The main business of sun power solar PV
inverter, wind energy converters and other power supply. Inverter products
revenue in the first half of this year, accounting for about 90%. The product in
the first half of the gross profit margin also decreased, but is still as high
as 40.4%.
PV inverter is a necessary equipment in the
power generation system of the photovoltaic power plants. Therefore, China's PV
market, especially distributed power station construction, quick start, it will
lead to further growth in the inverter market demand, the company will
undoubtedly benefit. From the company's current operating situation, the
company is also expanding the market in various ways, such as the first half of
the year, with China Three Gorges New Energy Company signed an agreement,
cooperation in the construction of the Suzhou District, Jiuquan City, two 50 MW
totaling 100 MW of grid-connected PV projects. Of course, we should also pay
attention to the impact of foreign large inverter companies on the domestic
market.
Takamoto shares the western power station
development to large scale
The Lungi shares main business is the
silicon rods, silicon research and development, production and sales. Currently
wafers capacity of 1GW about the domestic and foreign manufacturers of
monocrystalline silicon wafers forefront.
From the first half of this year, the
company's silicon sales revenue of 716 million yuan, a year-on-year growth of
16.09%, the gross profit margin was 18.06%, down 14.09 percent.
Companies in downstream development, such
as holding subsidiaries obtained an agreement to develop 300MW solar
cell photovoltaic power generation projects in the area of 6.7 square kilometers in the County of Ningxia, and allowed to carry
out the preliminary work of 20MW photovoltaic power plant projects; another
holding subsidiaries obtained Tongxin County, Ningxia PV power plant a 30MW
grid power generation project, is also approved to carry out the preparatory
work of the 10MW photovoltaic power plant project, which indicates that the
company is also expanding industrial chain and increase overall
competitiveness.
The photovoltaic plate market or
recommended stocks will come back
Chinese Premier Wen Jiabao chaired a State
Council executive meeting on the 19th, the research to determine policies and
measures to promote the healthy development of the photovoltaic industry.
Analysts believe that the meeting identified five policy measures, from the
fundamental solution to the plight of the PV industry solutions, and
elimination of backward production capacity at the same time, they provide a
comprehensive subsidy mechanism. It can be predicted that the merger and reorganization
will be the guidelines a new direction for the photovoltaic industry through
the winter, while the PV concept stock market will stage a comeback.
Northeast Securities believes that the
first quarter of next year is the most difficult point in time, some companies
will be eliminated in the second quarter as the ongoing consolidation in the
industry as well as foreign policy bearish gradually the best, and the industry
at the bottom and gradually established and emerging markets in the second half
and gradually fill the European market decline, industry capacity reduction in
the industry at the bottom is expected to be basically established. Larger
domestic policy efforts, although the substantive effect will take some solar panel time to
honor, but the secondary market will continue the policy stimulus is reflected
in the short-term trading opportunities exist. The next year the industry is
expected to usher in a turning plate configuration opportunities exist, may be
concerned about the qualification relatively good company, as Lungi shares,
Hairun photovoltaic.
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