一、太陽(yáng)能伏大爆發(fā):國(guó)務(wù)院七部委“八箭連發(fā)”力挺光伏！
 1、生態(tài)環(huán)境部：未來(lái)十年我國(guó)將大力發(fā)展風(fēng)電、太陽(yáng)能發(fā)電
         12月15日，生態(tài)環(huán)境部應(yīng)對(duì)氣候變化司司長(zhǎng)李高表示，在“十四五”“十五五”期間，我國(guó)將進(jìn)一步大力發(fā)展風(fēng)電、太陽(yáng)能發(fā)電。李高說(shuō)，中國(guó)在氣候雄心峰會(huì)上提出，到2030年，風(fēng)電、太陽(yáng)能發(fā)電總裝機(jī)容量將達(dá)到12億千瓦以上等4項(xiàng)目標(biāo)。這一目標(biāo)充分展現(xiàn)了中國(guó)積極應(yīng)對(duì)氣候變化的力度與決心。到2030年的風(fēng)電、太陽(yáng)能發(fā)電裝機(jī)目標(biāo)接近現(xiàn)有規(guī)模的3倍，相當(dāng)于美國(guó)目前全部發(fā)電裝機(jī)規(guī)模，超過(guò)了目前全球風(fēng)電、光伏的裝機(jī)規(guī)模。這意味著我國(guó)風(fēng)電和太陽(yáng)能發(fā)電在過(guò)去快速發(fā)展的基礎(chǔ)上，未來(lái)十年仍要實(shí)現(xiàn)持續(xù)的高速發(fā)展。
2、工信部：光伏玻璃不受產(chǎn)能置換限制
       生態(tài)環(huán)境部表態(tài)大力支持光伏發(fā)展第二天，工信部又發(fā)一利好政策，直指光伏玻璃持續(xù)漲價(jià)影響光伏組件生產(chǎn)和交付能力的問(wèn)題。
12月16日，工信部就《水泥玻璃行業(yè)產(chǎn)能置換實(shí)施辦法（修訂稿）》公開(kāi)征求意見(jiàn)。工信部在這則文件中表示，光伏壓延玻璃和汽車(chē)玻璃項(xiàng)目可不制定產(chǎn)能置換方案。這則文件意味著光伏壓延玻璃不需制定產(chǎn)能置換方案即可投產(chǎn)新的項(xiàng)目，在挪去產(chǎn)能置換這個(gè)“緊箍咒”后，光伏壓延玻璃的產(chǎn)能將會(huì)迅速擴(kuò)大，而光伏玻璃供應(yīng)掣肘光伏迎接平價(jià)時(shí)代的陰霾也將一揮而散。生態(tài)環(huán)境部、工信部之外，交通運(yùn)輸部也發(fā)布一項(xiàng)利好，全力支持光伏+產(chǎn)業(yè)的發(fā)展。據(jù)了解，2020年交通運(yùn)輸部已發(fā)布兩則文件，支持光伏+應(yīng)用拓展，可以說(shuō)是不遺余力。
3、交通運(yùn)輸部：鼓勵(lì)在服務(wù)區(qū)、邊坡等公路沿線(xiàn)合理布局光伏發(fā)電設(shè)施
        首先，8月6日，《交通運(yùn)輸部關(guān)于推動(dòng)交通運(yùn)輸領(lǐng)域新型基礎(chǔ)設(shè)施建設(shè)的指導(dǎo)意見(jiàn)》（以下簡(jiǎn)稱(chēng)《意見(jiàn)》）下發(fā)?！兑庖?jiàn)》提到，打造融合高效的智慧交通基礎(chǔ)設(shè)施，在新能源新材料行業(yè)應(yīng)用上，鼓勵(lì)在服務(wù)區(qū)、邊坡等公路沿線(xiàn)合理布局光伏發(fā)電設(shè)施，與市電等并網(wǎng)供電。
