在连续三周平稳后，硅料价格出现年内最大降幅，单晶复投料和单晶致密料价格周环比下跌均超过3%，下游装机需求回暖预期加大！

在上游硅料和硅片降价后，组件环节价格回落至单瓦2元以下。多方行情显示，目前组件单瓦价格在1.9元左右，而在12月8日国开新能源2021年集中采购光伏组件 采购项目中标候选人公示中，报价候选中已出现1.84元/W 的价格。

12月1日，在由光伏产业网主办的2021第六届光伏创新大会上，山东省太阳能行业协会常务副会长张晓斌表示，随着硅料产能释放，组件价格会逐步回调，逆变器缺货也会得到缓解，他预测 2022年总装机容量将会大幅度提升 ！随着电改的施行，工商业项目已成为热点。

10月11日，国家发改委发布《关于进一步深化燃煤发电上网电价市场化改革的通知》，取消工商业目录销售电价，电价将会随着煤电上网价格上下浮动。工商业用户可以选择进入电力市场，直接向发电企业或售电公司购电。近日，国家电网以及南方电网旗下20余个省（区、市）公司公布了2021年12月代理购电工商业用户电价表，尖峰、高峰时段的用电价格浮动空间 几乎全部上调。

随着工商业用电价格的上涨，分布式光伏项目的收益率开始愈发高涨，可以预见的是“十四五”期间，在整县推进与电价改革的加持下，属于分布式光伏的黄金时代已经到来！

对于高能耗行业的企业而言，按照现行规定，由电网企业代理购电的电价水平要按其他用户购电价格的1.5倍执行。目前，我国严控高能耗企业盲目扩张 ，高耗能企业的用电成本走高，选择投资安装分布式光伏自发自用则具有一定的经济性。

在我国东部地区，如山东省、河北省、北京市、江苏省等地，从事生产制造的企业相对更多，企业厂房多，减排压力大 ，投资安装分布式光伏的意愿会更强烈。

从商业角度看，大型企业厂房、商超连锁、民营企业都具有屋顶资源优势。这些企业大部分都是用电大户，如果将屋顶的能源进行合理利用 将是一笔潜在的巨大财富 。而且这类企业房屋产权长，一般可以达到20年以上的使用权，更适合开发兆瓦或更大规模的屋顶电站，不仅为企业解决了用电问题，而且对社会经济环保效益的巨大贡献。

工商业屋顶非常适合安装光伏电站，主要体现在以下几点：

1、工商屋顶面积大，是公司闲置的一大资源！可以进行开发利用，给企业多一个增收渠道，而且光伏电站收益高。

2、工商业用电量大，电费昂贵，安装电站之后，工商业用户可用光伏电站所发电量，减少企业用电成本，此外，也可采取自发自用余电上网的模式，将剩余电量卖给国家，获取一笔收益。

3、国家大力推进节能减排，许多企业面临节能环保品牌方面的压力。光伏发电是清洁能源，安装光伏发电站可以减少碳排放，给企业带来绿色企业的美名，提高企业的影响力与提升企业形象，一张高大上的品牌名片，为何不用？

4、一些经济发达城市用电负荷过重，导致用电紧张！安装光伏发电站可以缓解用电紧张，减少用电压力。

5、采光较好，工商业屋顶一般远离住宅区，周围光线不受阻挡，发电效率高！

6、屋顶变得坚固、时尚，分布式光伏发电系统建在工商业厂房屋顶上，不仅不会破坏屋顶结构，还可以有效减少屋顶所承受的阳光直射，雨水侵蚀，增加屋顶的使用寿命。

装光伏 可以安排上了！

After three consecutive weeks of stability, silicon material prices showed the biggest drop in the year, single crystal refeeding and single crystal dense material prices fell more than 3% week on month, the downstream installed demand is expected to pick up!

