Photovoltaic power plants, a new round of investment bubbles

Xinjiang, located in the edge of the Mainland PV industry into the moment of the shuffle suffering period, was fortunate enough to avoid the waves, sail in the face of adversity. And just the Zhejiang counterparts reconstruction to the Xinjiang Aksu undertake investment wave of the wave power station. According to reports, the the elegant Crystal Core Technology Energy Limited photovoltaic power generation project is the biggest industry in Jiaxing to carry out since the counterparts reconstruction work Yuanjiang project, the project has been Jiaxing municipal government and Shaya strong government support.

Chen Kangping told reporters, Jiaxing is important solar energy industry base, Aksu Xinjiang superior lighting conditions and land resource conditions, is the photovoltaic industry needs. Shaya government in order to encourage photovoltaic enterprises to invest in the local, but also to give a more favorable support policies, use of local cheap solar panels energy resources in power generation.

"This project has a great significance for the entire Jingke Group Jingke for energy projects in a brave attempt, to enter the downstream risk effectively disperse itself as a vertically integrated photovoltaic enterprises, the whole industry chain extension attempt, not a blind bet. "said Chen Kangping.

Moment is also considered to be a low-cost investment in building the "good old days" of the PV power plant. The reporter learned that the construction of a 20 MW photovoltaic power plant two years ago, more than 300 million yuan investment, built the same power station equipment prices, more than 200 million yuan is enough, investment costs can be reduced by one third. The original 16 battery board has recently dropped to 5-6 yuan, photovoltaic cells, such as lower equipment prices for photovoltaic power generation companies like them, the means to build power plants and lower costs. According to the current national policy, companies investing in building photovoltaic power station receipts considerable.

Chen Kangping also denied that the company will shift to domestic speculation, "If the right opportunity, we are equally willing to aspects of the operation of the investment in energy projects in the overseas market." Jingke by no means the only enterprise to enter the domestic photovoltaic power station construction. In fact, many components are eyeing expansion of the downstream industry - a major push into the domestic photovoltaic home solar panels power plant construction and operation.

According to statistics, since last March, A shares, including energy, Ultra-day sun, sunflower, Central shares, Libya and a number of PV modules in Topray enterprise announced its entry into the field of domestic photovoltaic power plants. In addition, aerospace electronics, Shield Security Environment listed companies were also disclosed their intention to invest in solar PV power plant. This will form a new round of investment bubble?

Chen Kangping said layout downstream to extend vertically integrated industry chain risk diversification investment direction, of course, has also become a choice of various domestic listed companies, but each project subsidized prices in the light of resources and power are different, so the project the recovery period and the rate of return has a different, different enterprises have different considerations in the choice of PV projects, and therefore can not simply "follow suit" to describe this phenomenon, just different options for different subjects in different contexts.

Sealand Securities analyst Zhang Xiaoxia, photovoltaic solar inverter power plants running, barriers exist due to the power plant approval and strong profitability. PV power plant BT business models have emerged in the past year, enterprises from the time of the application for approval - the construction of power stations - and network - resale transfer "a few months to recover the investment, and net profit margin of 8% -10%.

Photovoltaic enterprises to invest in power plants there are still many problems, such as network and difficult to subsidy policy change, whether the next home to be willing to take over, but as a PV power plant investors Jingke trust that the business model of domestic power station construction, because the power purchaser Grid Corporation of its credibility.