Photovoltaic wind power industry in the rain

World Wind Power News: It is reported that Germany's 17 nuclear power stations will supply 30.6% of the electricity demand in Germany in 2010, and abandoning the nuclear power energy plan will stimulate the replacement of other new energy sources. According to the German Renewable Energy Association, Germany will start a total of 200 billion euros (about 2 trillion yuan) in new energy sources starting in 2011 and 2020, especially in the fields of sea wind power and solar energy. From the utilization hours, nuclear power is about 4 times higher than that of photovoltaics. Therefore, German solar energy demand will continue to maintain a high growth trend in the next 10 years. Germany has installed 17GW of photovoltaics by 2010 and added 8GW last year. According to Wang Jing, chief operating officer of Comtec Solar, it is necessary to add 8 GW of solar energy every year, “to basically make up for the reduction in nuclear power generation.”

The Japanese Prime Minister also recently revealed that solar panels will be installed on the roofs of 10 million households by 2030. At present, China's domestic wind turbines are only prototype-based and have not actually been mass-produced. To export, more overseas certification is needed. According to industry analysts, for new energy stocks, PV is better than wind power.

Photovoltaic companies aim at European and American markets, which currently cost as much as 1.1 yuan to 1.2 yuan/kWh, making solar energy not recognized by the domestic market. Exports have also become the main route for domestic photovoltaic companies, of which European countries such as Germany and Italy are domestic photovoltaics. The company's most important sales market. Therefore, the policy orientation of these countries also determines the vitality of domestic photovoltaic companies. The European Photovoltaic Association recently stated that in 2011, the global photovoltaic market will continue to maintain strong growth. It is expected that this year's global PV installation capacity will reach 21 million kilowatts, an increase of 27% over 2010.

In the first quarter of this year, global PV module shipments fell by 10%, and the first negative growth since early 2009. This is due to the uncertainty caused by the uncertainty of Italy's subsidy policy, which has caused market panic. On the other hand, it has resulted from oversupply of downstream products and reduced costs. It is reported that in May Italy announced the extension of the existing subsidy program until August 31, so the current photovoltaic industry began to digest inventory. "It is estimated that the basic digestion in June will be completed, and the photovoltaic prices will stabilize in July and August, and corporate profits will tend to be reasonable." However, Wang Jing said, "The huge profits of photovoltaic companies have passed."

Recently, Shi Lishan, director of the New Energy Division of the National Energy Administration, said that in the first quarter of this year, China’s wind power generation reached 18.8 billion kWh, an increase of 60.4%, which was 30 to 50 percentage points higher than the growth rate of thermal power, hydropower, and nuclear power during the same period. However, on the other hand, overcapacity has caused wind turbine prices to continue to hover at low levels, and it is difficult to recover in the short term, which has greatly affected the gross profit of wind power companies. Daikin Heavy Industry (002487, shares it) and Goldwind Technology so this year's interim results pre-drop. At the same time, wind power installed capacity showed a slight downward trend after peaking in 2010. The volume and price have gone down to test the domestic wind turbine manufacturers' response capacity and speed up industry consolidation. At present, the United States and Europe are accelerating the development of wind power. Some domestic wind power companies have set their sights on overseas markets and have begun to obtain orders, but exports have had little impact on their performance.