Solar photovoltaic application review: new energy industry landscape bidding policy landing photovoltaic power steady recovery

Spread out gradually in network construction, continue to recommend grid assets and tracking pilot project undertaking unit, watch the early stage of industrialization demonstration project scale catalytic bonus promotion of order. Investment strategy: photovoltaic plates according to the boom of each link, the key recommendation leading faith light photovoltaic glass, flat glass, monocrystalline silicon chip leader longji, silicon material and battery slice of two-wheel driven tong wei stake and in the second half is expected to be significantly improved with the boom of the domestic market rebound in the sunshine power; Domestic market, the main scheme of formalities fill do and adjustments in August, September item set to open, will enter grid peak in October, is expected to achieve 80% before the end of the bidding project 90% capacity of interconnection, the year is expected to exceed 40 gw of installed scale ( In the second half of about 30 gw) 。 Domestic fuel cell in the short term the hydrogen locational advantages and market capacity big, strong financial strength of the regional cluster development, focus on advantage area with leading technology and market first-mover advantage mark; The article content is for reference only. Thermal heat exchanger station work brief wind, cut subsidies to stimulate new grab market launch, 2018 has been approved by the end of stock of project into the peak period of construction, wind power bidding scale growth, fan prices bottoming out, 2 mw wind turbines to about 3600 RMB/kW) , at the same time, large-scale offshore wind power project construction, is expected in the second half of the makers and core components leading along with the boom of market booming, and profit is expected to usher in gradually improve. Since September, its Chinese web mail tunnels bid like batch last fall to the ground, transparent solar photovoltaic glass for tianjin, ning, Susan province open pan to tender, the network of the first year of industrialization investment gradually fall to the ground, watch the all-round construction of accelerating rolled out in 2020, continue to recommend grid system leading XinChan assets. Also benefit continues to recommend 5 g of the construction of the high-end domestic leading a good letter in low voltage electrical appliances, focus on the business cycle will benefit watt-hour meter to haixing power new energy: scenery bidding policy, domestic demand in peak season. The area has a first mover advantage mark is expected to take the lead in growth. Phase change heat storage material in particular, 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 mw electric power equipment: in the net of the first year of industrialization, positive grid side mail tunnels class leader. Advice to focus on wind power plate goldwind science and technology; Fuel cell industry does not have the requirement of comprehensive promotion in the short term, will take the lead in the hydrogen locational advantages and market capacity big, strong financial strength of the regional cluster. New energy vehicles and energy storage: the fuel cell power upgrade trend, logic to see advantage area.

issued its 'pan in the electric power 2019 white paper on the Internet of things', set the tone of the first year of 2019 as the industrialization of ubiquitous network, continue to emphasize in the necessity and urgency of the construction of the network and directivity. Solar photovoltaic webex: global pv installed high demand continues to boom, with the second half of the domestic bidding item set, is expected to enter the year peak demand; 2019 new energy vehicles 8 eight models to be included in the application directory the Chinese communist party, system power were higher than 40 kw, high-power trend. 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. 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. Electrical equipment sector in materiality ground open net construction, early stage of industrialization to maintain recommended power grid assets, emphatically recommended guodian south red, transparent solar photovoltaic glass minjiang river water and electricity; New energy vehicles continues to recommend for earnings significantly improved charging network operating unicorn '; Photovoltaic (pv), from the point of demand in the second half of the installed, overseas markets are expected to continue to maintain steady growth; Among them, the EPC project owner units is given priority to with soe/state, regenerative electric boiler which reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Heat storage technology risk factors: photovoltaic development not as good as expected, hydrogen fuel cell industrialization progress less than expected, policy be born less than expected, costs fell by less than expected, uhv approval progress less than expected, power grid investment less than expected. Wind power industry to open a deterministic grab market, wind power components have high growth, gradually forms a profitable repair?