Dongwu mid electric new energy strategy: parity new cycle leading the strong stronger

Photovoltaic solar photovoltaic webex: 20 years in Q4 is the strongest in the history of the peak season, 21 years parity open: a new cycle of domestic bidding parity to exceed expectations, bidding results 26 gw, year-on-year growth of 13. 95%, parity project ShenBaoLiang close to 40 gigawatts (gw), is expected to domestic installed 45-20 years 50 gw, Q4 as the outbreak subsided overseas and domestic in the 20th 1231 rob, are expected to usher in a best season ever. Falling prices superposition efficiency, will further enhance the competitive advantage of the photovoltaic, solar energy, photovoltaic parity new cycle for the 2020 open laid a solid foundation, parity to open a new cycle.

photovoltaic each link investment opportunities: silicon material, the silicon material price for four weeks, silicon material is the only sure no new capacity over the next two years and strong demand + supply co. , LTD. , open price cycle; Silicon: monocrystalline silicon chip production capacity gradually, the profit of rational, leading profit toughness; Battery: the PERC is still the mainstream, strong demand to raise prices, large size marginal profit improvement; Components: brand channel is leading a moat, leading concentration accelerated rise; Almost only accelerated the glass, double glass, industry leading expansion, to further improve concentration; Film: POE permeability increased structural improvement of profitability, leading enterprise production scheduling is full, the profit. Inverter, the inverter market is relatively fragmented, solar energy, the world sunshine, huawei double leading pattern, solar portal, solar equipment, group of tandem permeability under the background of accelerating ascend, group of tandem rookie on the map; Recommended target: overseas returning, leading enterprise production scheduling is full, strong demand pull, silicon material, battery price rise obviously, Q3 off-season not pale, Q4 most busy season, photovoltaic (pv) grid, leading share further enhance, leading the long-term value, recommendation: longji, tong wei, love, xu, ja, kam waves, flat, sun power, pay attention to foster, the amalekites, and the east nison, jie jia weichuang, etc.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw