Domestic solar industry boom Advent breakthrough opportunity

Fundamentals rising trend and the market is expected to bottom "double reverse" findings upcoming solar inverter (photovoltaic) industry Sharply raising the attention at home and abroad.

During the Spring Festival holiday, domestic solar companies appear more pronounced rise in the overseas market, which stocks a large new energy rose 24.2%, the LDK rose by 20.5%, ReneSola rose 20%, GCL is also recorded in the Hong Kong stock market on the 2nd 10.6% increase.

Information from the industry, although in the Chinese New Year holidays, in order to meet the worldwide rush orders, domestic solar inverter (photovoltaic) manufacturing companies still start, and a price increase of the price.

According to the latest industry data, the last week of polysilicon, wafers, cells, modules and product price continued to show upward trend, but the intensity of last week weakened, the upward price trend continued to be transferred to the industrial chain in the back-end. The wafer and cell links rally last week is better, the polysilicon wafers recorded a gain of 0.36%, monocrystalline silicon is weaker, rose only 0.17%, polycrystalline silicon cells or slowing up 0.27%, monocrystalline silicon cells rose 0.21%, the upstream polysilicon re extended gains, with a 0.12% component also received a 0.15% gain.

With the the prices sustained recovery of the industry chain, polysilicon, silicon, systems integration and other sectors has been gradually bottomed out, according to the survey of PVinsght, due to fear of electricity price adjustment in April, the Japanese PV market demand, domestic production during the Spring Festival can basically supply the Japanese market, and expected to the postganglionic product prices will continue to rise.

Domestic front, the National Energy Board Renewable Energy Division, said the adjustment of China's photovoltaic installed capacity of planning, of the 12th Five-Year Plan PV "second five" planning capacity initially targeted at 5GW, then raised to 10GW, July 7, 2012 Day of the target once again raised to 21GW, along with the recent haze and other air pollution events occur frequently, increase the share of renewable energy consumption will be more emphasis on the possibility of further increases in installed capacity planning target constantly enhanced domestic PV market The demand is expected to further open the domestic photovoltaic industry will usher in a new development opportunity.

Value of the concern is that the industry "double reverse" survey results came also expected to become stronger and stronger, December 24, 2012, the Commerce Department reported that the announcement of the EU polysilicon anti-dumping, LDK Solar LDK, Chongqing Daqo New energy polysilicon enterprise applications originating in the EU's imports of solar inverters polysilicon product an anti-dumping investigation, the Ministry of Commerce of the survey and the July 20, 2012 of anti-dumping investigations in the United States and South Korea's imports of solar grade polysilicon originating in the United States imported solar grade polysilicon countervailing duty investigations, merger investigations, merger investigations.

Currently, insiders expect polysilicon double reverse findings will be published in the near future, expected "double reverse" tax rate of 30% -50%, if the introduction of this policy, the domestic photovoltaic products short-term prices are likely to rise sharply, this is undoubtedly the solar energy industry an important opportunity to further enhance the economy.

Larger domestic production capacity of polysilicon, the normal production GCL new energy, the Yellow River power inverter Tebian electrician, Asia Silicon, CSG enterprise.

A-share listed companies, TBEA 2012 PV business comprehensive loss polysilicon loss of more than 100 million silicon wafers to the power inveter station links also reached tens of millions of losses, technological innovation, the old production line of the company's costs have dropped $ 20 / kg, and the upcoming production of 1.2 million tons of new production lines due to cheap electricity, cold hydrogenation process, the cost is expected to be reduced to below 14 U.S. dollars / kg, with the full recovery of the industrial chain, the solar inverters industry will welcome to profitability inflection point, once again profitable. If the double anti-tax rate of 30% or more, the domestic price of polysilicon will appear jumped, the company's earnings will be very considerable.

From Basel, Switzerland, an independent economic research institutes forecast Institute recently a survey showed that if the EU to impose punitive tariffs on China's photovoltaic products, EU consumer demand for photovoltaic products will decline, leaving the EU lost 24 .2 ten thousand jobs.