LDK Solar Co., Ltd. Youth League is now within the company to recruit interested in the youth to engage in volunteer service activities, to participate in publicity organized by LDK Youth Volunteers Association, donations, relief, consulting, training, lectures, escort and other humanitarian services activities . The volunteer activities of the company has always been very to the force, and also hope that more people can participate in volunteer service to society is full of positive energy. 

Announced that Buffett's MidAmerican Energy to acquire its two power plants in California. As a value investor Warren Buffett, the investment Sunpower solar charge controller power station can get a stable income. We believe that Buffett's acquisition of the the Sunpower power plant is a recognition of the high conversion efficiency of photovoltaic route (N-type). N-type market, mainly in the United States and Japan. 

Sunpower power station using their own production solar cell of N-type battery, the conversion efficiency can reach 24%, far more than ordinary polycrystalline silicon cells (16 to 17%). N-type battery market range is limited to the United States and Japan, in the country does not yet have the large-scale promotion of the economic and technical level. N-type battery manufacturers including American Sunpower, Sanyo and Panasonic in Japan, the total production capacity of 2 ~ 2.5GW, the Sunpower cell conversion efficiency (24%). 

Comtec is a pioneer in the field of N-type silicon. Ordinary monocrystalline silicon wafer manufacturing areas of already high barriers to entry, the manufacturers started more to the semiconductor industry. The higher threshold of N-type monocrystalline silicon wafers, because the downstream of the N-type batteries clients are very strict certification of its suppliers. Comtec U.S. customers certification was completed in 2012 and began to supply Japanese customers certification is also underway. 

The company is the first mass production of the N-type silicon, a leading domestic potential competitors in the ring shares (market share trading point), the Lungi shares (market share trading point) at least 6 to 12 months. Strategy customer-hug.As the capacity of the downstream customers are located in Southeast Asia (Malaysia, Philippines), the company plans to invest in the construction of a new plant in Sarawak, Malaysia, in 2013. The local price of about 0.3 yuan / kWh, labor costs about 300 dollars / person. 

New production in Malaysia can be circumvented the domestic polysilicon double reverse more quickly to reduce the cost of silicon, seamless connectivity with downstream customers. 2013 new capacity may be 200 ~ 400MW, the capital expenditure of new capacity is expected to be 2500 to 5000 million. Consider DCF and P / B valuation method, valuation and rating comprehensive (market area) using both arithmetic average of HK $ 1.94 as the 6-12 month target price the of equivalent 1.17X2012P / B (1.12X2013P / B ), yesterday's closing price of HK $ 1.69 15% upside, rising rating to "better than the market.

The photovoltaic power generation released at the end of October last year, and net programs were distributed energy grid program "testing the waters" move. In fact, on November 1, 2012 photovoltaic power generation and network implementation of the program after Beijing, Shanghai, Wuxi, Qingdao, Jinan, there have been public personal self rooftop photovoltaic grid application to the national grid. Among them, the people of Beijing, such as the sea (a pseudonym) became "the first person to eat crab.

According to reports, as early as in May 2011, as the sea private distributed photovoltaic rooftop power station he established in Shunyi District, Beijing Beixiaoying Town submit and network applications, but then there is no grid policies, the relevant departments buck each. did not give approval.

Less than a week after the release of the program, such as the sea to the national grid Shunyi District, Beijing Power Supply Bureau to submit their own roof 3KW distributed PV rooftop power generation and network applications. As a grid application first person special arrangements for the project manager for the national grid after a week, such as the sea of ​​small power plants and network research survey. Through consultations, such as the sea eventually select "Upload all" instead of "the spontaneous personal use excess Upload" access mode and network.

After State Grid Beijing Power Supply Bureau and the Beijing Municipal Development and Reform Commission, the project approval process, on December 5 last year, the approval of the State Grid and network applications, and agree to all of photovoltaic solar panel power generation and network access. Such as sea electric NARL access system report and project on schedule to get the access confirmation.

Approved a total of 23 working days from the submission of application to the program for three more days, completely understandable. "Such as the sea.

As sea told Nanfang Daily reporter, after the approval of the project, installation of his family's small power station took place on January 25, power generation, power generation about 10 degrees every day. Now basically stable, small power plant operation, has been generating more than 300 degrees.

However, not all applicants are as lucky as sea. Understand such as the sea, many local power solar cell supply Bureau of NDRC unapproved refused to individual PV power plant network. "This may be due to the policy has not effectively implement or understand deviations lead to local power supply bureau policy."

