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The evening of March 4 , the development of photovoltaic power plants one of the leading aerospace electromechanical announcement , the proposed capital increase for its two power plant projects in 272 million yuan . It has been nearly a year , Aerospace Electrical 10th bulletin announced capital investment and photovoltaic power plant projects, involving a total amount of more than 2 billion yuan . Aerospace Electrical series move also allowed the development scale photovoltaic power plants in the country ranking from sixth place in 2012 rose to second place .
Market research firm Solarbuzz recently released research report shows that PV power plant project in 2013 the top ten domestic photovoltaic power plant EPC hands of developers have occupied 45% of the total market share . TBEA, China Power Construction , Libya and science and technology with strong financial strength, to compete in the development of photovoltaic power plants in intense outstanding military exploits .
Despite a hot market , but market analysts warned that the PV industry, especially in the use of part of the terminal power is not fully clear background, numerous power projects up and running after the results still restrict direct impact on power plant operators return on investment. For power plant developers, can be found after the completion of power plants operators willing to take the disk to honor the investment income is not easy.
Enhance market concentration
Solarbuzz latest research report shows that in 2013 , the introduction of subsidies and industry to pick up under the influence , the domestic photovoltaic power plant EPC 2013 project contractor competition is fierce. Developers occupied the top three of all A-share listed companies, namely TBEA, Aerospace Electrical and China Electric Power Construction . Scale power plant construction which occupies the entire top two market share of 15% , the top ten developers will include 45% market share.
Aerospace Electrical photovoltaic power plants in 2013 to develop business frequently force , in addition to 4 March announced the proposed capital increase of its power plant project located in Gansu and Ningxia , the China Securities Journal reporter , according to rough statistics , in the past the past year the company announced the investment and capital increase Up to a dozen PV power plant project , involving an investment capital of more than 1 billion yuan . In fact, many A -share companies are concentrated force last year to develop photovoltaic power plants , including the developer Rank "champion " and " second place" TBEA and China Electric Power Construction .
With the " Xinjiang Electric Delivery" transmission channel is put into operation , the Xinjiang region PV market has been activated , TBEA with local geographical advantages , the development scale power plant from 450 MW in 2012, soared to nearly 1,000 trillion in 2013 watts , the market is deemed PV market "dark horse ." With a central enterprises with strong financial strength, China Power Construction Loaning approach often taken full contract projects , making the share of the company's rapid expansion .
In addition , some of the transition from a component manufacturer for the power plant developers last year have also overweight power station development . Among them, Li Technology in 2012 by virtue of the rapid development of photovoltaic power plants established and successful sales business model, the performance of the first to become one of the few losses photovoltaic business. Hareon 2013 also issued several power plant investment announcement , the total amount of new development around 300 MW power plant last year, while in the hands of reserve power station capacity of up to 1639 MW.
China Renewable Energy Society, an expert told reporters that in August last year before , due to the benchmark price of PV is not clear, large-scale power plant project developers generally in a wait state , the local government has made early " path of " The projects have slowed develop rhythm. But last August after the NDRC announced a new tariff subsidy standards, enthusiastic developers has once again been activated , power station development competition is heating up state.
Distributed power plant developers warming
From the current point of view , power developers to expand the fight to compete mainly concentrated in the western region battleground , particularly favorable resource conditions , Gansu , Ningxia, and the network is relatively easy provinces. Eastern resource conditions but less suitable for the construction of small distributed PV power plant market will slow a lot of space to expand . According to statistics released by the relevant ministries , in 2013 the annual installed capacity of more than 8,000 domestic new PV MW, of which more than 6,000 megawatts of large-scale power plants , distributed PV installed capacity of approximately 2,000 megawatts .
These experts have said that despite the highly distributed PV policy pushing , but there are still some technical policy barriers are not entirely clear , which makes its development progress is not satisfactory . But with the large ground station in Western resource development and exhausted, in the eastern part of the distributed PV market will be Forced speed. "On one hand , there is no strong financial backing of strength of small and medium sized developers will have to withdraw from the western markets, fought eastern ; hand, with gradually improve policies and measures, the eastern part of the construction of distributed PV market will grow faster ."
From the current pattern of PV market and policy formulation to see the latest side views of the experts are to be verified. National Energy Board recently announced new construction scale photovoltaic power generation for the year 2014 , the annual installed capacity of 14000 MW of new targets , the scale of 8000 MW distributed power plants accounted for .
In fact, some of the domestic photovoltaic companies have started from the west exit quietly layout eastern region , many of whom figure listed companies , to compete in the main positions concentrated in Jiangsu and Zhejiang provinces . Among them, the last action is most critical to the sun leading photovoltaic inverter power . Late last year the company announced that it will develop a total of 300 megawatts of Jiangsu and Anhui scale distributed power projects. Market is expected after the project is completed and put into operation contribute about 26 billion in revenue for the company. Net profit margin of 10% according to estimates, is expected to contribute 260 million yuan net profit .
In addition, Icahn Technology , Zhejiang Province, Wolong Electric , etc. are also small test chopper , tens of MW -scale development of distributed power projects. Principal easy part of the traditional power equipment manufacturers have blossomed in the field of distributed photovoltaic devices. 2012 Easy special distributed generation product sales increased 381 percent ; first half of 2013 , the company distributed power generation equipment sales in 2012 accounted for 89% of total sales .
Station "assignment difficult" worries fade
Research institutions Solarzoom statistics show that last year in August , the country has disclosed the intention to reach , contracting and construction of photovoltaic projects are being developed to reach 130,000 MW, compared to the country's new proposed installed capacity of 35,000 MW by 2015 "Ten five " target exceeded more than 3 times , most of them large ground- power projects. This means that the next period of time , intense competition in the state of development of photovoltaic power plants will continue to maintain a high temperature.
However , under the boom has started bubbling undercurrent surging .
It is understood that many companies are keen that the driving force behind the development of the power station , " more than 10% internal rate of return ," the temptation of power station development is generally regarded as the most profitable part of the photovoltaic industry . However, an important prerequisite for achieving this rate of return is that developers frequently loaning billions of dollars in pre- built power plant in the year to successfully achieve the best sale. If you can not find buyers , developers will have to turn into carriers , pre- cast construction of power stations waste of money in return cycle will be stretched , project development funds face long-term risks.
In fact, the power plant development, " the transfer is difficult," worries have gradually surfaced. The brokerage analyst told reporters that the recent four months time, the leading developer of aerospace electromechanical listed twice in the Equity Exchange packaged equity transfer its two photovoltaic power plant project, but at the end of February this year, has yet to find the transferee Fang . This may be worth the trade alert signal. " Competition is the power station development is actually cash flow , companies need to get rid of the early completion of the project as soon as possible , in order to ensure that new projects have enough to get early Loaning , maneuvers that sell one to buy for a long time if there when empty , the funds will be a great test developer bearing capacity , " the analyst said .
Rank the results referred to 2013 shares rose nearly three months
1 TBEA --- 16.39%
2 Aerospace Electrical profit 141 million yuan , up surge -10.39 %
3 China Electric Power Construction --- 17.82%
4 Poly Technologies profit 155 million yuan , an increase of 30% -10.41 %
5 Hareon loss 131 million yuan , up by 6,395% 26.08%