2012年12月30日星期日

The Chaori Solar shareholders fear easy to master


The first equity pledge appears in the February 16, 2011, this time from super day listing only a short period of four months, the announcement shows that Ni Na will hold 180 million shares pledged to Anhui Guoyuan Trust LLC.

    Since then, Ni-Na and Ni Kailu succession Equity Pledge Union Trust Limited Zhongrong International Trust Co., Societe International Trust Co., Ltd., Minmetals International Trust Co., Ltd., Shandong International Trust Co., Ltd., Suzhou Trust Co., Xiamen International Trust Co., Ltd., and natural persons Tommy. Zhongrong International Trust Co., Ltd. and Shandong International Trust Co., Ltd. held the largest share.

    By July 2012, the total number of Nikai Lu pledged stock has accounted for 37.14% of the total share capital, Ni-Na pledge the solar cell stock total number accounted for 6.3% of the total share capital, equal to the father and daughter have all pledge to go out all the stock. Since then, after another two shares held pledge to lift the announcement, but pledge to lift has a new pledge immediately follow it as long as the total number of shares has been maintained at full load.

    Far, and the two last sum pledged occurred in the November 13, 2012, of Ni Kailu and Ni Na holds 3960 shares and 3140 shares pledged to Shandong International Trust Co., the purpose of applying for loans. The two men is the total number of pledged shares accounted for 37.35% and 6.51% of the total share capital.

    Su Weili told reporters, Nikai Lu not only has to pledge their shares out, all stock even Su Weili I have also been Nikai Lu to cover their short positions in the form of all pledged to the trusts.

    "Ultra-day sun stock prices, the original value of the stock is insufficient to support the amount of its financing, so they need more stock to cover short positions, and I helped him fill." Su Weili explained. He also told reporters that cover their short positions to be completed in two months ago, Nikai Lu him to ensure that the investment will not risk.

    Su Weili also have trust has said, and the end of the year if you can not pay back the money, the Trust will solar panel auction hands all day sun stock, when the Ultra-day sun shareholders will change, and the real reason for the suspension by the last week super day sun this.

    Su Weili, once the arrears can not return them on time, all day sun stock held by its own will be trust processing.

    "Woe," not a single line

    Su Weili disclose, the Nikai Lu still in its senior management team, employees and neighbors to raise funds. One executive told Nikai Lu want to invest in Bulgaria refinery in its own grounds to executives fundraising, adding that guarantee good return, he revealed. "At present, there are some executives and neighbors are looking for him for money." Su Weili told reporters. These details have not been Nikai Lu have confirmed.

    This year, the entire banking system there has been a change in support of the PV companies, other businesses are affected, in addition to the CDB to encourage and support the "six six small" enterprises can be maintained, including the original loan stock. Su Weili told reporters ultra Day this year by banks tightened their lending involving 78 banks, the amount of hundreds of millions of Ultra-day sun "worse".

    "Ultra-day sun, good business, I am still optimistic about his business." Said Su Weili.

    Another solar industry analysts also believe that the ultra-Day had been on the direction of the whole industry chain layout, polysilicon, wafers, cells, modules to power plant construction and more business through acquisitions and new already have. In the photovoltaic industry crisis this year, but also to maintain a positive profit has been commendable. But above analysts also said the absence of the management is the Chaori biggest problem Chaori internal in addition to the chairman, the ability of executives lackluster, enterprise management chaos.

The Chaori Solar boss departure father and daughter pledged equity


Subsequently, in the afternoon of the 27th, the Chaori Solar tradable shareholders, Sky Solar, chairman Su Weili confirmed to this reporter, Nikai Lu is currently in Frankfurt, Germany, yesterday they talked over the phone, the Nikai Lu told Su Weili phone him this Germany aims to implement the project loans and payment collection. Nikai Lu also explained super day in Italy, to talk about a power plant project, and has obtained an Italian bank loan.

    Up to the correspondents of press, Nikai Lu phone is turned off, and Ultra-day sun Deputy General Manager Office Phone unanswered. Assistant to the Chairman Ni Jie phone went unanswered.

    Su Weili told reporters, Nikai Lu has been held by herself and her daughter Ni Na mortgage financing of the shares of all companies, to invest in their personal business in overseas and investment difficulties. The end of the year if they can not repay the trust funds, Nikai Lu Ni Na and Su Weili I held all the shares will be auctioned, when the major shareholders of Ultra-day sun will be easy to master.

    And Nikai Lu I also suspected to senior management and its neighbors to raise funds for overseas projects, the end of the the banks pumping loan and chain almost breaking the day funds. Ultra-day sun can be described as life on the line.

    During the year, major shareholders fear easy to master

    According to a solar energy industry to industry sources, the Chaori Solar chairman of Nikai Lu, chairman of Sky solar panel Su Weili are friends to the Nikai Lu introduced by Su Weili, enter the solar energy industry. Its acquired Solar Chaori Solar Energy is the most important customer, Chaori Solar Energy experienced several fell on the last successful listing of Su Weili also been accompanied by the right and left.

    Shanghai Chaori Solar Energy Technology Co., Ltd. was established in June 2003, the main product is solar polysilicon components. Sky Solar as a power station operators, from the inception of the ultra-Day has become its most important customers.

    Su Weili told reporters, in its early days, the ultra-Day is a small business, in 2004, the registered capital of only a few hundred million yuan. The 2007 super day stock reform, wound Nikai Lu invited Su Weili shares. "So I said, shares 3.33%." Su Weili disclose their own time shares price is 1 yuan / share, a total of 400 million shares of common stock.

    After a series of equity operations as of June 30 this year, Su Weili as the fourth-largest shareholder of the Ultra-day sun holding 1226.54 million shares, accounting for 2.33% of the share capital, but, to September 30, Su Weili holdings of 735.93 million shares, become the largest shareholders of tradable shares accounted for 4.51% of the proportion of outstanding shares.

    "My stock is a common stock, the shares prices than private gambling agreement with ultra-Day, which means that I have to face good or bad enterprise all operating conditions (such as ultra-Day underperformance, private demand compensation ordinary shareholders do not have this right). "Su Weili told reporters.

    After super day listing in October 2010, Su Weili hands of stock sales limit one year, due by the end of 2011, but Su Weili did not consider the cash. The reason is Nikai Lu, Su Weili continue shareholding will let investors see more confidence.

    Su Weili revealed that since last year, Nikai Lu began to invest some personal items, including real solar cell estate projects in Henan, a water treatment plant in the United States to buy a refinery and an LED sapphire substrate projects, investment in Bulgaria.

But the progress of these projects is not smooth, Su Weili told reporters Since then, father and daughter Nikai Lu contact with the Trust and frequently will own super day sun shares held as collateral financing, which financing proceeds are used in personal Ni overseas project investors, rather than the Ultra-day sun.

2012年12月28日星期五

The photovoltaic solar R & D need to continue efforts


the total demand of the global PV installed capacity is 27GW, global production capacity reached 60GW and 50GW in China. According to statistics, in the "12th Five-Year period, China's local government planning of the construction of one hundred billion photovoltaic industry park reached 20, planning to reach 2 trillion yuan in output value, as of the end of the third quarter of this year, 66 domestic A shares photovoltaic inventory of more than 50 billion yuan, less than 100 billion yuan and total sales revenue for the first three quarters of this 66 photovoltaic products.

