Reporter noticed that in & other; Pv subsidy throughout last year &; , each big photovoltaic enterprises has kept increasing related projects, analysis of agency also points out that in 2020 the domestic market or will mark & other; The ultimate rob & throughout; 。 Tong wei shares announcement on March 19, plans to yunnan baoshan investment projects, the annual output of 40000 tons of high purity silicon are expected to invest 4 billion yuan, in the first half of 2020 started, plan completed and put into operation in 2021. On the policy, the recent related photovoltaic policy also have issued 2020. Ja technology has just released 2019 annual report on March 29, 2019 companies realize business income is 211. 5. 5 billion yuan, polycrystalline silicon reduction furnace rose 7 pictures. 67%; Ja science and technology, said the private bank shares according to raise capital divided by the total price for the issuance of the calculations, and no more than 30% of the total equity of listed companies, before the offering that the non-public stock quantity of no more than about 4. 0. 3 billion shares. Before solar portal, the national Ministry of Finance, National Development and Reform Commission (NDRC), the three ministries and commissions such as the National Energy Administration part industry file for advice symposium, which explicitly by 2021, solar panels, onshore wind power, photovoltaic power station, industrial and commercial distributed photovoltaic will abolish all state subsidies, so in 2020, also known as & other; Pv subsidy throughout last year &; 。 One of the raise funds investment projects of 5 gw efficient battery and 10 gw efficient components and supporting projects, the main production efficient single crystal PERC double batteries and efficient single crystal PERC double component, is the company's future advanced capacity is an important part of the continued ascent. Profit is 12, 2019. 5. 2 billion yuan, an increase of 74. 09%; Related to pv electricity price policy introduced in a timely manner, is also thought to stabilize industry expectations, guide the reasonable arrangement of the invest in the construction industry, promote the healthy and orderly development of photovoltaic industry. Photovoltaic (pv) in 2020, 'said the document subsidies totaled 1. 5 billion yuan, solar panels, which in 500 million, bidding project 1 billion ( Centralized + business distributed) The same as in 2019, bidding rules. For this set, ja science and technology, said the main is increasing as the industry concentration, in order to meet the growing market needs of customers, the new energy power generation project company will actively promote monocrystalline silicon rods, efficient battery, power plant EPC efficient component projects for the construction of the new project schedule. Among them in the fourth quarter profit of 5. 5. 5 billion yuan, rose to 83. 9%. Light power projects used to supplement working capital of $1. 5 billion. Analogy process of German parity, solar power network, the current domestic policy expected a turning point and parity eve. The result was also part of the body analysis evaluation better than expected. Ja science and technology, according to the project implementation is advantageous to the company scale and market share, increase production capacity to further strengthen the scale effect, improve enterprise competitiveness, is conducive to the sustainable development of the future.
guosen securities believes that in 2020 for the last batch of new photovoltaic domestic subsidies, in the domestic market or will mark & other; The ultimate rob & throughout; 。 On April 2nd, issued by the National Development and Reform Commission 'about 2020 photovoltaic feed-in tariff policy matters related to notice ( Hereinafter referred to as 'notice') , published in 2020 photovoltaic feed-in tariff policy. On March 10, the National Energy Administration formally issued 2020 pv project construction scheme, the domestic new project officially launched in 2020. Since march, the company moves, overweight and related photovoltaic enterprises have disclosed investment longji increase their investments in shares, tong wei also said photovoltaic power station project, China solar energy network, & other; Rob & throughout; Intention is obvious. Ja technology on March 23, has also announced that the company intends to invest in 14. 5. 4 billion yuan investment in chaoyang chaoyang county, liaoning province construction of 300 mw photovoltaic project at par. Longji shares on March 23, announcement, the company intends to invest in the construction of jiaxing of 5 gw single crystal components projects, tengchong, annual output of 10 gw monocrystalline silicon rods and xi 'an space base a period of 7. 5 gw single crystal cell project, is expected to total investment of 70. 1. 1 billion yuan. 76 the fourth quarter revenue. 3. 8 billion yuan, rose to 64. 30%. The project of postpartum will achieve annual revenue of 3 billion yuan. On the evening of April 10, ja technology will increase announcement, the company to raise up to 5. 2 billion yuan, specific purposes, 3. 7 billion yuan to produce 5 gw efficient battery and 10 gw efficient components and related projects; At the same time, combined with the overseas market demand, pushing overseas technological upgrading and expanding production capacity, improve the company's global industry chain layout, for customers and channel partners to provide a stable supply of products and services. On the evening of April 10, ja technology will increase announcement, the company to raise up to $5. 2 billion, will be used to produce 5 gw efficient battery and 10 gw efficient components and supporting project, the added liquidity. At present, the domestic photovoltaic power plant EPC permeability is only 3%, there is still a large room to improve. Ja technology is a high-performance photovoltaic products manufacturer, the industrial chain covering wafers, cells, modules and photovoltaic power station. Announcement shows that three projects of postpartum is expected to achieve an annual revenue of about 200. 7. 8 billion yuan, the annual average total net 20. 9. 4 billion yuan.