數(shù)據(jù)顯示，到2020年，我國(guó)高速公里里程已達(dá)15萬(wàn)公里。按照平均每50公里一對(duì)服務(wù)區(qū)的標(biāo)準(zhǔn)粗略計(jì)算，全國(guó)約有3000對(duì)以上服務(wù)區(qū)，加上邊坡的面積，裝機(jī)的空間非常大。繼8月份發(fā)文鼓勵(lì)在服務(wù)區(qū)、邊坡等公路沿線(xiàn)合理布局光伏發(fā)電設(shè)施之后，近日交通運(yùn)輸部印發(fā)《關(guān)于招商局集團(tuán)有限公司開(kāi)展集裝箱碼頭智能化升級(jí)改造等交通強(qiáng)國(guó)建設(shè)試點(diǎn)工作的意見(jiàn)》（以下簡(jiǎn)稱(chēng)《意見(jiàn)》）再次提及光伏。
4、交通運(yùn)輸部：制定高速公路路側(cè)光伏工程技術(shù)規(guī)范
        《意見(jiàn)》提出，基于綠色能源的智慧高速公路關(guān)鍵技術(shù)研究與應(yīng)用，開(kāi)展高速公路綠色能源建設(shè)模式與技術(shù)規(guī)范研究，制定高速公路路側(cè)光伏工程技術(shù)規(guī)范，探索建立綠色能源全生命周期管理機(jī)制。開(kāi)展綠色能源綜合服務(wù)模式與市場(chǎng)化電力交易盈利模式研究，建設(shè)基于分布式光儲(chǔ)系統(tǒng)的高速公路智慧能源服務(wù)平臺(tái)，促進(jìn)綠色能源發(fā)用電產(chǎn)業(yè)一體化發(fā)展。對(duì)比兩個(gè)文件，“能源100”太陽(yáng)能小編的理解是，如果說(shuō)交通運(yùn)輸部提出“鼓勵(lì)在服務(wù)區(qū)、邊坡等公路沿線(xiàn)合理布局光伏發(fā)電設(shè)施”是將光伏+交通產(chǎn)業(yè)融合的一次嘗試的話(huà)，那么明確說(shuō)將“制定高速公路路側(cè)光伏工程技術(shù)規(guī)范”，則意味著光伏+交通的行業(yè)協(xié)同發(fā)展付諸于實(shí)操階段。生態(tài)環(huán)境部、工信部、交通運(yùn)輸部等“邊緣”機(jī)關(guān)鼎力支持光伏的同時(shí)，國(guó)家能源局、財(cái)政部等主管光伏產(chǎn)業(yè)發(fā)展的國(guó)務(wù)院部委“呵護(hù)”光伏產(chǎn)業(yè)發(fā)展的力度更是空前。
5、國(guó)家能源局：將繼續(xù)出臺(tái)多項(xiàng)扶持光伏產(chǎn)業(yè)的政策
        12月10日，2020年中國(guó)光伏行業(yè)協(xié)會(huì)年度大會(huì)舉行，國(guó)家能源局新能源司副司長(zhǎng)任育之出席并講話(huà)，透露了國(guó)家能源局將扶持光伏產(chǎn)業(yè)發(fā)展的一些政策動(dòng)向。任育之表示，“十四五”期間，光伏發(fā)電將脫離補(bǔ)貼進(jìn)入平價(jià)時(shí)代，但國(guó)家能源局則將繼續(xù)出臺(tái)扶持光伏產(chǎn)業(yè)的政策。這些政策包括新能源基地示范工程行動(dòng)計(jì)劃，考慮在三北、西南布局多個(gè)千萬(wàn)千瓦級(jí)的新能源基地，在各地推動(dòng)建設(shè)一批百萬(wàn)千瓦級(jí)的光伏發(fā)電平價(jià)基地，因地制宜地建設(shè)一批農(nóng)光互補(bǔ)、牧光互補(bǔ)等多模式的光伏發(fā)電項(xiàng)目。十四五期間，我們也將推動(dòng)一批示范項(xiàng)目建設(shè)，促進(jìn)光伏加儲(chǔ)能、光伏治沙、光伏制氫等新產(chǎn)業(yè)新業(yè)態(tài)的成熟，并實(shí)施一級(jí)行動(dòng)計(jì)劃，促進(jìn)光伏發(fā)電多點(diǎn)開(kāi)發(fā)。任育之稱(chēng)，目前初步考慮繼續(xù)完善可能再生能源消納權(quán)重考核制度以及綠證制度，并且可能要有一些很大的變化，調(diào)動(dòng)各方積極性，推出平價(jià)時(shí)代光伏電價(jià)政策，做好與電力市場(chǎng)的銜接。在保證項(xiàng)目基本收益的情況下，逐步有序推動(dòng)新增光伏發(fā)電參與電力市場(chǎng)交易，推動(dòng)新一代電力系統(tǒng)建設(shè)，確保大規(guī)模光伏發(fā)電的接入和消納，以及建筑物上安裝光伏的強(qiáng)制性國(guó)家標(biāo)準(zhǔn)出臺(tái)。
