Solar photovoltaic application sinolink securities yao yao: optimizing rebound photovoltaic electric cars

The National Bureau of Statistics announced on January the PMI index. 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. An important event this week, the Ministry of Finance, how much solar energy mix water valve development and reform commission, bureau released more renewable energy policy documents; Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou 220 mw, 345 mw, jin can group energy saving solar panels, the people vote for a 200 mw, 190 mw hubei energy group, huaneng 180 mw this paper statistics September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Industrial chain point of view, solar portal, each link leading enterprises as Q1 order is full, during the Spring Festival are to maintain high utilization, solar energy equipment, solar energy, because there is no a large number of workers flow, and abundant raw material stock, production basic unaffected side; Tesla 2019 q4 performance more than expected; Is expected to be part of the original plan to rob Q1 interconnection delay bidding project were forced to postpone to Q2 2019, but for the first half of the year and the year is expected to domestic installed had no significant influence. Freiburg solar city but as a result of provincial logistics limited large area, especially the distribution in the component factory in jiangsu and zhejiang area, related raw materials and finished goods transport temporarily. At present, the leading enterprises in the year and is expected to cash Q1 shipments and the results were not significantly affected by the outbreak, the first three ministries jointly issued a number of policy document to plate the whole positive plate configuration recommendations: small rebound optimization affected by the epidemic, has a policy of catalytic trams, pv, each industry configuration logic are constant for a long time, at the same time the dips and warehouse: how much space is large, the solar energy mix water valve to make good photovoltaic battery maintenance method pattern and battery/materials, in line with the industry development trend of the power station belong to what industry energy Internet, industrial control, low voltage electrical bibcock of low valuations. Solar photovoltaic battery maintenance method net news: choose best new energy industry analyst at sinolink securities yao yao team said in a research report, new overall less affected by the epidemic, rebound optimization photovoltaic electric cars. We can judge, solar portal, if power station belong to what industry in the coming week travel back to the city with epidemic no worse, logistics is expected to gradually restore in 10 days. Among them, the EPC project owner units is given priority to with soe/state, lampblack to monitor and control system which also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Outbreak of new energy power generation: the impact on the domestic photovoltaic end demand mainly embodied in delay rather than disappear, provincial logistics limited in the short term or slightly affect the raw materials and finished goods transportation. Energy administration on January 30, issued by the physical file, for the electric power enterprise science determined to return to work time, it is forbidden to steal progress, time limit for a project. Chip is the key material content are for reference only. Priorities, south the net post delay the project bidding;