The overseas market of the photovoltaic industry may temporarily shrink, and domestic demand will be rejuvenated; the fierce competition in the industry will be king; hidden opportunities in innovative technologies; polysilicon cold-hydrogenation trend, technology provider profitable; quasi-monocrystalline silicon ingot technology will have obvious economic benefits. Remanufacturing demand of enterprises; Overseas markets may temporarily shrink, and domestic demand will regenerate vitality.
The Guohai Securities Research Report pointed out that the overseas markets of the photovoltaic industry may temporarily shrink, and domestic demand will be rejuvenated. Debt crisis has deepened. European photovoltaic power plant operators have difficulty financing. The European government is worrying about new energy support. The US's double counter investigation also has hidden dangers. It is expected that there will be no significant increase in overseas solar energy market in 2012, and even shrinking. China has introduced unified on-grid tariffs. In 2015, China's cumulative PV installation plan may increase again by 50% to 15GW. It is expected that in 2012 China will become the first year of large-scale photovoltaic power generation in China. The annual new installed capacity will be close to 3GW, an increase of approximately 300% compared with 2011, and domestic demand will be reconstructed.
The fierce competition in the industry is king, and innovative technologies have hidden structural opportunities. Overseas demand has shrunk, China's capacity building has been excessive, and competition among enterprises will continue to increase. PV companies must continue to innovate technology, increase efficiency, reduce costs, improve product quality, and create premium space for the winter. Innovative technologies that have entered the industrialization and harvest period will usher in structural investment opportunities.
Polysilicon cold-hydrogenation trend, technology providers profitable. Polysilicon prices have dropped to 30 US dollars / kg, most of the Chinese polysilicon companies can not profit. Under the cost pressure, cold hydrogenation technology is an inevitable trend. According to preliminary statistics, China plans to build more than 200,000 tons of newly-manufactured polysilicon, requiring over 40,000 tons of capacity for technological transformation, and the demand for cold-hydrogenation technology is vast. Concerned about the opening of professional polysilicon cold-hydrogenation system integration of precision technology and electric heater alone dominate the East Electric market.
Quasi-single crystal silicon ingot technology has obvious economic benefits, and equipment companies need to recreate. Quasi-single-crystal silicon technology embodies the advantages of monocrystalline silicon and polycrystalline silicon, and the photoelectric conversion efficiency averages over 17%. Each furnace ingot raises profits by about 12,000, providing wafer companies with a late-stage advantage, which can attract abundant funds. Large enterprises continue to expand production and upgrade production capacity. Concerned about the mass production of quasi-monocrystalline silicon furnace technology.
The penetration rate of photovoltaic anti-reversal glass increases, and the coating company has obvious advantages in terms of first-mover. Photovoltaic anti-reflection glass can increase the transmittance of glass, increase power generation, and dilute the cost of electricity generation. According to calculations, the use of anti-reflection glass components can reduce power generation costs by about 0.5%-1%. Amataton is China's first industrialized production of photovoltaic anti-reversal glass companies, with obvious first-mover advantage, and its customer resources and technical reserves are strong. The increase in anti-reflection glass penetration rate and the growth of the photovoltaic industry itself will bring a broad market space.
The overseas market may temporarily shrink, and domestic demand will rejuvenate. Photovoltaic industry as a sunrise industry, its early development mainly rely on the country's policy support, and guide the installation requirements. The decrease in costs is to arouse the spontaneous vitality of the industry and drive the internal forces of the industry's long-term development. In addition, under the energy shortage, energy saving and emission reduction pattern, the excellent properties of solar energy such as safety, pollution-free, and unlimited resources are destined to become the ultimate human energy source. From 2011 to 2014, the solar energy industry is in a transitional phase. The European market gradually realizes the transition from full policy-driven to market-oriented, and some emerging markets will gradually cultivate the solar photovoltaic industry by increasing policy support.
The Guohai Securities Research Report pointed out that the overseas markets of the photovoltaic industry may temporarily shrink, and domestic demand will be rejuvenated. Debt crisis has deepened. European photovoltaic power plant operators have difficulty financing. The European government is worrying about new energy support. The US's double counter investigation also has hidden dangers. It is expected that there will be no significant increase in overseas solar energy market in 2012, and even shrinking. China has introduced unified on-grid tariffs. In 2015, China's cumulative PV installation plan may increase again by 50% to 15GW. It is expected that in 2012 China will become the first year of large-scale photovoltaic power generation in China. The annual new installed capacity will be close to 3GW, an increase of approximately 300% compared with 2011, and domestic demand will be reconstructed.
The fierce competition in the industry is king, and innovative technologies have hidden structural opportunities. Overseas demand has shrunk, China's capacity building has been excessive, and competition among enterprises will continue to increase. PV companies must continue to innovate technology, increase efficiency, reduce costs, improve product quality, and create premium space for the winter. Innovative technologies that have entered the industrialization and harvest period will usher in structural investment opportunities.
Polysilicon cold-hydrogenation trend, technology providers profitable. Polysilicon prices have dropped to 30 US dollars / kg, most of the Chinese polysilicon companies can not profit. Under the cost pressure, cold hydrogenation technology is an inevitable trend. According to preliminary statistics, China plans to build more than 200,000 tons of newly-manufactured polysilicon, requiring over 40,000 tons of capacity for technological transformation, and the demand for cold-hydrogenation technology is vast. Concerned about the opening of professional polysilicon cold-hydrogenation system integration of precision technology and electric heater alone dominate the East Electric market.
Quasi-single crystal silicon ingot technology has obvious economic benefits, and equipment companies need to recreate. Quasi-single-crystal silicon technology embodies the advantages of monocrystalline silicon and polycrystalline silicon, and the photoelectric conversion efficiency averages over 17%. Each furnace ingot raises profits by about 12,000, providing wafer companies with a late-stage advantage, which can attract abundant funds. Large enterprises continue to expand production and upgrade production capacity. Concerned about the mass production of quasi-monocrystalline silicon furnace technology.
The penetration rate of photovoltaic anti-reversal glass increases, and the coating company has obvious advantages in terms of first-mover. Photovoltaic anti-reflection glass can increase the transmittance of glass, increase power generation, and dilute the cost of electricity generation. According to calculations, the use of anti-reflection glass components can reduce power generation costs by about 0.5%-1%. Amataton is China's first industrialized production of photovoltaic anti-reversal glass companies, with obvious first-mover advantage, and its customer resources and technical reserves are strong. The increase in anti-reflection glass penetration rate and the growth of the photovoltaic industry itself will bring a broad market space.
The overseas market may temporarily shrink, and domestic demand will rejuvenate. Photovoltaic industry as a sunrise industry, its early development mainly rely on the country's policy support, and guide the installation requirements. The decrease in costs is to arouse the spontaneous vitality of the industry and drive the internal forces of the industry's long-term development. In addition, under the energy shortage, energy saving and emission reduction pattern, the excellent properties of solar energy such as safety, pollution-free, and unlimited resources are destined to become the ultimate human energy source. From 2011 to 2014, the solar energy industry is in a transitional phase. The European market gradually realizes the transition from full policy-driven to market-oriented, and some emerging markets will gradually cultivate the solar photovoltaic industry by increasing policy support.
Junrui Lighting Co., Ltd. , http://www.china-outdoor-light.com