The hottest photovoltaic industry has entered the

2022-08-22
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The photovoltaic industry has entered the performance cashing period

a few days ago, a seminar on "photovoltaic industry development in the first half of 2015 and prospects for the second half" hosted by the China photovoltaic industry association was held in Beijing. Wang Bohua, Secretary General of China Photovoltaic Industry Association, said that in the first half of this year, the profitability of China's photovoltaic enterprises improved significantly, and most enterprises turned losses into profits

in this regard, analysts said that the photovoltaic industry has entered the performance cashing period from now on, and investors can pay positive attention to the targets of relevant listed companies in a shares

according to other data, at the beginning of the year, the Energy Bureau's installation target of 17.8gw had been delegated to 17 provinces, with a total of 11.5gw projects (accounting for 64.6% of the comprehensive evaluation criteria and industry standards to establish and improve plastic granulator equipment) and made clear to the company. Another 2.2gw project (accounting for 12.3% to support Jixi transformation) has entered the application process. Haitong Securities said that the installed capacity in the second half of the year is likely to increase by more than 50% year-on-year, that is, to complete projects of more than 10GW (about 7gw in the second half of 2014)

the photovoltaic industry has entered the performance cashing period, which is related to the intensive introduction of industrial policies in various regions. A few days ago, the Guangdong Provincial Development and Reform Commission issued the implementation plan on accelerating the construction of clean energy in Guangdong, which pointed out that by the end of 2015, the installed capacity of photovoltaic power generation will reach 1million kW (the new installed capacity is about 500000 kW). By 2017, the installed capacity of photovoltaic power generation will reach 2.2 million kW (the new installed capacity is about 1.7 million KW); The notice on clarifying the farmland occupation tax policy for photovoltaic power generation issued by the Inner Mongolia Department of Finance and the Local Taxation Bureau points out that the farmland occupation tax will not be levied for the land between the photovoltaic panel arrays of the power station that does not change the nature of the land and remains the original state and the original agricultural and animal husbandry functions. If the facility agricultural photovoltaic power station does not occupy cultivated land or other agricultural land, no cultivated land occupation tax will be levied; The national energy administration has approved the construction plan of Gansu Hexi Corridor clean energy base, which defines the specific construction plan for photovoltaic power generation, namely, 5million kW new wind power projects, 1.5 million KW new photovoltaic power projects, 2million kW wind power projects that have been built and are under construction, and 1.3 million KW photovoltaic power projects

on the other hand, domestic photovoltaic enterprises have got rid of their dependence on European and American markets. According to the data of China Chamber of Commerce for import and export of mechanical and electrical products, from January to February 2015, "by changing the name, China's exports of photovoltaic cells to the United States accounted for 7.2%, a year-on-year decrease of 47.5%. This change occurred, on the one hand, in response to the" double anti "investigation in Europe and the United States in previous years, enterprises actively adjusted their strategic layout; On the other hand, it is due to the support of policies in Asia Pacific and other regions and the rapid expansion of market capacity

in terms of stock selection, Northeast Securities said that "interconnection +" goes deep into the energy field, and the development of domestic smart electricity is expected to accelerate. As an access energy that can be flexibly configured, photovoltaic has a bright future. After the market crash, the valuation of the photovoltaic sector has been of great investment value, and the domestic installation of power stations is expected to increase significantly this year. The performance flexibility of power station photovoltaic companies this year and next is great. It is recommended that companies such as Dongfang Risheng, Linyang electronics, North China Expressway, Topri Xinneng and so on, whose power station base is relatively small compared with any change in the experimental process, and whose year-on-year growth is fast this year and next year

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