On subsidies TuiPo acceleration channel, especially in kechuang rise, compression capacity upgrade, technology under the background of iteration cycle, in the field of energy, especially renewable energy industry is undergoing the differentiation of more intense than ever.
Recent intensive three quarterly reports released this posture, supporting the, according to the 'securities daily' reporters combing solar portal, in the renewable energy industry & other; Popular throughout the &; Photovoltaic (pv), for example, in a-share photovoltaic plates 62 companies have disclosed three quarterly reports, A total of 34 companies fell in the first three quarters of business income, accounting for more than 50%; And from a profit perspective, there are 31 companies in 62 companies in the first three quarters of net profit attributable to shareholders of listed companies to reduce, the proportion reached 50%.
It is worth mentioning that in 62 companies, there are six orders of magnitude in the first three quarters of revenue reached ten billion yuan, respectively, tong wei shares, change especially electrician, longji, chint electric appliance, tai chi industry and central stake.
According to 'securities daily' reporters statistics, the six companies in the first three quarters of revenue growth averaging 22. 4%, compare profit list, four of the six companies in the top six, respectively longji shares ( 34. 8. 4 billion yuan) , chint electric appliance ( 28. 6. 4 billion yuan) , tong wei co ( 22. 4. 3 billion yuan) , change especially electrician ( 16. 6. 8 billion yuan) And six companies net profit in addition to change especially electrician fell 13. 98%, the rest are in growth, China solar energy network, one of the biggest year-on-year growth to longji shares ( 106. 03%) , central co ( 64. 84%) Take second place. Taken together, the six grade billions revenue for the company in the first three quarters of the average net profit year-on-year growth of 36. 3%.
In the industry, photovoltaic industry for nearly a year or two of the strong stronger pattern, profit pool are slightly more to the oligarchs.
But one among them, the solar energy network, from the point of the market situation, according to the latest data of installed the National Energy Administration, in the first three quarters of the domestic new power is only 15. 99 gw, including photovoltaic power station 7. 73 gigawatts (gw), distributed photovoltaic (pv) 8. 26 gw, that figure fell 53. 7%. So that the relevant agency predicted, at the current market situation, this year the domestic new power or will be less than 30 gw, solar portal, is far less than 53 in 2017. 06 gw and 44 gw in 2018. At the same time, since last year's & other; 531' After pv industry chain price decline reached 40% 50%. Falling prices to stimulate the overseas demand, however, related data show that in the first three quarters of the export of Chinese photovoltaic modules of 49. 9 gw, year-on-year growth of more than 80%.
This means that is used to project development pattern of China's domestic photovoltaic enterprise, now has had to focus on the international market, especially with subsidies TuiPo, more pure market competition is inevitable. As the capital of HIT, perovskite route attention gradually improve, emerging technologies such as the constant strong pattern is not strong, the strong China solar energy network, past & other; The strong & throughout; Once due to insufficient technical reserves, upgrade slow transformation of the first echelon situation is likely to happen again. ( S our correspondent in south)