photovoltaic industry is still very “hot”
With photovoltaic industry, represented by the new energy industry in the local overheating, which is being more and more recognition of industry and outside investors. But on the 19th, held in Wuxi, a new energy industry conference, industry sources for the new energy industry in the overheating phenomena has been sony VGP-BPS2 batterycareful distinction and that in the relevant sub-sectors there is a big space for development. Based on the same judge, in the industry, investors, despite the short-term windfall of new energy era has ended, but the technology has the advantage, from a low level of new competition in the industry, energy companies are still attracted the attention of capital.
PV industry chain imbalance in the overheated
August 26, the State Council executive meeting to study the deployment of excess capacity in some industries suppression and redundant construction, including the polysilicon and photovoltaic power generation-related projects, and low-level duplicated construction of which is no longer approved as a new energy projects. While the new energy sector coverage than a single polysilicon project to be much broader, but the State Council executive meeting of this conclusion has been already widely considered to be outside the country as a whole new energy industry overcapacity conclusions. "The ensuing concern for investors, bank loans will also increase the difficulty." Industry sources have indicated to the editor.
However, people in the industry and the investment community awareness of view, the photovoltaic industry, the existence of a surplus but also from the point of view a more detailed study. GGV Capital managing partner of the China Securities Journal, Zhuo Fu China, told reporters that the State Department concluded in August for the market is a warning does not mean that the new country has fully emerged in the energy industry overcapacity situation.
"At present the reported capacity of polysilicon project only part of the actual production, while the actual production of the project, fewer have reached the production target." He said, "the conclusions of the State Council executive meeting to allow some of the potential, and has not yet launched a polysilicon project operators recognize the potential risks. so this warning for the industry is a positive effect. "
Prior to this, the investment securities statistics show that, as of the first half of this year, Sichuan, Henan, Jiangsu, Yunnan, more than 20 provinces, nearly 50 companies are building, expansion and to build polysilicon production lines, with a total construction scale of more than 17 million tons, a total investment of more than 100 billion yuan. If these products can all be achieved, equivalent to the world's more than double the annual demand for polysilicon. As a result, the State Council, made specifically for polysilicon and other emerging industries "to establish and improve access to the standard measures."
People in the industry view, the so-called photovoltaic sony VGP-BPS2A battery industry is just one part of the overheated investment in over-production processes does not mean that the industry overall overheating. China Renewable Energy Society, said executive director of Ma-Lu, examining whether the surplus should not be based photovoltaic industry polycrystalline silicon PV module production capacity situation. He believes that photovoltaic industry includes a wide range of areas, such as technical research and development, applied research, technical standards development, testing areas, training areas, and the supporting components of production processes, including PV resources, evaluation and service system. All aspects of the development of photovoltaic industry is also very uneven.
"Solar PV power plant consists of two parts, the first is the component, the second part of the component outside the system." He said, "if the degree of development of the component set 100, a component of the system other than the current market maturity extent, 2, 50 times worse. "
New energy investment opportunities still exist
"Now with the new concept of energy to 'Huyou' air cast, flourishes of time has passed. A new energy industry entrepreneurs is the practical, low-key practice, an ideal time." Industrial capital investors who have the case of说.
For the industry, investors, including photovoltaic and wind power, including a new energy industry that some of the overheating and can not be organizing an industry fund to enter the grounds. Only in the industry as a whole has been at a high valuation, investors pay more attention to the leading enterprises in the technology and originality. After all, there were no investors want to own investment companies, such as polysilicon project soon fell into the same brutal competition.
DT Capital founding partner of Shao Jun that the photovoltaic industry overcapacity exists only in the low-end area; in thin-film batteries, and solar-assisted industries, such as grid technology and energy storage technologies still have a good return on the potential of , because these technologies are the next generation of technology beyond the possibility of still relatively low. The managing partner of Zhang IDGVC soyo same is true for energy storage technologies, and high-voltage transmission technology, a keen investment interest.
However, as the secondary market for institutional VGP-BPS2Cinvestors, Huaxia Fund, WANG Ya-wei said the new energy industry after industry, the wealth effect generated by the high valuation also brought about investment risk. Industry as a whole together with the high valuations of fierce competition within the industry, allowing companies to invest less and less.