A few days ago, the National Development and Reform Commission implemented a nationwide benchmark on-grid tariff for non-bidding solar photovoltaic power generation projects. This policy will effectively promote the rapid development of the solar photovoltaic power generation industry.
At present, the soft underbelly of the upstream and downstream development of the photovoltaic industry needs to be eliminated through capital market forces, and this is where investment opportunities lie.
For example, the domestic photovoltaic industry urgently needs to increase the self-sufficiency rate of upstream crystalline silicon raw materials. Therefore, it is necessary to focus on strengthening the purification of solar grade silicon materials and the development of key equipment such as high-efficiency solar cells, photovoltaic systems, and polycrystalline silicon casting furnaces. These key technological innovations and production Links will gather a large amount of funds and bring investment opportunities.
In addition, some battery cell manufacturing companies that have formed a certain brand and have large-scale production capacity in the middle reaches of the industrial chain will also benefit from the rapid development of the industry, and there will be a number of high-growth in emerging fields such as inverters and system installations. Business.
At present, the solar energy concept stocks in Shanghai and Shenzhen are not only traditional stocks that are engaged in polysilicon business such as Leshan Power, Tianwei Baoji, but also a series of stocks ranging from upstream equipment and consumables to downstream assembly. These stocks are different. The segmentation industry may have different profit growth space in the future. This means structural opportunities for investors.
At present, the soft underbelly of the upstream and downstream development of the photovoltaic industry needs to be eliminated through capital market forces, and this is where investment opportunities lie.
For example, the domestic photovoltaic industry urgently needs to increase the self-sufficiency rate of upstream crystalline silicon raw materials. Therefore, it is necessary to focus on strengthening the purification of solar grade silicon materials and the development of key equipment such as high-efficiency solar cells, photovoltaic systems, and polycrystalline silicon casting furnaces. These key technological innovations and production Links will gather a large amount of funds and bring investment opportunities.
In addition, some battery cell manufacturing companies that have formed a certain brand and have large-scale production capacity in the middle reaches of the industrial chain will also benefit from the rapid development of the industry, and there will be a number of high-growth in emerging fields such as inverters and system installations. Business.
At present, the solar energy concept stocks in Shanghai and Shenzhen are not only traditional stocks that are engaged in polysilicon business such as Leshan Power, Tianwei Baoji, but also a series of stocks ranging from upstream equipment and consumables to downstream assembly. These stocks are different. The segmentation industry may have different profit growth space in the future. This means structural opportunities for investors.
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