Abstract This week's point of view: Photovoltaic: The Ministry of Finance issued the "Notice on Liquidation of the 2012 Golden Sun and Photovoltaic Building
application Demonstration Project", which stipulates that the Golden Sun Project for grid-connected power generation will be completed by December 31, 2013 (inclusive). The original subsidy standard is 5.5 yuan / watt reduction...
This week's opinion:
Photovoltaic: The Ministry of Finance issued the “Notice on Liquidation of the 2012 Golden Sun and Photovoltaic Building Application Demonstration Projectâ€, which stipulates that the Golden Sun Project for grid-connected power generation will be completed by December 31, 2013 (inclusive), and the subsidy will be 5.5 yuan from the original subsidy standard. / watts reduced to 5 yuan / watt; In addition, projects that have not been completed after June 30, 2014 will cancel the demonstration and recover the subsidized funds. We recommend continued attention to industry investment opportunities brought about by policy promotion and improved performance, especially in the distributed field; mainly focusing on investment opportunities at both ends of polysilicon and power plants, as well as inverters.
Battery: The production capacity of Tesla ModelS sedan will expand by more than 60% next year, and the electric SUV Tesla ModelX will also be put into production. In 2014, Tesla ModelS capacity will increase by 63% to 35,000 units from 21,500 this year. If ModelX is added, the total output will increase even more. It is recommended to pay attention to the investment opportunities of upstream lithium battery materials related enterprises; the lead acid battery industry rectification will bring about increased concentration, and long-term recommended car start battery lead Camel shares.
Polysilicon prices rose sharply last week. According to PVInsights sample statistics, PV grade polysilicon rose by 3.95%, secondary polysilicon last week's average price rose by 1.51%; polysilicon wafer price rose by 2.11%; solar cell price rose by 1.05%; crystalline silicon components last week stabilized. For monocrystalline silicon, the battery rose by 0.96% and the average price of the wafer remained unchanged.
The five major monocrystalline silicon companies have joined forces to push the unified standard to rob the domestic power station market. Several major domestic monocrystalline silicon wafer manufacturers have jointly launched two new types of monocrystalline silicon wafer size standards, hoping to seize the long-term market share of polysilicon wafer manufacturers. We believe that as domestic distribution begins, monocrystalline silicon manufacturers will occupy more market share.
Important news of the company:
1. Hairun Photovoltaic: signed the “Yunnan Provincial Ground Power Plant Photovoltaic Power Generation Project Cooperation Agreement†with China Southern Power Grid Integrated Energy Co., Ltd., including the 300MW ground photovoltaic power station project in Qilin District, Qujing City, Yunnan Province, and the 200MW ground photovoltaic power station project in Yimen County, Yuxi City. ;
2. Hairun Photovoltaic: Signed the “Framework Agreement for the Development of Solar Power Projects†with the People's Government of Chayouhouqi, and developed the 100MW solar power project of the right rear flag.
Investment strategy : Photovoltaic: The industry's recovery trend remains unchanged, paying attention to the layout opportunities brought by the backwardness of the sector, long-term attention to the industry leader Sunshine Power, Longji shares, distributed attention to Aikang Technology, Lin Yang Electronics, centralized attention to TBEA Zhongli Technology. Batteries: Maintaining a “buy†rating on Camel shares, it is recommended to focus on investment opportunities for lithium battery materials companies such as New Zebang.
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