For China's PV industry has been bogged down, the China Merchants Securities (HK) new energy industry analysts believe that the domestic photovoltaic development model can refer to some of the overseas listed company, has three modes can be used as a reference: the first is a technology-oriented, FirstSolar, for example, the high-tech threshold, a strong R & D capabilities.
The second is cost-oriented, GCL-Poly, for example, the digestion and absorption of foreign technology and independent innovation, continue to reduce costs through technical innovation, capacity advantage, the state-owned or state-owned background of private enterprises. The third is to choose a niche market, to Comtec and Industrial wind turbine inverter energy, for example, the Comtec choose to enter the high-end N-type monocrystalline silicon areas, with the first-mover advantage and high barriers to entry, because the market little competition relative ease and Industrial Solar select to enter the field of BIPV, across the building and photovoltaic industry with high barriers to entry.
Investment Advisor in the new energy industry researcher Renhao Ning pointed out that a thin film battery, battery film production needs to be imported from abroad, Hina Holdings do thin-film battery, the domestic film technology has improved a lot, nationalization sharply forward . The Ren Haoning stressed that the domestic photovoltaic enterprises must take capacity control, which is a key. Serious excess capacity, and the entire structure is in transition and adjustment capacity control is not good, chasing technology and market, relatively speaking, belong to the nonsense.
The data show that domestic photovoltaic flexible solar panels companies have a number of withdrawal from the A-share IPO force, including Ningxia, Crystal New Energy Equipment Co., Ltd. has been successfully will. Holding Hina why detour? In addition to the domestic photovoltaic industry downturn, the market is not recognized by the photovoltaic business and the IPO gate schedule Undated outside Hina Holdings has Hina Solar (formerly known as Apollo Solar Energy), a Hong Kong listed company may procure its listing in Hong Kong one of the reasons.
An industry that Hina Holdings made of amorphous silicon thin-film battery overseas market prospects, build their own power plants to consume the inventory is not sustainable because of the cost compared to crystalline silicon higher, and the state for the thin-film technology There is no special preferential policies.
May take the IPO, the analysts believe that The Hina Group may inject assets to listed companies, solar Hina, the IPO as a whole there is a certain degree of difficulty, high debt, transparency is not high, there are stranded in various investment projects how The treatment is a problem. More importantly, the Hong Kong capital market has been fatigued for the photovoltaic amorphous silicon thin film may be left out. Unless Hina digest mergers and acquisitions to technology, energy production has a higher conversion efficiency, enough low-cost thin-film batteries.