6、財(cái)政部：2006年及以后項(xiàng)目全部納入補(bǔ)貼清單
        而在國(guó)家能源局就十四五光伏產(chǎn)業(yè)謀局布篇前，負(fù)責(zé)光伏補(bǔ)貼政策制訂的財(cái)政部于11月25日對(duì)外釋放一項(xiàng)重大利好。當(dāng)日，財(cái)政部下發(fā)《關(guān)于加快推進(jìn)可再生能源發(fā)電補(bǔ)貼項(xiàng)目清單審核有關(guān)工作的通知》，明確 2006年及以后年度按規(guī)定完成核準(zhǔn)（備案）手續(xù)并且完成全容量并網(wǎng)的所有項(xiàng)目均可申報(bào)進(jìn)入補(bǔ)貼清單。相較于2020年3月23日發(fā)布的《關(guān)于開(kāi)展可再生能源發(fā)電補(bǔ)貼項(xiàng)目清單審核有關(guān)工作的通知》（財(cái)辦建〔2020〕6號(hào)），財(cái)政部最新《通知》中剔除了“光伏發(fā)電需要于2017年7月底前全容量并網(wǎng)，光伏領(lǐng)跑者和2019年競(jìng)價(jià)項(xiàng)目并網(wǎng)時(shí)間可延長(zhǎng)至2019年12月底”的時(shí)間限制，明確有建設(shè)指標(biāo)的所有合規(guī)項(xiàng)目都將通過(guò)此次補(bǔ)貼清單申報(bào)獲得確權(quán)。無(wú)疑，這一《通知》的下發(fā)，對(duì)于補(bǔ)貼被拖欠的可再生能源企業(yè)而言，不啻于吃了一顆“定心丸”，打了一針“強(qiáng)心劑”。在補(bǔ)貼確權(quán)以及欠補(bǔ)問(wèn)題有望得以解決的背景下，光伏等可再生能源企業(yè)必將進(jìn)入高速發(fā)展階段。
值得一提的是，財(cái)政部先下發(fā)《關(guān)于開(kāi)展可再生能源發(fā)電補(bǔ)貼項(xiàng)目清單審核有關(guān)工作的通知》，接著又下發(fā)《關(guān)于加快推進(jìn)可再生能源發(fā)電補(bǔ)貼項(xiàng)目清單審核有關(guān)工作的通知》，或也文如其義，財(cái)政部正在加快著手解決補(bǔ)貼拖欠問(wèn)題。
7、科技部：鼓勵(lì)“光伏+生態(tài)修復(fù)”項(xiàng)目，推動(dòng)荒漠化修復(fù)！
        在推動(dòng)光伏+的發(fā)展方面，科技部和住建部也有利好政策下發(fā)。
近日，科技部在回復(fù)《關(guān)于在“一帶一路”國(guó)家開(kāi)展光伏+生態(tài)修復(fù)合作的建議》中表示， 下一步將會(huì)鼓勵(lì)生態(tài)環(huán)境保護(hù)部門(mén)和機(jī)構(gòu)結(jié)合分布式風(fēng)電/光伏以及農(nóng)光、漁光、牧/風(fēng)光等示范項(xiàng)目的實(shí)施，推動(dòng)荒漠化等生態(tài)環(huán)境修復(fù)，實(shí)現(xiàn)可再生能源開(kāi)發(fā)利用與生態(tài)文明建設(shè)共贏。
8、住建部發(fā)布《太陽(yáng)能發(fā)電工程項(xiàng)目規(guī)范（征求意見(jiàn)稿）》
