就近消纳新政下，光伏路在何方？

Core Viewpoint - The recent policy changes in the photovoltaic industry signal a significant transformation, emphasizing the need for localized energy consumption and addressing the challenges of energy absorption in the sector [1][2]. Group 1: Policy Changes and Implications - The National Development and Reform Commission and the National Energy Administration have issued a critical policy document aimed at enhancing the pricing mechanism for renewable energy, set to take effect on October 1 [1]. - The new policy, referred to as Document 1192, addresses the long-standing issue of "who pays" for local energy consumption projects, establishing clear criteria for what constitutes a legitimate local consumption project [2][3]. - The policy aims to eliminate the "free-rider" problem by ensuring that only projects meeting specific conditions regarding energy self-consumption and connection to the public grid will receive reliable power supply services [2]. Group 2: Pricing Mechanism Innovations - The most significant innovation in Document 1192 is the shift from a "per energy unit" fee structure to a "capacity-based" fee structure for local consumption projects [4]. - The new fee calculation method includes a monthly capacity fee based on the project's connection capacity to the public grid, which reflects the project's fixed cost occupation of the grid system [4]. - This new mechanism encourages projects to enhance their efficiency and reduce reliance on the public grid, promoting better resource allocation and utilization [5]. Group 3: Impact on Industry Players - The average load rate becomes a critical factor in determining fees, incentivizing companies to improve their transformer utilization and overall energy management [5]. - Projects that depend on large-scale energy exports may face challenges under the new pricing model, while those that can adapt to local consumption and diversify revenue streams will benefit [5].