Lately, henan residents have been asking: "is there a change in electricity? Will the cost of electricity increase at home? Can you make money with a photovoltaic? Today we will speak plain and clear, not bending, not exaggerating, but simply saying that people can understand and use dry goods。
One, your electricity bill won't raise a penny
When it comes to “power price reform”, many people's first reaction is “to raise prices”, which is a complete misunderstanding
The south of the current river has nothing to do with the use of electricity by the population. The following three categories of electricity are used at the same price, time period and method of calculation:
- electricity (lighting, cooking, air conditioning, household electricity, domestic chargers, etc.) in rural and urban households
- electricity for rural agricultural production (irrigation, farming, huts, etc.)
- electricity in schools, hospitals, public services
How do you normally pay the electricity bill, and how do you pay it later: the price of the ladder, the peak time, the unit price standard, and the subsidy for coal switching to heating. Even if the price of electricity is to be adjusted at a later date, the statutory procedure of hearing, publicity and approval must be followed, which in no way increases。
There are only two things that really change:
1. Access prices for new energy sources, such as photovoltaics and wind power, no longer uniformly priced by the government and fully traded in markets
2. Business users above 10 kv with electricity prices determined by market supply and demand, no longer implementing government fixed hourly electricity prices
In short: ordinary households use electricity with peace of mind, business and industry make a smooth transition, and light families have long-term benefits。
Ii. What changes have been made by the government no longer to harmonize pricing
From 1 january 2026, all new energy generation (pv, wind) in henan left the “government pricing” era, with full access to the electricity market at a price determined by demand and supply。
Understand: what is the “marketing of new energy internet prices”
Previously, photovoltaic electricity had been sold to the grid at a price fixed by the government, such as 0. 3779 yuan/degree before henan, which remained the same regardless of the market's lack of electricity。
Now, light-voltage electricity, like “buying food”, is traded at a competitive price: at peaks, when electricity is under stress, the price of electricity may rise; when electricity is low, when electricity is surplus, the price of electricity may fall, but the state provides a bottom-up mechanism that does not make the pv plant unsustainable。
2. New and old cut-offs: insured gains from the stocking of projects, incremental efficiency of project consolidation
The policy divides photovoltaic projects into two categories according to the time of integration and is particularly friendly to the already luminous communities:
- stock project: photovoltage before 1 june 2025
- household low voltage, pro-poor voltage: 100% full power to the bottom, settled at 0. 3779 yuan/degree, exactly the same as before, up to 20 years
- central photovoltaic voltage, 10 kv and above, high voltage distribution voltage: 80% of electricity at 0. 3779 yuan/degree bottom, with the remaining 20% participating in market transactions, all of the extra money being earned by themselves
- incremental project: photovoltaic connection on 1 june 2025 and beyond
- voluntary participation in competitive access mechanisms, with a bid of 0. 276 yuan in 2026 degrees
- 80 per cent of electricity is settled at the mechanism's electricity price, 20 per cent participate in market transactions, and there is a “pay-off gap” mechanism: when the average market price is higher than the mechanism's price, the premium is applied to the project's photovoltaic project; when it is lower, the project's cost-sharing margin guarantees the basic gain
Iii. Own family: this wave of reform is a living reality red lee
By the end of 2025, henan, the province's light-voltage machine had exceeded 55 million kilowatts, 86 per cent of which were used by civilians on roofs. The core of the current round of electrical modifications is to protect the lives of the people, the revenues, the stability, and the benefits for photovoltaic families are more than you think:
1. Homes that are already luminous: gains are small and long-term secure
Many are concerned that “marketization will make light gain less”, on the contrary:
- pythagoda: 100% voltage of stored households is settled at 0. 3779 yuan/degree, and even if the market price falls to 0. 2 yuan/degree, you still get 0. 3779 yuan/degree, which is steady
- market gain: 20 per cent of electricity is traded in the market, and market prices may rise to more than 0. 5 yuan/degree in the summer and winter evenings
- dismissal security: previously pv electricity may not have been “discarded” because the grid has been eliminated, and now marketed, the grid will give priority to new sources of energy, with a significant drop in the rate of pv and the amount of electricity that can be sold
Take a real account: a village at the entrance of henan, home with 10 kilowatts of light, generating about 12,000 degrees a year。
- previously: discarding rate of about 5 per cent, actual sale of 11,400 degrees, calculated at 0. 3779 yuan/degree, with an annual income of about $4308
- now: discard rate down to 0 and sell 12,000 degrees, of which 9,600 degrees at 0. 3779 yuan/degree (dip) and 2,400 degrees at market average price of 0. 4 yuan/degree, with annual earnings of about 9600 x 0. 3779 + 2,400 x 0. 4 = 3627. 84 + 960 = 4587. 84, earning nearly 300 yuan over a year, with the possibility of earning 1,000 yuan more if you meet peak electricity prices。
2. Homes prepared for photovoltaic: clearer long-term returns and more investment heart
Previously, the worst fear of policy change and the downside of subsidies was to be seen in light, and now market-based reforms provide clear expectations:
- the bottom-up mechanism of the stock project attests to the state's attitude of support for household use and the fact that future policies will not change easily
- competing mechanisms for incremental projects, although the mechanism's electricity prices are slightly lower, there is room for an increase in the market transaction, and the investment recovery period is still contained in 6-7 years, much higher than the bank's financial returns
- photovoltaic technology is improving, components are becoming more efficient, less expensive, same loads are being installed, more electricity is being generated and more quickly returned
3. Don ' t be fooled: these faults must be avoided
- wrong one: "marketing is just a drop in the price of electricity and a loss of money."
