Planning", stressed that "difference" renewable energy development will adhere to the centralized and distributed simultaneously, land and sea, given on the spot, and given out simultaneously, complementary and single variety development and many varieties, and the single scene and comprehensive scenario, with development of regional layout optimization, scale development, the "three north" area optimization to promote;  In southwest China, comprehensive development of water scenery will be promoted as a whole; in the southern Part of the Middle East, local and nearby development will be promoted; and in the eastern coastal region, offshore wind power cluster development will be promoted.  To support development with major bases, with desert, gobi, and desert areas as the focus, accelerate the construction of seven new energy bases on land: the upper Reaches of the Yellow River, the Hexi Corridor, the Jizi Bay of the Yellow River, northern Hebei, Songliao, Xinjiang, and the lower Reaches of the Yellow River; two water-scenery bases in southeast Tibet, sichuan, Yunnan, Guizhou, and Guangxi; and five clusters of offshore wind power bases.  We will lead development with demonstration projects, focusing on 18 demonstration projects in three categories -- technological innovation, development and construction, and large-scale application -- and accelerate the development of new renewable energy technologies, models, and forms of business.  To implement the development of action plans, focus on promoting the urban rooftop photovoltaic action, thousands of villages wind control action, thousands of households mu light action, rural energy stations and other nine major action plans, with solid and effective action to ensure that the plan is fully implemented.  

(2) Article 33 of The State Council to stabilize the economy: Accelerate the construction of the second batch of large photovoltaic and wind power bases  

On May 31, The State Council issued a package of 33 measures in six areas to stabilize the Economy.  The document proposes to accelerate the implementation of a number of energy projects.  We will promote the early implementation of major energy projects that basically meet the conditions and can be launched this year.  We will actively yet prudently advance the preliminary study, demonstration and design optimization of longpan hydropower projects on the Jinsha River.  We will accelerate the construction of large wind power photovoltaic bases in desert, gobi and desert areas, and soon start the second batch of projects. We will make overall arrangements for the use of land, forest, grass and water for the construction of large wind power bases, and approve and start the construction of base projects, coal power projects and uHV transmission channels in accordance with procedures.  We will focus on a number of pumped storage power stations that can greatly ensure the safety of the power system, greatly promote the large-scale development of new energy, and have relatively superior economic indicators, and speed up the construction of projects with mature conditions.  We will accelerate the planning and preliminary work of the Zhangbei to Shengli and Sichuan-Chongqing main grid ac projects, as well as the Longdong to Shandong and Jinshang to Hubei DC projects.  

(3) Ministry of Finance: Supporting renewable energy such as photovoltaic, wind power and biomass, and replacing fossil energy with new energy with stable output  

On May 30, the Ministry of Finance issued a notice entitled "Opinions on Financial Support for Carbon peak and Carbon neutrality".  1. Support the building of a clean, low-carbon, safe and efficient energy system.  We will transform and upgrade coal consumption in an orderly way.  We will improve policies supporting clean energy, vigorously support the use of renewable energy at a high rate, and promote the development of a new type of power system in which the proportion of new energy will gradually increase.  Support photovoltaic, wind power, biomass and other renewable energy, as well as stable output of new energy to replace fossil energy.  We will improve support policies to encourage more unconventional natural gas production and production.  We will encourage regions where conditions permit to develop new types of energy storage and pumped storage in light of local conditions, and accelerate the formation of an electric power development mechanism based on energy storage and peak-regulating capacity.  We will strengthen supervision over energy conservation in key industries and equipment, and organize energy metering reviews.  

(4) "21 New Energy High-quality Development" : by 2025, the rooftop pv coverage of public institutions should reach 50%!  

On May 30, The General Office of the State Council forwarded the notice of the National Development and Reform Commission and the National Energy Administration on the Implementation Plan for promoting the High-quality Development of New Energy in the New Era, namely "21 Provisions of high-quality Development of New Energy".  The plan sets the target of generating over 1.2 billion kilowatts of wind and solar power by 2030, and calls for accelerating the building of a clean, low-carbon, safe and efficient energy system.  

(1) Accelerate the construction of large wind power photovoltaic bases in desert, gobi and desert areas.  2. Promoting integrated development of new energy development and rural revitalization  3. Promoting the application of new energy in industry and construction.  4. Guiding the entire society to consume green electricity such as new energy.  By 2025, the rooftop pv coverage of new buildings in public institutions should reach 50 percent;  Public institutions are encouraged to install photovoltaic or solar thermal facilities in existing buildings.  We will encourage the integrated development of scenic fishing, and effectively improve the utilization efficiency of Marine resources for wind power and photovoltaic power projects.  