The top ten domestic photovoltaic enterprises owe more than 110 billion yuan. Suntech, LDK solar panel bigwigs in the fourth quarter of the insolvent funds Chain issues, and such a huge financial crisis has been passed on to local governments, because in the past, some local government officials eager to create achievements impulse, PV companies "nanny" policy support, so that they have gained from the land to finance greatly facilitated. But most local governments lack of professional knowledge and judgment

 means simply the amount of investment, the annual production value of standards, lack of effective planning and guidance, this provided the conditions for the blind expansion of industries, and disorderly competition. In the financing and management business model for PV companies simply rely on bank loans and local support has a huge effect linkage between risk in the long run, be considered in the future to take the business model of the contract energy management services and improve the ability of the whole industry chain PV industry

may be able to make a more healthy and market-oriented. Unfortunately PV companies of all sizes, and now there have been a dilemma that can not be self-help, and the government does not seems to save not the point, I understand, the central decision-making layer photovoltaic problem has direct instructions, as soon as possible to develop measures open the domestic market to rescue the photovoltaic business. National Energy Board and the Ministry of Finance and other relevant departments to urgently formulate appropriate subsidy program, Renewable Energy Society solar cell researcher Wang Sicheng in the solar industry conference in Beijing in October, said the Chinese government will soon launch a 700 billion yuan ($ 11 billion) emergency stimulus plan to save the solar energy industry.

The PV industry must be saved, but how to save, to take not just fill in the blank program to remedy the situation but it is a problem of the Chinese Government must think carefully. National Energy Board, deputy director of the new energy and renewable energy Liang Zhipeng told reporters that "support the PV industry through technical progress and the gradual increase in applications to start, at the same time to continue to improve the conversion efficiency and reduce the cost of photovoltaic power generation, this to do today subsidies to the final no subsidies. "distributed is the most suitable form of photovoltaic characteristics of the power generation will be to explore as a key to improve the industry's international competitiveness. In this regard, the development of a more mature Germany as of the end of 2011,

the total installed capacity of photovoltaic power generation reached 24.7 GW, which is distributed, accounting for nearly 80% of its main application form for rooftop photovoltaic system is only 20 kilowatts, the average capacity of a single power generation system . Overall, the vulnerable of the photovoltaic industry in China has been fully aware of the key issues is how to turn inferiority was excellent.

Development of photovoltaic policy


Huang Ming, chairman of Himin Solar Energy Co., Ltd., in an interview with reporters on emotion, "China's photovoltaic industry is rootless trees, a source of water." Huang Ming Solar Energy Co., Ltd. invested greatly on the light and heat more than in the photovoltaic But for PV, Huang Ming also put forward their own views, he told reporters that as early as 2000, he had to find out about PV, see the PV development prospects also saw China's photovoltaic such as Germany countries dependent on the technical material of high nature of the problem. "China's photovoltaic industry is now a market by subsidizing developers a few years ago for the policy too keen and photovoltaic

 manufacturing low barriers to entry, rushed to enter the industry, most of the industry there is a lack of self-development capacity and long-term development, resulting in a 'two out' situation. "At present, China upstream crystalline silicon material and the downstream power solar cell generation market, the lack of assimilative capacity for technological innovation and market immaturity of both ends has become the photovoltaic the Achilles' heel of the industry, China has become a fully-fledged PV industry manufacturing power, rather than manufacturing powerhouse.

To solve the problem of Chinese polysilicon industry, the need for the state to increase the technological transformation of existing polysilicon production line, technology upgrades. Ministry of Science and Technology organization and implementation of the "Eleventh Five-Year" auxiliary support plans and 863 key research programs on technical issues. Meanwhile, the National Development and Reform Commission organize the implementation of a high-purity silicon material high-tech industrialization of major projects "policy project of photovoltaic technology development challenges to overcome. But the research and development of technology takes time, obviously, the the photovoltaic industry R & D technical innovation speed and did not catch up to avoid the damage brought about by the contraction of China's main export markets.

On the other hand, due to the specific greenhouse gas emission reduction targets China in the international climate conference in Copenhagen on carbon dioxide emissions in 2005 dropped 40% to 45%, that is, to the unit of gross domestic product (GDP) in 2020, and included in the national economic and social development in the medium and long-term planning, which prompted produced as a binding target to expedite the solar panel development of new energy and renewable energy pressure, "PV in the rapid pace of development in recent years, quite a 1958 'big refining steel 'scene, "a practitioner for many years in the field of photovoltaic anonymous

person described Road. There is no doubt that such a concentration of assault-style development deviated from the normal mode of economic development, which leads to serious consequences will be a drag on other industries, resource allocation, and impact of the negative effects of the country's overall development speed. "If classified as emerging industries of strategic industrial development model to plan the implementation of pillar industry, the consequences will be very worrying." Comprehensive Research Office of the State Council Development Research Center of the State Council Development Research Center of the Institute of Finance Chen Daofu remind.

Global preparing for photovoltaic future


November 7, 2012, the United States International Trade Commission finds that crystalline silicon photovoltaic cells and modules imported from China, substantial damage to related industries in the United States, will be made ​​of crystalline silicon PV cells and modules from 18.32 to 249.96 percent levy anti-dumpingtax, and 14.78 to 15.97 percent countervailing duty. Then, the EU announced on November 8 that they had to start countervailing duty investigations on imports from the Chinese PV companies wafers, cells, modules, the anti-dumping investigation of Chinese PV products early going. Fact, affected by the economic crisis, weak global demand for solar panel energy products, raw materials prices have fallen sharply, the Chinese photovoltaic products exports have fallen sharply in the first half, down 31.49 percent compared with 2011. (According to the 2012 China International Photovoltaic Industry Development Forum released the news that)

This is a phenomenon exports decline for the first time in six years, and now there have been two huge markets in Europe and the United States trade protection "ban" on a large number of China's photovoltaic industry chain manufacturers of photovoltaic products already growing cold winter, without other EU arbitration established, the majority of the Chinese PV companies have seen the advent of a "disaster". Li Junfeng, vice chairman of the China Renewable Energy Society, believes that the Chinese PV industry hard times may not be too short, shuffling or take 3-5 years. The layout of the photovoltaic industry in the world, China is a big country of the PV module processing, the EU is the largest market for PV, the United States is the rapid development of the

PV market, the European Union, the United States is the largest exporter of polysilicon raw materials and photovoltaic devices. Today, world economic downturn prompted the rise of trade protectionism, look PV is the trade protection war started in the first battlefield, the domestic point of view, our approach for the photovoltaic industry or multiple industries in China will transition adjustment method play a certain role in the demonstration. The photovoltaic industry is now an unprecedented crisis in the industry, the development of photovoltaic and can not be halted, and how to compete with other countries in the long-term development of photovoltaic road, "dual" detonated the many ills has emerged, which we shall not reflection, photovoltaic, how to "survivor."

"Eleventh Five-Year" period, the photovoltaic industry has been put on the aura of strategic emerging industries, but in the current situation, China's PV industry still could not escape the nature of the processing of raw materials. The huge capacity mainly in the profits of low-cost photovoltaic modules link, while 90% of the market overseas, which makes the PV solar cell industry in China has been in the abnormal development of the state. The emergence of this trade war, look at the bright side, will produce Forced effect, forcing the elimination of backward production capacity of domestic photovoltaic enterprises (photovoltaic devices) to the upstream and downstream (PV power plant operators) to expand and promote the science and technology of the domestic photovoltaic enterprises innovation and enhance the competitiveness of the industry. "Double reverse but is a fuse." This is the reaction of the reporter to interview a number of PV practitioners for the Europe and the United States "dual" action, and most of them have that photovoltaic own problem has existed for a long time, the double reverse But the problems of the industry as a whole is to make ahead of time exposed.

Solar Working Group to the National Building Materials


Localities built some combination of solar energy and building demonstration project, but also exposed some problems in the solar energy and architecture engineering construction needs resolved as soon as possible in the development of the future, such as: What kind of technology, products, systems and other applicable what kind of construction work? engineering products, technology, the system is how to protect the fine? how to efficiently manage? These are placed in front of us the problem. In order to solve the issues related to the industry, solar working group came into being in August 2011. Solar Working Group to the National Building Materials Industry building hardware and plumbing products Quality Supervision and Testing Center, the National New Energy Engineering Research Center, the National Solar Water Heater Quality Supervision and Inspection Center for technical support, build management process in the construction of affordable housing government enterprises and provide services and business consulting the bridge association between the development of affordable housing in Beijing. Mature mode in the whole country.
According to reports, the solar energy working group has launched a series of activities to promote their mode of operation. The 11th China International Housing Industry Exhibition held at the Beijing National Convention Center, solar working group is actively involved in related work, the use of solar energy and construction of the residential industry event organization combined with hot water system, auxiliary equipment, accessories open up part of the core enterprise Solar showroom to showcase solar engineering systems, supporting industries, the auxiliary energy technology and products, Guangdong Fivestar Solar Energy Co., Ltd., Beijing Joyoung, Jiangsu step to Hi-Tech Shenzhen Hai Dake company, of Zhongshan Carlo force heat companies core enterprise with the high-end products to participate in the show. Over the same period, solar working group hosted a "combination of solar energy and building security system Forum Forum tissue industry experts for more affordable housing solar building integrated hot water system applications open exchange of multi-topic content around the solar building combined supporting product quality assurance, auxiliary energy with solar architectural design of the system evaluation and Party proposes to expand, and in-depth discussion of affordable housing in the solar hot water system problems encountered in the implementation process and experience. Tease out the combination of solar energy and building security system, establish and improve the Unified Demonstration, unified design, unified construction, unified acceptance, unified management mechanism to clearly define their respective responsibilities and the scope of the context of sustainable development to promote solar energy and construction. The solar industry authority media "Chinese solar industry information" and "China Solar Engineering magazine hosted the forum.
Solar Working Group also organize the compilation of "affordable housing solar hot water systems and building integrated security system" in response to the government policy, the solar hot water system of affordable housing in Beijing from design, construction, and evaluation , operations management presented a clear solution; several times during convene experts within the industry and outstanding business representatives, and experts of the Design Institute of affordable housing solar hot water systems and building integrated security system applications Beijing public rental housing, solar hot water systems standardized design "to discuss, review, and the current standardization system is perfect, the assessment.

2012年12月27日星期四

Air and solar water heater sales


Introduced in the second half of 2012, domestic water heater industry technology roadmap (2012 Edition) "pointed out that, although the heat pump water heater market in China started late, but after nearly a decade of market cultivation, both from a technological innovation, product category or market size , there is a significant development.
According to authoritative data show that, in 2012, the regional market in South China's Guangdong, Huazhong Hunan regional markets, East China's regional market in Fujian, Zhejiang, Sichuan Southwest regional markets, air to water heater sales have been more than 200 million yuan, Anhui, Jiangxi Yunnan, Guangxi, Hubei and other places have been more than 100 million yuan.
The air can be by traditional water heater market is expected to become "breaking"
Current stage of heat pump water heater market is mainly concentrated in the south of the Yangtze River, which is a heat pump water heater performance by low-temperature limit related, industry analysts pointed out, the air safety, energy conservation, environmental protection, convenient, large amount of water and other advantages, efficient heat transfer technology, heat pump defrost technology bottleneck breakthrough is likely by gas, electricity, solar cell energy, "Three Kingdoms" pattern breaking.
In recent years, global energy conservation voices rising, the Chinese government also has energy-saving emission reduction targets as binding targets into national economic and social development, air heaters can fit this situation as a new energy-efficient products. Clear that the 2012 version of the water heater technology roadmap, in the appliance industry, energy conservation has two important directions: One is to increase the energy efficiency of electric water heaters; second is to promote renewable energy heat pump water heaters, solar water heaters and a combination of energy products, the development of new energy products, product specifications and upgrade.
The water heater products to accelerate the upgrade of air to usher in new opportunities
As a high-tech, one of the iconic products of the era of low-carbon energy, air to water heater in the development of the developed countries have already entered a mature stage, the national energy conservation policies and regulations are constantly introduced, have increased specification and support of the air to the water heater market. It is understood that Australia has a policy level, the provisions of the new water heater is only purchased solar, air source heat pump and gas water heaters. Japan, the United States and other developed countries to take the means of financial subsidies to encourage the purchase of air to water heater.
In May, China launched a 265 billion energy-saving appliances products subsidy policy clear to take financial subsidies to support the promotion and use of energy-efficient three types of gas, heat pumps, solar panel water heater products.
The pull of these favorable factors, the second half of 2012, China's air heat pump water heater market appeared expansion trends from south to north, the face of this situation, the major brands began to increase investment, joint promotion, industry mainstream brand pattern has quietly formed, to the end of 2012, Midea, Gree, widely outes, Niuen Tai, with the benefit, long-Link, the Yangtze, Deneng Tiancheng, TSC, Jinjiang Panay and other companies already have a relatively steady market basis, some enterprises with annual sales of over 200 million yuan.
Experts pointed out that the air to the product's features will be more complex with the development of the home appliance industry and the advancement of technology, more and more high stability and reliability, to seize the future success of electric water heaters, solar water heater market share has become an irreversible trend.

The solar development strategies of the Chinese Academy of Sciences


December 20, Chinese Academy of solar development strategy & corporate communication and discussion in Beijing. Vice President Li Jinghai, Yin Jun, attended the meeting and delivered a speech. China Renewable Energy Society, the leadership of the Department of Science and Technology of Qinghai Province and more than 20 representatives from the China Energy Conservation, Yingli Group, Changzhou Trina, Huang Ming Solar, Guangdong Fivestar Solar Energy 10 as well as hospital authorities and research institutes in more than 80 attended the meeting. The meeting was presided over by the high-tech Bureau.
The seminar was aimed at by the National Renewable Energy Society, local governments and enterprises to exchange and analysis of solar cell technology and industry development status and trends, and find solutions across enterprises and research institutes, technology transfer between divide. While combing the thinking of the next step of the development of the field of solar energy in our hospital, closely integrated with the Education and Research, to promote the development of the solar energy industry.
Li Jinghai, vice president stressed that solar energy is an important alternative energy sources, a huge potential for the use of a consensus. However, the solar industry is facing severe challenges. Chinese Academy of Sciences have been very concerned about the development of solar technology, and in early 2009, I start the solar action plan. Farsighted arrangements made photovoltaic, solar thermal, optical, biological, photochemical, after more than three years of efforts, the Action Plan has achieved remarkable success, and played a very large role in the national plan, but research on the industry and technology outstanding contributions to the show also takes time. In this case, the Chinese Academy of Sciences obligation to shoulder the burden, to fully understand the industry faces technical bottlenecks, a good grasp of the development priorities and organization of our hospital too can take advantage of the field, to help our industries to spend the "winter" as soon as possible.
Yin Jun, vice president pointed out that the development of the solar energy industry faces economic research disjointed. Chinese Academy of Sciences should be in-depth exchanges and related businesses, traction departure from the industrial demand, and ultimately the development of low-cost, high-efficiency solar energy utilization. Our hospital should further strengthen collaborative innovation and enterprise, the depth of cooperation, joint efforts to promote the use of solar energy technology as soon as possible out of the woods.
China Renewable Energy Institute vice president Zhao Yuwen, Group Chief Technology Officer of Yingli Song Dengyuan, Huang Ming solar panel Technical Director Zhang Lifeng business representatives as well as the report of the experts in our hospital meeting, experts and business representatives conducted a thorough exchange of views and discussions. Some business representatives expressed the hope that with our hospital Institute to establish a long-term and in-depth communication mechanism, and some demand for technology demonstration with my hospital recommended.
Chapter Summary: shale gas development policy has been relaxed private enterprises, but compared with the central and local state-owned enterprises, regardless of financial strength, resources, reserves, technical superiority and internal factors such as local government support and external policies to encourage external environment, private capital can not really compete with them. In this feast of shale gas, private capital may only drink soup, the real meat is still state-owned capital

2012年12月26日星期三

Positioning the direction of the development of thin-film solar


On the future development prospects, Feng airwaves confident. He said that recently, the state has introduced a series of photovoltaic industry support policies, its dynamics can be said is unprecedented. Hina will seize this favorable opportunity, the thin-film solar cell industry bigger and stronger.

