Parity on logic or change industry investment

Solar photovoltaic (pv) net news: recently, the attention of managers of photovoltaic industry is more and more high, to fund managers, parity gradually coming online investment logic may change the whole industry.

reporter in the interview found that more fund managers with the development of photovoltaic industry. In these fund managers point of view, can produce photovoltaic industry is comparatively clear this year growth industry. “ From the fundamentals perspective, this year to be able to clear the growth of large industry actually not much, photovoltaic (pv) is probably the most clear industry development prospects. ” A fund company, chief investment officer said.

nords fund researcher Yan Anqi analysis, the development of photovoltaic (pv) is an important part of realizing the energy transformation in our country. 2019 pv market demand structure changed, in previous years, China's market demand is a cornerstone industry demand, overseas markets are more fragmented and size is small, is a complement to the photovoltaic market demand. But in 2018 & other; 5· 31' After pv subsidy policy TuiPo, photovoltaic products price central fell sharply, for some countries in photovoltaic (pv) can achieve parity with the Internet, result in unexpected needs. Overseas orders make photovoltaic company's short-term performance is guaranteed, and early & other; Parity policy & throughout; Also pave the way for future pv parity on the Internet.

in Yan Anqi point of view, the current for photovoltaic industry, the market's focus is on subsidies in 2019 for the final photovoltaic scale, intensity and the measure size. “ From the energy bureau forums before the wind, expected more optimistic, our policy on domestic market demand will be released after policy, will bring new orders for manufacturing companies. The future photovoltaic industry into the era of parity will open more space for the market. ” Therefore, their long-term bullish on photovoltaic industry.

recently, institutions for photovoltaic industry research is also very frequent, goldwind, golden concord integrated companies such as frequent research institutions. And in addition to the domestic photovoltaic industry, fund managers and researchers are still in the photovoltaic industry research overseas. Noble fellow Yan Anqi told reporters that tracing investigation of pv companies in addition to A shares, has participated in U. S. stocks listed on the photovoltaic research company, main purpose is to grasp the industry dynamic and understanding of the actual demand in overseas markets.

Chen ping thinks, photovoltaic, wind power industry facing larger investment opportunities in the future. His analysis, compared with conventional power generation, photovoltaic, wind is clearly more environmental protection, theoretically, after achieve parity with access to the Internet, as long as the natural condition is met, the future of new power plants using traditional thermal power should not be longer. So he, the future of wind power and photovoltaic demand could be explosive. And domestic companies are globally competitive in the photovoltaic industry chain, have produced a lot of good companies, the industry is able to generate future value of billions of the industry of the company.

manage fund agricultural bank remit FuJuan chief investment officer, told reporters on photovoltaic (pv) and the prospects of the development of photovoltaic devices. “ Since late last year, photovoltaic recovery clear. ” Her judgment photovoltaic exports this year, will get rapid ascension, & other; This year the domestic pv demand may be relatively smooth, but foreign demand will be improved significantly. ”

she said that at present, the overseas many areas have achieved parity with the Internet. On the Internet, from state subsidies to parity, it is the qualitative change of pv industry. This means that the endogenous demand really produce photovoltaic industry, the industry as a whole ecosystem will be big turning point, for photovoltaic industry investment logic basis points will also be changed. “ The past due to long-term rely on subsidies, photovoltaic industry supply and demand with subsidies and ups and downs, so that the photovoltaic industry has been an industry of high volatility. ” FuJuan said that if the future industry will be based on natural demand, then the whole industry fluctuations will be more gentle, will be worth it to give a higher valuation.

Yan Anqi said, out of consideration for technical and financial moat, long-term silicon and monocrystalline silicon photovoltaic industry field. Look from the absolute gains, photovoltaic (pv) of the relevant company's recent share price rise rapidly, but such a long time, the photovoltaic company's share price is only back to last year & other; 5· 31' The level of policy before. Since November 2018, photovoltaic industry price rebound is for pv company performance and market valuation of repair, especially for photovoltaic (pv) restoration of market confidence.

solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic 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.

photovoltaic according to a recent policy discussion as a result, photovoltaic construction scale is not less than 2018; this year And, in & other; Policy to return to the market & throughout; The backdrop, in addition to the household, poverty alleviation, photovoltaic (pv) from the fixed feed-in tariff to the comprehensive competitive era. The local government & other; From the past independent distribution index became a coach and manager, in the province to lead the development of the province enterprises to carry out the national grand meeting. ” Around, then, to support the development of photovoltaic (pv), will launch the

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