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The New Era Of Energy Imbalance Quiet End Of The Short

PV industry, the development of core technology is the key, according to China Energy Newspaper reported that the photovoltaic industry to represent the new Energy Industry, more and more local overheating and external investors, industry recognition. Recently held in Wuxi, a new energy industry meetings, trade for hot new energy industry made a careful distinction between the phenomenon and that in the relevant sub-sectors

Core technology is the photovoltaic industry, the key to enterprise development

Newspaper reported, according to China’s energy to photovoltaic industry to represent the local hot new energy industry more and more recognition of the industry and outside investors. Recently held in Wuxi, a new energy industry meetings, trade for hot new energy industry made a careful distinction between the phenomenon and that in the relevant sub-sectors, there are still significant room for growth. For the same judge, in the industry, investors, despite the short-term windfall of new energy era has ended, but has the advantage of technology, out of the low level of competition continues to attract new energy companies the attention of industrial capital.

PV industry chain imbalance in the overheated

8 26, State Council executive meeting of the deployment of inhibition of excess capacity in some industries and duplication, including the polysilicon and photovoltaic-related projects, and one of the low-level duplicated construction projects not approved as a new energy. Although the coverage of the new energy industry than a single polysilicon project to be much broader, but the State Council executive meeting of the conclusion already widely considered to be outside the country for the new energy industry overcapacity conclusions. “Followed by a concern for investors, bank loans will also increase the difficulty.” Industry players said.

But in the industry and the investment community seems to know, whether there is excess PV industry should be more detailed from the point of view to inspect. Ji Zhuo Fumin Source Capital managing partner, said the State Department concluded in August is a warning for the market, does not mean that the new country has fully emerged in the energy industry overcapacity situation.

“Polysilicon projects across the country reported only a part of the actual capacity of production, but the actual production of the project has reached a capacity less objective.” He said, “the conclusions of the State Council executive meeting to allow some potential, and not yet launched polysilicon project operators recognize the potential risks. so this warning for the industry is a positive role. ”

Previously, the investment securities statistics, in the first half of this year, Sichuan, Henan, Jiangsu, Yunnan, more than 20 provinces, nearly 50 companies are building, expanding and build polysilicon production lines, with a total construction area of over 170,000 tons total investment of more than 100 billion yuan. If these products can be realized, the equivalent of twice the global demand for polysilicon over-year. Thus, the State Council put forward to the new industries such as polysilicon, “to establish and improve access to standard measures.”

In the industry view, the so-called photovoltaic industry is overheated investment in some over-production processes, not represent a comprehensive overheating. China Renewable Energy Society, said executive director Ma Xuelu to investigate whether the excess PV industry should not only look at silicon PV module production status. He believes that photovoltaic industry, including extensive links, such as technology development, applied research, technical standards development, testing areas, training areas, supporting the components of production, but also the assessment of solar resources and service system. All aspects of the development of PV industry is also very uneven.

” Solar Energy PV power plant consists of two parts, the first part of the component, the second part is outside the system components. “He said,” If the degree of development of the component set 100, the components other than the maturity of the current market system is only 2 to 50 times worse. ”

Still new energy investment opportunities “Now with the new concept of energy to ‘ ‘ air cast, flourishes of time has passed. A new energy industry entrepreneurs is the practical, low-key time to practice their ideals.” Industrial capital has Investor says.

For industrial investors, including photovoltaic and wind power industry, including new energy that some of the overheating can not be the organization of funds into the industry reasons. Only in the industry as a whole are at high valuations, investors pay more attention to the leading enterprises in the technology and originality. After all, no investor wants to invest in companies such as polysilicon project soon fell into the same brutal competition.

DT Capital founding partner Shao Jun that the PV industry overcapacity exists only in low areas; in film batteries, and solar assisted industries, such as grid technology and energy storage technology still has a good The return potential, because these technologies are the next generation of technology beyond the possibility of still relatively low. IDG Technology Venture Investment (IDGVC) Suyang Zhang, managing partner of the same technology for energy storage, as well as high-voltage transmission technology have strong investment interest.

But as a secondary market for institutional investors, Huaxia Fund, WANG Ya-wei said the new energy industry after industry, the wealth effect in the high valuation also bring investment risk. The high valuation of the whole industry with intense competition within the industry, so companies can invest less and less.
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