Such as sea somewhat dissatisfied, just prior to the approval of the project, National Grid informed, such as sea photovoltaic rooftop power generation subsidies only in accordance with the desulfurization of coal feed-in tariff of 0.4 yuan settlement, and apply for a $ 1 kWh of electricity subsidies subject to approved by the Beijing Municipal Development and Reform Commission, the project (ie the feasibility study of the application of the power station).

Distributed small rooftop photovoltaic solar charge controller power plants such as the sea seems neither corporate investment, nor does it affect urban planning, land use and the environment, so the approval of the original requirements of the department permission must.

In fact, such as the sea from the message of the Beijing Municipal Development and Reform Commission is a natural person project to whether approval as well as enjoy the tariff the subsidies still no relevant documents support.

Such as sea calculations, small power station can get 1 yuan / kWh subsidies, project presentations in just eight years, and the desulfurization of coal by 0.4 yuan / kWh feed-in tariff, project reporting it takes 18 years, completely There is no commercial interests. "This will greatly affect the enthusiasm of individual photovoltaic power generation."

Commerce Circulation Productivity Promotion Center Song Liang, an analyst here said in a speech, the introduction of distributed power grid, the relevant supporting policies launched slow development of the market. Distributed photovoltaic power generation costs are higher than the large-scale photovoltaic power plants still need the government to subsidize the price. "

China PV pursuit of the story of the right to speak epic, but the determination of the price is due to non-simple human, but it is the interaction of a variety of market factors. In April 2012, Xinyu City and Jiangxi LDK Solar Hi-Tech Co., Ltd. jointly invest 10 billion, China Xinyu photovoltaic market "is expected to opening the size of its design, the next number of years I'm afraid no one can out Right. Can it hope to establish the right to speak its mind and not Xinyu and Zevi said even if the current operation of the market situation is not ideal. 

2013, a change from the past "two out" situation, the crown of the world's largest photovoltaic power plant construction country, I am afraid that no one can compete, and hydropower, wind power to become the global total is not a dream. Plus the world's largest production capacity, I am afraid that the Chinese want to do not the right to speak will not work. 

The total PV does not require subsidies day China as the world's most competitive country, indeed should scientific planning under full market conditions, the price of voice. In addition to the constant improvement of China's market economy system, continue to strengthen the PV solar cell industry market system should also be on the agenda, such as: to develop the market system, the establishment of a price index; strengthen the financial role in the establishment of commodity futures; perfect Association role to strengthen the unity of will and so on. When fully market-oriented the photovoltaic industry came when China should fight for a real voice. 

Miao Lei: Rice University researchers have given conclusion under in of 1atm (standard atmospheric pressure), steam can reach 100 ℃. From the perspective of solar thermal conversion, which is incredible. Of course, based on the above, I talked about the principle, we can easily find, will vary with the different experimental conditions, the temperature of the water vapor. 

The heat generated by the example, the same area of ​​the nanoparticles are highly focused sunlight, will certainly direct sunlight and relatively dispersed heat generated is not the same, the natural water the temperature of the steam will be different.From the current published data than the condenser temperature, light area, and other key indicators have not clearly recorded, so we can not be precise to conclusions. 

Reporter: In recent years the use of solar energy technology after another, and the efficiency of solar charge controller energy conversion has been a focus of concern in this field. Then we talked about the technology and how efficient? 

Lei Miao: The research team of scientists believe the technology to be able to approximately 80% of the solar energy into steam energy. If the steam turbine power generation through the current, then the overall efficiency can reach 24%. We are more familiar with photovoltaic solar panels, energy efficiency is usually about 15%.The researchers believe that, with the further improvement of the technology, efficiency, there is still room for improvement. 

In fact, the efficiency of the solar absorption of the nanoparticles in the liquid up to about 90% are possible, but the problem is that the conversion efficiency after the absorption of heat, this section has not been tested, and can not easily evaluation.

Haitong Securities Statistics show that the third quarter of last year, China the nine PV companies listed overseas losses across the board spared. As of the end of the third quarter of last year, the total achieved operating income of 2.052 billion U.S. dollars, down 35.66 percent year-on-year, the total amount of the loss of up to $ 576 million. The second half of last year, a large new energy, Suntech, JA Solar and LDK Solar and three other US-listed photovoltaic leading enterprises have been delisting warning. Sky Solar is actively preparing for overseas listing this year. 

