2013年3月19日星期二

ZTT unilateral capital increase of 100 million investment in the field of photovoltaic


The PV industry's plight did not stop the pace of the ZTT investment PV field, company announcements, unilateral capital increase of 100 million yuan will transit PV Material Co., Ltd. The capital increase, Vice Chairman Ding cavalry of the PV industry market prospects is not clear, it is to abstain from voting.

Transit Photovoltaic Materials Co., Ltd. Zhongtian Technology, Shanghai Jiaotong University Institute for solar regulator Energy PV backplane project team set up a joint venture, with registered capital of 100 million yuan, which ZTT invested 70 million yuan in cash, accounting for 70% of the registered capital of Shanghai Jiaotong University Institute for Solar Energy PV the backplane projects team to technology investment at 30 million yuan, the total registered capital of 30%.

As of December 2012, the photovoltaic materials company 70 million cash capital has been used up, in order to ensure the progress of the project, and to achieve annual production and sales targets, the ZTT unilateral transit photovoltaic materials cash replenishment of 100 million yuan. After the capital increase, the transit photovoltaic materials registered capital of 200 million yuan, the ZTT holding 85%.

Notice that the transit photovoltaic materials plant began construction in October 2012, the main plant has been completed, a production equipment is debugging the installation is expected in July 2013 can achieve a capacity of 15 million square meters backplane material. ZTT transit photovoltaic materials project is carried out according to plan, conducive to horizontal development of the company's industry, to increase the company's overall profitability, cultivate new profit growth point of the listed companies.

Photovoltaic 
solar panels cost industry really say goodbye to the "winter"? The answer is: not necessarily. Many experts have formed a consensus, the industry is fully warmed up yet to be EU "double reverse" the results of efforts to promote and domestic policy.GCL's Jiangsu Zhongneng Polysilicon deputy general manager Lv Jinbiao polysilicon prices is a normal rebound, the current price is far lower than the cost of world-class polysilicon manufacturers, the polysilicon price increases mainly due to the silicon material prices, it is difficult to say means that the reversal of the photovoltaic industry. 

Many in the industry have pointed out that, in 2013, the photovoltaic industry is still in the depth of the adjustment period, parallel to capacity and dual process of industry consolidation, the industry may have to be postponed until 2014 to fully rebound.Dongxing Securities analysts believe that despite the 2013 global PV market demand will continue to grow steadily, but the global PV capacity has exceeded 500 gigawatts, still far exceeded the overall market demand. This means that, unless to capacity during the onrush phenomenon otherwise digest excess capacity still can not be done overnight.

On March 12, the media reported that the Development and Reform Commission has issued a Notice improve the photovoltaic 
monocrystalline solar panel power price policy draft. The public draft recommendations, to varying degrees in different parts of the feed-in tariff cut.The analyst explained that perform distributed subsidies, different day conditions of different regions, Qinghai, Inner Mongolia and other places the annual light a long time, relatively few subsidies. 

This part of the self-occupied, originally expected before the policy is 0.4 yuan / kWh -0.6 yuan / kWh, may now only 0.35 yuan / kWh to 0.4 yuan / kWh, and this clear, the spontaneous personal use power more than the Internet by the grid in accordance with local desulfurization denitration electricity sold, there is no subsidy, expected before spontaneously occupied part subsidized. Analysis of the industry, the intention of the State or the elimination of excess capacity, shuffle industry, the main theme of subsidy intensity less than expected normal.

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