2014 years to improve the construction scale photovoltaic power generation into two, to reach 12GW. Among them, Distributed PV 8GW, photovoltaic power plants 4GW. We recommend policies to promote sustained attention and bring change for the better performance of investment opportunities in the industry ; main concern polysilicon and ends as well as the inverter power plant investment opportunities.

Battery: In Shanghai reported four ministries to promote the application of new energy vehicles clear embodiment , the city's new layout 6000 charging pile, and new or updated public transportation, logistics and sanitation and other vehicles , not less than the proportion of new energy vehicles 30% . Recommendations concern related to lithium battery materials upstream business investment opportunities ; remediation of lead-acid battery industry has brought increased concentration and long-term recommendations of leading automotive starting batteries camel shares .

Polysilicon fell slightly last week . According PVInsights sample statistics , PV off grid inverter grade polysilicon slightly down 0.06% last week, two polysilicon price has stabilized ; polycrystalline silicon prices unchanged ; solar cells decline of 0.52% ; crystalline silicon module price fell 0.42 percent last week . For silicon, the battery fell 0.19% , the average price fell 0.76 percent silicon .

PV power plant in Shandong Province prescribed tariff is 1.2 yuan per kilowatt-hour . Shandong Province Price Bureau has recently issued a "renewable energy generation projects and energy saving and healthy development of policies to promote the use of price notice ." 2013-2015 tariff photovoltaic power plant to the grid is determined to be 1.2 yuan ( including tax ) per kilowatt-hour , higher than the national benchmark price is borne by the provincial . We think : Shandong Province is the third category of photovoltaic solar resource areas nationwide , PV inverter with charger benchmark tariff of 1 yuan / kWh, the province will increase by 20% subsidy , we expect to enhance the internal rate of return station 10 percentage points, photovoltaic power plant investment enthusiasm .

Companies important dynamic : 1 , Sun Power : Sunshine Power Co., Ltd. and Jiangsu New Energy Development Co., Ltd. Mita on joint investment in building distributed Hefei High-tech Development Zone 32MWp PV project signed a joint venture contract and construction contract .