if you are still using 2023 logic to calculate 2026 photovoltaic accounts, your project will probably "suddenly die" on the eve of grid connection. This year, the policy completely tore off the last fig leaf of the "subsidy hotbed", and the industry officially entered the hard-core era of "full power marketization + strong supervision.
manufacturing end "weaning":
export tax rebate will be fully zeroed on April 1
core policy: Ministry of finance and state administration of taxation announced that since
revenue end "lock throat":
green certificate verification "time matching" mandatory
core policy: the detailed rules for the implementation of renewable energy green power certificate management are clear, from
the network connection end "untied but increased":
the new bearing capacity guidelines will be implemented on June 18
core policy: the new "bearing capacity assessment guidelines for distributed power supply access power system" (
"swimming naked" at the market end ":
full power market entry and negative electricity price risk
core policy: the general office of the state Council's" implementation opinions on improving the national unified electricity market system "clearly defines the target of 70% of market-oriented trading electricity in 2030, and distributed photovoltaic needs to bear the cost of system regulation.
compliance side "looks back":
stock assets test
core policy: Guangdong, Hunan, Shandong and other places have issued intensive distributed management rules, focus on checking the proportion of spontaneous self-use of the "Nongguang" project (e.g., Guangdong requires ≥ 30%) and roof load safety.
2026 photovoltaic survival rule
to calculate the full life cycle account: must be included in the energy storage cost, retirement disposal fee, compliance rectification fee, excluding all fluke psychology.
": pure photovoltaic has no excess income, must be matched with energy storage, green electricity trading, virtual power plant (
dead knock compliance: in Guangdong and other strict supervision areas, spontaneous self-use ratio and roof load is the first premise of the project.