Recently, the Ministry of Finance, Science and Technology, National Energy Board jointly released the "good" Golden Sun "demonstration project implementation of the notice" to speed up the implementation of the "Golden Sun" demonstration project. This indicates that the photovoltaic industry, the attitude of the government care to promote the development of PV market determination.
According to Finance Ministry sources, demonstration projects, capacity of 642 MW, in 2008 China's solar energy capacity is 145 megawatts of 4.4-fold, demonstration projects promoting photovoltaic industry chain is bound to drive the huge demand, the domestic photovoltaic market, revenue recognition is expected to in 2010 and 2011 to achieve explosive growth.
Together with the "notice" with the release of the "golden sun, the basic requirements Demonstration Project," the procurement of key components have made it clear that the project will help standardize the bidding process, so that an open transparent bidding, so that a truly golden sun model demonstration project effect. "Notice" provisions of crystalline silicon components of the price-cap 14 per hour / peak watt, amorphous silicon thin-film components of the price-cap 9 yuan / peak watt, grid-connected inverter in the single-phase inverter price ceiling 5 yuan / watts, three-phase inverter price ceiling 3 yuan / watt, independent inverter price ceiling is 3 yuan / watt.
According to our calculations, to 70 U.S. dollars / kg of polysilicon unit price calculation, the total component cost of 1.54 U.S. dollars / Wp, equivalent to 10.47 yuan / Wp, with price-cap 14 yuan / Wp basis, gross margins reach 25.2%, for component manufacturers, 14 yuan / Wp unit price is acceptable.
"Notice" will enhance confidence in the market for photovoltaic industry, bringing to the plate photovoltaic transactional investment opportunities. We recommend that investors can focus the integration of PV companies Tianwei change security (600550SH), the leading domestic super-white glass, Jin Jing Science and Technology (600586SH), with a photovoltaic construction business Tellhow (600590SH), production of lead-acid batteries Windsurfing Stock (600482SH), with a flexible transmission technology, Hidenobu shares (002123SZ), as well as the parent has access to the national grid photovoltaic grid-country R & D platform NARI (600406SH).
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