Reporter Li Chunlian, Intern Reporter He Wangjuan,
According to reports, recently, the National Development and Reform Commission, the Energy Administration, and the Ministry of Finance jointly issued the "Notice on Carrying out Self-inspection of Renewable Energy Power Generation Subsidies", deciding to carry out renewable energy power generation subsidies verification work nationwide to further understand the basic amount of renewable energy power generation subsidies.
The document points out that the self-inspection targets include power grids and power generation enterprises, with full-scope renewable energy power generation projects that have been connected to the grid and have subsidy needs as of December 31, 2021, mainly wind power, centralized photovoltaic power stations and biomass power generation projects.
self-inspection content mainly involves six aspects: project compliance, scale, electricity quantity, electricity price, subsidy funds, and environmental protection (limited to biomass power generation only).
self-inspection results are filled in online through the National Energy Administration Renewable Energy Power Generation Project Information Management System from March 30 to April 15. For problems found and promptly rectified by enterprises before April 15, the corresponding subsidy funds will be reduced for the violations during the inspection, and relevant responsibilities will be exempted or lighterly pursued.
Regarding the content of the above document, an insider of a central-owned enterprise power company revealed to the Securities Daily reporter: "The content of the above document has been conveyed to the relevant enterprises." The person told reporters, "In the past, there were indeed fraudulent subsidies for renewable energy power generation projects. The government has defaulted on subsidies, and enterprises need to conduct self-inspection and correction and strengthen review." The above-mentioned person reminds that financial subsidies are not a long-term solution.
In addition, the reporter also learned from a new energy power listed company that the company is currently conducting relevant self-inspection and self-correction statistics.
Kunda Technology stated on the investor interactive platform on March 28 that the company's photovoltaic power generation electricity price subsidy belongs to the category of renewable energy subsidies. As of June 30, 2021, the balance of subsidies receivable for the company's photovoltaic power station was 507 million yuan, and the company has made provisions for bad debts for in accordance with relevant rules. For data as of the end of 2021, please pay attention to the company's subsequent disclosure of 2021 annual report.
A securities analyst told the Securities Daily reporter that a large part of the revenue of many new energy power generation projects in the early stage was government subsidies; but there was still some subsidies not in place, and the current stock has not yet been paid off. The scale of the stock is still large. If the relevant subsidies are in place, it will help improve the cash flow problem of electricity (new energy) enterprises.
However, for the 400 billion yuan subsidy rumored in the market, two other related companies also told reporters that the competent authorities are only asking the companies for data first this time, and it is still uncertain whether the specific subsidy can be in place at one time.
"This nationwide inventory is definitely a good thing for the industry." The relevant person in charge of a listed company mentioned above told the Securities Daily reporter, "From our perspective, we definitely hope to solve the problem of subsidy arrears as soon as possible. From the data circulating now, one-time issuance will definitely be very helpful to enterprises. The data this time is more urgent, and it depends on whether the competent department has subsequent requirements."
(Editor Shangguan Monroe)
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