The next round of solar boom from storage areas

Investors are fleeing the solar manufacturing sector, but the solar game is far from over, one analyst said the case. Citibank investment research and analysis department heads Jason check Nair told CNBC, manufacturing integrated solar "recovery". "We believe that the next round of boom from the storage area, the place is something that makes us look forward to most."

The the solar track has been stalled, in large part because Governments in addressing the budget deficit, stimulating the growth of the industry subsidies being canceled. Charles McConnell expects the global solar panel manufacturers installed capacity increased by 5% this year, will regain 17% of the speed up in 2014. Charles McConnell said, compared with the demand, overcapacity is still "very serious". Up to 40% to 50% rate of return so that the industry has attracted a large number of additional capital, manufacturing eventually moved to Asia.

Compete with low-cost manufacturers in Asia, the U.S. and European companies are looking for higher earnings solar project development. Check Nair said: "We see the United States is to transfer to the field of project development, which is why we believe that the current yield the highest place." For example, First Solar is building a solar charge controller power plant, in the field of income is still very high. On Monday, the company reported first-quarter earnings, revenue rose 52% to $ 755 million.

Charles McConnell said, Warren Buffett's MidAmerican Energy Holdings Company in the beginning of this year the price of more than $ 2 billion acquisition of SunPower two solar power plants in California, it also shows that the field of solar power generation has a higher appeal. Check Nair said, storage is still his main points of interest, because Germany has turned to solar energy in the peak phase. Charles McConnell said: "on Germany's public power industry, peak demand does not exist, this is the reason they issued two profit warnings." Storage areas of major players in the production of batteries for electric vehicles enterprise. Check Nair Asian technology companies invested more in solar power storage market.