petak, 23.12.2011.
PV industry: makers of strong market demand to expand the positive attitude
PV industry: makers of strong market demand to expand the positive attitude
REC polysilicon plant in the second half semi-annual report shows the market demand for PV Wang.
Benefit from market demand warm, REC second quarter revenue of RMB 2.758 billion yuan Norway, up 17 percent over the first quarter, the company is optimistic for the second half of the market demand, in addition to the German market is not affected by the subsidy cut, the Italian, Japan and the U.S. market demand is relatively strong, the company producing approximately 5,911 tons of polysilicon in the first half, second half of the estimated 7,000 tons of polysilicon production to the point of view, representing growth of 18.4% during the first half, it is worth noting that although the market price of polysilicon still low narrow range, but because of strong market demand, company data show up if the market demand towards EPIA scenario planning to go positive, the oversupply of polysilicon will be significantly narrowed the gap, so that part of the downstream customers of the company to establish a close long-term supply Contract interest increased again.
Billion Optoelectronics 1H10 profits of 350 million yuan, Hai Tong Group (25.15, -0.34, -1.33%) as the biggest beneficiary.
Changzhou billion Optoelectronics (EGING PV) company's Web site July 20 announced first half 2010 revenues of more than 15 billion, profits of up to 3.5 billion (up 23% profit margin), representing an increase of 1 times the same period in 2009, the company invested 8 one hundred million yuan 8 new production line (production capacity of about 200MW) from July to pre-production stage, the company photovoltaic module production capacity of 500MW, in the second half performance continued to look pretty. In addition, Germany, July 23, Payom Solar announced the formation of the optical crystal with billion strategic alliance partners, and in 2011-2013 to the billion purchase 100MW crystalline photovoltaic solar modules.
Billion Optoelectronics Research Department that the White Sea Tong Group (600537.SS) after the potential EPS will exceed the average market forecast of 1.0-1.2 million (billion Optoelectronics Group share capital through the White Sea about 486 million yuan), stock There are compensatory growth space.
Hengdian DMEGC (19.35,0.13,0.68%) expansion of photovoltaic cell production capacity to 400MW.
In view of market demand and based on thermal expansion of network scale, the company announced July 24 Investment 300MW crystalline silicon solar cells and 50MW components of the project, estimated total investment 873 million yuan (total funds raised). The project is expected production will be an annual production of 300MW crystalline silicon solar cells and 50MW solar cell module (estimated to reach 2012), is put into annual revenue $ 3.1 billion, 304 million yuan profit contribution, some contribution is put into EPS 0.74 yuan. In addition, the company plans to invest 135 million yuan expansion of 6,000 tons and 8,000 tons of MnZn ferrite powder production capacity, estimated income is put into 138 million yuan, the profit contribution of about 034 million yuan, EPS contribution of about 0.08 yuan.
Electronics industry needs to pick up, the company ferrite and ferrite products revenue surge 50% over last year, another company in November 2009 the new 100MW solar cell project has 50MW production, first-half revenue contribution 088 million yuan, profit of over $ 10 million, EPS contribution of about 0.02 yuan, the company estimated 2010 first-half profit will increase 130-160% over the same period last year, net profit of about 1.15-1.3 one hundred million yuan, EPS of about 0.28-0.32 yuan .
Investment advice:
Good market conditions, the PV industry, earnings effect can be expected in the third quarter, the PV plate A-share trading opportunities exist, promising research: 1 degree of integration of upstream and downstream integration and better valuations underestimate the CSG (000012.SZ), Aerospace Electrical (11.69, -0.04, -0.34%) (600151.SS) and Shanghai Tong Group (600537.SS).
(2) benefit from an influx of first-line capacity expansion plant process equipment and supplies plants such as Dragon Optical (25.440,0.00,0.00%) (300029.SZ), Oak shares (78.090,0.44,0.57%) (300082.SZ), new Dah Sing material (42.370, -0.33, -0.77%) (300080.SZ) good third-quarter earnings outlook is also preferred.
The benefits from science and technology: China's PV curtain wall patented technology ascent
Statistics in Beijing Intellectual Property Office, the Chinese solar industry applicants, a man named Li patent ranked first of 40 patents. Who is Li? Later we learned that Li founded the company in Shenzhen City, the benefits from technology in solar technology has been quietly walking in front of the industry.
Manufacture of solar modules of raw materials into three categories: monocrystalline, polycrystalline and thin film amorphous silicon. Thin-film amorphous silicon due to low production costs and more low-carbon environment, is being more and more attention.
Thin-film amorphous silicon technology as an energy-saving technology, the industry as the second-generation solar cells. On the conversion efficiency of amorphous silicon thin-film deposition of different chemical properties through the material layers in different segments, the conversion efficiency by 6% to 12% or higher laboratory efficiency up to 17.8%; Secondly, the film absorption wider wavelength sunlight, weak sunlight on cloudy days or operate better; Third, the production of amorphous silicon thin-film energy payback period of just 1.5 years. But at present, polysilicon technology has been in the industry for many years, a higher market share, while the thin-film amorphous silicon technology was still a novelty, but also need to address the problem of supporting low-cost mass production.
