The introduction of the new version of photovoltaic manufacturing specifications is beneficial to leading enterprises

The new version of the photovoltaic manufacturing industry specification conditions released by the Ministry of Industry and Information Technology on March 1 shows that in the future, it will strictly control the new photovoltaic manufacturing projects that simply expand production capacity, requiring the scale of polysilicon projects of new and expanded enterprises to be no less than 3,000 tons per year, and the minimum photoelectric conversion efficiency of polycrystalline silicon cells and monocrystalline silicon cells is not less than 19% and 21%,
respectively.

The Ministry of Industry and Information Technology said that in order to strengthen the management of the photovoltaic industry, guide the industry to accelerate transformation and upgrading and structural adjustment, and promote the sustainable and healthy development of China's photovoltaic industry, in accordance with the relevant national laws and regulations and the "Several Opinions of the State Council on Promoting the Healthy Development of the Photovoltaic Industry" (Guo Fa [2013] No.
24), in accordance with the principles of optimizing the layout, adjusting the structure, controlling the total amount, encouraging innovation, and supporting the application, the new version of the specification conditions
was formulated.

EnergyTrend reported that China's photovoltaic market continued to grow explosively in 2017, pushing the global photovoltaic market to exceed the 100GW mark
for the first time in the whole year.
In 2018, global PV demand will further increase, up to 106GW, but the proportion of demand in regional markets will change
.
China's PV grid-connected capacity in 2017 was 52.
83GW, the global champion, followed by the United States with 12GW, and India replaced Japan with 9.
26GW to become the world's third largest installed capacity
.
Driven by China, the global photovoltaic market share in the entire Asia-Pacific region will reach 72% in 2017, the highest
in history.

On January 24, the National Energy Administration held a regular press conference in Beijing to release the operation of
new energy grid-connected in 2017.
Affected by multiple factors such as the adjustment of on-grid tariffs, the scale of the photovoltaic power generation market expanded rapidly in 2017, with 53.
06 million kilowatts of new installed capacity, of which 33.
62 million kilowatts of photovoltaic power plants, an increase of 11% year-on-year; Distributed photovoltaic 19.
44 million kilowatts, a year-on-year increase of 3.
7 times
.

The implementation of the normative conditions will further benefit the leading enterprises in the industry, and it is recommended to pay attention to the single polycrystalline leader and the distributed photovoltaic leading enterprise LONGi (601012.
SH), Zhonghuan (002129.
SZ), Tongwei Co.
, Ltd.
(600438.
SH) and Lin Yang Energy (601222.
SH), etc
.