CITIC Securities: New Regulations Anticipated to Cause a Modest Deceleration in Distributed Photovoltaic Development
2025-01-24 / Read about 0 minute
Author:小编   

A research report by CITIC Securities indicates that the conflict between grid integration and consumption in distributed photovoltaic systems is escalating. The implementation of new regulations could lead to a measured reduction in the growth rate of installed distributed photovoltaic capacity due to various factors. Specifically, large-scale industrial and commercial distributed photovoltaic systems may only be able to feed surplus power into the grid in certain regions, potentially causing an overall decrease in electricity prices. This, in turn, could impact project returns and contribute to mitigating investment overheating. Third-party entities involved in off-grid electricity sales through the source-grid-load-storage model are still awaiting policy approval and must remain patient for regulatory breakthroughs. Additionally, newly established distributed photovoltaic projects must adhere to the "four feasibility" criteria, and there is an anticipated surge in demand for digitization and intelligence solutions, such as power forecasting, within the distributed sector.