Marco Lift (Ningbo) Co., Ltd. , https://www.marcolift-asia.com
Photovoltaic is expected to deepen integration. The Ministry of Industry and Information Technology issued the "Interim Measures for the Administration of Specification Announcement of Photovoltaic Manufacturing Industry" on the 12th, and will organize experts to review the materials for qualified PV manufacturing enterprises, focus on spot checks and publicity, and publish the conditions in accordance with the norms in the form of announcements. List of companies. At the same time, third-party testing organizations will be entrusted to conduct random market checks on the products of the announced enterprises. According to the Ministry of Industry and Information Technology, qualified PV manufacturers can voluntarily submit applications for announcement to local provincial industry authorities. The Ministry of Industry and Information Technology will review the application materials of these enterprises, focus on spot checks and publicity, and publish a list of enterprises that meet the requirements of the regulations in the form of announcements. In the integration and integration of photovoltaic industry enterprises, there will be a trend of increasing concentration. As a whole, listed companies have smaller balance sheets, and convenient financing methods make it possible for listed companies to obtain future projects through direct financing. Investment initiative, we believe that the photovoltaic industry is in the process of cyclical upwards. We continue the previous logic and firmly believe that the growth rate of single crystal enterprises in the future will increase beyond the trend of the proportion of distributed power generation in the single crystal industry. The growth rate of single crystal enterprises is expected to exceed the overall industry growth rate, recommending the monocrystalline wafer production enterprises Zhonghuan shares, Longji shares. In addition, we observed that the upstream monocrystalline silicon ingot furnace enterprise Jingsheng Electromechanical will have a high probability of reversing in 2014, and it is recommended to pay attention.
The price of LEDs has fallen benign. The price of LEDs fell benign. In the first three quarters of 2013, the price of LEDs dropped by 20-25. We expect to continue to fall by about 5 in the fourth quarter, so that the range of 25-30 will fall throughout the year. In the previous four quarterly report, we pointed out that LEDs will have a competitive advantage over fluorescent lamps in the first quarter of next year. As the price will continue to decline this year, the company's earnings will not increase significantly this year, and even there is a risk of decline, then the market's enthusiastic expectations for the LED industry after the third quarter may evolve into a trading opportunity. It is recommended to pay attention to LED companies such as Sanan Optoelectronics, Dehao Runda and Sunshine Lighting.