Polaris solar PV NET weekly Hots collection (3.16-3.20)

Polaris solar PV net news: policy review

1, State Energy Office for release 2015 PV implementation programmes of notification

The night of March 16, the National Energy Board to “new” 2015 “73rd text” issued the notice on release 2015 PV implementation programmes (hereinafter referred to as the notice). In accordance with the notice set forth in the plan, 2015 national added PV power plant construction from draft 15GW of formal adjustments to 17.8GW.

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Market review

1, the Department of energy published 2015 total PV installed capacity target 17.8GW Super business expectations

In the Shanghai composite index to break through 3,500 points, hitting a 7-year highs, and on March 17 a paper notice from national energy Board energy practitioners brighten again. “17.8GW, this figure far exceeded the original projections,” shunfeng photovoltaic, wind for clean energy investments President of China, Executive Director of the Oklahoma City Thunder after learning about a new deal, struck up a conversation with reporters. Distributed PV programme of poverty reduction, reported in late April, and many other content, can not help but sigh energy Administration’s determination to promote construction of PV projects and acceleration.

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2, causes, trends and judgment: the National Energy Board 17.8GW target solution

2015 PV installed capacity goal greatly exceeded expectations. March 17, the National Energy Board issued a document, scale 17.8GW 2015 PV for new construction (up 78%), much higher than January 2015 15GW of the discussion draft goals. Due 2014 PV installed capacity only 10GW, market consensus of installed capacity 2015 targets can deliver had misgivings about it.

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3, distributed PV power plant property rights why?

“Distributed PV property complex, difficult access to the roof, even if coordination is difficult to guarantee the roof for extended use. “This is the big problem of distributed PV development has been haunted and there has been no breakthrough.

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4, Anhui Provincial Bureau of quality and technical supervision communicating the results of 2014 PV component provincial supervision

In recent years, because of the increasing attention on energy, environment, photovoltaic power generation and spread more and more highly regarded by the people. In order to fully understand the quality status of photovoltaic module production enterprises in Anhui Province, the Provincial Bureau of quality and technical supervision has recently carried out a province-wide organization the provincial supervision and spot checks of these products.

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5, Department of energy, specifically new 17.8GW PV market investment surge of 32.3 billion yuan

“New electric modified”, and “energy Internet”, and “energy environmental”, hot just with national two closing slightly has cooling, National Energy Council will to 2015 PV power construction implementation programme (xià said “73rd, paper”), for PV this a almost and all fashionable concept are can convergence of policy drive type industry sent shàng has a huge of “red”.

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6, the European Commission proposed to abolish three China PV manufacturers duty-free concessions

According to sources familiar with the situation said, the European Commission has proposed to abolish three Chinese solar panel maker to enter the European market duty-free, due to suspicion of violation of the conditions of these vendors. The three companies are for solar (Canadian Solar), the London-listed China Yuhui solar energy and put new energy (ET Solar). Three are written submissions before March 20, could be held after the hearing. The European Commission, expected in late April or early May to make the final decision.

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Comment article

1, the energy of the Internet who can seize the opportunities to large data?

In early 2015, energy data and the Internet became the concern of the industry buzz words. Internet companies seem to suddenly find entrance into the traditional energy sector, which has been “swimming shore” traditional energy companies seem to have learned to “mid-stream water.”

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2, the PV industry will become a pillar industry in China’s economic development

Released on March 17, the National Energy Board issued the notice on release 2015 PV implementation programmes (hereinafter referred to as the notice), and soon caught the attention of people both inside and outside the industry, set off a circle of friends in the app spam spree. Author after a careful study, involuntarily applauded for the introduction of the plan. From the analysis of the specific content of the notification, which is not only important documents for photovoltaic industry development in China, but also shoulder important responsibility for boosting China’s economic growth.

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3, the interpretation of 2015 on the CPPCC’s proposals for solar thermal power generation

Two sessions not only occurred every year in March the top media market, more social economy benefit game, here, industry representatives who speak up for the industry for the industry petitions. This year, the proposals for solar-thermal power generation industry petition, what does?

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4, Han shares who says so?

“Han is a high-tech company, fantasy on the share price. “A colleague who is no stranger to capital and PV said. Because of the asymmetry of information, Chinese share prices soared beyond the thinking of old red suddenly had a thought, will back the sentence: we are all to believe that “the market is always right”, also known high-tech enterprises can be “City dream” rate, but we also have some knowledge of capital markets, know the capital market pricing theory. Ability to refinance, refinancing is Hina’s future price realistic valuations.

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5, distributed PV breakthrough in light-steel roofing

Distributed solar PV market is huge, but reality driven into a great deal of difficulty, national planning objectives remain unfulfilled. Electricity-intensive areas in China to build lightweight rooftop power generation can be the core clean energy generation, is a typical distributed applications. To this end, China new energy Chamber of Commerce recommends: lightweight roofing “Thirteen-Five” during the national-level special subsidies such as will achieve the fundamental breakthrough of distributed PV promotion.