       住建部方面，11月份，住房和城鄉(xiāng)建設(shè)部發(fā)布關(guān)于工程建設(shè)強(qiáng)制性國(guó)家規(guī)范《太陽(yáng)能發(fā)電工程項(xiàng)目規(guī)范（征求意見(jiàn)稿）》，太陽(yáng)能發(fā)電工程規(guī)范方面向社會(huì)廣泛公開(kāi)征求意見(jiàn)。住建部下發(fā)這則文件，預(yù)示太陽(yáng)能發(fā)電工程在建筑方面的應(yīng)用逐步落地，并開(kāi)始規(guī)范化、標(biāo)準(zhǔn)化發(fā)展階段。這是住建部推進(jìn)光伏+應(yīng)用發(fā)展方面的努力，利好戶(hù)用和工商業(yè)分布式。
二、光伏2021年度展望
       光伏全面平價(jià)，助力全球?qū)崿F(xiàn)碳中和：2021年光伏行業(yè)將保持高景氣，預(yù)計(jì)明年全球裝機(jī)量為160GW，同比增長(zhǎng)30%以上。一方面，隨著光伏發(fā)電成本逐年降低，目前已經(jīng)可以實(shí)現(xiàn)平價(jià)上網(wǎng)，因此光伏市場(chǎng)需求有望迎來(lái)更大的爆發(fā)。2021年全球光伏電力成本有望比2019年再降低43%，達(dá)到0.04美元/kWh,全球各地區(qū)都將迎來(lái)平價(jià)時(shí)代。另一方面，光伏發(fā)電滲透率較低，未來(lái)將成為全球主流的發(fā)電來(lái)源線(xiàn)路，市場(chǎng)空間巨大。而光伏發(fā)電綠色清潔的屬性 ，也非常符合全球各國(guó)可持續(xù)發(fā)展的目標(biāo)，且各國(guó)都有相應(yīng)的綠色發(fā)展計(jì)劃。我國(guó)提出力爭(zhēng)在2030年前實(shí)現(xiàn)碳達(dá)峰，2060年前實(shí)現(xiàn)碳中和?！笆奈濉绷?zhēng)實(shí)現(xiàn)煤炭消費(fèi)達(dá)峰甚至負(fù)增長(zhǎng)；非化石能源比重達(dá)到20%左右，能源消費(fèi)總量控制在55億tce以?xún)?nèi)。據(jù)此測(cè)算，“十四五”期間光伏年均裝機(jī)可達(dá)70GW+。歐洲方面，減排目標(biāo)不斷提升，2020年9月《2030年氣候目標(biāo)計(jì)劃》中指出可再生能源占終端能源消費(fèi)量比重在2030年前達(dá)到38%~40%。
美國(guó)方面，拜登當(dāng)選以后將宣布重新加入《巴黎協(xié)定》，2020年11月18日，美國(guó)太陽(yáng)能行業(yè)協(xié)會(huì)向拜登建議，取消特朗普對(duì)進(jìn)口設(shè)備征關(guān)稅 ，并提出通過(guò)立法來(lái)延長(zhǎng)一份針對(duì)太陽(yáng)能產(chǎn)業(yè)的、關(guān)鍵性的聯(lián)邦稅收抵免政策?？偟膩?lái)說(shuō)，在中美歐政策預(yù)期下，估計(jì)2021年全球光伏裝機(jī)同比增速達(dá)到34%，實(shí)現(xiàn)近十年最高增長(zhǎng)，中歐美三個(gè)地區(qū)光伏裝機(jī)占比有望達(dá)到67%。ps：12月9日國(guó)家能源局新能源司副司長(zhǎng)表示“十四五光伏空間遠(yuǎn)超十三五，對(duì)在座的各位都是重大機(jī)會(huì)”，光伏協(xié)會(huì)首次給出官方“十四五”指引——年均70至90GW，而我國(guó)今年光伏裝機(jī)量預(yù)計(jì)在35-40GW左右，此次官方給出的“十四五”指引同比至少翻倍。

