subject: Periodic reports of new energy: policy and market a stable frequency - energy, new energy - HVAC Industry [print this page] Review and forecast the week: Major international markets last week, crude oil price trend, after shock, after adjusting for the third consecutive week to keep up. International coal price trend remains tranquil, this week the Australian coal price index edged up again. Domestic coal prices remained stable, or not, carbon stocks rebound after some time ago, this week to drastically cut. Carbon emissions trading price of short-term decline. U.S. and European markets 125MW and above the price of PV modules continue to increase this month decline, to scale new record low in recent years, and up, drop the chain are increasing, we think that due to upstream silicon material prices significant decrease in the component prices have dropped further in the space, this trend will continue in the years continue. With the decline in the price of PV modules, U.S. solar residential, commercial, industrial power generation costs are also falling, which is conducive to development of the industry. Ministry of Finance, Ministry of Science, the National Energy Council on July 21 jointly issued "Golden Sun demonstration project on the implementation of the notification," on-grid PV power generation projects 50% of the total investment by providing subsidies. July 24, the National Development and Reform Commission issued "the National Development and Reform Commission on Improving Wind Power Tariff Policies", according to state wind energy resources and engineering construction conditions, the country is divided into four groups of wind energy resource areas, the appropriate development of wind power Benchmarking electricity price. Policies and norms more explicit support, industry development potential. Major overseas markets last week New Energy Listed companies mixed overseas listing of new domestic energy companies rising sharply through the first two weeks, ushered in the adjusted overall to fall mainly, A shares of the company as a whole new energy shock but only slightly, due to the overall pre- rose significantly, up the short-term weakness, in the rest period, in the second half with the introduction of national policy and part of the continuous performance of the company's growth, about three quarterly publication will be a great opportunity. Maintain "overweight" rating unchanged. Refinement and Technology (002006) signed a 100 million yuan and large unit 2009 7 16, refinement and Technology issued "on the polycrystalline silicon ingot furnace product pre-bid notice," July 19, 2009, refinement Material Science and Ningxia Ninghe Sunergy Co., Ltd. in Ningxia In accordance with the pre-bid situation Yinchuan signed a 2 1000t / a polycrystalline silicon ingot furnace equipment items (1) supply contracts, 2 1000t / a polycrystalline silicon ingot furnace equipment items (b) supply contracts, totaling RMB 10,275.00 million yuan, of which the supply contract at the contract amount of RMB 6,875.00 million supply contract II contract amount is RMB 3,400.00 million. Comment: We analyzed the company sold a 240 for each or 500 ingot furnaces, after deducting all expenses to the company a 4 per cent earnings per share or 8 centimeters, the progress of the contract as well, the project will give the company 0.16 ~ 0.20 yuan per share, bringing the benefits. The third quarter, the overall PV market is getting warmer, lower investment in fixed assets the company began to expand production capacity. According to indications, the five major power groups began to compete for photovoltaic power generation projects, into new energy. We believe that as the market warming up a new national energy policy and the introduction of the company during the year may also be available to the relevant item orders early completion Sell Plan not be a problem, we maintain the company's earnings forecasts and buy rating unchanged, suggest you pay close attention! Related Reading: HVAC industry briefing a week First Asian Energy Forum on August 9 will be opened in Guangzhou Perspective from compensatory growth of new energy is expected to become the next king returned U.S. clean energy cooperation: new growth of Sino-US relations
Periodic reports of new energy: policy and market a stable frequency - energy, new energy - HVAC Industry
