Business News Agency September 26 News Photovoltaic industry: The economic recovery in Europe and the United States has hidden. In 2011, the domestic solar energy industry policy from the polysilicon industry access conditions to the photovoltaic unified online power prices, are actively addressing the raw materials and market problems facing the industry. The overseas situation is turbulent and the solar energy industry is still buoyant.
Investment strategy: The on-grid price starts the operation of domestic photovoltaic power plants, but the timing of large-scale profitability is immature, attention is paid to the early deployment of enterprises; the trend of polycrystalline silicon cold-hydrogenation has become a trend, and the profitability has become one of the most popular investment hot spots; the “wafer-cell-component†link is waiting for industry to wash. Card, long-term attention to large-scale leading enterprises. At the same time, before and after the issuance of the “Twelfth Five-Year Plan for Renewable Energy Developmentâ€, the sector is expected to usher in an overall trading opportunity.
The operation of domestic photovoltaic power plants started, and “enclosures†still need to grasp the first-mover advantage: under the unified national electricity tariff, the profitability of photovoltaic power plants varies greatly. Overall, the internal rate of return in the western region is higher than that in the east; differential electricity prices in some regions such as Jiangsu are expected to increase the yield of power plant operations. At the same time, whether companies can obtain cheap land and preferential tax rates are also important factors. In the short term, the profitable area for operating the power station is limited, and the operator must “hold up†the first-mover advantage. Focus on the prospective layout of the domestic power plant operation of Hongbo.
Polysilicon cold-hydrogenation trend, technology providers benefited: polysilicon prices will continue to decline in the future, cost pressure, cold-hydrogenation technology is the inevitable trend of polysilicon production. The next two years will be the concentrated phase of the polysilicon production capacity construction. The capacity for queuing new production in the country will exceed 200,000 tons, and the capacity for technological upgrading will exceed 40,000 tons. The demand for cold hydrogenation technology is broad. Concerned about the opening of professional polysilicon cold-hydrogenation system integration of precision technology and electric heater alone dominate the East Electric market.
The component link needs to be shuffled and the cost is slightly reduced: It is expected that within 6-12 months, the solar energy industry will still be in the adjustment phase, and the main line product price will face downward pressure for a long time. With lower profit margins, the competitive advantages and disadvantages of companies are mainly reflected in the cost competition. Raw material procurement costs, vertical integration, and scale effect are the main factors. Concerned about the larger scale, with an integrated production line, long procurement of polysilicon, and self-produced silver paste, Haitong Group has obvious cost advantage.
Investment strategy: The on-grid price starts the operation of domestic photovoltaic power plants, but the timing of large-scale profitability is immature, attention is paid to the early deployment of enterprises; the trend of polycrystalline silicon cold-hydrogenation has become a trend, and the profitability has become one of the most popular investment hot spots; the “wafer-cell-component†link is waiting for industry to wash. Card, long-term attention to large-scale leading enterprises. At the same time, before and after the issuance of the “Twelfth Five-Year Plan for Renewable Energy Developmentâ€, the sector is expected to usher in an overall trading opportunity.
The operation of domestic photovoltaic power plants started, and “enclosures†still need to grasp the first-mover advantage: under the unified national electricity tariff, the profitability of photovoltaic power plants varies greatly. Overall, the internal rate of return in the western region is higher than that in the east; differential electricity prices in some regions such as Jiangsu are expected to increase the yield of power plant operations. At the same time, whether companies can obtain cheap land and preferential tax rates are also important factors. In the short term, the profitable area for operating the power station is limited, and the operator must “hold up†the first-mover advantage. Focus on the prospective layout of the domestic power plant operation of Hongbo.
Polysilicon cold-hydrogenation trend, technology providers benefited: polysilicon prices will continue to decline in the future, cost pressure, cold-hydrogenation technology is the inevitable trend of polysilicon production. The next two years will be the concentrated phase of the polysilicon production capacity construction. The capacity for queuing new production in the country will exceed 200,000 tons, and the capacity for technological upgrading will exceed 40,000 tons. The demand for cold hydrogenation technology is broad. Concerned about the opening of professional polysilicon cold-hydrogenation system integration of precision technology and electric heater alone dominate the East Electric market.
The component link needs to be shuffled and the cost is slightly reduced: It is expected that within 6-12 months, the solar energy industry will still be in the adjustment phase, and the main line product price will face downward pressure for a long time. With lower profit margins, the competitive advantages and disadvantages of companies are mainly reflected in the cost competition. Raw material procurement costs, vertical integration, and scale effect are the main factors. Concerned about the larger scale, with an integrated production line, long procurement of polysilicon, and self-produced silver paste, Haitong Group has obvious cost advantage.
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