Wrong! The country has a mechanism to keep the price of electricity at the bottom, even if the market price is low, and the market price is two-way. At peak, the price will rise and the overall return will only be more stable。
- erection 2: "the future is not cost-effective."
Wrong! While the mechanism price of the incremental project is 0. 276 yuan/degree, combined with market trade differentials, self-generated savings in electricity, the overall revenue and storage project is not far apart, and the photovoltaic is a long-term asset that can be used for more than 25 years, making more money later。
- mistake 3: "the price of electricity is rising."
Wrong! The population's access to electricity and new sources of energy is a completely independent line. The price of electricity is approved by the government and has nothing to do with the price of electricity traded in the market。
Business users: more flexible electricity prices and cost optimization
The impact of the reform on business users, mainly the removal of the government fixed hourly electricity price and its conversion to market pricing, is without panic and, overall, a smooth transition:
1. Two types of business user with different rules
- users directly involved in market transactions (more than 10 kv, plants with high electricity consumption, shops, etc.):
- discontinuation of the government's peak time and floating ratios, with electricity prices determined by medium- and long-term contracts plus real-time prices in spot markets
- depending on production arrangements, more electricity can be used in low-priced hours, less electricity can be used in high-priced hours and proactively optimized costs
- small and medium-sized business users (small restaurants, supermarkets, etc.) of grid agents buying electricity:
- retain the peak valley power price mechanism, with only a fee base adjustment, and no more transmission and distribution prices for peak valley float
- the overall electricity price level is almost flat
2. How do business users optimize the cost of electricity use
- miscalculation of electricity: arrange for high-volume production to be used in valleys (e. G., late night, early morning) to avoid peaks (e. G. Noon, late evening)
- self-use of light voltage: pv on the roof of a business, own electricity, no more expensive electricity, and sale of surplus electricity to the market, double savings
- participation in electricity transactions: a medium- and long-term contract with a sales company to lock the price of electricity in the coming years to avoid the risk of market volatility
V. Depth interpretation: why? What does henan mean
A lot of people would ask: why market for good government pricing? This is behind henan's energy transition
1. Addressing the new energy challenge to make photovoltaics more valuable
In the past, henan light-voltaics had increased, but the grid had limited capacity to pass out, and in the summer there was no use for electricity at noon, leaving light behind and wasting clean energy. When marketed, electricity will follow demand and supply, with high electricity prices at peaks, which will guide users to more electricity, while making the grid more willing to absorb new sources of energy, sell all the electricity that comes out, and the value of the voltage becomes real。
Promoting energy transformation towards the “two carbon” goal
Henan is an energy-consuming province, previously dominated by coal and electricity, with high pressure on carbon emissions. Following market-based reforms, new energy generation has become more competitive, attracting more capital for photovoltaic and wind power, gradually replacing coal power and making henan's sky bluer and water cleaner。
3. More efficient distribution of electricity resources, indirectly benefiting the population
When marketed, electricity flows to where it is most needed, avoiding waste. In the long run, efficiency gains in the electricity system can lead to lower overall energy costs, and while the price of electricity for the population remains the same for the time being, in the future there may be more favourable peak prices, green prices and indirect benefits for the population。
Vi. Final reminder: these things must be taken into account
1. Identify whether their own photovoltaic projects are stock or incremental: look at the time of netting, before 1 june 2025, and then incremental, with different types of revenue rules, and do not be fooled by the installer
2. Maintaining net vouchers, electricity bills: these are the basis on which you benefit from bottom-up earnings, and in case of a dispute, you are able to defend your rights
Don't believe in a “high-yielding” scam: someone's gonna use electricity to trick you into putting up a high-priced light voltage, promising a “year-by-year return” that's all set
4. Concerned about official information: all policies are based on the publication of the henan provincial development commission, the national electricity grid, henan electricity, and not on online news, media rumours
Henan's electric modification was not a “wolf coming”, but rather gave the population a pill of her heart and a bonus for her families:
- normal household: electricity is the same, as it should be
- photovoltaic households: steady rise in income from stock projects, clear projections of incremental projects and more secure long-term earnings
- business users: more flexible electricity prices, opportunities to optimize costs and improve competitiveness