Su Weili stressed, "From the current point of view, the construction of photovoltaic power plants is the rescue the Chinese PV crisis a way out. Opening of the power plant market can greatly stimulate the sales of the products of the upstream and downstream industry chain, let the battery component suppliers out of the woods." According to reports, Akzo The region's power stations with a total of 126,000 solar panel, four domestic companies were selected component products. 

Although China has become an important exporter of solar PV modules in the world, but in the development of photovoltaic systems and power operators, but there is always the industrial chain fault Su Weili. Enterprises should promptly adjust positioning, efforts to expand the application of photovoltaic power generation market at home and abroad, between the link and make up for gaps and deficiencies. ' 

Now a lot of battery components begin to reverse the direction of development investment in photovoltaic solar cell power plants, through the development of the power plant to increase the sales of product orders, such as Hareon Solar, Sunflower, Arts shares enthusiastically into the downstream power plant business. Su Weili said, the main industry for manufacturing enterprises should explore new roads can only complement each other, the need to strictly control the scale and pace of investment in photovoltaic power plants. 

Su Weili reflection photovoltaic industry 10 years to the development that concentrated PV solar charge controller production in upstream investment for many PV companies rush into mass action, resulting in the arrest of a large number of product backlog, cash flow situation, painful lesson is to re-manufacture of light market, "allThe industry must market and industry, not singles, otherwise unhealthy. few years ago that the overseas market is infinitely large, ignored this problem. 

In a sense, Europe and the United States 'dual' investigation late last year suffered, if earlier, the industry may pinpoint positioning. From a the industry health perspective, given the market is to give the product the way out, that is, to find the consumers of solar power, to give some support and return policy. This is the key to solve the current problem. '

European Commission recently on China PV anti-dumping cases were held two hearings is to review the legality of the anti-dumping case while EUProSun the request of the Chinese photovoltaic products to enter the EU before the end of February to register, which add for the future retrospective tariff pave the way. 

In fact, the EU anti-double-edged sword, and impose punitive tariffs on imports from China of solar panel will hit in Europe, and led to increased unemployment. The German government of course, understand this truth, but the pressure of the people in the EU and Germany bear the unreasonable tariff makes Germany had under the ruthless hands of the Chinese photovoltaic products. 

"From start to finish only SolarWorld a PV companies in trouble" to accept the new energy industry Minsheng Securities chief analyst Wang Haisheng China Securities Journal reporter, said. Not the largest PV companies in Europe, SolarWorld, but China dual anti-quite enthusiastic about the reason related to their own interests.Year 2012, the solar panel maker SolarWorld caught in the financial crisis, the first three quarters of the cumulative net loss of 68.7 million euros, not much capacity in the downstream. 

And some other large-scale PV companies such as Q-Cell, Wacker themselves in the upstream of the photovoltaic industry, from China to get a large number of sources, China photovoltaic double against them will not be good, so they not only do not support, but opposed for PV solar cell double reverse action. 

SolarWorld has been the support of the German government. Interestingly, before SolarWorld stock prices continue to fall, the Chief Executive Officer Frank Asbeck has publicly accused the German government to cut subsidies to combat employment, want to destroy the fledgling industry. But not too long teamed up with the government out of the "double reverse ticket request of the Chinese PV companies. 

The Prognos released investigation report shows that the EU to impose punitive tariffs on Chinese PV products will lead to a significant reduction of EU consumers demand installation of photovoltaic solar charge controller products and related services, thus reducing employment opportunities, especially in the photovoltaic industry chain, in addition to production outside links on employment opportunities. 

Lead to the EU if the EU to impose punitive tariffs of 20% of the Chinese photovoltaic products, the implementation of punitive measures for three years, lost 175,500 jobs, a loss of 18.4 billion euros "added value" in three years; if the tax rate is 60%, the EU lost jobs and "value-added" will reach 242,000, and 27.2 billion euros. 

Pressure faced by the German government itself is regarded as the main motive to launch a "double reverse". Wang Haisheng said, the very high proportion of new energy in Germany, now the electricity price is 0.26 yuan / kWh, while the the European tariff average price is 0.17 / per degree necessary to EU tariffs higher than the average price of 0.09 yuan. High tariffs is the major contributor to the residents who rather than industry, the electricity consumption of the residents have to for the government to bear the high tariff, is obviously extremely unfair. 

Recently, Germany has occurred against high tariffs, high subsidies against PV procession. In addition, the majority of the German heavy subsidies subsidies PV companies in China, and have been unable to high subsidies and investment in the photovoltaic industry, it therefore appears to enhance the competitiveness of the domestic photovoltaic fight against Chinese PV companies.