Source: Securities Times Network
Editor's note: solar energy is a clean renewable energy, more and more people's favor, in people's life, work in a wide range of functions, one of which is the conversion of solar energy into electricity, solar cells is the use of solar energy. Photovoltaic solar cells as one of the most important battery material, according to material to divide, can be divided into silicon solar cells, solar cells, solar cells, organic compound solar cells, plastic solar cells, inorganic compound semiconductor solar cells, which is divided into three kinds of semiconductor materials, copper indium gallium selenium, the industry is expected, by 2015, copper indium gallium selenium thin film solar energy battery 43.3%. It is understood that about 3% of the rare metal indium used in the manufacture of solar cells, the proportion is increasing year by year.
In October 12th, the fourth (2015) PV leaders summit held in Beijing. It is reported that the meeting is jointly organized by the China Association of circular economy Renewable Energy Professional Committee of the joint industry several important scientific research units, industry associations and important international and domestic high-quality corporate annual solar Festival. Summit aims to create a high-end platform for the dialogue, draw industry advanced forces, and promote the healthy development of the industry.
The National Energy Bureau of new energy and renewable energy division deputy director liangzhipeng: entitled 45 photovoltaic industry development opportunity and mission "speech mentioned, in order to support the development of the industry, photovoltaic subsidies future 8-10 years will not stop, but in the future will focus on the development of distributed photovoltaic subsidies has also been inclined. Liang Zhipeng, said that 45 period, the development of photovoltaic industry's mission includes, proportion of non - fossil energy goals, by 2020 than 2014 years need to add 3 million tons of standard coal; due to hydropower production on a smaller scale, nuclear power construction scale is limited, mainly rely on wind power, solar power, photovoltaic power generation continue to maintain rapid development, in particular, to expand the scale of distributed. The second mission is synchronization to improve conversion efficiency and reduce production cost, by 2020, the system cost to 5 yuan per watt; the third to achieve industrial upgrading, have a strong independent research and development ability, the key equipment to achieve localization, the whole industry chain technology capability and industrial supporting system; policy guidance advanced technology products to expand the market, increase the leader demonstration base construction scale.
Worth attention is that, recently, the three major domestic photovoltaic industry association - China PV Industry Association, China Association of circular economy renewable energy professional committee, China renewable energy society jointly submitted to promote the development of photovoltaic industry three major policy documents. Three copies of the document were on the increase 45 PV targets proposal "," the healthy development of the photovoltaic industry "and the photovoltaic power plant electricity gap and the suggestions back about 45" period ".
It is understood, the current photovoltaic industry "Thirteen five" planning is being developed. Many industry insiders have said, is expected to increase the PV planning goals, but the specific magnitude of the increase is not yet determined. Prior to that, "improve" 45 "PV targets" on already mentioned will be 45 planning photovoltaic installed target by before 1 billion kilowatts adjustment is 2 million kilowatts. Insiders said that during the "45" photovoltaic an annual increase of demand is expected to reach 20GW to 30GW, far higher than the current average level of demand. Is expected with policies to clarify, mature business model, financing side improved, distributed PV in thirteen during a outbreak is expected to gradually increased.
Industry insiders are expected from 2016 to 2020, photovoltaic installed capacity will continue to remain high, and the cost of photovoltaic single watt will rapidly decline; expected to 2020, the electricity price and electricity grid sales price is quite; when the proportion of total electricity consumption will have a greater increase in the economy, as a major direction of development in the economic restructuring, vigorously develop the green economy, the industry has broad prospects for development. The "Thirteen Five Plan" is expected to increase PV installed capacity, will lead to higher valuation and profitability than expected. In the country to vigorously support the development of photovoltaic industry background, the relevant stocks worth focusing on.
Million crystal photoelectric is domestic solar cell component integration leader, has ingot / pull rods, cutting silicon wafer, cell manufacturing and battery module encapsulation of vertical integration of industrial chain, as of the end of 2014, company's cell and module annual production capacity of 1GW. At the same time, the company is also actively layout downstream photovoltaic power plant operations. Recently, the company's total investment of 860000000 yuan to build the 100MW, fish and light integrated photovoltaic power generation project has been realized and grid power, according to preliminary estimates, the project average annual power generation of about 120000000 degrees. Last year in August, the company and the Zhu Lin Zhen, Jintan City, Jiangsu Province People's government signed the PV agricultural investment cooperation framework agreement, plans to invest 16 billion yuan to build Mu vegetable base of 200 MW modern agriculture photovoltaic power plant project.
Not as a full range of vertical integration of solar energy products production and sales company, has from single / polysilicon battery chip components, thin-film battery components, solar independent system to ultra white solar glass of a series of production lines. At present, the company has been one of China's most diversified solar energy products manufacturers, products have been sold to more than 80 countries and regions around the world. The company is set up "Tanqueray" financial platform, through the integration of resources on the photovoltaic industry
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