The hottest photovoltaic module enterprises will w

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In 2014, photovoltaic module enterprises will welcome a "flood" of orders

Chinese photovoltaic enterprises Trinasolar and Renesola will announce before the end of the year, indicating that next year, photovoltaic module enterprises will usher in a flood of orders with the support of huge new domestic demand. I predict that from next year to 2015, similar enterprise announcements will follow, providing a steady stream of ammunition for photovoltaic stocks to bid farewell to the downturn of the past three years and enter the rebound channel. However, behind the bright news, there is also a downside risk, that is, the payment of these huge orders may be slow, because many photovoltaic power station operators are large state-owned entities, which may lack funds to support ambitious new projects and technology to operate these power stations

of course, I am not willing to pour too much cold water on the recovery of China's photovoltaic module industry. Affected by overcapacity, Chinese and foreign photovoltaic enterprises have experienced a long-term and painful decline since the first half of 2011. Factory closures and bankruptcies have eliminated many old and inefficient production capacity, and most surviving enterprises may return to profitability next year. The Chinese government plans to achieve a cumulative installed capacity of 35 gigawatts (GW) of photovoltaic power generation by 2015, which was almost zero two years ago. This extremely radical planning goal has provided strong support for the recovery of advanced chemical material industries such as high-end resin, special rubber and engineering plastics

it is not easy to achieve this goal, but large state-owned enterprises show that they will set off a wave of photovoltaic construction to help the government achieve the planning goals. Trinasolar announced that it had just signed a new framework agreement to cooperate with Xinjiang to build a 1 GW photovoltaic power generation project. Investors were extremely happy with the news, and Trinasolar's share price surged more than 7% in morning trading in New York after the announcement

Trinasolar will cooperate with the local government of Turpan to build a series of projects in four years from next year. The photovoltaic power generation capacity of the first two phases of the project is designed to be 300 megawatts (MW), and it will be merged with the State Grid at the end of 2014. In the disclaimer announcement, Trinasolar said that each new phase of the project will need to be approved by the local government and China's state power operation enterprises before construction

Renesola also issued a similar announcement, saying that it will build three photovoltaic power stations in Western China with a total installed capacity of 60 MW. According to the cooperation agreement, Renesola will be responsible for the construction of the power station and resell it to a long-term holder in Jiangsu after completion. Renesola's share price also received a boost, rising nearly 5% in early trading in New York

this "construction + transfer" model is gradually becoming popular, and Astor sunshine power (one of the instruments commonly used by CSI in our laboratory is the tensile testing machine (. The company announced three independent agreements involving the Chinese market two months ago, which will supply 232 MW photovoltaic modules in total

these undoubtedly seem to be good news, but the settlement of these projects may be a big problem. Large state-owned enterprises are usually eager to respond to the call of the government. Even if they may lack the hardness value of project construction, the higher the capital and technology required. A source told me that some component manufacturers have started photovoltaic power station projects for such customers even if they have not received any funds. I expect that most component companies will eventually receive payment. However, with the large-scale spread of this round of construction climax, I suspect that many problems will occur, and the project may be delayed or even abandoned halfway

in a word: the new agreement announced by Trinasolar and Renesola marks a new upsurge in the construction of photovoltaic power stations in China, but some new projects may encounter delays and financing problems. The quality difference of the tension machine of China glass () department is inseparable from the service life of the machine

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