2013年7月15日星期一

Polysilicon industry export domestic photovoltaic inverter attention


The lowest price in the importing of polysilicon to 19 U.S. dollars / kg and excess capacity in the context of the domestic photovoltaic solar energy industry has begun to guide policy on export.

After going through the winter prices, the domestic photovoltaic solar finally usher in the dawn. China's "Twelfth Five-Year" period of photovoltaic solar power installed capacity target at 21GW, that is 21 million kilowatts. It is reported that the first photovoltaic "Twelve Five" period of installed capacity target of 5GW, last year raised to 10GW, after the end of last year raised to 15GW, this raised to 21GW, representing an increase of 3 times the initial value.

In this regard, analysts believe that the current situation facing the photovoltaic solar energy more severe, both the U.S. anti-dumping duty, another German solar program cuts, so this increase photovoltaic solar installation target aimed at stabilizing the overcapacity in the industry.

A brokerage believes that the domestic development of distributed power plants need to focus on policies to solve three problems areas, pattern links, technical aspects. At the same time, the current instability in the solar power itself on the domestic terms of the relative aging power grid will have a relatively large impact, even a threat to network security issues. To solve these problems, in addition to hardware upgrades from the grid, the solar power system side, especially the technical reliability of PV inverters is particularly important.

From the A-share companies in the photovoltaic inverter view, sun power, Kehua, Kstar RXPE, Kymmene technology and other companies involved in the PV inverter. Among them, the sun power PV inverter is a major company, 2011 sun power PV inverter to achieve revenues of 790 million yuan, accounting for 90% of the company's total revenue. PV inverter revenues increased 44.03% over 2010, while 2011 PV inverter shipments of 915MW, 2010 year 343MW.

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