Polaris solar photovoltaic (pv) 【 Industry research 】 Photovoltaic plates demand visibility and policy is expected to continue to warm

The public release the new five-year plan; Photovoltaic glass next big probability to maintain high sentiment, maintaining photovoltaic plates first. Photovoltaic glass industry fundamentals perspective, the link to continue because of supply and demand tension show sensitive price elasticity, little increase in the supply and demand marginal recovery, gas season prices, driven by multiple factors of solar panels, part of the enterprise plan prices in December raised again this week (1 yuan/square meters 3. 6%) , we expect prices to carry out the probability is high. Among them, the solar net, EPC project owner units is given priority to with soe/state, solar portal, this also reflected from the side, in project bidding and parity, the state-owned enterprises has become the absolute main force. 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. We have in two consecutive weeks of weekly tips: 2020 time of falling domestic photovoltaic (pv) and strength looking optimistic, and the resulting domestic demand visibility of ascension and plate warmer. 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. Photovoltaic (pv) glass enterprise intention price; Ningde era for BMW 7. 3 billion euros order battery. The article content is for reference only. Classification of photovoltaic application this week, the National Development and Reform Commission on pv electricity price policy in 2020, to listen to your enterprise, according to the attending enterprises feedback, the classification of the pv-tech application consistent with our previous expectations, in 2020 will still continue to use centralized power plant/business distributed bidding + door with switch fixed subsidy mode, subsidies is expected to 12, respectively. Measure 500 million + 500 million, on the basis of bidding project and household size is expected to reach more than 25 gigawatts (gw) and 5 gw respectively, solar portal, solar portal, on this basis, considering the first 15 gw parity half + the completion of the project to be built in the 2020 years of the base class and project leader reward index about 5 gw + 22 gigawatts (gw) for the size of the project is postponed until the first half of next year, even if the bidding project in 2020 also gives grace period and cannot be completed during the year, China's new power reached 40-2020 50 gw is still a big probability event, there will be around 50% growth in 2019 compared to the same. New energy power generation, photovoltaic plates demand visibility and policy is expected to continue to warm, industry fundamentals gradually bottoming out, again more advantage link leading configuration. Silicon material specifically, CGNPC 603 mw photovoltaic power plant operations, specification of guangzhou development of 410 mw, 345 mw in energy saving, how photovoltaic power generation in the group of 220 mw, the people in the cast of 200 mw, 190 mw hubei energy group, huaneng 180 mw photovoltaic webex: important events this week: the energy bureau in hubei province photovoltaic policy issued notice; In addition, according to some feedback component factory, cell prices in the near future also have rebound impulse, significant signs of bottoming out.