2013年1月5日星期六

Buffett likes new solar energy industry


In aluminum White will be what kind of impact the future development of this company? Galaxy Securities senior investment adviser Luo Feng 14:30 live guest transactions, market reviews.

Luo Feng: Silver Star Energy was first called Wuzhong Instrument do instrumentation, since White of Ningxia Electric Power Group, in the past few years has been in transition, the direction of the new energy. Judging from the current situation of wind power and photovoltaic its main development direction.

The aluminum in the White should not change its development ideas, including the capital increase of 20 million, or want to promote its development in the new energy on the road. However, from the industry point of view, the new energy is now in a relatively difficult position, wind power generation, photovoltaic power generation, after the first high-speed development, now into a bottleneck. The industry now exists a certain degree of uncertainty.

Silver Star in the process of transformation to a certain extent, but the pace of development is not very fast, this time in aluminum can bring reborn changes still need to observe, not including capital increase because of changes in shareholders' short-term immediately give him a high rating.

Silver Star today's market performance to go strong addition to outside news, with certain changes in the market today. Today the media announced the Buffett again inject solar panel project, Warren Buffett in recent years is also has been in the investment in new energy, today announced funding not more than U.S. $ 2.5 billion, the acquisition of a solar energy project, the news for domestic related plate also constitute a certain stimulus. silver Star energy better short-term trends in this occasion today. Personally, I still feel that still need to observe As for the impact on the medium and long-term point of view, first as a short-term stimulus.

Although last year's solar enterprises to survive the harsh environment, operating bleak, but Buffett frequently generous injection of this area in more than a year, more than a year since the acquisition of the Sino-US solar Buffett third injection of the solar industry. According to the announcement of the China-US solar and sun power, the Sino-US solar company acquired the project, including two projects in Cohen and Los Angeles, California, the two projects will form the currently approved for the construction of the largest solar power project.

Said Bill Fehrman, president of the China-US renewable energy, renewable energy company in China and the United States currently has more than 1830 MW of assets, including wind power, geothermal, solar and hydropower. This cooperation, sun power will be responsible for project construction, equipment installation, on 3230 acres of land, the sun power will be installed high-tech solar products, in order to capture solar projects begin construction in the first quarter of 2013 , is expected to be completed in 2015.

Concerned about the PV type stocks

Financial Street (6.88,0.13,1.93%) Ma Xiaodong, senior analyst, said that despite the Buffett again Note-owned solar project news stimulus the A shares solar concept of plate intraday rose, but for the solar cell industry is concerned, this is still facing overcapacity, technology rely on a lot of pressure, the recovery will take time, and will also face a brutal round of consolidation in the industry, the low number of competitive enterprises will gradually withdraw from the market.

In addition, the recent Chinese Premier Wen Jiabao chaired a State Council executive meeting, the study identified the policies and measures to promote the healthy development of the PV industry, as vigorously promote distributed solar photovoltaic and photovoltaic power plant investment, the downstream development of photovoltaic power plants and other enterprises are expected to obtain more fast development opportunities.

没有评论:

发表评论