Photovoltaic industry can walk far in the favorable policies?

As the state council on promoting the healthy development of photovoltaic industry several opinions of the final, photovoltaic (pv) stocks on Tuesday welcomed explosive soared, plates, about eighty percent of stocks rose, with lida photoelectric days, shares and shares longji shaanxi local company stocks more seal harden. Yesterday is stock index underperformed, but days pass shares are still in the amount of days seal single lift again closure. However, as the main force in environmental protection new energy concept, for a long time in the international trade friction vortex photovoltaic industry sector, has recently experienced several times "more empty baptism". So that the major policy is good, can take care of photovoltaic plates go far?

"Domestic photovoltaicpower-generating capacity planning in three times. Policy support for photovoltaic (pv) stocks brought to life." Great Wall securities analyst laurel Fang Xiao pointed out that the policy largely in line with expectations, but still need to wait for regulations come on stage, the domestic market is about to start; At the same time, the photovoltaic enterprises accord is expected to continue to improve. Based on this, he concludes that "photovoltaic industry has reversed the judgment of the", and "recommended" given to the industry of high investment rating.

"Domestic photovoltaic industry chain is still in depth reshuffle period. Low capacity utilization, photovoltaic (pv) overseas polysilicon enterprises in bankruptcy of enterprises is still the industry status quo." Deng Haolong changjiang securities analyst pointed out that although the three overseas pv enterprise bankruptcy, photovoltaic industry adjustment, but domestic inverter, silicon wafers, components have been rendered obvious superiority of main item depending on the size and cost recovery, improve profitability is expected in the second and verified in the operation and results in the third quarter, "therefore, remind investors pay close attention to components leading enterprise of quarterly turnround inflection point". Analyst at guotai junan securities Hou Wentao also recommends that investors' focus on guidance and subsidy policy expectations of thematic landing opportunities ". He points out that management support, not only greatly enhance the photovoltaic industry recovery expectations, also raised the double anti tax rates to reduce expectations, industry fundamentals is expected to be improved significantly. Wide the hang seng securities analyst Yao Wei is pointed out that the photovoltaic new the launch of the "advantages of Midwest enterprise stocks will bring new opportunity".

Specific to individual stocks, while the short-term price under pressure, but because of the second quarter prices continue to rise, some photovoltaic enterprises profit more than expected and even profitability. From the disclosure of earnings forecast of the first half of the PV inverter stocks, "shan" longji shares of listed companies "performance trajectory was typical - although it expects net profit fell 35% year-on-year during the first half of the following, but the net profit of 20 million ~ 22 million yuan, the company in the first quarter loss of 15.91 million yuan, in the second quarter quarterly net profit will be up to about 38 million yuan, profits rebounded significantly; In addition, the rising sun power, Oriental, sunflower and other companies also pre, during the first half net profit year-on-year growth of east - is expected to 1553% ~ 2544% higher.