China Boosts Solar Firms with Power Plan 中国太阳能产业荣景可待
China has spent the last five years building up a powerhouse solar cell industry that now accounts for more than half the world’s production. But oddly enough, it has never launched any major programs to encourage solar energy production at home, with the result that its stable of giants including Suntech (NYSE: STP), Trina Solar (NYSE: TSL) and Yingli (NYSE: YGE) have to export nearly all their output. Now it looks like all that could soon change, in what should come as a big boost to all these companies, including Trina, which just yesterday had to lower its latest sales target due to unstable demand from Italy. (company announcement) Chinese media, citing the powerful state planner, the NDRC, are saying the country is preparing to introduce ambitious new plans for solar power installation, which would see the country aim to install 10 gigawatts of capacity by 2015 and 50 gigawatts by 2020 — a huge boost from less than 1 gigawatt now. (English article) All this makes perfect sense, as China has made green energy initiatives a central plank of its recently rolled-out 12th five-year plan, and it also wants to give these companies a more stable market in which to sell their wares. If this new plan turns out to be true, and the signs indicate it is, then there should be some bright times ahead for China’s strong solar cell sector.
Bottom line: China’s major new plan to boost its solar energy production should provide a new and more stable revenue source for the country’s major solar cell makers.
中国过去五年着力打造太阳能电池板产业，产量占全球逾一半，但奇怪的是，中国从未推出重大项目，鼓励国内太阳能生产，其结果就是：尚德电力<STP.N>、天合光能<TSL.N>及英利<YGE.N>等太阳能巨头的产品，几乎全部用於出口。不过情况可能很快发生变化，所有这些太阳能企业将获得提振，包括天合光能。而由於来自意大利的需求不稳定，天合光能昨日刚刚宣布下调营收目标。中国媒体援引中国国家发改委的话称，中国正探讨光伏产业规划，2015年光伏装机目标可望达到1,000万千瓦，2020年目标可望达5,000万千瓦，而眼下则不到100万千瓦。这些消息听起来相当靠谱，因中国近期出台的十二五规划，以发展绿色能源为重点，且中国希望为太阳能企业提供更稳定的市场环境。如果此项计划成真，中国太阳能电池板产业前景一片光明。
一句话：中国光伏产业新规划将为国内太阳能电池板企业提供新的、更稳定的收入来源。
Related postings 相关文章:
◙ LDK Looking for Cash as Sales Dry Up 赛维LDK太阳能公司销量下滑 现金接近枯竭
◙ 3M Jumping on China Solar Bandwagon 3M进军中国太阳能产业
◙ Japan Nuclear Woes Brighten Outlook for Solar Firms 日本核危机提振太阳能公司前景