One, solar energy volt explosion: seven Ministries and commissions of the State Council "eight arrows in succession" to support photovoltaic!  

1. Ministry of Ecology and Environment: In the next decade, China will vigorously develop wind power and solar power generation  

China will further develop wind and solar power during the 14th and 15th Five-Year Plans, li Gao, head of the Ministry of Ecology and Environment's climate change department, said on Dec 15.  

At the climate summit, China proposed four targets, including a total installed wind and solar power capacity of more than 1.2 gigawatts by 2030, Li said.   This target fully demonstrates China's strength and determination to actively address climate change.  By 2030, the wind power and solar power generation installed target is close to 3 times of the existing scale, equivalent to the current total installed scale of the United States, more than the current installed scale of global wind power and photovoltaic.  This means that China's wind and solar power generation, based on the rapid development in the past, will continue to achieve rapid development in the next decade.  

2, Ministry of Industry and Information Technology: photovoltaic glass is not limited by capacity replacement  

The next day, the Ministry of Industry and Information Technology issued a favorable policy, pointing to the continued price rise of photovoltaic glass affects the production and delivery capacity of photovoltaic modules.  

On December 16, the Ministry of Industry and Information Technology (MIIT) publicly solicited opinions on the "Cement glass Industry capacity Replacement Implementation Measures (revised)".   The Ministry of Industry and Information Technology said in the document that photovoltaic calendered glass and automotive glass projects do not have capacity replacement plans.   This document means that photovoltaic calendered glass does not need to develop capacity replacement program can be put into production of new projects, in the removal of capacity replacement this "magic spell", photovoltaic calendered glass capacity will rapidly expand, and photovoltaic glass supply constraints to meet the era of affordable photovoltaic haze will also wave and dissipated.  In addition to the Ministry of Ecology and Environment and the Ministry of Industry and Information Technology, the Ministry of Transport also issued a positive statement to fully support the development of photovoltaic + industry.   It is understood that in 2020, the Ministry of Transport has issued two documents to support the expansion of PHOTOVOLTAIC + applications, which can be said to spare no effort.  

3. Ministry of Transport: Encourage reasonable layout of photovoltaic power generation facilities along roads such as service areas and slopes  

First, on August 6, the Guidance of the Ministry of Transport on Promoting the Construction of New infrastructure in the field of transport (hereinafter referred to as the Opinions) was issued.   The Opinions mentioned that to build integrated and efficient intelligent transportation infrastructure, in the application of new energy and new materials industry, encourage reasonable layout of photovoltaic power generation facilities in service areas, slopes and other roads, and connect with the electricity supply.  

Statistics show that by 2020, China's high-speed kilometers have reached 150,000 kilometers.  According to the standard of one pair of service areas per 50 kilometers, there are more than 3000 pairs of service areas in China. With the area of slope, the installed space is very large.  After encouraging the rational layout of photovoltaic power generation facilities in service areas, slopes and other highways in August, the Ministry of Transport recently issued the Opinions on China Merchants Group Co., LTD. 's Pilot work of building a Transportation power country such as intelligent Upgrading and Renovation of Container Terminals (hereinafter referred to as the Opinions), which mentioned pv again.  

