Polaris solar photovoltaic industry in the first three quarterly reports

Single crystal PERC battery price late August after bottoming out, 9 weeks prices held steady or slightly up continuously, the latest single/double-sided single crystal PERC battery both mainstream of 0. RMB 94 / W, relatively higher last week 0 respectively. 02 and 0. 01 yuan/W. We expect the single polycrystalline battery driven by reasonable price, single crystal cell price stability or rose slightly, photovoltaic battery business profit improvement. Implement buckle the female net profit of 137. 6. 4 billion yuan, compared with + 35. 38%. According to the National Energy Administration, in the first three quarters of the national photovoltaic new power 15. 99 gigawatts (gw), with subsequent photovoltaic power generation bidding project start to follow up, in the fourth quarter and early next year the domestic photovoltaic capacity is expected to further enhance. According to our estimates, 2019 overseas pv about 96 gw of new power. The article content is for reference only. 27 pv listed companies in the first three quarters of revenue of 148. 3 billion yuan, compared with + 27. 39%; 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. According to the photovoltaic (pv), photovoltaic power construction plan in 2020 is expected to be issued as soon as possible, allow sufficient time for a goal of installed next year, in addition, if the 2021 comprehensive parity policy, subsidies comprehensive TuiPo photovoltaic industry will lead to rob installed appear next year. PVinfolink data show that the silicon material price also has turned stabilizing, demand rises in 2020 is expected to drive the silicon material prices. 48 rising photovoltaic plates in the first three quarters of 2019. 51%, outperforming the csi 30021. 61 PCT, up more than average citic power equipment industry, just below the citic food and beverage and electronic sector, the third!

2019 years ago in the photovoltaic industry ROE from July last year. 84% rally to 9. Improve 32%, mainly by sales net interest rates. Ice storage technology in the first three quarters of industry sales net interest rate of 10. 76%, compared with the same period last year, increased 1. 06pct。 Equipment plate buckles the female net profit growth of 7. 32%, power plant operation 4. - 6%, BOS plate 6. 54%, to a certain extent, lower the photovoltaic industry overall profit growth. Solar photovoltaic (pv) network statement: this information is reproduced from the media or other Internet web site, network cooperation 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. Dimming glass principle, according to customs data components in the first three quarters of China's exports nearly 50 gw, regenerative agent + 80% year-on-year. 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 180 m. How about solar panels

continue to recommend photovoltaic plates, continue to recommend the global solar and battery in tong wei co, monocrystalline silicon slice and component bibcock of longji shares, such as power of inverter and photovoltaic power station leading sun, focus on central stake, new energy, solar panels how faith light, flat, foster, Oriental nison, chint electric regenerative electric boiler and photovoltaic enterprises jing sheng mechanical and electrical equipment, jie jia weichuang ( Machinery group coverage) And Wallace for co ( Machinery group coverage) 。 Niche differentiation, and profit volume accounts for larger manufacture plate buckles of female net profit growth of 54. 21%, ice storage technology and auxiliary material plate buckles not owned by parent net profit growth of 54. 25%, compared to growth in the first half of the two plates continued ascension, photovoltaic industry as a whole to buckle the net profit growth has played a supporting role. Among them, the manufacturing companies such as Oriental nison, longji stake, central stake, tong wei stock gains. Longji stock, tong wei in the first three quarters of ROE of 16 respectively. 5%, 14. 04%, in the industry leading position, the constant is strong, the strong and leading in terms of quality of payback ability, income also has better performance. 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.