Excitedly, von airwaves also clearly pointed out that right now the biggest challenge of the photovoltaic business is the market capacity and the capacity of contradictions. He believes that, although the photovoltaic power generation in China, "the 12th Five-Year Plan has 21GW, by 15GW tone rose for an annual capacity of more than 30GW of PV industry in China, the annual installed capacity of the domestic market 5GW is still hard to eliminate satisfied that such a large capacity, especially in Europe and the United States "double reverse" and can not get out of crystalline silicon PV modules next year's competition in the market can be described as "tragic" word. Therefore, the expansion of domestic demand is imminent.

Feng the airwaves says, the application of solar modules: The first large-scale centralized power generation; small-scale distributed generation. Large-scale centralized power generation mainly refers to the ground station, the land resources are scarce and difficult is the largest constraints. Small-scale distributed generation mainly refers to the rooftop power station, power stations and building facades, that is, the solar panel and the roof of the building and wall combination, each building is a small power stations, self-occupied, redundant Internet, neither with an area of , do not have the long-haul transmission.
Von radio waves, the most realistic, the most effective way is to develop and promote BIPV. In this market, compared with crystalline silicon cells, thin-film battery technology advantage. Especially in the ESW three sunlight irradiated facade almost exclusive generation of thin film battery market. First, thin film batteries with good light transmission, crystalline silicon cells opaque, can not be installed in the windows; the second film battery direct light in the power generation performance and dipped insignificant, while the crystalline silicon battery mainly direct, very large differences;, thin film batteries can be made capable of bending the flexible battery can be used in any installation conditions, crystalline silicon cells can not be bent.

Feng airwaves, the European BIPV applications have more than 80% of the installed capacity of the market, the solar cell United States also reached 67% of large-scale development of BIPV has matured. From a technical point of view, the independent intellectual property rights owned by Hina amorphous silicon-germanium triple-junction thin-film battery technology has reached the international advanced level, and strict certification of the domestic and the national authorities in Europe and the United States; from a cost point of view, the comparison with Europe and the United States Taxes and other supportive policies, in accordance with the current level of technology, and international the grid net charge billing methods, we can completely conditional achieve grid parity.

Forecast according to the National Bureau of Statistics, 2020, China's urban and rural housing construction area of ​​about 89 billion square meters, if east, south, west wall area of ​​15%, 20% and 10% of the roof area of ​​the photoelectric conversion rate calculation about one billion kilowatts of installed capacity, direct market size of more than 10 trillion yuan, indirect market size of up to 30 trillion yuan. The solar average annual 1300 generation hours, can replace about 30% of the annual electricity demand of the whole society, equivalent 368 of Gezhouba or 45 of the Three Gorges. Carbon dioxide emissions can be reduced by about 1.3 billion tons annually, equivalent to about 20% of China's current total annual emissions.

Planning solar development path


Photovoltaic winter "for Europe and the United States brought about by the" dual "policy of the Chinese PV companies engaged in film technology roadmap Hina is concerned, not only cold, but ushered in a rare opportunity for development. The face of challenge, von airwaves calmly answers.

"Dual", anti-dumping and countervailing collectively. Feng airwaves explained by the U.S. "double reverse" tariffs and the EU "double reverse" survey the impact of domestic crystalline silicon PV solar cell companies massive losses.

Feng airwaves particular emphasis on Europe and the United States policy of "dual" Chinese PV companies for crystalline silicon cells only product, and does not include thin-film battery products.

At present, China's annual production of crystalline silicon photovoltaic products exceed 30GW, the previous annual export volume of more than 25GW. At least in the short term, the photovoltaic power generation market in Europe and the United States will be the impact of the shortage of battery components slow down the pace of development of new energy, and bear the pain of the high cost. Thus, Europe and the United States has "dual" is a double-edged sword for its own, the so-called "enemy 1000 injury from the loss of 800, the loss of the prejudice. Von airwaves phrase.

He pointed out that, subject to European and American "double reverse" domestic crystalline silicon photovoltaic products can not get out, its overseas markets vacated space right by the thin-film battery products to compensate Hina actual release of the next year, production is only about 2.5GW Even if all exports accounted for only about 1 before export, the fact that we in the domestic PV market accounted for a large share.

Feng airwaves, Europe and the United States "dual" is not necessarily a bad thing. Since the coming sooner or later, so late, might as well come early. He said that Europe and the United States "double reverse" not only have economic motives on the surface, there is a deeper political motives behind this, we must have a clear understanding. Due to the technical level of Chinese crystalline silicon cells should not inferior to Europe and the United States, combined with the raw materials and labor costs, and so much lower than similar enterprises in Europe and America, crystalline silicon PV products in China with its cost-effective rapid occupation of the U.S. and European markets, making Europe and the United States of crystalline silicon PV companies in crystalline silicon photovoltaic business competition with China have been closed down. Previously, the crystalline silicon cell products occupy more than 60% share of the global market, and a great exclusive global PV market trend. No one knows, as a one-time reduction in fossil energy depletion, recognized as the best in the new energy alternatives is inexhaustible supply of solar panel energy. If the future of Europe and America's energy supply is dependent on China, for them, it would be a terrible thing! Therefore, Europe and the United States have this issue rises to the height of future national energy security strategy to look at, "double reverse" has become inevitable.

Feng airwaves analysts say, Europe and the United States "double reverse" a direct result of the large-scale start-up and rapid development of the domestic PV market, from photovoltaic manufacturing power of China is quickly transformed into a large photovoltaic applications. The new energy is no longer the traditional energy supplement, but an alternative. Meanwhile, Europe and the United States "dual" accelerate the transformation and upgrading of domestic crystalline silicon photovoltaic enterprises, from generation crystalline silicon technology roadmap to the second generation, three generations of film technology roadmap, and forcing us to constantly improve the photoelectric conversion efficiency, continued to produce cost-effective products. In this sense, which of course is a good thing.

Dialogue: Hina PV industry development prospects? The Heilongjiang Hanergy will usher in what kind of future?

2012年12月25日星期二

The solar industry development potential concern


Technical elite together maiden voyage of energy-saving intends to get involved in solar thermal power generation

The inaugural energy saving (002,665) intends involved in solar thermal power generation industry. The company previously announced with Yao Zhihao team signed a cooperation agreement, the two sides each invested 65 million yuan and 35 million yuan, the establishment of the maiden voyage of energy-saving solar thermal technology Co., Ltd., a solar thermal power plant EPC contracting as well as power plant related equipment R & D, production, sales and so on.

According to the announcement, the new company registered capital of 100 million yuan, the maiden voyage of the use of raised capital of 65 million yuan funded Yao Zhihao team ownership of non-patent technology intangible assets financed. Yao Zhihao team non-patent technology intangible assets, including solar cell thermal power station the condenser field control system hardware and software, and mechanical and electrical integration of key equipment and technology "investment value of intangible assets 10,385,200 yuan, the solar thermal power plant of the overall design and system integration The key technology investment value of intangible assets 25,239,300 yuan, after the combination of both a price of 35 million yuan.

The bulletin information displays at the same time, Yao Zhihao solar thermal power station overall design and systems integration direction graduation Dr., has been involved in a number of National Natural Science Foundation of China, the national "863" and "973" plan key projects of thermal power generation and international scientific cooperation projects. In 2009, he was responsible for the creation of the Ministry of Science and Technology of solar thermal industry technology innovation strategic alliance.

According to the China Securities News reported, the first technology is one of the core areas of solar thermal power station, is the key equipment of solar energy from the conversion of light to heat, solar thermal power generation efficiency and reduce costs.The technology gains a life of 7.5 years. The second technique is mainly used to optimize the design and efficient integration of solar thermal power station can achieve mastery and control of key aspects of optical thermal power generation, contribute to the bottleneck in the development of breakthrough in solar thermal power generation in the country. The gains term of 7.5 years.