4. Ministry of Transport: Formulate technical specifications for highway side photovoltaic engineering  

According to the Opinions, the key technologies of smart expressways based on green energy should be researched and applied, the construction mode and technical specifications of green energy should be studied, the technical specifications of photovoltaic engineering on the side of expressways should be formulated, and the whole life-cycle management mechanism of green energy should be explored.   Research on the comprehensive service model of green energy and the profit model of market-oriented electricity trading will be carried out, and a smart energy service platform for expressways based on distributed optical storage system will be built to promote the integrated development of the green energy generation and electricity consumption industry.   Compare two files, the "energy" 100 solar small make up understanding is that if the Ministry of Transport put forward "to encourage in the service area, slope road along the reasonable layout of photovoltaic power generation facilities such as" is the photovoltaic + transportation industry amalgamation of a try, so clear said it would "create highway roadside photovoltaic engineering technical specifications",   It means that the collaborative development of photovoltaic + transportation industry is put into practice.  While the "marginal" institutions such as the Ministry of Ecology and Environment, the Ministry of Industry and Information Technology, and the Ministry of Transport are giving full support to photovoltaic, the National Energy Administration, the Ministry of Finance and other ministries and commissions under The State Council, which are in charge of the development of photovoltaic industry, are making unprecedented efforts to "protect" the development of photovoltaic industry.  

5. National Energy Administration: It will continue to introduce a number of policies to support the photovoltaic industry  

On December 10, the 2020 Annual general Meeting of China Photovoltaic Industry Association was held. Ren Yuzhi, deputy director general of new Energy Department of National Energy Administration attended and gave a speech, revealing some policy trends that National Energy Administration will support the development of photovoltaic industry.   Ren said that during the 14th Five-Year Plan period, photovoltaic power generation will move from subsidies to parity, but the National Energy Administration will continue to introduce policies to support the photovoltaic industry.  These policies include the action plan for demonstration projects of new energy bases, consideration of the layout of new energy bases with the capacity of 10 million kilowatts in the three Northern regions and the southwest, promotion of the construction of a number of photovoltaic power generation bases with the capacity of 1 million kilowatts in various regions, and the construction of a number of photovoltaic power generation projects with multiple modes such as agricultural and solar complementary and grazing complementary according to local conditions.  During the 14th Five-Year Plan period, we will also promote the construction of a number of demonstration projects, promote the maturity of new industries and new forms of business such as photovoltaic plus energy storage, photovoltaic sand control and photovoltaic hydrogen production, and implement a first-level action plan to promote the development of photovoltaic power generation in multiple locations.  Ren Yuzhi said, at present preliminary consideration to continue to improve the possible renewable energy absorption weight assessment system and green card system, and may have some great changes, mobilize the enthusiasm of all parties, the launch of parity era photovoltaic electricity price policy, do a good job with the power market.  On the premise of ensuring the basic benefits of the project, it will gradually and orderly promote the participation of new photovoltaic power generation in the electricity market, promote the construction of a new generation of power system, ensure the access and consumption of large-scale photovoltaic power generation, and introduce mandatory national standards for the installation of photovoltaic power on buildings.  

6. Ministry of Finance: all projects in 2006 and after will be included in the subsidy list  

Ahead of the National Energy Administration's 14th five-year plan for the photovoltaic industry, the Ministry of Finance (MOF), which is responsible for photovoltaic subsidy policy, released a big boost on November 25th.   On The same day, the Ministry of Finance issued a notice on Accelerating the review of the List of renewable energy Power generation subsidy projects, specifying that all projects that complete the approval (filing) procedures and complete full capacity grid connection in 2006 and subsequent years can apply for the list of subsidies.   Compared with the "Notice on The Review of the List of Subsidized Renewable Energy Power Generation Projects" issued on March 23, 2020 (Finance and Construction Office 2020 no. 6), the latest "Notice" of the Ministry of Finance removed the "photovoltaic power generation needs to be fully connected to the grid by the end of July 2017,  The grid connection time of pv frontrunners and 2019 bidding projects can be extended to the end of December 2019 ". All compliance projects with clear construction indicators will be confirmed through this subsidy list declaration.   Undoubtedly, this "notice" issued, for the subsidy arrears of renewable energy enterprises, tantamount to eat a "reassuring pill", a "shot in the arm".   Under the background of subsidy confirmation and lack of subsidy, photovoltaic and other renewable energy enterprises are bound to enter a stage of rapid development.  