In the upstream silicon material and silicon chip prices, component prices fell to less than 2 yuan per watt.Multiple market shows that the current component price per watt is about 1.9 yuan, and in December 8, China Open New Energy 2021 centralized procurement of photovoltaic module procurement project winning candidate publicity, the price candidate has appeared 1.84 yuan /W.

On December 1, at the sixth photovoltaic Innovation Conference 2021 hosted by the photovoltaic industry network, Zhang Xiaobo, executive vice president of Shandong Solar Industry Association, said that with the release of silicon capacity, component prices will be gradually adjusted, inverter out of stock will be alleviated, he predicted that the total installed capacity in 2022 will be greatly improved! With the implementation of electricity reform, industrial and commercial projects have become a hot spot.

On October 11, the National Development and Reform Commission (NDRC) issued a notice on further deepening the Market-oriented reform of the on-grid price of coal-fired power generation. The price of electricity sold through the catalogue of industrial and commercial enterprises will be cancelled, and the price of electricity will fluctuate up and down along with the price of coal power. Industrial and commercial users can choose to enter the electricity market and purchase electricity directly from power generation enterprises or selling companies. Recently, State Grid and companies in more than 20 provinces (autonomous regions and municipalities) affiliated to China Southern Grid announced the purchase of electricity price meters for commercial electricians in December 2021, and the floating space of electricity price during peak and peak periods was almost all increased.

With the rise of industrial and commercial electricity prices, the rate of return of distributed photovoltaic projects began to rise, it can be foreseen that during the "fourteenth five" period, under the support of the whole county to promote and electricity price reform, belongs to the golden age of distributed photovoltaic has come!

For enterprises in high energy consumption industries, according to the current regulations, the price of electricity purchased by power grid enterprises as agents should be implemented at 1.5 times the price of other users. At present, China strictly controls the blind expansion of high energy consumption enterprises, and the electricity cost of high energy consumption enterprises is rising. Therefore, it is economical to invest in the installation of distributed photovoltaic for self-use.

In eastern China, such as Shandong province, Hebei Province, Beijing, Jiangsu province and other places, there are more enterprises engaged in production and manufacturing, more enterprise plants, emission reduction pressure, investment and installation of distributed photovoltaic will be more strong.

From the commercial point of view, large enterprise workshop, commercial super chain, private enterprises all have the advantage of roof resources. Most of these enterprises are heavy users of electricity, and if the energy on the roof is properly utilized, it will be a huge potential wealth.Moreover, such enterprises have long property rights, which can generally reach more than 20 years of use rights. They are more suitable for the development of megawatt or larger rooftop power stations, which not only solve the power consumption problem for enterprises, but also make great contributions to social, economic and environmental benefits.

Industrial and commercial roofs are very suitable for installing PHOTOVOLTAIC power stations, mainly reflected in the following points:

1, industrial and commercial roof area is a big idle resources of the company!It can be developed and used to give enterprises one more channel to increase income, and the photovoltaic power station has high income.

2. Industrial and commercial power consumption is large and the electricity price is expensive. After the installation of the power station, industrial and commercial users can use the electricity generated by the photovoltaic power station to reduce the electricity cost of enterprises.

3, the state vigorously promotes energy conservation and emission reduction, many enterprises are facing pressure from energy conservation and environmental protection brands. Photovoltaic power generation is clean energy, the installation of photovoltaic power stations can reduce carbon emissions, give enterprises a green enterprise reputation, improve the influence of the enterprise and enhance the corporate image, a tall brand name card, why not?

4, some economically developed cities electricity load is too heavy, resulting in electricity tension!The installation of photovoltaic power stations can relieve the electricity shortage and reduce the electricity pressure.

5, lighting is better, industrial and commercial roofs are generally far away from residential areas, surrounding light is not blocked, high power generation efficiency!

6, the roof becomes strong, fashion, distributed photovoltaic power generation system built on the roof of industrial and commercial plants, not only will not destroy the roof structure, but also can effectively reduce the roof borne by direct sunlight, rain erosion, increase the service life of the roof.

Photovoltaic can be arranged!