Yingli Green Energy PV companies to become another China Development Bank loans, is expected to lead the future industry consolidation. The list of enterprises CDB loans may show that the Chinese government recognized the importance of these enterprises in the industry, means that these companies may lead the future industry consolidation.

I want to explain my observation is limited to public information, the other giants in the industry may to quietly access to government-backed loans, just not publicly disclosed. But said that, I think most of the government loans will be disclosed news, because this support is essential for its life and death. Yingli announced that a wholly-owned subsidiary, Yingli Energy (China) Co., Ltd. and the China Development Bank signed two loan agreements, the total amount of the loan is $ 165 million. The statement did not mention, but said the loans will help strengthen the company's balance sheet.

Investors welcomed this message, Yingli shares rose 8.5%. PV companies shares also rose, Trina Solar, the Artes Solar and JA Solar rose 9.6%, 4.4% and 3.4% respectively. Even in troubled LDK Solar LDK recorded a 4.6% gain, the company is rapidly sell assets to avoid bankruptcy. Suntech is just different, the share price fell slightly.

The Yingli become China's photovoltaic industry is an accepted CDB loans. March and medium-sized enterprises Yuhui Solar announced a CDB 3.2 billion line of credit. In February, LDK announced the CDB 4.4 billion loan amount. CDB had also Suntech loans. Late last year, China Development behavior Mingyang Wind Power financing, new construction projects in India.

How should we understand the CDB this series move it? What will happen next? I expect the next couple of months CDB will be other charge controller giant similar large loans for each company to provide funds to support several quarters. Then open the country to use its influence to promote integration, through the provision of financing and other assistance to promote mergers and acquisitions and inefficient small businesses closed.

Investors material would like to see the PV mppt charge controller companies CDB loans, because many people think that these companies may become the new industry leader in the integration of government-driven. If I were to bet, obtain loan does look like a future leader in the Chinese government chose. CDB policy banks, corporate profits are not so high, but it is unlikely the funds to invest in Government considers that there is no future for enterprises.

Sentence: Yingli Green Energy China Development Bank loans, and suggest that the company, as well as other the CDB loans or lead the government-backed photovoltaic industry restructuring.

Government of India on Monday announced the proposed regulations, to develop the amount of subsidy and the launch of "buy India" command, to boost the sluggish domestic solar power sector, which is bound to conflict with the United States. India New Energy and Renewable Energy Joint Secretary Tarun Kapoor told reporters that the new rules will expand the range of "local content requirements", from the current crystalline silicon wafers extended to thin film solar cells.

This is likely to hurt the Indian mppt charge controller power plants with foreign suppliers for most of the parts, but it should be able to provide some help for domestic malnutrition solar manufacturing. Solar manufacturing industry in the country due to cheap imports and constantly bleeding. Kapoor said the regulations are still in draft form and will be finalized in the coming weeks. The proposed regulations can be downloaded from the website of the Ministry. "We have listened to the views of all stakeholders." India is facing energy crisis, at least 400 million rural residents do not have access to any form of electricity, 90 million households still use kerosene for cooking and lighting.

The shortage of coal, oil and natural gas will require India to import the high cost of fossil fuels, increase the risk of inflation, leading to India's huge budget deficit under more pressure. India has been trying to develop environmentally friendly alternative sources of energy to meet the country's huge demand for electricity and reduce over-reliance on coal, and to encourage investment in wind power, solar, biomass and other renewable energy. India's state news agency reported that Prime Minister Manmohan Singh said in the fourth Clean Energy Ministerial Conference held last week by 2017 India's renewable energy capacity will be doubled, from 25,000 MW to 55,000 MW.

Singh announced the news of the serious cooling the occasion coincided with India's renewable energy sector. According to the report released by the non-profit research and policy organization Pew Charitable Trusts, in 2012 renewable energy investment in India declined by 45%, to $ 6.9 billion. In contrast, in 2012 China's clean energy sector investment amounted to $ 65 billion, an increase of 20% over the previous year.