It is worth mentioning that the Ministry of Finance first issued the implementation of renewable energy power generation subsidy program listing audit announcement concerning the work, then issued "about accelerating renewable energy generation subsidy program listing audit announcement concerning the work, and also the style is the righteousness, the Treasury is speed up to solve the problem of subsidies to default.  

Ministry of Science and Technology: encourage "photovoltaic + ecological restoration" project, promote desertification restoration!  

In promoting the development of PV +, the Ministry of Science and Technology and the Ministry of Housing and Urban-Rural Development also have favorable policies.  

Recently, the Ministry of Science and Technology in response to "about the" area "national pv + ecological restoration cooperation suggestion, said the next step will be to encourage the ecological environmental protection departments and agencies combined with distributed wind/photovoltaic (pv) as well as agriculture, fishery, animal husbandry light/light scene is the implementation of demonstration projects, such as promoting desertification and ecological environment restoration,   We will achieve win-win results in the development and utilization of renewable energy and ecological progress.  

8. The Ministry of Housing and Urban-Rural Development releases "Solar Power Project Specification (Draft)"  

For the Ministry of Housing and Urban-Rural Development, in November, the Ministry of Housing and Urban-Rural Development issued the Mandatory national code for engineering construction, the Code for Solar Power Project (Draft for Comments), and the code for solar power project was widely publicized to solicit opinions from the society.   The Ministry of Housing and Urban-Rural Development issued this document, indicating that the application of solar power generation projects in the construction of the gradual landing, and began to standardize, standardized development stage.  This is the effort of the Ministry of Housing and Urban-Rural Development to promote the development of PHOTOVOLTAIC + application, which is good for household and industrial and commercial distribution.  

Ii. Pv 2021 Outlook  

Pv comprehensive parity helps the world to achieve carbon neutrality: The pv industry will maintain a high prosperity in 2021, and it is estimated that the global installed capacity will be 160GW next year, an increase of more than 30% year-on-year.   On the one hand, as the cost of photovoltaic power generation decreases year by year, affordable Internet access can now be achieved, so the demand for photovoltaic market is expected to usher in a greater outbreak.  In 2021, the global pv power cost is expected to be reduced by 43% compared with 2019, reaching 0.04 US dollars /kWh, and all regions of the world will usher in the era of parity.  On the other hand, the low penetration rate of photovoltaic power generation will become the global mainstream power generation source line in the future, with huge market space.  The green and clean nature of photovoltaic power generation is also very consistent with the sustainable development goals of all countries around the world, and all countries have corresponding green development plans.  China proposes to achieve carbon peak by 2030 and carbon neutral by 2060.  During the 14th Five-year Plan, we will strive to achieve peak or even negative growth in coal consumption.  The proportion of non-fossil energy should reach about 20%, and total energy consumption should be kept within 5.5 billion TCE.  According to this calculation, the annual pv installation during the 14th Five-Year Plan period can reach 70GW+.  In Europe, the emission reduction target is constantly improving. In September 2020, the 2030 Climate Target Plan pointed out that the proportion of renewable energy in terminal energy consumption should reach 38%~40% by 2030.  

On November 18, 2020, the Solar Energy Industry Association suggested to Biden that trump's tariffs on imported equipment be lifted and that legislation be passed to extend a key federal tax credit for the solar industry.   Overall, under the policy expectations of China, the United States and Europe, it is estimated that the global photovoltaic installed capacity will increase by 34% year-on-year in 2021, achieving the highest growth in the past decade, and the pv installed capacity in China, Europe and the United States is expected to account for 67%.  Ps:   On December 9, new energy department, deputy director of the National Energy Administration said "photovoltaic spatial difference than much starker choices-and graver consequences-in, for everyone here is big opportunity", photovoltaic association is given for the first time the official "difference" guidance - by an average of 70 to 90 gw, and photovoltaic installations this year in China is expected to around 35-40 gw, given the official guidelines at least doubled compared to the "difference".