The maiden voyage of energy-saving solar panel thermal power generation prospects. Stronger technical team of the new company, and no major technical obstacles, such as to achieve the intended purpose, and will become an important part of the company's future performance.

Aviation Power: Concerned about the investment opportunities brought about by the favorable policies

Stable company fundamentals continued to improve operations, improve the efficiency of fund utilization; adjust the layout of the non-aviation industry this year, the decline in semi-annual results of the Company is not a change in fundamentals, but the delay in the delivery of aviation products and reduced low gross profit the non-involvement of the aviation industry, in the case of funding constraints, the limited funds layout in a higher return in the aero-engine industry, more prominent the company's main aero engine status, substantial increase in the gross profit margin of non-aviation products for civilian use improve the overall fund utilization efficiency, company profitability further improved.The measure, expected the company's 2012 revenue will be modest growth, net profit growth of about 18%, full year EPS of $ 0.28.

Aero engine company's main product, the main product is the second generation engine and three generations of the engine, with the domestic military and civilian aircraft by a second-generation aircraft to upgrade to the three generations of aircraft, orders for the second generation engine will slow down, the company's second-generation engine 2012 overall basic maintain a stable, three generations of the engine to maintain stable and relatively fast growth. Comprehensive measure, the 2012 aero-engine industry will maintain steady growth, the growth rate was approximately 12.7%.

The end of 2011, the company for their own operating conditions, business strategy small adjustments, shrink the layout of the non-aviation products, to reduce inefficient occupation of non-aviation products for civilian use of funds, the limited funds to the layout of the aero-engine industry, capital utilization efficiency, the company Although non-aviation revenue fell 56.86%, but the gross margin rose from 5.82% to 9.4%, and greatly improve the efficiency of fund utilization.

Aero Engine is the core product of the aviation industry, an important direction for China's industrial upgrading, and gradually increase the national investment in the aviation industry and engine industries and emphasis in recent years, announced the next relevant supporting policies likely, concerns thus with investment opportunities to the event.

Aero-engine industry as the foundation of the domestic aviation engine machine manufacturing leading enterprises, regardless of the aviation industry and aviation engine industry in China's prospects are very broad, long-term investment value prominent. Combined with the current stock price of the company's fundamentals and the secondary market, analysts predict that the next six months target price of 16.8 yuan, giving overweight rating.

The effects of solar thermal

 thermal power generation, and HF Company exclusive distribution rights in the Chinese market and the global manufacturing rights, HF The company has the world's leading solar thermal technology.

May 8 this year, three flowers, and Israel to develop the world's first "dish solar thermal power generation unit prototype demonstration projects built in Israel Rotem Industrial Park. This disc light thermoelectric conversion efficiency of 26% -28%, much higher than the conversion rate of about 10% of the photovoltaic power generation. In addition, HF and three flower shares in Alxa development of solar thermal power generation projects currently being carried out in the plan before the end of 2013 to complete the 8 dish power plant construction and the remaining 92 units are a fundamental part of building.The project total investment of 320 million, funded by the three flowers Holdings, the listed company's operations.

The maiden voyage of energy-saving the inaugural light heat company was established in August this year to enter the field of solar thermal power generation, the company has 
solar cell mastered the trough light thermal power generation, technology is mature prospects and the trough collector tube has independent production, compared to foreign importssignificantly reduce costs.

Directly responsible for the the inaugural energy-saving light thermal power generation project by the company chairman, the R & D team from the Chinese Academy of Sciences, is composed of a member of the national "863" project has been successful power generation the Badaling project of the R & D team previously, a photothermal project is the only technology in the country leader. In addition, the company also dish power generation undertake research and development topics of the Beijing Municipal Science and Technology Commission, the disc power generation for distributed development, distributed generation policies in line with the current national pushing.

Three flower shares in 2012 three quarterly reviews: downstream demand continues to slump, lowered profit forecasts

Events: the company released three quarterly in 2012, during the reporting period achieved operating income of 2.923 billion yuan, down 8.67%; operating profit of 321 million yuan, down 25.28%; attributable to owners of the parent company's net profit of 259 million yuan, down 11.11%; the first three quarters of sales gross margin and net profit margin sales were 24.96% and 9.35%, respectively; diluted earnings per share of 0.44 yuan, 0.28 yuan per share in operating cash flow net. At the same time, companies notice the full year 2012, net profit attributable to shareholders of listed companies grew -0% -30%.

The downstream air conditioning machine sales continued downturn in the third quarter, the decline in corporate income intensifying. Cold, air conditioning industry in 2012, home air conditioning demand by domestic macroeconomic situation remains in the doldrums, the June energy subsidies in the implementation of the three months 
solar panel before the effect is not satisfactory, the first three quarters of household air conditioners production of 80.42 million units year-on-year decline of 11.06%. Leading enterprises as air conditioning parts, downstream demand a greater impact, operating income in the first three quarters of year-on-year decrease of 8.67% compared to the semi-annual report decline increases, third quarter revenues up sharply 25.03%, mainly due to three quarter by air-conditioning valve industry sales chain fell. 

The third quarter gross profit margin improved. The first three quarters of the company gross margin increased by 1.1 percentage points year on year, third quarter gross margin was 27.49%, up 2.75% qoq, analysts believe that the main reasons: First, the upstream raw material prices remain low, energy-saving appliances subsidy policies to promote Accessories product structure upgrade. The third quarter net profit was 8.9% qoq improvement of 0.59 percentage points.

Management expenses continue to increase. Company management fees for the first three quarters was 279 million yuan, a year-on-year increase of 41.3%, the management expense ratio of 9.54%, as the past two years, a new high, mainly due to the decline in operating income, increased R & D costs and manpower costs growth.

Future energy subsidies continued, will show a slight growth in the fourth quarter appliance machine industry trend (Choi Court). Recently, the relevant departments of the State issued a notice requirements earnestly promotion of energy-saving appliances, to speed up the progress of disbursement of funds, the government is to continue to strengthen the support of the subsidy policy. With the expansion of the scope of the promotion directory, the downstream machine manufacturers will speed up technological progress, the timely organization of the production schedule, and sale terminals will also intensify efforts to promote energy-saving models. Conducive to the the spent three air conditioning upstream accessories fourth quarter turnaround, there will be an upturn in the fourth quarter appliance industry bottomed

Earnings forecasts: downstream of the air conditioning industry remains in the doldrums with a direct impact on the company's revenue growth, increased expenses affect the rate of increase of the net profit, although analysts expect the fourth quarter appliance industry will be better, but have limited impact on the company's annual results. Analysts cut 2012 to 2014 profit forecast, expected EPS of $ 0.61, 0.75 yuan, 0.94 yuan (previous forecast of 0.7 yuan, 0.83 yuan, 1.03 yuan), corresponding to the closing price on October 23, 2012, PE 13 times, 11 times, nine times, to maintain "overweight" rating.

