The hottest photovoltaic industry has obviously wa

The photovoltaic industry has significantly warmed up, and many listed companies are competing to get involved

recently, the national energy administration proposed that distributed photovoltaic will build 6Gw in 2014, and the cumulative installed capacity in 2015 will be 20GW (New 10GW), far exceeding market expectations. At the same time, the collective reversal of the performance of photovoltaic listed companies in the third quarter also shows that the industry has significantly warmed up

under the influence of the gradual warming of the industry, it is found that recently, listed companies in the photovoltaic industry have increased their investment, and some non photovoltaic enterprises have also actively joined the photovoltaic industry chain, hoping to take a share of it

intensive signing

Huaxia Xingfu recently announced that its subsidiaries cooperate with China Power Investment Corporation North China branch to develop and construct distributed photovoltaic energy projects. It is reported that the project, with an investment of 6billion yuan, is to build a distributed photovoltaic power generation system in Huaxia happy Industrial Zone, with a total scale of about 600MW, of which the first phase is 60MW

the relevant person of jjc/t 676 (1) 997 glass material experiment Party of Huaxia happiness company said that the company grasps the development trend of distributed energy in the future, maximizes the strategic practice of giving full play to the potential benefits of industrial new towns, and can play a demonstration effect for the company to carry out more distributed energy cooperation in the future due to the need for self inspection of the host machine

in addition, Lin Yang Electronics has also recently signed a strategic cooperation agreement with the Preparatory Office of Jiangsu Huadian Nantong TongZhou Bay project to plan and construct a total of 500MW photovoltaic power station projects, including 300MW photovoltaic power station project with wind and solar complementary in beach fishing ground and 200MW distributed roof photovoltaic power station project. This is also a signal that Linyang electronic photovoltaic power station business has begun to realize gradually

in addition, it was also found that a number of photovoltaic companies have announced the signing information recently. For example, a few days ago, Topri Xinneng said it had signed a 308million yuan solar module purchase and sales contract with Xi'an Tianhong Electric Co., Ltd; Dongfang Risheng also signed the "75 MW photovoltaic power station cooperation construction framework agreement" with Ningbo Ningdian new energy development company; Sunflower signed an 84million yuan 20MW solar module purchase and sales contract; Sungrow power signed a 20MW photovoltaic power station service agreement with the government of Beizhuang Town, Zaozhuang City, etc. In the frequent signing of listed companies, signs of industrial recovery have gradually appeared

recently, wangsicheng, a researcher at the Energy Research Institute of the national development and Reform Commission, revealed at the 5th China (Wuxi) international new energy conference that the national energy administration will launch the "measures for the management of distributed photovoltaic power generation projects" in November to solve the financing problems of distributed photovoltaic power generation, and determine the scope of application of distributed photovoltaic power generation and the construction scale of each province. This undoubtedly gives industrial capital a lot of confidence to enter the photovoltaic industry

Xu Chao, an analyst at CSC, believes that most stocks in the photovoltaic sector reversed losses in the third quarter, and the performance inflection point has emerged. After more than two years of reshuffle, the photovoltaic industry has ushered in the dawn, and advantageous enterprises will usher in a new round of business cycle

it is in the expectation of the future improvement of the industry that many non photovoltaic listed companies have also launched photovoltaic business in order to catch up with this round of business cycle

Jiangsu Kuangda acquired 100% equity of Qinghai Linuo with 90million yuan in August this year, entering the photovoltaic industry. Qinghai lino has invested in the construction of phase I 30MW photovoltaic power station and phase II 20MW photovoltaic power station

however, Jiangsu Kuangda has not stopped expanding the photovoltaic industry chain. In September, Jiangsu Kuangda said that its wholly-owned subsidiary Jiangsu Kuangda power investment plans to jointly invest 50million yuan with Changzhou Shenghe energy investment and Changzhou Galen investment to establish a power joint venture in Shenzhen, focusing on solar power generation planning projects that combine large-scale ground photovoltaic power stations with distributed photovoltaic power stations and building photovoltaic integration (BIPV)

North China expressway is also in the market. North China expressway recently announced that it would jointly invest 450million yuan with jinpoly new energy company to acquire all the equity of the 23.8mw (megawatt) merged eco agricultural photovoltaic power generation project located in Feng County, Xuzhou, Jiangsu Province. It is reported that the project is currently the world's largest integrated eco agricultural roof photovoltaic power generation project

houwentao, an analyst at Guotai Junan, pointed out that the data disclosed by the National Energy Administration exceeded its original expectations. At present, the approval system will be changed to the filing system, which is conducive to the rapid release of distributed market demand; The pressure of environmental protection will force local governments to support the construction and absorption of distributed photovoltaic, and some local governments will not be excluded from giving additional subsidies

in the context of many funds swarming into the photovoltaic industry, Zhonghuan shares, which has been engaged in the photovoltaic industry for many years, also put forward a fixed increase plan in September, proposing to raise no more than 3 billion yuan to increase the size of photovoltaic projects. Then, in October, Zhonghuan Co., Ltd. said that it would invest 10million yuan to establish a wholly-owned subsidiary in Chengdu, Sichuan Province, to be responsible for the early stage of the company's development of power stations in Sichuan Province. It is not only an indispensable basic production link for a large number of industrial and agricultural products, but also shows its strong willingness to expand

Xu Chao believes that benefiting from the rush loading market in the fourth quarter, most domestic first-line photovoltaic enterprises are currently in full production, the market demand is very good, the price of products is not under downward pressure, and the payment terms are also active

in addition, insiders believe that Chint electric appliance has been sought after by market funds recently. In addition to the steady growth of low-voltage electrical appliance business, the market's expectation that Chint Group's power station development business will be injected into listed companies is also a major reason. Under the economic internal circulation of the China glass () department, 2. The linearity is good. In April, 021, China Chengdu Construction Expo talked with you about new opportunities in the industry.

in 2020, with the outbreak of the global epidemic and the prevention and control of the domestic epidemic effectively controlled, the global economic pattern has also undergone great changes, and China is pursuing [details]