(5) The State Council: give priority to supporting projects in key areas such as large-scale clean energy bases  

On May 25, The General Office of the State Council officially issued the Opinions on Further Revitalizing stock Assets and Expanding effective Investment (State Development Administration of China (2022) No. 19).  "Opinions" in "(16) accurate and effective support for the new construction projects" in the section specifically, priority support large-scale clean energy base in key areas such as project, key support "difference" 102 major project, planning a "priority", a "key" to support key projects engineering was associated with a photovoltaic power generation.  Among them, 102 major projects in the 14th Five-Year Plan include large-scale clean energy bases.  

In addition to May 30 - June 1 three days issued four policy positive, CCTV, Xinhua News Agency and other national top streaming media intensive coverage of photovoltaic, further boosted market confidence.  

(6) CCTV and Xinhua News Agency focus on the construction of photovoltaic and other energy projects  

On May 31, Xinhua News Agency published an article titled "The State Council plans 21 Measures in Seven Aspects to Promote high-quality Development of New Energy", giving a professional interpretation of the "21 Guidelines for High-quality Development of New Energy" jointly issued by the National Development and Reform Commission and the National Energy Administration.  

Almost at the same time, the National Energy Administration affirmed the achievements of China's photovoltaic development in the COLUMN of "Morning News" on CCTV.  According to the National Energy Administration, 121GW of photovoltaic power projects are under construction and 108GW are expected to be connected to the grid by 2022.  China has become the promoter and leader of the development of global photovoltaic industry.  

In addition, CCTV also specially reported China's first tide light complementary photovoltaic power station.  On May 30, China's first tide-light complementary photovoltaic power station, Zhejiang Wenling Tide-light complementary intelligent power station of Longyuan Power, realized full capacity grid-connected power generation.  This is China's first solar and lunar tidal energy complementary development of innovative applications.  

On May 21, CCTV reported on some of China's major energy projects under the title "National Energy Administration: China's Major Energy Projects Speed up to Promote the smooth operation of the Economy".  Hu Ming, executive vice president of the General Institute of Electric power Planning and Design, predicted that this year China's key energy project investment will increase by 10.3% year on year, these major energy infrastructure projects investment, will effectively pull the development of the relevant industry chain, for the stability of China's macro economy will play a very important role.  

7. Quzhou and Qingdao introduced local subsidy policies  

After the withdrawal of national subsidies from the historical stage, local subsidy policies continue to be implemented to further improve the return on investment of distributed photovoltaic.  

On June 1, 2022, qujiang District People's Government of Quzhou City, Zhejiang Province published a detailed regulation. The document clearly stated that within Qujiang District (except Qujiang Economic Development Zone), the subsidy standard for photovoltaic power generation projects on the roofs of industrial and commercial buildings and public buildings is 0.4 yuan/watt, and the subsidy for a single project is not more than 500,000 yuan.  In the construction of new commercial buildings and new plant building photovoltaic integrated power generation system, the subsidy standard is 0.8 yuan/watt, a single project subsidy is not more than 1 million yuan.  

Qingdao: the maximum subsidy for offshore pv is 1 yuan per watt  

Qingdao Municipal People's Government issued several Policies and Measures to Stimulate Market Vitality and Stabilize Economic Growth in Qingdao, issued 89 specific measures in seven policies, implemented the national package of policies and measures to stabilize the economy and the second and third batches of high-quality development policy lists of "Seeking progress while Maintaining Stability" in Shandong Province.  

For the "14th Five-year" floating offshore PHOTOVOLTAIC projects built and connected to the grid from 2022 to 2025, the provincial finance will provide financial subsidies of 1,000 yuan, 800 yuan, 600 yuan and 400 yuan per kilowatt respectively, with the subsidy scale not exceeding 100,000 kilowatts, 200,000 kilowatts, 300,000 kilowatts and 400,000 kilowatts respectively.  

Offshore pv will be included in key provincial projects, and the problem of using sea land will be solved in an overall way.  For floating offshore PV projects built before the end of 2025, they will be exempted from the allocation or leasing of energy storage facilities and have priority in participating in market-based transactions of distributed power generation.