2012年12月24日星期一

High Sidel solar finalists


Recently, the National Development and Reform Commission, the Ministry of Finance of the People's Republic of China, the Ministry of Industry and Information Ministry issued a joint Notice No. 50 of 2012, efficient solar water heaters, energy-saving products projects that benefit the promotion of corporate directory (batch) released in this directory, high Sidel 8 models compact solar water heater through the National Certification Successful candidates saving products "efficient solar water heater Promotion directory to become the first choice of consumers to buy solar water heaters.
As the forerunner of China's solar thermal industry, solar high Sidel has been committed to the research and development of renewable energy utilization. High Sidel has a complete production line, has a comprehensive office building, new product test area, a large vacuum tube, water tank fully automated production lines. In the management of product quality, fully passed ISO9001 international quality system certification and ISO14001 environmental management system certification, exports to the United States SRCC certification, exports to the EU SOLAR KEY MARKET certification. The projects that benefit the proposed high requirements on the industrial scale and technology, "music" solar panel still their strength and comprehensive management capabilities of enterprises in many solar companies stand out successfully nominated national Huimin The Engineering Energy subsidies. " .
High Sidel as a mature development for many years, professional solar thermal systems integration vendors, service providers, high Sidel R & D, production has won more than 100 national patents, including vector power cores obtained national invention patent Lightwave high frequency core "utility model patents. National energy efficiency testing, high music products country an energy efficiency certification. Most of the 8 products into energy-saving projects for national energy efficiency rating of a product.
In accordance with the guidance of the national energy saving policy, in accordance with the requirements of the the three ministries energy promotion, I designed for projects that benefit the development of a series of products, accompanied by the continuous progress solar cell of the national projects that benefit the working and timely launch. The company production line, tooling, equipment, raw materials have all been in place, I believe the hot market is about to open in the upcoming new year.
Requirements for product quality, product performance requirements, the required amount of product marketing and the dealer distribution capabilities and market service capability requirements, all reflect the determination and strength of the government in promoting projects that benefit the energy-saving emission reduction work . High Sidel finalists the surface of the energy-saving projects that benefit the Division I in all aspects of the product, the company management in line with the requirements of the national large-scale enterprises in the industry, which for us was a great encouragement and recognition, at the same time, we will also closely linked to the policy core points, according to the "efficient solar water heaters saving products to promote the implementation of the provisions of the Rules, to mobilize the strength of the whole company and all levels of sales channels, coordination, and maximize efficient solar water heater products to ensure that the completion of the implementation of the policy, quality, quantity promotion.

Ningbo port exports of solar cells


China Ningbo Reuters affected by the impact of the upstream raw material prices diving, solar battery export prices fall as the end product. The Ningbo Customs data show that the first 11 months of this year, Ningbo Port, the cumulative export solar battery 10,690,000, valued at $ 1.15 billion, the average export price for each $ 107.9, down 56.2% year-on-year.

From the export market, the EU's largest export market, Ningbo port its exports of solar cell 5,881,000, a decrease of 15.9% year-on-year. Hong Kong, South Korea and other emerging markets, exports soared, which Hong Kong's exports of solar cells 1,523,000, an increase of 34.5 times; 594,000 Korean exports increased by 48.8 times.

To promote the healthy development of the PV industry, the State Council recently study identifies five policy measures, including encouraging the installation of photovoltaic power generation system, the establishment of a simple and efficient service system and network, and to improve the electricity pricing mechanism to prohibit local protection. Customs pointed out that the domestic photovoltaic applications under the New Deal of the stimulus in the photovoltaic market is expected to usher in a major turning point in the city's solar cell business in the consolidation of the export trade and to make preparations to expand the domestic market.

"No-name, market chaos" is the portrayal of the solar market. The annual output of solar panel water heaters in China is about 50 million units, of which more than 80% of a variety of small brands. Those who are not qualified, does not meet the technical standards set threshold is too low, can come in this disorderly competition led to the vicious cycle. Accompanied by the acceleration of the industry reshuffle, to keep up with the market development of enterprise, began to be cleaned out, experts said, the next 3-5 years, this figure will be more than 50%.
It is worth mentioning that the Emperor Ming of the year, once the industry leader of high-profile announcement to "flee" the water heater, the transformation of "climate improve the mall. I understand that the past three years, through the Conference in Sun City, Emperor Ming tentacles extend to the exhibition, hotel, travel, the actual gain is not large, one micro-row hotel project in the first three quarters of last year losses of 4420 million. In addition to their own poor management, industry competition Emperor Ming face enormous pressure.
The reporter from the shares of the controlling shareholder of Emperor Ming Huang Ming Holdings' financial data, 2008, 2009, 2010 and the end of September 2011, Emperor Ming Holdings net profit of the consolidated financial statements were $ 1.97 billion, 1.09 billion, 0.75 billion and $ 0.28 billion. As can be seen from this group of financial data, Emperor Ming Holdings marked decline in profitability in recent years. Emperor Ming has frankly stated in its bonds to raise the book, "As competition intensifies, the market share of the company is facing downward pressure increasing."

2012年12月23日星期日

Space commercialization of solar energy in the future


Can spread in radio technology (WPT) basic aspects of the WPT the core microwave and electromagnetic fields and laser technology, in China in recent years in this area has achieved remarkable results, especially high-power laser emission during high-power microwave antenna. Laser transmission technology security issues can be resolved with the development of aerospace technology and weapons technology, the transmission of microwave communications, biotechnology and the human body is not a big impact and harm.

Yu Menglun: the development of the low-cost the heavy space transportation system is an important basis for the space solar panel power. Space solar power is an important way to solve the human energy, but geosynchronous orbit launch costs per kilogram as high as 10 million. According to analysis of the parties concerned, to make space solar power has a practical application, the need to geosynchronous orbit launch costs per kilogram dropped to 01,300 yuan. Which called for the launch vehicle launch costs per kilogram decreased by two orders of magnitude.

Ways to reduce launch costs: first, the formation of large quantities of the scale of the launch vehicle production system. Second, the development of reusable launch vehicle. Propulsion system analysis initially identified reusable launch vehicle development technology goals reused 100 times; Free repair (less or maintenance) of the rocket body, heat-resistant structure; the launch rpm weeks time for 1 day; emitted 25 tons operators. The progress of the development of the space transportation system is envisaged as the conceptual design of the system solution 2015; 2020 key technologies, small-scale demonstration flight test; the pilot carrier built in 2030; to build large spaceport 2040; 2050 initially built space solar power space transportation systems.

Yao Jianquan: the development of space solar power station is of great significance, the energy of the laser transmission space is one of the key technologies of space solar power station wood. For this critical technology roadmap sunlight effective condenser control, high energy utilization, the development of new laser materials, laser options. (Rod lasers, fiber lasers), laser efficiency, long-distance transmission The coherent coupling solar energy conversion and wireless energy transmission both new technology, the space environmental impact analysis, and to prevent, reduce the weight of the system as a whole.

Zuoxiu: space solar cell economy needs to be verified. Photovoltaic technology, from the first generation of crystalline silicon power generation technology, the second-generation thin-film power generation technology, turn to the third generation "low condenser + efficient silicon concentrator cells technology, the future may turn to the fourth generation of high-power condenser + GaAs concentrator cells technology. Contemporary photovoltaic industry concentrating power generation technology development must be to low.

Wang Xi quarter, Min Guirong: the development of space solar power station should pay attention to security issues, proposed first to consider microwave wireless energy transmission mode. The research and development of China's space solar pathway should not go, followed by the United States, road to the development of a number of power stations should not choose gigawatt across the 1930s, according to the principle of implementation middleweight 100,000 kilowatts to 500,000 kilowatts choose between.

The commercialization of space solar power


GE Chang-Chun: The Ultimate Energy as a lasting solution to the energy crisis of human, people recognized only two: First, to create a nuclear fusion power plant is in the ground; Second, to build solar power stations in space. Especially when the case of the establishment of nuclear fusion power plant whether in 50 years to achieve nuclear fusion power commercialization of surviving in a debate, space solar power is technically possible in 20-30 years to achieve commercialization forecast it huge attractive.

Back in the 1990s, Academician Liu Zhenxing, Xu Jianzhong, academician, Professor Li Guoxin has proposed to carry out the study of space solar power recommendations I put forward recommendations to the development of space solar power and key materials in the beginning of this century. China's space solar power and its key materials research began as early as before the approval of the project, but so far has not been listed as a major national project, the state has invested much slow progress, and space solar panel power research gap between the developed countries are widening.

