Rapid development of photovoltaic industry application side industry a new layout
Vertically integrated photovoltaic solar developers SPI announced that its global operations headquarters in Shanghai, and with the CSR group signed a strategic cooperation agreement, will further expand new business in the field of photovoltaic industry application.The personage inside course of study thinks, photovoltaic industry, after the "winter" has bottomed out, are expected to borrow application end demand rise out of the crisis and usher in a new development opportunity.
Industry application side "rise"
Recently, the ministry is seeking for the pv manufacturing industry standard conditions (2015) "(draft), to deepen the trend of the development of the industry standard.Photovoltaic industry to industry insiders, the development of the specification more need to seek the support of its own development at the same time, need the stronger on industry application.Anhui hefei, emphasized on the application of the photovoltaic (pv), and other places of guangdong guangzhou or represents the industry a new development opportunity.
I the photovoltaic industry has been in the development of "two head out" problem."Two head out", refers to the raw materials on abroad, almost all markets also abroad.It is reported, in the early industrial development, more than 95% of the light industry is given priority to with the European Union to the overseas market.This pattern is quite "indifference", especially when the upstream raw material price fluctuations and export industry confronted with "double reverse", and so on and so forth, the status of domestic pv enterprises in the industry chain is "embarrassed" : the upstream raw material does not necessarily have bargaining power, the downstream application in someone else's hands, and full of political and economic aspects of all kinds of unstable factors.
China's photovoltaic industry association secretary general Wang Bohua believes that the healthy development of the domestic photovoltaic industry need to open the pv application market.In his view, the domestic photovoltaic industry after the phases of development setback, have been rendered rebound trend, the industry is expected to usher in a new stage of scale expansion, development prospect of open.It is predicted that in 2014 China's polysilicon production more than 2014 tons, reached an unprecedented level.With nearly 100000 tons of imports, or will reach to 230000 tons of polysilicon supply.Recovery takes place against a background of external barriers to trade and industry has not eliminated and has intensified.This is not hard to find, industry recovery largely boils down to is the cause of the domestic photovoltaic application market gradually open.
Back in 2014, national and local government level will ShiFanDe photovoltaic application industry, promote the distributed photovoltaic power generation, as to promote the focus of the photovoltaic industry ground work.In December 2014, the national energy administration issued three files related to construction of photovoltaic (pv), asked to do a good job of photovoltaic power generation project after 2014 network, promoting the construction of distributed photovoltaic application demonstration area, do a good job "thirteen" five solar energy development planning.Local governments also take advantage of an opportunity and move, such as yingtan city, jiangxi province, introduced the yingtan accelerate the application of photovoltaic power generation in the city plan, anhui hefei is active construction of distributed photovoltaic power station, large photovoltaic power station on the ground, promote the building photovoltaic integration development, efforts to build "China photovoltaic application first city".Visible, industry application side rise momentum is obvious.
Capital or seeks the new layout
Photovoltaic industry recovery momentum has also reflected through the capital market.In the second half of 2014, flush pv concept index jumped 16.79%, have also made good performance of listed companies in the industry.Among them, to share in 2014, according to the annual net profit the company net profit attributable to shareholders of listed companies 113 million yuan - 123 million yuan, a year-on-year growth of 15.66% to 15.66% over the same;Sunflower, said in 2014, the company's overall development is good, the performance is stable, the expected profit of 35 million yuan - 35 million yuan, year on year profit is 40.6067 million yuan.
The emergence of industry recovery also attract capital new layout.Recently, the big corporation non-public stock plan, according to plans to raise $1.008 billion to distributed photovoltaic power generation projects.Party groups respectively with jiangxi province nanchang city government, longnan county government signed on construction of solar photovoltaic power station in nanchang city, longnan county investment cooperation agreement.According to the agreement, by the large group in nanchang city in jiangxi province in 2015-2018, longnan county investment, construction and operation of the total capacity of 400 mw of solar photovoltaic (pv) distributed power plant project.Previously, the company has with the photovoltaic power station development framework agreement signed. Science and technology, with jiangxi province pingxiang investment construction of 500 mw solar photovoltaic power station cooperation agreement.People in the market for watches are already in the photovoltaic industry "overall planning", its "debut" in photovoltaic plates ningxia 200 megawatts (MW) photovoltaic grid-connected power generation project has officially started.
Industry analysts believe that the capital movement is the domestic photovoltaic application examples of market development."That compared with the industry before the train of thought has changed, before running scale, quantity, now attaches great importance to the downstream application of the industry, it is a trend, but were in the field of manufacturing of seasoning of photovoltaic enterprises May also be extended to the application to us, after all this is of great significance to the sustainable development of industry, but also the expected profit space is much bigger than pure manufacturing."A broker, analysts say.
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