Policy decoding: Top-level design and key turning points of the photovoltaic industry in 2025
2025-04-30 14:29
(I) National Policy: Systematic Reconstruction from Subsidy-Driven to Market-Driven Mechanisms
At the beginning of 2025, the National Energy Administration issued the "Measures for the Administration of the Development and Construction of Distributed Photovoltaic Power Generation" and the "Notice on Deepening the Market-Based Reform of New Energy On-Grid Electricity Prices," marking the official entry of the photovoltaic industry into the "post-subsidy era." The new regulations clearly stipulate that April 30th marks the end date for the "full grid access" policy for distributed industrial and commercial photovoltaic power. After that, projects must adopt a "self-generation and self-consumption with surplus power connected to the grid" model. A supporting "Contract for Difference" pricing mechanism, established through market transactions, will determine electricity prices, ensuring stable returns for existing projects while forcing new projects to improve their technical and economic efficiency. Furthermore, the integration of green certificate trading with the carbon market will be accelerated, with the mandatory green electricity consumption ratio for new data centers increasing to 80% by 2025, further enhancing the environmental value of photovoltaic power generation.
(II) Local Regulations: Regional Opportunities and Challenges Under Differentiated Exploration
Provinces are implementing the national policy framework, demonstrating distinct regional characteristics. In North China, Hebei and Tianjin, for example, are strengthening the integration of "photovoltaics + agriculture/ocean." The 1,800 MW offshore photovoltaic project in Qinhuangdao, Hebei, utilizes grid-based platform technology, exploring a path for deep-sea development. The 150 MW agricultural-photovoltaic complementary project in Jizhou District, Tianjin, achieves "dual use of land," boosting collective economic income in villages and towns. In the southwest, Sichuan is a prime example. The Hongyuan 250MW grid-connected energy storage photovoltaic power station innovates the "photovoltaic + livestock" model, optimizing the mounting height to 2 meters to balance power generation and grazing, becoming a model for eco-friendly projects in high-altitude areas. Policies in East China are focusing on the large-scale development of distributed photovoltaics. Ouhai, Zhejiang, offers a 0.1 yuan/kWh electricity subsidy, while Qingpu, Shanghai, requires that new buildings have at least 50% rooftop photovoltaic coverage, promoting the penetration of BIPV (building-integrated photovoltaics) from commercial parks to public buildings.
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