Today, there are two policies that are closely related to the solar photovoltaic industry. We believe that the photovoltaic concept stocks deserve special attention, especially those with strong market competitiveness. These two major news are the three departments will be jointly selected as the "Golden Sun Project" selected equipment suppliers, Golden Sun Project is known as China's history of the most powerful photovoltaic subsidy policy, is expected to invest 20 billion yuan in 2-3 years to build 294 Demonstration project, the total power generation scale will reach more than 600 MW. 200 MW have already been completed. We believe that the introduction of the "Golden Sun Project" and the "Twelfth Five-Year Plan for Renewable Energy Resources" will form a favorable boost for the photovoltaic industry. Another news is that China's renewable energy “Twelfth Five-Year Plan†has already formed its first draft. It is mentioned in the plan that photovoltaic power generation is the most renewable energy industry in China, and it also mentioned that it will be during the Twelfth Five-Year Plan period. Solve the restrictions on renewable energy grid-connected power generation.
At present, China's solar photovoltaic industry has the world's largest production capacity, but the domestic market is not large. With the implementation of the 12th Five-Year Plan, and the advancement of the Golden Sun Project and follow-up projects, the domestic photovoltaic market will accelerate and open to the entire industry. Chains are very obvious advantages.
From the perspective of the secondary market, investors are currently advised to focus on leading shares such as Tianwei Change, Vosges, Jiangsu Sunshine, Chuantou Energy and CSG A.