France in Europe this year, is known to be the first to buy back the roof to generate solar electricity subsidies, feed-in tariff) rates will be reduced by about 24%, due to the total amount of solar France is relatively small, so that the impact on the market is not great. But Germany as a leading solar energy company in the world power,VGP-BPL8 , VGP-BPL8A ,VGP-BPL9 the reduction of subsidies on the global Solar Energy industry, the impact of a greater German role in the industry benchmark (Germany in 2009, installed capacity of up to 25 billion watts or more, on global market share of more than 50%), could also urged other countries such as Italy, the adopted measures to reduce the subsidies.
Undoubtedly, the practice of short-term in the solar industry in Germany is on in full swing poured cold water, but the long term, we believe that this will benefit the entire industry. Since the emergence of a new preferred form of energy in its early growth process of the government policy to growth for its early support is very important, we note that in recent years, European countries frequently issued preferential policies, but the growth of a new industry, it will be able to survive completely separate market-oriented environment is the most important and profitable to reduce the government subsidy policy gradually and finally start to be inevitable. Photovoltaic industry in Europe, North America and Japan at the start, subsidized for a long time, the whole industry chain is already very mature, and already has a certain ability to withstand risks, and a corresponding reduction in subsidies would be more conducive to independent development of the industry.
From the development of the industry status quo of view, the important position of the photovoltaic industry is no doubt that the future of the global PV market significantly increase capacity, economies of scale will reduce costs. From 2008, the world’s total PV installed capacity has reached 14730MW, the last five years at a rate of more than 39%, an annual increase in installed capacity also showed a significant increase in the trend is expected in 2009 newly installed capacity reached 6802MW, 2010, there will 10790MW . reach From 2009, three quarters of the largest battery manufacturers shipments have increased expected sales of Yingli from 450MW to 490MW, 600 MW of Suntech sales of 660mW. The increase in the size of the unit installed to bring lower costs for electricity generation, solar battery cost per watt, is the beginning of 2008 at about $ 3 per watt has been falling to about $ 1.3 now. Therefore we may think that to eliminate the future costs of the battery gradually reduce subsidies to offset in large part by rising operational costs, is the photovoltaic industry in the future is bright.
Investment advice:
We believe that the domestic photovoltaic industry in a period of rapid growth, reaching the level of Europe at that time, there is still a long way to go, so for a long time only a VGP-BPS10A/B,VGP-BPS10B,VGP-BPS11 ,VGP-BPL2C good policy to promote the development of the industry and we remain optimistic about the domestic PV industry and associated companies. In order to focus on “the Emperor Bao-change”, “Aerospace Electrical and Mechanical Services,” “New expansion is” Hai Tong Group. “