A global recession means that the risk of increased investment, and foreign investment in the wind this time without fear of risk, collective investment in the market thin film solar cell. Since July, Lenovo, Intel, International Finance Corporation (IFC) has voted in the wind, and other foreign film solar cell industry to invest. This series of moves to convey what signal? Following the 2005 crystalline silicon cells and Compaq laptop battery last year after the polysilicon thin film solar cell industry will be the formation of a new outbreak of the point?
Trends in increased investment in the field of thin film batteries
In July, just think of investment in the new fund-raising with respect to the fourth, the injection of Zhejiang advanced solar energy company Compaq Armada M700 battery engaged in the CdTe thin film solar cell production group.
By the end of October, Intel president Paul Otellini announced three investment projects Compaq EVO N400c battery , of which 20,000,000 U.S. dollars of investment capital Shenzhen Science and Technology Chong-yi (thin film solar energy research and development and manufacturing solutions provider).
November 5, the World Bank Group, Compaq EVO N410c battery a member of the International Finance Corporation (IFC) announced that China will be the new Austria solar Xinao Group Limited 136,000,000 U.S. dollars, to build a large-scale thin film solar module production line.
In a sense, Compaq Evo N600C battery the wind is from the mainstream for large changes in the layout of the smell in a harbinger of change in the industry.
The development of crystalline silicon cells suffering from upper reaches of the silicon material shortage suffered in the upper reaches of the silicon material shortage no short-term solution, Compaq Evo N610C battery the world's leading manufacturers of photovoltaic cells have increased the thin film photovoltaic cells on the input.
Has been informed of the information include: the world's leading photovoltaic cells Q-Cells all of the existing business of promoting the film Compaq Evo N620C battery technology, a-Si, CdTe and CIGS have input; Japan, with its large Sharp in the field of liquid crystal technology, focusing on The development of silicon thin film photovoltaic cells (a-Siμc-Si) in the field, will be announced in 2010 to build 1GW silicon thin film photovoltaic cell production capacity; limited by the critical process equipment, lack of technology, Suntech has become relatively less, in 2009 silicon thin film optical Volt Compaq Presario 1200 battery capacity building program is only 50MW.
Analysis of the thin film Compaq Presario 700 battery development prospects
Why not vote in the wind into account the risk of economic downturn, and large Compaq Presario 900 battery into the film? "Daily Economic News" link in a Shanghai investment company president, he said, the industry leader's movement has been cast to focus on the scope of the wind, which often become the incentive for action.
Clear cost advantage of thin film batteries
"Cost." Asked about the advantages of thin film Compaq 319411-001 battery , the Great Wall Securities analyst Zhou Tao first answer given above.
The cost of restricting the development of crystalline silicon cells a major obstacle. First of all, the industry benefited from the boom into the cycle of high-purity silicon prices surged. Zhou Tao said that in 2003 the price is still 30 U.S. dollars kg, the mid-2008 on the steep kg to 800 U.S. dollars. "2007 Chinese PV Industry Development Report" shows that the total cost, the proportion of the cost of silicon materials reached 56.2 percent, followed by vendors from the technical monopoly. Zhou Tao said that the high-purity silicon for the demanding production process, until last year, Compaq Presario 2100 battery , Compaq Presario 2500 battery its production technology and the market is monopolized by the major manufacturers, downstream manufacturers has been greatly restricted.
In contrast, the thin film battery in a very cost competitive, wide range of sources of raw materials, there is an ample supply for downstream manufacturers attractive. In recent years, with CdTe (cadmium telluride)-based thin-film Compaq Presario R3000 battery has grown rapidly. Show that the United States-based production company FirstSolar sales of CdTe cell, in the film market share in 2003 from the sharp rise of 7% to 47% last year.
There are more than double the efficiency of conversion of space
Conversion efficiency is not high, thin film Compaq Presario NX9010 battery have been so much criticism. Laboratory data from the point of view, far behind the cell membrane crystal silicon. However, the situation has changed.
In addition to the CdTe, has been the commercialization of thin-film photovoltaic materials, batteries are a-Si (amorphous silicon) and CIGS (copper indium selenium) two. On March 28 this year, according to the U.S. Renewable Energy Laboratory (NREL) announced that its Compaq Presario NX9000 battery of laboratory CIGS conversion efficiency 19.9%, the conversion efficiency of thin film batteries have been further approximation of the polysilicon cell 20.3 percent.
Golden State Securities analyst Zhang Shuai of the view that the laboratory data show that the next film Compaq Presario X6000 battery have doubled the rate of conversion of the room. He predicted that, in theory, the cost may be reduced by 50%.
Crystalline silicon cells or excess production capacity
In addition, the market is still the mainstream of crystalline silicon cells. Zhou Tao said that in 2007 the world's top 10 solar cell manufacturers, 9 based on crystalline silicon-based Compaq Presario 1700 battery , Tak China (Suntech), Hidetoshi (Yingli), JA (JASolar) were ranked No. 2, 9 and 10.
"This year's expansion is very powerful, new capacity from the second half of this year onwards to achieve." Zhou said, according to the disclosure of the expansion plan, he expected 2008 to 2010, global solar cell industry supply growth followed by For 80.7%, 43.6% and 46.2%.
On the other hand, demand growth does not occur simultaneously. Zhou Tao is expected to increase demand for the same period of about 48%, 33% and 39%, the industry will be slightly over-supply situation.
Prior to this, It is reported that Suntech beginning of production. Zhou Tao said that the northern hemisphere into the traditional off-season trade, the manufacturers also conduct a seasonally adjusted basis.
Analysis of the thin film Compaq Armada E500 battery industry still support
Last year, high oil prices triggered a financial market for a new concept in hot pursuit of energy; now a huge decline in oil prices, the new energy market seems to have been forgotten. In response, Zhou Tao of the view that oil price fluctuations do not have a direct impact on the nature of photovoltaic stock valuation. He pointed out that the oil be used as the main fuel internal combustion engines, power generation and fuel is coal and natural gas, which is the photovoltaic power generation competitors.
Zhou Tao said that the U.S. situation, photovoltaic shares peaked in January this year, after adjustment so far, on the whole, in the current phase of the bottom. However, the valuation of each other are very different. Among them, Presario 2500 battery with technical and cost advantages of the enterprises to enjoy a higher level of valuation, Suntech's production of single-crystal cell, the conversion rate as high as 18% to 19%, which in 2008 PE of 26 times; FirstSolar in the cell membrane CdTs A strong competitive advantage, in 2008 PE of 61 times; Sunpower production of crystalline silicon cell conversion rates as high as 22.7 percent, the current valuation of 22 times. Other skills in the middle of the photovoltaic units, such as Hebei JA, Yingli, Prosignia 170 and so on, in 2008 the average PE of 10 to 15 times between.
It should be noted that polysilicon stock in the future as a result of severe economic decline and a lower level of valuation. Traditional polysilicon plant, one of the seven MEMC, 2008, 2009 earnings were 8 times and 6 times.
However, the domestic stock valuation than the PV foreign counterparts, is relatively high. Is the same amorphous silicon thin film battery manufacturers, ENER (EnergyConversionDevices) 2008 years PE of 38 times, the new formation in the 35 or so times. Zhou Tao of the view that the two products in view of the conversion rate of 9%, 6%, the new extension to the valuation of the existence of certain over-estimated
Trends in increased investment in the field of thin film batteries
In July, just think of investment in the new fund-raising with respect to the fourth, the injection of Zhejiang advanced solar energy company Compaq Armada M700 battery engaged in the CdTe thin film solar cell production group.
By the end of October, Intel president Paul Otellini announced three investment projects Compaq EVO N400c battery , of which 20,000,000 U.S. dollars of investment capital Shenzhen Science and Technology Chong-yi (thin film solar energy research and development and manufacturing solutions provider).
November 5, the World Bank Group, Compaq EVO N410c battery a member of the International Finance Corporation (IFC) announced that China will be the new Austria solar Xinao Group Limited 136,000,000 U.S. dollars, to build a large-scale thin film solar module production line.
In a sense, Compaq Evo N600C battery the wind is from the mainstream for large changes in the layout of the smell in a harbinger of change in the industry.
The development of crystalline silicon cells suffering from upper reaches of the silicon material shortage suffered in the upper reaches of the silicon material shortage no short-term solution, Compaq Evo N610C battery the world's leading manufacturers of photovoltaic cells have increased the thin film photovoltaic cells on the input.
Has been informed of the information include: the world's leading photovoltaic cells Q-Cells all of the existing business of promoting the film Compaq Evo N620C battery technology, a-Si, CdTe and CIGS have input; Japan, with its large Sharp in the field of liquid crystal technology, focusing on The development of silicon thin film photovoltaic cells (a-Siμc-Si) in the field, will be announced in 2010 to build 1GW silicon thin film photovoltaic cell production capacity; limited by the critical process equipment, lack of technology, Suntech has become relatively less, in 2009 silicon thin film optical Volt Compaq Presario 1200 battery capacity building program is only 50MW.
Analysis of the thin film Compaq Presario 700 battery development prospects
Why not vote in the wind into account the risk of economic downturn, and large Compaq Presario 900 battery into the film? "Daily Economic News" link in a Shanghai investment company president, he said, the industry leader's movement has been cast to focus on the scope of the wind, which often become the incentive for action.
Clear cost advantage of thin film batteries
"Cost." Asked about the advantages of thin film Compaq 319411-001 battery , the Great Wall Securities analyst Zhou Tao first answer given above.
The cost of restricting the development of crystalline silicon cells a major obstacle. First of all, the industry benefited from the boom into the cycle of high-purity silicon prices surged. Zhou Tao said that in 2003 the price is still 30 U.S. dollars kg, the mid-2008 on the steep kg to 800 U.S. dollars. "2007 Chinese PV Industry Development Report" shows that the total cost, the proportion of the cost of silicon materials reached 56.2 percent, followed by vendors from the technical monopoly. Zhou Tao said that the high-purity silicon for the demanding production process, until last year, Compaq Presario 2100 battery , Compaq Presario 2500 battery its production technology and the market is monopolized by the major manufacturers, downstream manufacturers has been greatly restricted.
In contrast, the thin film battery in a very cost competitive, wide range of sources of raw materials, there is an ample supply for downstream manufacturers attractive. In recent years, with CdTe (cadmium telluride)-based thin-film Compaq Presario R3000 battery has grown rapidly. Show that the United States-based production company FirstSolar sales of CdTe cell, in the film market share in 2003 from the sharp rise of 7% to 47% last year.
There are more than double the efficiency of conversion of space
Conversion efficiency is not high, thin film Compaq Presario NX9010 battery have been so much criticism. Laboratory data from the point of view, far behind the cell membrane crystal silicon. However, the situation has changed.
In addition to the CdTe, has been the commercialization of thin-film photovoltaic materials, batteries are a-Si (amorphous silicon) and CIGS (copper indium selenium) two. On March 28 this year, according to the U.S. Renewable Energy Laboratory (NREL) announced that its Compaq Presario NX9000 battery of laboratory CIGS conversion efficiency 19.9%, the conversion efficiency of thin film batteries have been further approximation of the polysilicon cell 20.3 percent.
Golden State Securities analyst Zhang Shuai of the view that the laboratory data show that the next film Compaq Presario X6000 battery have doubled the rate of conversion of the room. He predicted that, in theory, the cost may be reduced by 50%.
Crystalline silicon cells or excess production capacity
In addition, the market is still the mainstream of crystalline silicon cells. Zhou Tao said that in 2007 the world's top 10 solar cell manufacturers, 9 based on crystalline silicon-based Compaq Presario 1700 battery , Tak China (Suntech), Hidetoshi (Yingli), JA (JASolar) were ranked No. 2, 9 and 10.
"This year's expansion is very powerful, new capacity from the second half of this year onwards to achieve." Zhou said, according to the disclosure of the expansion plan, he expected 2008 to 2010, global solar cell industry supply growth followed by For 80.7%, 43.6% and 46.2%.
On the other hand, demand growth does not occur simultaneously. Zhou Tao is expected to increase demand for the same period of about 48%, 33% and 39%, the industry will be slightly over-supply situation.
Prior to this, It is reported that Suntech beginning of production. Zhou Tao said that the northern hemisphere into the traditional off-season trade, the manufacturers also conduct a seasonally adjusted basis.
Analysis of the thin film Compaq Armada E500 battery industry still support
Last year, high oil prices triggered a financial market for a new concept in hot pursuit of energy; now a huge decline in oil prices, the new energy market seems to have been forgotten. In response, Zhou Tao of the view that oil price fluctuations do not have a direct impact on the nature of photovoltaic stock valuation. He pointed out that the oil be used as the main fuel internal combustion engines, power generation and fuel is coal and natural gas, which is the photovoltaic power generation competitors.
Zhou Tao said that the U.S. situation, photovoltaic shares peaked in January this year, after adjustment so far, on the whole, in the current phase of the bottom. However, the valuation of each other are very different. Among them, Presario 2500 battery with technical and cost advantages of the enterprises to enjoy a higher level of valuation, Suntech's production of single-crystal cell, the conversion rate as high as 18% to 19%, which in 2008 PE of 26 times; FirstSolar in the cell membrane CdTs A strong competitive advantage, in 2008 PE of 61 times; Sunpower production of crystalline silicon cell conversion rates as high as 22.7 percent, the current valuation of 22 times. Other skills in the middle of the photovoltaic units, such as Hebei JA, Yingli, Prosignia 170 and so on, in 2008 the average PE of 10 to 15 times between.
It should be noted that polysilicon stock in the future as a result of severe economic decline and a lower level of valuation. Traditional polysilicon plant, one of the seven MEMC, 2008, 2009 earnings were 8 times and 6 times.
However, the domestic stock valuation than the PV foreign counterparts, is relatively high. Is the same amorphous silicon thin film battery manufacturers, ENER (EnergyConversionDevices) 2008 years PE of 38 times, the new formation in the 35 or so times. Zhou Tao of the view that the two products in view of the conversion rate of 9%, 6%, the new extension to the valuation of the existence of certain over-estimated
