The rapid growth of solar power generation will not only mark the rapid expansion of renewable energy utilization in China in the next few years, but also mean that it will bring about tremendous growth in the related equipment market.
Nearly 700 billion market size The installed capacity of China's solar power generation at the end of 2010 was 256,200 kilowatts (CEC statistics). If calculated by the end of the “Twelfth Five-year Plan†at 10 million kilowatts, the increase would be 9,743,800 kilowatts. "The planned solar energy scale will be increased to 15 million kilowatts, and the increase will reach 13.743 million kilowatts. The total scale of solar power currently under construction is about 1 million kilowatts. If we count the current construction volume and calculate it at a planned scale of 10 million kilowatts, we will increase it by about 7 times at the end of the "Twelfth Five-Year Plan," and increase the total scale. About 8.74 million kilowatts, if calculated at 15 million kilowatts, the increase will be 13.74 million kilowatts.
From the perspective of the solar power industry chain, there are mainly polysilicon battery power generation and a certain percentage of thin-film battery power generation. The polysilicon battery power generation industry chain has many (single) crystalline silicon, wafer processing, battery manufacturing, components, inverters, and transformers. According to the estimated cost of photovoltaic power generation of 1 kilowatt for 50,000 yuan, the total market size of 8.74 million kilowatts will reach about 440 billion yuan. If the calculation is based on 13.74 million kilowatts, the total market size will reach nearly 690 billion yuan.
Of course, with the advancement of technology, especially the decline in the price of polysilicon and the large-scale purchase and installation, the cost of solar power generation equipment may have a certain degree of decline. However, energy and labor costs may increase.
Relevant companies face new opportunities Faced with the huge market brought about by the solar energy generated by the 12th Five-Year Plan for Renewable Energy, related listed companies, especially those with competitive advantages, face new opportunities for development.
There are a large number of listed companies related to solar power generation. They have directly engaged in this business and are also indirectly involved. According to rough statistics, there are more than a dozen listed companies directly involved in solar photovoltaic power generation, including many (single) crystalline silicon, wafer processing, battery manufacturing, components, and installations, such as Leshan Electric (600644), and Weibao Change (600550), Jinggong Technology (002006), CSG A (000012) and others.
It should be noted that, from the perspective of the entire solar photovoltaic industry chain, many links have no shortage of production capacity, or even a surplus. Relevant information shows that the production capacity of solar cells and modules in China has exceeded 40 GW. Even if calculated according to the scale of 15 million kilowatts at the end of the “Twelfth Five-Year Planâ€, it is already an obvious excess.
Nearly 700 billion market size The installed capacity of China's solar power generation at the end of 2010 was 256,200 kilowatts (CEC statistics). If calculated by the end of the “Twelfth Five-year Plan†at 10 million kilowatts, the increase would be 9,743,800 kilowatts. "The planned solar energy scale will be increased to 15 million kilowatts, and the increase will reach 13.743 million kilowatts. The total scale of solar power currently under construction is about 1 million kilowatts. If we count the current construction volume and calculate it at a planned scale of 10 million kilowatts, we will increase it by about 7 times at the end of the "Twelfth Five-Year Plan," and increase the total scale. About 8.74 million kilowatts, if calculated at 15 million kilowatts, the increase will be 13.74 million kilowatts.
From the perspective of the solar power industry chain, there are mainly polysilicon battery power generation and a certain percentage of thin-film battery power generation. The polysilicon battery power generation industry chain has many (single) crystalline silicon, wafer processing, battery manufacturing, components, inverters, and transformers. According to the estimated cost of photovoltaic power generation of 1 kilowatt for 50,000 yuan, the total market size of 8.74 million kilowatts will reach about 440 billion yuan. If the calculation is based on 13.74 million kilowatts, the total market size will reach nearly 690 billion yuan.
Of course, with the advancement of technology, especially the decline in the price of polysilicon and the large-scale purchase and installation, the cost of solar power generation equipment may have a certain degree of decline. However, energy and labor costs may increase.
Relevant companies face new opportunities Faced with the huge market brought about by the solar energy generated by the 12th Five-Year Plan for Renewable Energy, related listed companies, especially those with competitive advantages, face new opportunities for development.
There are a large number of listed companies related to solar power generation. They have directly engaged in this business and are also indirectly involved. According to rough statistics, there are more than a dozen listed companies directly involved in solar photovoltaic power generation, including many (single) crystalline silicon, wafer processing, battery manufacturing, components, and installations, such as Leshan Electric (600644), and Weibao Change (600550), Jinggong Technology (002006), CSG A (000012) and others.
It should be noted that, from the perspective of the entire solar photovoltaic industry chain, many links have no shortage of production capacity, or even a surplus. Relevant information shows that the production capacity of solar cells and modules in China has exceeded 40 GW. Even if calculated according to the scale of 15 million kilowatts at the end of the “Twelfth Five-Year Planâ€, it is already an obvious excess.
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