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PV 17.8GW 6, will also put the black dragons?

2015 PV target a, compelled people to think about 2014 PV. In 2014, the former Secretary of the national energy administration Wu xinxiong was being cheated by his heroic air clouds, pledge to 14GW, results show that just made a big goal. Everybody knows that the finish, only Wu xinxiong, don’t know. This year’s 17.8GW, again an oolong?

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Enterprise version

1, ping an of China: 1 billion water PV

Finance bosses enter PV is not new, but peace on this shot but a little different. PV Group jointly announced late last year, and China’s ping an insurance subsidiary of Fang Tao Shi Shi Tao of energy equity fund management equity investment management (Shanghai) Ltd signed agreements on investment, merging together photovoltaic power plant. From safe investments, though, which had begun as early as 5 years ago in the energy field layout, it can be said that BoomTown energy strategy has entered another 5-year plan, photovoltaic power plant, or peace hope hit the first target.

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2, Han: deductive Wuji Phoenix story

This is a vow to overturn the industry companies. In two short years, its market capitalisation stood at 300 billion Hong Kong dollars over Hong Kong and came close to Li Ka-shing’s Cheung Kong Holdings fell HK $ 275.4 billion, its market value is still several times in the industry. In October 2014, the company’s name–the Chinese film the generation now.

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3, to avoid United States “double reverse” and other negative number of photovoltaic companies seeking to build plants overseas

With China’s rising manufacturing costs coupled with European and American trade disputes, China new energy companies to choose overseas investment in new plant construction, perhaps into a nice package. Today, JA Solar was considering accelerating its production of solar cells and modules in the Southeast Asia strategy, can avoid the United States toward China “double reverse” sanctions and continues to expand its photovoltaic shipments to the United States. Prior to this, there are many PV companies set up factories in foreign countries settled here.

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4, hareon a-share market, “which send” new classic

Annual distribution of profits of listed companies at a time when the season. As a “food” high dividend and transfer of listed company again this year sent in large quantities. According to statistics, by the end of January, there will be hundreds of companies launched a high dividend and transfer plans. And this year sent shares sharply higher proportion of listed companies, many companies have released 10 shares and transfer of 20 shares higher and transfer plans. High dividend and transfer of some listed companies are increasingly becoming “which sent”. Hareon by SSE’s focus is “indiscriminate and transfer” model.

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5, PV does not dispute the scale of the first “medium raw” Artes counter attack

Trina in the year 2014 beat Yingli new energy, PV module title, such a result does not make the industry by surprise. Refreshing is the “average” Artes counter attacked their shipments, revenue, net income and cash flows are at record highs, was the best performing PV module business.

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Character articles

1, Zhenhua Yu: distributed PV can be used as a financial product to enter the capital market

Distributed PV and energy development has been plagued by financing and business models are not clear. Zhongguancun, Zhenhua Yu, Director of the energy storage industry technology Union pointed out that distributed photovoltaic and energy micro-grid system is an essential element, but also relatively independent areas. From a financial perspective, due to national pricing policies for distributed PV has an independent and, therefore, distributed PV can enter the capital markets as a financial product, calculating the return on investment, mobilization of financial resources.

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2, Liu hanyuan response controversy: distributed PV cannot “earn at a loss”

Since its introduction of distributed PV subsidy policy in China, a growing number of industrial units and individuals with rooftop solar power plants, photovoltaic roof has led to family practice of low carbon concept of fashion-forward trends. However, in the process of implementing, are facing many potential difficulties, distributed PV are suitable for contemporary China? Press interview tongwei Group Mr Liu hanyuan, Chairman of the Board, in the face of questions and dilemmas of distributed PV is becoming increasingly obvious, as “Yue Kwong-one” advocates of distributed PV, his response is very firm.

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3, Liu Xiaobing: advantages and development of solar thermal power generation, heat utilization

Recently, the national solar thermal industry technology innovation Strategic Alliance network in an interview by a reporter Liu Xiaobing Secretary-General, on current energy consumption patterns, road to traditional energy sources and the development of new energy sources, promote energy consumption revolution and advantage and development of solar thermal power generation, heat utilization issues clarified his point of view.

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4, Zhang Chuanwei: the new energy revolution is turning into reality

The new industrial revolution hit, mobile Internet, cloud computing, Internet of things, big data, and so a new generation of information technology will lead to developments in the energy sector, in particular, provide a platform for the development of new energy. In recent years, the Internet revolution has made us appreciate the huge impact of the information age. And driving force behind the new energy revolution is a reality. Next 3-5 year, new energy and changes in the patterns of production, consumption, business will bring dramatic changes to the production and daily life of the people.

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5, Mr Jin baofang: radical “abandoned” to speed up the development of ultra high voltage power grid

“Large-scale development of solar energy power generation needs to be ultra high voltage power grid support. “Mr Jin baofang, Chairman of the national people’s Congress, jinglong told Xinhua in an interview that” relying on large high voltage electric systems, solar energy transmitted to the load Center, to fundamentally solve problems such as abandoned. ”

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