Buffett incoming 'iron man' why upping the ante bet on solar energy at the same time?

On Monday, the government approved the trump of buffett's investment the largest solar project, a north Las Vegas, installed capacity of 690 megawatts of solar power plant, the project will at Berkshire & middot; Hathaway, a subsidiary of Nevada energy company ( 内华达能源) Provide electrical power.

as early as in 2016, Mr. Buffett said bullish on the application of renewable energy; In 2017, Mr. Buffett said publicly to invest in a solar energy project, and the decline of the traditional energy such as coal. In 2020, buffett took aim at the investment opportunities in the field of solar energy.

the industry, buffett not only attracts the tesla also in the fourth quarter of 2019 released a new solar roof & ndash; — Solar Roof of the third generation products, Solar power network in China, the appearance is similar to ordinary tiles, but the surface of glass with texture, hidden inside a photovoltaic cell can generate electricity, Solar power generation combined with the Roof.

in the meeting, musk said the solar roof becomes one tesla's main business. In 2019, tesla energy storage power generation business sector revenue is 15. 300 million dollars ( About 106. 100 million yuan) , 6 of tesla's total revenue. 2%.

on April 29, tesla a quarter in 2020, in view of the Solar Roof growth information query, musk said Solar Roof long-term trend is very good. Within the next few years, even before the end of the year, can be installed at a speed of 1000 per week, but not in winter.

musk said, & other; In fact, we have a week to install 1000 Solar Roof, so it is not the problem, building installation team, pull third-party channels of Solar installation. Internally, we hope that the team at least once a week to install 1000 Solar Roof. ”

in addition, according to foreign media reports, tesla CEO elon musk said recently that the company solar energy business will enter the Chinese market. It is reported that there have been some Chinese photovoltaic engineering enterprises and tesla reached cooperation, the former will to help tesla in identity construction and operational supplier in China to promote solar roofs, but tesla did not disclose the specific object of cooperation.

in November 2016, tesla acquired in debt, but the core business of rooftop solar panels for production of SolarCity.

in December 2017, & other; The fourth world conference on Internet & throughout; Leading Internet publishing activities of scientific and technological achievements, tesla released energy system solutions. Tesla design a series of unique products, including Solar Roof, Solar Panels, Powerwall and Powerpack, China Solar energy network, by combining the ability to form a vertical integration solution, the solution set of energy collection, power generation, storage and use of the three process, can satisfy the needs of family enterprises and public utilities, Solar portal, Solar Roof and Solar Panels can be used for energy acquisition, Powerwall and can provide clean and reliable cheap energy reserves.

in September 2018, tesla in the Nevada desert huge construction scale super factory. Tesla said, super factory roof will contain about 200000 solar panels, battery power plant generating capacity of 70 megawatts. Although it is not the world's largest solar power plant, but may be the largest rooftop solar power plants. Tesla's goal is to make the factory to use one hundred percent renewable energy, photovoltaic (pv) grid, enormous rooftop solar power plants will help it to achieve this goal.

, said citic built for photovoltaic modules export more than expected in April, watch the photovoltaic industry chain. Recommendations focus on silicon material link: silicon leading longji stock, central, cell leading shares love xu, components leading Oriental nison, photovoltaic xinyi light, flat glass, film bibcock, foster good battery equipment leading Czech weichuang, for shares.

societe generale securities, said the leading faith light and flat glass production capacity and cost advantage has been steady, is expected to two large photovoltaic glass industry in late 2020, share more than 60%, over the next two big business scale and cost advantages are difficult to transcend.

solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar power grid, photovoltaic solar power network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. The article content is for reference only.

this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw