The US New Energy Policy Brings "New Opportunities for Photovoltaics"
The new energy president of the new US President Barack Obama has injected new vitality into the PV market. In the next few years, the growth rate of the PV industry will be at least 30%. The domestic listed companies involved in the photovoltaic industry are mostly carried out in the form of equity participation and holding. When selecting the investment target, it is necessary to carefully identify its "light content" and look for companies that have already determined the development of the beneficial photovoltaic industry.
Photovoltaic power generation has an industrial basis
Solar energy is extremely rich in reserves and is currently the only theoretical alternative to traditional energy. In the long run, solar photovoltaic power generation has the broadest development prospects and is one of the most important renewable energy technologies developed by countries.
Solar photoelectric conversion batteries are mainly divided into two categories: crystalline silicon batteries and thin film batteries. At present, the technology and industry of photovoltaic power generation are complete. The laboratory efficiency of monocrystalline silicon cells has increased from 6% in the 1950s to 24.7%, and the efficiency of polysilicon laboratories has also increased to 20.3%. The efficiency of batteries such as amorphous silicon is low. In crystalline silicon cells, but there are also greater improvements.
Technological advances have greatly reduced costs, and the cost of PV modules has been reduced by two orders of magnitude over the past 30 years and is still declining. In terms of industrial base, from the production of silicon materials, the casting of silicon ingots, the packaging of batteries, and the manufacture of system components, the photovoltaic power generation industry has formed a detailed, mature and professional industrial division of labor, which is sufficient to ensure the needs of large-scale development in the future.
China's photovoltaic industry "three heads outside"
Due to the high manufacturing cost of crystalline silicon, the unit price of solar power is very high. China's solar power industry has not yet been launched on a large scale, but there are only a small number of photovoltaic power plants under special geographical conditions such as plateau and desert.
Under this circumstance, the manufacturers of China's photovoltaic industry are mainly concentrated in the upstream production of crystalline silicon and the assembly of photovoltaic cells, and related manufacturers are also listed overseas. In terms of the number of enterprises, there are more than 500 domestic PV companies, including more than 40 materials companies, more than 70 silicon ingot wafers and more than 30 batteries.
Overall, the "three heads outside" is the main feature of China's photovoltaic power generation industry: the main market is abroad, the main raw materials come from abroad, and the main technology comes from abroad.
This means that China's photovoltaic industry is closely related to the world market from the beginning of development. The policy orientation of the developed countries on the photovoltaic industry determines the industry boom of the domestic photovoltaic industry.
New Opportunities for Obama's New Deal
It is precisely because of the international nature of the photovoltaic industry that domestic PV companies have seen greater development prospects from Obama’s new energy policy. Wang Jing, an analyst at Hongyuan Securities (000562), believes that the focus of the global solar market in 2008 and from now on will shift from Europe to the United States.
In Obama's policy, ensure that 10% of power generation by 2012 comes from renewable sources, mainly including hydropower and new energy. In 2007, US hydropower and new energy generation accounted for 8.45% of total power generation. If the policy is fully implemented, the proportion of new energy power generation will reach 10% by 2012, the increase will reach 1.55%, due to the US hydropower installed capacity. It has been close to saturation for decades, and even has a downward trend year by year. Therefore, it can be considered that the incremental part mainly belongs to new energy.
Hongyuan Securities expects that the installed capacity of solar power in the United States may increase by 16,485 MW by 2012. Calculated in 5 years, the average annual installed capacity is 3,297 MW. In 2007, the installed capacity of newly added solar power in the world was only 2,826 MW. In the next five years, the demand for solar power generation equipment in the US market alone will be 5.8 times that of the full year of 2007. This will be a very large market demand and will bring huge changes to the new energy industry. Based on this forecast, the growth rate of the photovoltaic industry in the next few years is at least 30%.
Wang Jing said that 2009 will be a year of revitalization after the adjustment of the photovoltaic industry. The Obama administration will inject new vitality into the PV market. As the scale expands, the cost of photovoltaic power generation will soon drop below the cost of conventional power generation, and a fully commercialized day will soon arrive.
Photovoltaic power generation has an industrial basis
Solar energy is extremely rich in reserves and is currently the only theoretical alternative to traditional energy. In the long run, solar photovoltaic power generation has the broadest development prospects and is one of the most important renewable energy technologies developed by countries.
Solar photoelectric conversion batteries are mainly divided into two categories: crystalline silicon batteries and thin film batteries. At present, the technology and industry of photovoltaic power generation are complete. The laboratory efficiency of monocrystalline silicon cells has increased from 6% in the 1950s to 24.7%, and the efficiency of polysilicon laboratories has also increased to 20.3%. The efficiency of batteries such as amorphous silicon is low. In crystalline silicon cells, but there are also greater improvements.
Technological advances have greatly reduced costs, and the cost of PV modules has been reduced by two orders of magnitude over the past 30 years and is still declining. In terms of industrial base, from the production of silicon materials, the casting of silicon ingots, the packaging of batteries, and the manufacture of system components, the photovoltaic power generation industry has formed a detailed, mature and professional industrial division of labor, which is sufficient to ensure the needs of large-scale development in the future.
China's photovoltaic industry "three heads outside"
Due to the high manufacturing cost of crystalline silicon, the unit price of solar power is very high. China's solar power industry has not yet been launched on a large scale, but there are only a small number of photovoltaic power plants under special geographical conditions such as plateau and desert.
Under this circumstance, the manufacturers of China's photovoltaic industry are mainly concentrated in the upstream production of crystalline silicon and the assembly of photovoltaic cells, and related manufacturers are also listed overseas. In terms of the number of enterprises, there are more than 500 domestic PV companies, including more than 40 materials companies, more than 70 silicon ingot wafers and more than 30 batteries.
Overall, the "three heads outside" is the main feature of China's photovoltaic power generation industry: the main market is abroad, the main raw materials come from abroad, and the main technology comes from abroad.
This means that China's photovoltaic industry is closely related to the world market from the beginning of development. The policy orientation of the developed countries on the photovoltaic industry determines the industry boom of the domestic photovoltaic industry.
New Opportunities for Obama's New Deal
It is precisely because of the international nature of the photovoltaic industry that domestic PV companies have seen greater development prospects from Obama’s new energy policy. Wang Jing, an analyst at Hongyuan Securities (000562), believes that the focus of the global solar market in 2008 and from now on will shift from Europe to the United States.
In Obama's policy, ensure that 10% of power generation by 2012 comes from renewable sources, mainly including hydropower and new energy. In 2007, US hydropower and new energy generation accounted for 8.45% of total power generation. If the policy is fully implemented, the proportion of new energy power generation will reach 10% by 2012, the increase will reach 1.55%, due to the US hydropower installed capacity. It has been close to saturation for decades, and even has a downward trend year by year. Therefore, it can be considered that the incremental part mainly belongs to new energy.
Hongyuan Securities expects that the installed capacity of solar power in the United States may increase by 16,485 MW by 2012. Calculated in 5 years, the average annual installed capacity is 3,297 MW. In 2007, the installed capacity of newly added solar power in the world was only 2,826 MW. In the next five years, the demand for solar power generation equipment in the US market alone will be 5.8 times that of the full year of 2007. This will be a very large market demand and will bring huge changes to the new energy industry. Based on this forecast, the growth rate of the photovoltaic industry in the next few years is at least 30%.
Wang Jing said that 2009 will be a year of revitalization after the adjustment of the photovoltaic industry. The Obama administration will inject new vitality into the PV market. As the scale expands, the cost of photovoltaic power generation will soon drop below the cost of conventional power generation, and a fully commercialized day will soon arrive.
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