Mark Hopkins: successful space solar power program must be able to at an affordable price to provide most of the electricity needed by the Earth. First or was among the first to achieve this target countries, the opportunity to almost all the energy in the solar system for its national economic services. Solar system, most of the energy and raw materials in space, rather than on Earth. Countries in the long run to be able to control these resources will control the vast majority of human economic activities, economic and military will rule the earth. A successful space solar power program has long-term significance for the balance of national power. GE Chang-Chun: space solar power system basically consists of three parts: solar power (or collection) device, the space microwave or laser conversion launchers and ground receiving conversion device. The solar power generating device to convert solar energy into electrical energy; space converting means is converting electric energy into microwaves or laser energy beam is transmitted to the ground using the antenna; ground receiving switching system via the antenna receiving space sent to the energy beam, converts it into electric energy or chemical energy . The entire process is a solar energy, electrical energy, microwave or laser energy (chemical energy) of the energy transformation process. Bearer related materials for energy conversion in this process is essential.

China already has the basis of solar cell technology, the technical basis of the solar cells with the capacity for space applications.

In space technology base, a new leap forward in three launching of satellites, manned spaceflight and deep hole detection technology, especially in the Chang-e One of the successful launch of the Shenzhou manned spacecraft and flag deep hole detection capability. China has space powers, there are a variety of models of the Long March series of carrier rockets, the transport payload also more and more, have been able to bear the international satellite launch business. Therefore, in geosynchronous orbit to establish a space solar satellite power stations have been planned and implemented.

2012年12月20日星期四

Solar photovoltaic industry adjustment and upgrade


State Council executive meeting Dec. 19 symposium photovoltaic industry issues, the release of a series of major favorable policies from the highest political level.

The meeting stressed that the photovoltaic industry is a strategic emerging industries. Development of photovoltaic industry to adjust the energy structure, promote energy production and consumption patterns change, and promote the construction of ecological civilization is of great significance. China's photovoltaic industry is currently experiencing difficulties, both the industry is facing severe challenges, but also the opportunity to promote industrial adjustment and upgrading, especially the solar panel cost of photovoltaic power generation dropped significantly, provided favorable conditions for the expansion of the domestic market. To improve policies and measures in accordance with the innovation and institutional mechanisms to expand the consumer market, and standardize the market order, promoting industrial restructuring, to reduce the cost of power generation of ideas, balanced, comprehensive facilities strategy, efforts to enhance industrial competitiveness.

The meeting identified the following policy measures: (a) to accelerate industrial restructuring and technological progress. Make the best use of the market "Forced mechanism to encourage corporate mergers and acquisitions, eliminate backward production capacity, improve technology and equipment level. Strict control of simple expansion of production capacity of polysilicon, photovoltaic cells and modules in the new project. (B) of to standardize industrial development order. To strengthen the coordination of the photovoltaic power generation planning and supporting grid planning, the establishment of a simple and efficient grid service system. Establish a sound system of technical standards, strengthen market supervision, the key equipment to implement mandatory testing and certification system. (C) actively explore the domestic photovoltaic applications market. Efforts to promote distributed photovoltaic power generation, to encourage the installation of units, communities and families, and the use of photovoltaic power generation system, orderly construction of photovoltaic power plants. To strengthen international cooperation to consolidate and expand the international market. (D) the perfect support policy. Development of photovoltaic power plants subregion Internet benchmark price reasonable reduction in feed-in tariff in accordance with the policies of the electricity subsidies, according to the changes in cost and subsidy standards, the implementation of distributed photovoltaic power generation based on resource conditions. Perfect central finance to support the the photovoltaic development of mechanisms, the same preferential VAT policies for PV power plant project implementation and wind power. (E) to give full play to the role of market mechanisms to reduce government intervention to prohibit local protection. Improve the electricity pricing mechanism and subsidies effect evaluation mechanism, to improve the effect of policies. Play the role of industry organizations, strengthen self-discipline, and guide the healthy development of industry. The meeting asked the departments to pay close attention to the development of the perfect supporting policies put in place.

According to the China Securities newspaper news, the following related benefit Company Reviews:

(Sunflower) downstream expand initial success

Sunflower principal business is the production and sales of large-sized high-efficiency crystalline silicon photovoltaic solar cell and modules, the main product is crystalline silicon cells and modules. However, in the first half of this year, the company's new business income is income of photovoltaic power generation, 20MW power plant in Germany and network operations, and began operating income.

Worth mentioning that the company 1.8MW solar rooftop power generation projects have been successfully grid, "Golden Sun" demonstration project 8.2MW solar rooftop power projects are under construction.

In addition, this year in Yunnan 150MW PV project. This indicates that the downstream penetration initial success. With the future of China's PV industry market continues to expand, especially the accelerated construction of photovoltaic power generation system is distributed, the company is expected to benefit from it.

The solar crossing marked appearance Nanning primary school


The solar crossing marked the official debut located Nanning Mayor Gang Road Jintaiyang experiment in front of the school, yellow flashing lights in the rain and fog weather made it very obvious. It is understood that this is the solar crossing marked the first time in Nanning.

11:00, the reporter on the scene saw a brand new solar crossing marker is placed in the school entrance on one side, with a silent language to tell the driver to "slow children priority through" to protect the children across the street safely. Install solar panel the crossing subject of ipsilateral also attention to children's identity. According to Wu Di, vice captain of Nanning Public Security Bureau Traffic Police Detachment facilities Battalion, solar crossing marked marked body anti positive side are labeled with a super-class red and white reflective film, the word "pedestrian priority" standard body stuck using direction light the mandatory visual light source and burglar solar power, yellow flashing lights color yellow.

Golden Sun Experimental School entrance is a ramp to the side of the school gate is close to the turning angle of 90 degrees. Solar crossing marked at the school gate, it is fully taken into account the school surrounding traffic environment. Wu Di, told reporters that because of the limit of funds for construction and road status quo, under construction, roughly determined the solar crossing marked the principles set: generally located in urban secondary roads below grade roads and highways, road auxiliary can not be too wide to ensure that the driver can visibility, select Settings and in accordance with the actual situation of the roads. For example, in order to take full account of the school location, street trees less to receive solar cell energy; poor road lighting at night; school location is not obvious; passing vehicles more, faster speed and other factors. A total of 60 schools have 122 sets of solar crossing marked in the construction of the project. Covering six city Nanning.

Golden Sun Experimental School Meng Xu said, the school moved from the old school site a few months time, due to the new, more complex traffic intersection. Dozens of teachers of the school and more than two hundred students a day to go through the intersection, the security risk is relatively large. With solar crossing marked, to protect the children cross the street safely, but also alleviate the pressure of school. In addition to the improvement of traffic facilities, according to Meng Xu Wen, the school at every stage of the student traffic safety education teacher, and every day arrangements to escort students to cross the road.

It is understood that this year, Nanning City traffic police detachment to carry out the construction of primary and secondary schools (kindergarten) surrounding road traffic safety facilities construction projects, it was decided by the project construction beginning in search of better traffic safety facilities, to maximize the protection of student travel safety, to the maximum of to benefit more schools, in both rural and city kids alike enjoy caring.

The project construction is still in full swing, the end of this year, will improve transport facilities (kindergarten) in front of 274 primary and secondary schools in Nanning, including 153 rural schools and 20 private schools. In addition, the contest is also made of the content of the game during the specific "harsh" requirements. For example, very strict control indicators for the indoor temperature and humidity control, the organizing committee to create a temperature between 22-25 degrees, the humidity is less than 60% relative constant pleasant living environment of HVAC system selection and equipment fine sensing and control system are presented great challenges. In addition, the contest building features and energy consumption has very specific requirements. Solar residential design and construction of each team will not only need to meet the requirements of the normal life of 3-6 participating students, that is equipped with a TV, refrigerator, cooking stove, dishwasher, washing machine and computer package of day-to-day household appliances and furniture living facilities. The guest in competition test period (two weeks), and will also include the players to invite other countries to "home" game aspects, requires organize dinner time 8-10.