Li created the patentee the benefits from Shenzhen Technology Co., Ltd. is the largest thin-film silicon solar cell manufacturers and solution providers.
In 1998, the benefits from science and technology in Shenzhen City, Futian District, established the first 5 MW of thin-film amorphous silicon components of artificial production line in 2008 an annual capacity of 45 MW, 145 MW annual capacity of 2009, ahead of the domestic industry. 2010 the benefits from technology are planning to build a new 100 MW thin-film amorphous silicon solar cell production line, and plan to achieve 1,000 MW in 2015 low-cost mass production of silicon-based thin film solar cells, solar energy materials research and development project to establish a national center and photovoltaic application of technology design centers, become energy independent intellectual property rights of the new strategic industry base. The benefits from the current silicon-based thin-film photovoltaic technology in the industry, ranked the first, sixth in the world.
The statistics show that China accounted for 39% of global production of PV modules, is the world's largest producer, but 99% of the products are exported overseas. Adhere to the benefits from technological innovation, is now a company with more than 100 patented production technology of photovoltaic solar energy companies own brands.
In 1995, the benefits from technology introduced low-light-type amorphous silicon solar cell technology project identified by the experts, was identified as high-tech projects and to fill the gap. In 2004, its "BIPV" project was included in the national Ministry of Science, "15" research programs, the "solar insulating glass" was included in the national Ministry of Construction, scientific research projects. Benefits of technology innovation, "inline amorphous silicon solar cells and manufacturing method" also won the prize of Chinese patent and Paris International Invention Patent Award.
Energy Agency, United Nations survey, building integrated solar PV will become a 21st century city building energy-efficient hot market. The benefits from technology "low-cost amorphous silicon BIPV curtain wall components' technology in 2009 was named the world's most renewable energy technologies investment value of the top ten leading" Blue Sky Award. " Collection of solar photovoltaic curtain wall and curtain wall technology, photovoltaic technology, solar integrated building technology represents the latest development.
Located in Shenzhen City Longgang Baolong Industrial Park, the benefits from solar energy industry Solar BIPV curtain wall is the benefits from using the patented product: solar photovoltaic louvres point through the laminated glass and laminated glass, solar photovoltaic, the total installed power of 50 kW power output of up to 45,000 kwh per year. All use of green energy industrial park design, covering solar power systems, photovoltaic glass curtain wall and other high-tech environmental protection technology, called the solar energy industry base in the country's largest green plants.
Li said the 2030 film solar cells, solar cells account for the overall share of 30%. With the rapid development of the global PV industry, silicon-based thin film solar cell technology has matured, photoelectric conversion efficiency and stability of the continuous improvement of the future will have even broader space for development.
Domestic first! Pu Sanofi Nokia C6 cells pre-empt the market
Nokia C6-00 cell phone is not yet listed, but this type of battery PNB-4J battery has been in the country coming out!
Recently, Xiao Bian got this battery, the original product is well-known mobile phone manufacturers around the health-kun products. The brand is pivoFUL Pu Sanofi, before the introduction of speed licensed Nokia C6-00 cell phone companies which are still relatively rare.
Concern Nokia C6-00 is positioned as a strong entertainment machine, strong machine Saipan Saipan Entertainment Entertainment Entertainment Saipan strong strong machine machine should only be used in the past for high-end full touch screen and full QWERTY sliding keyboard cover, based on the Symbian S60 V5 Edition operating system, equipped with a 3.2-inch touch screen and supports Ovi maps, free walking and driving navigation. pivoFUL Pu Sanofi to unique market perspective, targeting market opportunities, fancy Nokia C6-00 market prospects, and with strong R & D capabilities, the rapid introduction of C6-00 for Nokia phones PNB-4J battery.
The third-party mobile phone battery brand has always been to good quality, large capacity, cheap stand in the city, after years of market baptism, in the top of the pyramid a few big brands more trusted by consumers. In the field of mobile phone batteries, pivoFUL Pu Sanofi always advocated the first to break the "capacity" of regular, down a good job "security" work: every piece of mobile phone battery strict use of national quality inspection agencies certified batteries, and by Seiko of Japan IC technology and the U.S. military MOSEFT control circuit, with the formation of an overcharge, over discharge, short circuit protection, and many other security technology to protect the wall. Meanwhile, pivoFUL Pu security Sanofi battery also purchased for each user a total of $ 5 million liability insurance for the Pacific, coupled with improved service and a unique laser anti-counterfeiting technology, pivoFUL Pu Sanofi great safety in the end will of courage.
It is reported that, pivoFUL Pu Sanofi PNB-4J battery fastest overall in the country next week more than 400 terminals for sale. In addition, as pivoFUL Pu Sanofi loyal partners Suning, Gome, easy days, and other large appliances chains will synchronize sales.
Other Electronics News:
FPCBP282AP , Fujitsu LifeBook AH530 Battery , Fujitsu LifeBook AH531 Battery , Fujitsu LifeBook LH530 Battery , Fujitsu LifeBook LH531 Battery , FPCBP250AP , etc.
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