The hottest photovoltaic industry shows a warming

According to wind data statistics, 17 Companies in the photovoltaic power generation perspective sector in Shanghai and Shenzhen have announced the deeds of the first quarterly report. Among them, 11 companies are pre Xi (loss reversal, pre increase, slightly increase), accounting for 64.7% of the cast aluminum alloy hydraulic universal testing machine, which can test the mechanical properties of cast aluminum alloy raw materials and related product parts, showing the continued warming trend of the photovoltaic industry

more than 60% of the companies expect

a number of companies are estimated to turn losses in the first quarter. Sunflower estimated that the net profit attributable to shareholders of Listed Companies in the first quarter was 15-20 million yuan, with a loss of 34.5703 million yuan in the same period last year. Western Risheng estimated that the net profit in the first quarter was 345-355 million yuan, with a loss of 20.5 million yuan in the same period last year. In addition, Zhongli technology is estimated to turn around its losses in the first quarter, with an estimated net profit of 6.24 million to 9.36 million yuan in the first quarter, an increase of 111.85% to 117.77% year-on-year

the deeds of 8 companies in the first quarter, including Topri Xinneng, Zhonghuan branch, Kehua Hengsheng, Jingsheng electric, Shouhang energy saving, and sunshine power, are expected to increase. Among them, Topri Xinneng estimated that the first quarter profit was 25million yuan to 28million yuan, an increase of 268.02% to 312.18% year-on-year. The company said that with the gradual increase of national policy support for the photovoltaic industry, the international photovoltaic market has slowly improved, and the company has increased its sales in the large market and increased its sales expenditure under the overall upward industry situation

however, maoshuo power, Yinxing power and Tianlong optoelectronics continued to lose or lost for the first time in the first quarter. Silver Star power told the notice on the evening of April 11 that the continued loss of deeds was mainly due to the fact that there was another phosphorus free washing powder, which was a power generation enterprise that suffered from regional power rationing; Tianlong optoelectronics said that if the owner of the first loss notice did not increase the expenditure, the cost of each item was high; The loss of maoshuo power increased, with a loss of 9 million yuan to 0 million yuan during the period, and a loss of 18.3576 million yuan last year. The company said that during the statement period, the company's main operating expenses increased steadily, while the new consolidated holding subsidiary Hunan gangzhengda Electronic Technology Co., Ltd. increased the consolidated expenses during the statement period

the boom may continue into the third quarter

Wang Bohua, Secretary General of the photovoltaic industry association, estimated that the market will show a trend of "tightening first and loosening later" in 2016

the photovoltaic industry Hun Jiashi told the China Securities News that this is mainly because the Internet benchmark electricity price policy will be lowered at the end of June this year, which will make the rush to install appear in the first half of the year, while the second half of the year will be relatively slow. "The prosperity of the photovoltaic industry this year will continue until at least the third quarter, and there is a high probability that the target of 15gw of new photovoltaic power generation installed capacity of the national power administration will be completed in the first half of the year. However, it is hard to say whether the prosperity will continue for the whole year. At present, the downward pressure on the economy as a whole is relatively large, the phenomenon of excess power is obvious, some regions have also shown a phenomenon of light abandonment, and many enterprises cannot get subsidies."

according to our experience, advantageous photovoltaic enterprises have started a new round of capacity expansion since last year with biologically enhanced cortical surface materials, but some small photovoltaic enterprises are facing the dilemma of going out of business, and the concentration of the industry will gradually increase in the future

an analyst in the power equipment and new power industry told us that, as a whole, the PV industry has great potential for durability increase, but it will waver in a short time. During the "13th five year plan" period, China is still in the deep development stage of industrialization, informatization, urbanization, marketization and internationalization. The medium-term plan of 150gw, or the renewable power growth roadmap, is worth the efforts of listed companies. However, the two major diseases of subsidy arrears and power rationing can hinder the growth of the industry, and investors should be careful to prevent the industry from shaking demand in a short time

source: Zhonghua machinery