2013年5月20日星期一

Broker: stimulate domestic subsidies


"Daily economic news" reporter noticed that due to the final decision still remains variables, combined with the domestic related supporting policies may speed up the launch, the power inverter still has the potential to continue to improve the environment.

Sinolink securities (market, funds, stocks, visits), according to a research report pointed out that if the policies are correct, in June began to the high tariffs will be accelerated in the second half of the domestic photovoltaic industry reshuffle and temporary output contraction, but final variables is larger in December.

Because the Chinese government may still through high-level negotiations or countermeasures, such as polycrystalline silicon double inverse) affect the final result of December, at the same time, as a result of tariff falls installations and damaged the local dc ac converter downstream developers may change in the ultimate justice of the eu.

But these will not hinder some high dependence on European market, in the second half of the money situation tense enterprise capacity elimination.

In addition to the final variables remained outside, the event itself may stimulate domestic pv subsidy policies to speed up the launch, it is also one of the potential upside of photovoltaic industry.

"This event is expected to spur domestic grid tie inverter subsidy policies to speed up the launch, the government will also take a series of trade measures." , changjiang securities (money, stocks, interrogation) in his research report said, "we continue to look good in the domestic market launch of photovoltaic application domain investment opportunities."

Great Wall securities research report also showed that the stable growth in the next three years the global pv market, to capacity continues, industry development pattern gradually to the equilibrium of supply and demand; Domestic positive policy will significantly boost market sentiment, raise plate valuation, trend of the market brings the entire plate.

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