In 2010, India launched a national plan, the Jawaharlal Nehru National Solar Mission, the goal is to have 2022 solar power installed capacity reached 20GW. The country has had some success, because the cumulative installed capacity of solar panels cost power has approximately 1466MW, when the task starts only 18MW. In February this year, India, in May 2017, the installed capacity of solar power generation will increase only eight times, more than 10,000 MW. The Government said at the time, be prepared to spend up to $ 1.1 billion in subsidies to achieve this goal.

According to the Pew Research Center report, India still a big gap from the goals.

In 2012, India's solar investment fell by 45%, to $ 2.3 billion. Last year, China's solar energy investment reached $ 31.2 billion, the highest in the world. India's solar industry struggling a key reason is that the cost of solar power is still high, solar, and the lack of sufficient and cheap technology in India. The federal government is trying to address these gaps with the proposed provision.

Morning News Hareon Technology Co., Ltd. (Hareon 600401) last night disclosed in a quarterly inventory as of the end of the first quarter is close to operating income in the first quarter. In addition, the amount of the guarantee of Hareon has exceeded its net assets. Hareon a quarterly show, achieved operating income of 860 million yuan, down 19%; a net loss of 143 million yuan, and a loss of 68.75 million yuan in the first quarter of 2012. Hareon last annual report results to the current predicament, earned 2.076 million yuan rely on all kinds of financial subsidies (more than 400 million yuan), operating income fell to 100%.

It is worth noting that a quarterly show, Hareon inventory has reached 853 million yuan, representing an increase of 36.61% as compared with $ 6.25 billion at the end of 2012. Hareon growth to meet sales orders, inventories increase in the volume of equipment. As of the end of March, the inventory of its total assets ratio of 6.6%, 4.8% away at the end of this data. Hareon last night announced that the April 11, GD Solar (Jiangsu) Co., Ltd. signed GV7 EPC contract, the contract price of € 26.57 million (equivalent to 214 million yuan). Under the contract, GD Solar intends to construction GV7 development business located in the area of ​​special Transylvania, Romania Braşov County the UCEA community cheap solar panels power generation projects.

Information GV7 is the the Hairun light a wholly owned subsidiary of Hefei Hareon Technology Co., Ltd. (hereinafter referred to "Hefei Hirun") holding company Sun. Hefei Hairun the GV7 Company shall perform the EPC contract and related supplementary solar inverter agreements contractual obligations to the country Sunergy joint liability guarantee. As of the announcement, including the guarantee does not contain Hareon and its subsidiaries amount of external guarantees of 33 billion yuan, accounting for 119.74% of the Hareon latest audited net assets. Hareon said there is no guarantee overdue.

Analysts said the listed companies guarantee this is normal economic behavior, but if the total guarantee amount is too high, the risk attendant. In general, the guaranteed qualification, the total guarantee amount to net assets ratio should not exceed 50%. If the poor earnings, high levels of debt guarantees provided by the Company's share of net assets and relatively high proportion of the potential risks of such companies.

Previously, Hareon backdoor Jiangsu Shenlong Hi-Tech Group Co., Ltd., the controlling shareholder of Jiangsu Zijin Electronic Group Co., Ltd. (hereinafter referred to as "Zijin") had promised in 2012 net profit of 509,657,900 yuan, but the actual net profit was only 207.59 million. Zijin electronic cash to cover the difference of 507.582 million yuan.

Even so, in the case of Hareon 7.4 yuan for every 10 shares (including tax), the biggest beneficiaries of the red envelope is precisely the unbearable burden of compensation Sunshine Group (Editor's Note: Zijin Electronics is a wholly-owned subsidiary).

At the end of 2012, the Zijin hold Hareon 26194.67 million shares, will receive a dividend of 1.83 million (pre-tax). Late yesterday, Hareon shares rose rapidly late in 20 minutes from down nearly 2% to close up 4.99%, closing at 6.73 yuan / share.

