2012年12月13日星期四

The accumulation of multiple positive solar energy


The global PV industry is facing the cold of winter, a large number of Chinese solar PV companies listed in the United States, the price is a record, the four companies were delisted warning. However local time December 12, stimulated by the good news of a series of industry fundamentals appear two or three percent surge in solar stocks collective. Hebei two listed companies Yingli Green Energy and JA Solar, also there has been a rise of nearly 20%.

Hebei prices rose two percent

Beijing time yesterday morning, Yingli Green Energy (Baoding Yingli Group's listed companies) surged 18.23%, to close at $ 2.14, the market capitalization climbed to $ 327 million. In after-hours trading session of the New York Stock Exchange, Yingli continue to rise slightly.

Ningjin Jing Long Group listed company, JA Solar, 12, 2009 the rate of increase of 19.65%, closing at $ 4.08, its market capitalization was $ 200 000 000.

It needs to be pointed out is that JA Solar is listed on the NASDAQ stock market, after the share price for 30 consecutive days to less than one dollar by Nasdaq delisting warning. JA Solar to select "one" of the partnership program. After the partnership after its stock price of $ 4, has been away from the one U.S. dollar mark.

Reporters rough calculation found that solar stocks a surge in the 12th, two listed companies in Hebei about increased nearly 90 million U.S. dollars (about 560 million yuan) of the market value.

Nearly 32% of the maximum increase

See the day Yingli, JA two or also only talk about midstream by the U.S. stock market data. In other listed Chinese stocks, ReneSola soared 31.69%, the same day or maximum company.

Sunergy rose 20.44%, the big new energy companies rose 31.25%.

Suntech Power and Yingli, JA two companies belonging to the first group in the world, up 10.54%, LDK solar cell  LDK rose 15.38%, Changzhou Trina Solar rose 10.26%.

Ministry of Finance New subsidies

Solar stocks drought every Kam Yu "What is it? Reporter has learned, the boom of the day and not only the motivation, but recently more good news superposition results.

Among them, the official media reported on the 11th, in order to foster the domestic photovoltaic industry, the Ministry of Finance recently allocated 70 billion yuan of funds to support additional 3.2 GW in the domestic photovoltaic demonstration project.

Ministry of Finance data, coupled with the beginning of the year allocated 60 billion to start the 1.9 GW in 2012, central government allocated 13 billion yuan of funds to support the total size of 5.2 GW to start the domestic application of photovoltaic power generation, greatly promoted the domestic PV application demonstration.

Ministry of Finance, the person in charge, based on a combination of factors such as the cost of investment, the award criteria to determine subsidies for the user side of the photovoltaic power generation projects of 5.5 yuan / watt, independent photovoltaic power plants and household system subsidies of 25 yuan / watt and 18 yuan / watt, effective mobilization of investment enthusiasm of photovoltaic power plants.

Another multiple positive

In addition to the Ministry of Finance New subsidies, the recent news that the National Energy Board may be released prior to the development of solar power, "the 12th Five-Year Plan" to modify, double the solar power installed capacity target for 2015.

In October this year, the National Energy Board in the official website officially announced the development of solar power "Twelfth Five-Year Plan". Reporters see in the "planning" in 2015, China's solar power generation capacity will be 21 GW of generating capacity reached 250 million degrees. By 2020, the total installed capacity will reach 50 GW.

Hebei photovoltaic industry told reporters before the release of this plan, the industry is expected to "Twelve Five" installed target has been raised to 40 GW, so some of the industry but the ultimate target of 21 GW of disappointment, do not rule out the National Energy Board according to industry voices, raised the capacity target, thereby expanding the solar power market in China.

Most of the enterprises of the solar panel energy takes stock battery plate manufacturer. According to the reporter, the recent domestic polysilicon continued to fall, fell to 110 yuan per kilogram, has fallen by half distance early. Polysilicon is the raw materials for manufacture of battery plates, prices plummeted, means that the cost of the solar panels manufactured to drop.

In addition, the Ministry of Finance, the Ministry of Science and Technology and the National Energy Board has announced the second batch of Golden Sun demonstration project directory in 2012, installed capacity of 2.8 GW of Total passed photovoltaic projects, which means that domestic the photovoltaic manufacturing enterprises will get more of Golden Sun demonstration project orders.

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