PV industry investment strategy choice under new situation (2)

The system basically speaking in Europe, North America, in China, the system accounts for 20-25%. We see that the higher the profits of silicon wafers, the higher they go. If the industry is in short supply, the higher the profits, the higher it goes. However, at a certain stage, the Italian market, the German market, and the American market are all reduced by about 10% each year. We find a balance point when our raw material supply falls short. In 2009, we passed a happy year. , Professional establishment of the factory is 10%.

The advantage of crystalline silicon solar back-end industry chain in China is obvious. First, the raw materials, our domestic representative enterprises have mastered the refining technology of silicon materials, and the production cost and other technologies are at the international level, which is the most important link of solar energy with international competition. The party cannot open up, and China's manufacturing industry cannot have such rapid development. First of all, thank them. Only these industries, we China is not afraid of death, not afraid of sacrifice in order to break the monopoly of foreign companies on polysilicon, this is not an ordinary profit.

Faced with the high profitability of the current market, they will surely expand their production at a very large scale. Many companies increase their production capacity. With so much profit now, the realization time of the plan is shortened. The entire solar energy industry chain is the only country in the world. International competition industry. However, at the back end of the middle and lower reaches, if the raw materials are equal, we feel that the entire industry belongs to China, and that China can expand on a large scale and reduce costs on a large scale. Large-scale excesses can create fierce competition in the market. The cost of electricity generation is rapidly reduced to the competition of traditional energy sources.

I estimate with optimism that my personal assessment is that the Chinese government has appropriate support for this industry, and each of our policy development departments has a great influence on us.

The second in the silicon wafer industry, the short-term increase in the price of silicon wafers is a structural issue. The main reason is that the supply of silicon wafers is insufficient. I think that the policy-making sector, the reason for early polysilicon production, has a slice of the silicon wafer industry. We did not overcome the insufficient supply of silicon wafers, resulting in large-scale bankruptcies.

The supply of domestic cells is at the world level. China's solar cell companies are generally not world-class in terms of scale of production and technology. The people we work in are basically high-level, doctoral and master's students, and returnees. For China's representative enterprises, the level of technology and the product cost of mass production do not see the opponents at the international level.

With less investment in fixed assets, there is no room for cost reduction, and the price is about 1.8 dollars.

I want to say that among all the information industries in our country, the photovoltaic industry is the only one that can be seen, and is favored by the world, and the industry is an industry that represents the world level. Under difficult achievements, I did some cutting-edge research myself. First of all, our industrial development benefited from our Dr. Shi. The entire industry has a high starting point. The level of talents in creating industries is the highest in the world. Photovoltaic industries often It is a world-class level. I believe that our country and government, our government departments will cherish the efforts and struggle of private enterprises, and vigorously support the company's robust growth.

In terms of batteries, the short-term growth rate is slowing down and promising in the long term. Improvement in conversion efficiency Multi-lens cost reduction, crystalline silicon film has a better advantage, this advantage further declines, solar cells further expand, continue to strengthen, due to the responsibility of thin-film battery technology, the world's major equipment manufacturers, the United States withdraw from the film field. The short-term conversion efficiency has risen sharply, and there is little possibility of a substantial drop. There will be fluctuations in the short-term, and the prospects in the characteristic areas will be relatively good. It is the ability to fully grasp the technology, and it is difficult for other companies to create a better competitive advantage in terms of technology. The battery market is still relatively small and it is difficult to have more room for development in the short term. There are seven representative countries, but there is no tendency to make profits. The oldest German company has invested in five thin-film solar technology companies. Four of them are now closed and they are engaged in the research and development of solar cells.