On August 31, the access of offshore wind power to the Donghai Bridge and the application of solar cells at the Expo site have made the Expo Park a demonstration area for the concentration of fresh energy. At the "PricewaterhouseCoopers World Expo Roundtable" held at the World Trade Center Association Pavilion on the 30th, representatives of lawyers, enterprises and investors stated that no matter the policy environment, industrial transfer or large-scale launch of domestic new energy projects , Will help domestic companies gain an advantage in the "chasing wind (wind energy) day by day (solar)" battle.
"China's achievements in new energy legislation have been recognized internationally." Lawyer Tang Xiaodong from An Rui Law Firm pointed out that not only the central government has clear energy conservation and emission reduction targets, but also has issued a number of new energy industry policies and In planning, the local government also strongly supports the development of new economic growth points. "Now, China's policies and regulations on the development of new energy have become one of the focuses of discussion in some national parliaments." Tang Xiaodong said.
Cao Min, deputy general manager of the domestic large-scale photovoltaic company Jinglong Group, said that the global photovoltaic industry is currently showing two major trends: First, as countries such as Germany reduce photovoltaic power generation subsidies, it is expected that Europe's share of the global photovoltaic consumer market will be from 2009 About 79% of the total fell to about 70% in 2010. The weakening of Europe's dominant position and the rise of photovoltaic consumption in the global field will help domestic photovoltaic companies that rely on exports to spread their risks.
Second, the photovoltaic industry is showing a clear gradient transfer trend. In 2008, the price of polysilicon skyrocketed to over US $ 500 / kg, and fell to around US $ 50 / kg during the financial crisis. "At present, the market has obviously picked up, the price of silicon materials has risen to more than 70 US dollars / kg and the supply of products is in short supply. The orders of most of the silicon manufacturers are very full." Cao Min pointed out.
After the baptism of the financial crisis, the domestic photovoltaic companies have become more robust, as reflected in the first is that the manufacturing cost is lower. For example, the industry leader GCL-Poly claims that the current polysilicon cost has reached below $ 30, and the second is that the scale has exceeded GW (100 10,000 kilowatts), such as Jingao Solar, a NASDAQ-listed company under Jinglong, is expected to produce 1.35GW in 2010. Under such circumstances, European photovoltaic companies are gradually transferring to Southeast Asia and China. "At present, China's photovoltaic manufacturing accounts for nearly half of the global market share, and will further increase to about 2/3 in the future." Cao Min said.
In addition to the photovoltaic industry, China's wind power industry is also favored by investors. "I have a wind power annual meeting in the United States, and many of the front row seats are Chinese wind power companies." Said Dr. Wang Jingbo, a member of the investment team of the old private equity fund Deshao Group. At present, there are as many as 80 domestic wind turbine manufacturers, and the fierce market competition has caused the cost of wind turbines to continue to fall, thereby highlighting the advantages of wind power generation.
Wang Jingbo said that he is particularly optimistic about offshore wind power because it is close to the coastal power load center, eliminating the trouble of long-distance transmission. "The disadvantage of offshore wind power is the high installation and maintenance costs. However, with the large-scale deployment of offshore wind power by CNOOC and other central enterprises, Its cost will continue to decrease. "
As for nuclear power, both Cao Min and Wang Jingbo believe that they will grow into a pillar-type new energy industry. However, the high technological threshold of nuclear power and the characteristics of public safety make it difficult for private capital to enter. "Nuclear power is an industry that everyone needs, but they do n’t want to put in their own backyard. From site selection, planning to construction, it generally takes about 10 years. Such an investment cycle is more suitable for the government to do, and private capital ca n’t wait that long. Time. "Wang Jingbo said.
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