GTM Research: Europe PV inverter manufacturers due to their Asian counterparts, low-cost strategy which led to the decrease in profits. A large number of companies to enter the inverter industry has also led to increased competition. Overall, the changes in the global demand will continue to affect suppliers of PV inverters. Another role important reason is MLPE technology commercialization.

Global PV inverter market bear market demand for the center of gravity will be transferred in view of the weak global solar inverter manufacturers market surplus of products, industry profits will decline this year. In the average selling price of PV inverters, the downward trend will continue. In 2012, the average selling price of $ 0.22 per watt components, and the price will drop in 2016 to $ 0.14, equivalent to the annual price decline of 10%.

In 2012, the main market continue to the inventory, the decline in market demand continue to dampen shipments in Europe. Looking to the future, GTM Research said: shipments will continue to increase in the United States, Japan and other key growth markets.

The report is expected in 2014, with the PV inverter manufacturers out of the market, the inverter market consolidation. Emerging markets also decided 15 years 16 years trend GTM expected demand in emerging markets.

GTM Research Report the global the PV grid connected inverter panorama - technology, market Survivor include ten photovoltaic inverter enterprises. The ranking is based on enterprise products, capital, growth prospects and other variables selected.

Although the PV manufacturers is also a leading position in the Asian low-cost manufacturers and capitalized company has begun to take root. With the SMA continue to dominate the PV market, the recent growth due to the low cost and capitalized suppliers exist and be challenged.

Due to the shift in demand towards new areas, these barriers will allow the company restructuring, mergers and acquisitions, or be eliminated.With the transfer of Diehl Controls and Siemens SatconTechnology, this change is taking place. The same time, the report also the MLPE outlook outlook. Demand for micro-inverter and DC optimizer technology has been exponential growth in 2012 increased from 51MW in 2009 to 785MW. Although a lot of sales from residents, one of the small and medium-sized commercial applications is also a source of demand.

Enphase, SolarEdge and Tigo three companies accounted for shipment and installation of 93% of the market share. Enecsys, SolarBridge, PetraSolar also occupy a certain market share, but very small.However, the report shows: SMA and Power-One traditional inverter manufacturers continuedevelop promotion company MLPE technology vendor rankings will change.

Indian Prime Minister Manmohan Singh said on Wednesday that India recognized that implementation of low-carbon strategies, the importance of inclusive and sustainable development and renewable energy installed capacity doubled by 2017. Singh attended the opening ceremony of the Fourth Ministerial Conference on Clean Energy, the wider use of clean energy to promote the sustainability of the development process. He added, this problem will become increasingly important in the coming years.

Singh said: "We are also taking measures to develop non-traditional clean energy, such as solar grid tie inverter and wind power and biomass energy. According to the proposal, to our nation's renewable energy installed capacity will double in 2017 from 2012 25000MW grow to 55000MW. "Singh said, in fact, the pace of India to expand the use of renewable energy is limited, these new energy is more expensive than conventional energy, but the cost is expected to decline.

"For example, the cost of solar power has almost halved in the past two years, although still higher than the cost of fossil fuels if the cost of carbon emissions into account, then solar energy more cost-effective, but it is still more expensive."

The cost of the field will also be expected to continue to decline, Singh said: "We have launched the Jawaharlal Nehru National Solar Mission, the goal is to have solar power installed capacity 22000MW, including mppt solar charge controller photovoltaic and solar thermal power in 2022."

"The cost difference is offset by the different forms of subsidies and cross-subsidies. India has installed solar power installed capacity of 1500MW, 10000MW will also add to the end of the" 12th Five-Year Plan. "Singh said his government is keen to ensure that the introduction of state-of-the-art technology and encouraged to achieve the desired device localization of production. Singh said: "For this type of equipment, India is a potential market. It may also become a competitive and attractive production base, we strongly encourage global manufacturer of construction of production facilities here."