It is because of the unique nature of the contest competition system, as well as its own huge challenge, it has a wide range of international influence, the image as "the field of solar architecture Olympics". Since 2002, the competition in the United States and Europe has been successfully held seven sessions, the previous contest has attracted the participation of more than 100 universities from the United States, Europe, China, including fully demonstrated to the world the world of residential construction technology and The latest achievements in energy technology.

? Tsinghua University, participating teams responsible person, "believe the experienced international Solar Decathlon competition, Tsinghua students will be the ability to enhance the various aspects of the design level, teamwork motherland ecological civilization construction beneficial to try and practice, as practice building 'beautiful' contribution to the force. "

2012年12月19日星期三

State Council to support the solar photovoltaic industry (10)


The evening of July 10th Aerospace Electrical (600151) announcement, the company intends to invest in Jiayuguan City, Gansu Province, Zhangye City Gaotai County building a total installed capacity of 150MW of photovoltaic power plants, a total investment of 1.599 billion yuan, of which 20% of the companies invested in capital the remaining 80% through commercial bank loans to solve.

Aerospace Electrical consecutive shots investment in PV power plant projects. On July 5, the New Energy and Renewable Energy Division and New renewable energy and energy-saving Department and Indonesia Basel Group company, signed an understanding memorandum on the development of solar energy company and Indonesia's Energy and Mines Ministry. " The company intends to set up a joint venture with the Basel company, mainly engaged in the solar energy business in Indonesia, to carry out the preparatory work for the relevant power plant project.

July 9, aerospace electromechanical signed with Ningxia China Merchants photovoltaic industry cooperation Strategic Framework Agreement. The company plans in the 2012-2015 years, investment in the construction of 600 MW photovoltaic power plant project in Ningxia, 2012 50MW, 150MW 2013, in 2014 200MW, 200MW by 2015, is expected to total investment of 60 billion yuan.

Meanwhile, the company also Mongolia Guodian Power New Energy Investment Co., Ltd. established a joint venture solar cell in Inner Mongolia Wulatehouqi Guodian Wulatehouqi PV Co., Ltd., and the construction of a 40MW photovoltaic power plant.

The estimated total amount of investment of the project is approximately 626,898,500 yuan, which the project company registered capital of 125.46 million yuan, Hareon and invested 50,184,000 yuan, accounting for 40% of the registered capital of the project company. A project company registered capital of 100 million yuan, of Hareon and invested 40 million yuan, accounting for 40% of the registered capital of the project company. Source of investment capital for the company's own funds and bank loans.

Guodian Power New Energy Investment Co., Ltd. Mongolia Guodian Inner Mongolia Electric Power Co., Ltd. established new wholly-owned energy companies, headquartered in Hohhot, Inner Mongolia. Company currently belongs the Guodian Siziwangqi PV Power Generation Co., Ltd., Abagaqi Ann Wind Power Co., Ltd., two project companies, mainly engaged in wind power, solar power and other new energy project development, construction and operations, promote the optimization of the energy industry of the Inner Mongolia region configuration.

Hareon and said that the investment and construction of photovoltaic power plants, will effectively promote the company achieved sales of products, the company has opened a new profit growth point. The foreign investment joint venture complementary, help the company to further expand the business of solar power plant in Inner Mongolia, in line with the company's development needs and long-term planning.

Addition, Hareon and also contemplated as a wholly-owned Sun Hairun Alps Holdings Limited (Hareon Alps Holding AG) application to the National Development Bank Co., Ltd. joint responsibility to ensure not solar panel more than 48 million euros of medium-and long-term project funding loans to meet companies overseas capital requirements of the photovoltaic power plant construction projects. Hairun Alps is a wholly owned subsidiary of Hefei Hareon Solar Technology Co., Ltd. established a wholly-owned subsidiary in Switzerland. (Net)

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 said, indicating that the photovoltaic industry supported the general direction has been clear, the domestic market is expected to quickly start.

PV power plant project implementation and wind power the same as the value-added tax preferential policies

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 said, indicating that the photovoltaic industry supported the general direction has been clear, the domestic market is expected to quickly start.

State Council to support the solar photovoltaic industry (9)


Silver Star Energy (000 862) announced on the evening of August 17, the company plans to invest in the construction of Wuzhong City, Ningxia Sunjiatan of 20MWp photovoltaic power generation projects. The total investment of 265 million yuan, the construction of the project for the company, the amount of investment by the project construction unit to raise and press the progress of the implementation of the project in batches invested.

Announcement of the project in meeting the repayment premise, Ningxia PV electricity price of 1.0 yuan / kWh (including tax) estimates the internal rate of return of 5.99% in the capital, the total investment internal rate of return of 5.92%; total investment profitability and investment The profit tax rate of 3.89% and 2.01%, respectively.

After the project is completed and put into operation, the company will be involved in the solar power industry, will further optimize the industrial layout, and will help to further enhance solar panel the company's continued profitability. But the large scale of investment, after the project started increasing financing pressure on short-term capital chain will lead to a greater pressure.

The Central Share To vote to build the world's largest photovoltaic power plant

Central shares recently said that it will participate in the investment to build 7.5GW installed capacity of photovoltaic power plants.

Daily Economic News reported 7.5GW scale has gone beyond all photovoltaic power plant currently under construction in the world and the proposed, called the world. The Central Share Notice that Hohhot Saihan District Government signed a cooperation framework agreement "on" GW of PV projects. The Company intends to Saihan District government assistance, construction GW of PV center project finally completed in 2017, not less than 7.5GW of photovoltaic power plants. Subsequently, companies with SunPowerCorporation, Inner Mongolia Electric Power (Group), Hohhot Jinqiao Urban Construction signed a Memorandum of Understanding. The parties agreed to establish a joint venture, the implementation of the project by the joint venture operation. Which, the Central shares to be funded ratio of 35% to 40%, will become the largest shareholder of the joint venture.

Central shares, said the project monocrystalline silicon wafer production for solar cell silicon solar cells using the priority, but not yet detailed and accurate estimates of the number solar cell of 7.5GW power plant procurement company wafers can not be detailed and accurate measure of the company's revenue, profits. To be a joint venture company established the photovoltaic power plant project will be incorporated into the local power grid Saihan District Government and the Inner Mongolia Electric Power (Group) under the coordination of, and for the relevant grid formalities.

Previously the largest photovoltaic power plant to be built as a matter of fact, the first U.S. solar photovoltaic project to be built in Ordos, the total generating capacity of the project will reach 2GW. However, delays in undetermined due to feed-in tariff, the project is progressing rather slowly. In contrast, the participation of the Inner Mongolia Power (Group), GW PV project grid may be much more smoothly.

The Hengdian DMEGC intended to vote in 240 million solar photovoltaic power plant was built in Gansu

Hengdian East magnetic announcement, said the company intends to a 20MWp solar photovoltaic power plant project in Gansu Zhangye investment and construction, the total investment of 2.4 billion yuan, the planned construction period of 6 months. The announcement also said that the solar photovoltaic power plant project has been included in Zhangye City photoelectric industrial park planning area.

According to the announcement, 20% of the project funds raised by the company, the remaining 80% of applications for bank loans. Hengdian East magnetic intend to investment subject to a new wholly-owned subsidiary of the Gansu Zhangye East magnetic Photovoltaic Power Company Limited for the implementation of these projects.

The Hengdian DMEGC forecast announcement, the operators of the above items for a period of 25 years. The operation of the project during the period average annual grid electricity 29,344,000 kW.h. Run in 25 years, the actual total grid electricity 733,599,300, electricity bills total revenue of 640 million yuan, the total profit of 198 million yuan, the payback period is 9.9 years.

The company said, the the Zhangye Region has abundant light and heat resources, with the natural advantages of the development and utilization of solar energy resources; same time, the construction of photovoltaic power plants can optimize the power structure, protecting the environment, and promote the sustainable development of the energy and economic environment.