Before the three quarter profit of 209 million integrated GCL released 5GW distributed energy planni-diamondprox

Before the three quarter profit of 209 million integrated GCL released 5GW distributed energy planning contest: national investment adviser King peek catch demon shares of sina finance App: Live on-line blogger to tutor before the three quarter earnings GCL integrated 209 million yuan issued 5GW newspaper reporter – distributed energy planning in     South   October 27th, GCL integration announced the 2016 three quarterly report, the first three quarters of net profit of 209 million yuan, more importantly, through the photovoltaic module, system integration, energy, financial and common development business, GCL integrated "one-stop integrated energy service provider" layout is gradually clear. On this basis, GCL also announced the development plan of distributed integrated energy business: the next three years will build 5GW distributed energy scale. Announcements, GCL integrated planning in 2017 -2019 3 years to complete the distributed integrated energy system integration business to achieve a total scale of 5GW, including households with distributed roof system, industrial and commercial system, from the roof distributed network system, distributed system and building the green town comprehensive energy integrated system; expected annual household system covering 60 thousand households family, regional agents, franchisees reached more than 2000, the basic coverage of the main regional development, to achieve total sales of more than 200 thousand sets. After the high efficiency battery production, the first half of the "6· 30" rush load during the first half of the cost reduction, the mainstream component manufacturers have expanded manufacturing capacity. Into the three quarter, due to the downward trend of the industry, the decline in demand, component prices plunged. The price of PV from 3.6 yuan at the end of June to the current 2.9 watts element W, but because the production capacity is far greater than the photovoltaic battery capacity, so although the mainstream silicon enterprises take the initiative to cut prices, but the maximum pressure still falls in the component enterprises, but also has high proportion Shoufu short account period and appear "due to temporary buy Battery no battery capacity, low proportion of long account period", a recovery component affected by these factors, the three quarter of the pure component enterprise performance is mostly ugly. GCL integrated while still maintaining the three quarter profit more than 1600 yuan, but the industry believes that if the high battery capacity of the company can be released early, the performance will be much better than now. At present, due to the upward trend in market demand, silicon materials, silicon wafers, battery sectors have risen, of which the price of battery chips rose by 0.2 yuan watts, while the component enterprises due to digest inventory, price rise takes time. The first batch of GCL integrated efficient photovoltaic cell production will start at the end of the year, with the continuous improvement of industrial chain, is expected to rebound at the end of GCL integration. With the continuous breakthrough of industry technology, the price of crystalline silicon component shows a downward trend in the long run. China Merchants Securities analyst pointed out in the research report that the price of PV modules will be below 3 yuan watts for a long time, resulting in the decrease of the cost of industrial chain." Continuous development of efficient new products is the core of market competitiveness. According to the GCL integrated semi annual report data show that the first half of this year, GCL integrated R & D investment 35 million 929 thousand and 200 yuan, the 协鑫集成前三季度盈利2.09亿 发布5GW分布式能源规划 全国投顾大赛:偷看投顾大王捉妖股 新浪财经App:直播上线 博主一对一指导   协鑫集成前三季度盈利2.09亿元   发布5GW分布式能源规划   ■本报记者 于 南    10月27日,协鑫集成公布了2016年前三季度业绩报告,前三季度实现净利润2.09亿元,更为关键的是,通过光伏组件、系统集成、储能、金融等业务共同发展,协鑫集成“一站式综合能源系统服务商”的布局正逐步清晰。   在此基础上,协鑫集成还公布了分布式能源业务发展规划:未来三年将打造5GW分布式能源规模。   公告显示,协鑫集成计划在2017年-2019年3年内完成分布式综合能源系统集成业务累计要达到5GW规模,包括户用分布式屋顶系统、工商业分布式屋顶系统、离网系统、分布式楼宇系统及绿色小镇综合能源集成系统等;预计年均户用系统覆盖6万户家庭,区域代理加盟商达到2000个以上,基本覆盖主要发展区域,实现累计代理销售20万套以上。   高效电池量产后降成本   上半年“6·30”抢装潮期间,主流组件厂家均扩大了制造能力。步入三季度,由于行业下行、需求下降,组件价格大幅跳水。光伏组件价格从6月底的3.6元 瓦降至目前2.9元 瓦,但由于组件产能远大于光伏电池产能,因此虽然此前主流硅片企业主动下调价格,但最大压力仍然落在组件企业身上,而且还存在由于暂时没有电池产能而出现“高比例首付短账期采购电池,低比例长账期回收组件款”的情况,受这些因素影响,三季度纯组件企业业绩大多比较难看。协鑫集成虽然仍保持了三季度1600余万元的盈利,但业内人士认为,如果该公司的高效电池产能可以早点释放,业绩会比现在好得多。   目前由于市场需求呈上扬趋势,硅料、硅片、电池环节均出现上涨,其中电池片价格上涨了0.2元 瓦,而组件企业由于要消化库存,价格上调还需时日。协鑫集成最早一批高效光伏电池将于年底开始量产,随着产业链不断完善,协鑫集成有望在年底逆势反弹。   培育新利润增长点   随着行业技术不断突破,晶硅组件价格长期来看呈下行趋势,招商证券分析师在研报中指出,“光伏组件价格将长期处于3元 瓦以下,倒逼产业链成本下降。”不断研发高效新品是获得市场竞争力的核心。据协鑫集成半年报数据显示,协鑫集成今年上半年研发投入3592.92万元,比去年同期增长约6倍。协鑫集成已研发储备了PERC及异质结等电池技术,并相继研发推广了金刚组件、半片组件、超大组件及双玻组件等。   据了解,待量产的1.6GW高效电池采用的PERC技术和N型双面单晶电池技术效率可以达到19.5%-21%,协鑫集成已经为此提前研发了采用PERC电池制成的适用于1500V电压等级的光伏组件,并已通过鉴衡出具的“领跑者”认证检测。   而异质结电池是目前已经实现商业化应用的、效率最高的一种光伏电池技术转换效率最高可达25.6%,未来量产效率将达23%左右。   另外,协鑫集成正凭借自主研发的 “E-KwBe”储能产品进军户用储能领域,工商业储能产品开发已完成,协鑫集成正采用“光伏+储能”的新供电模式来加速电力供应模式的转型。除此之外,协鑫集成从去年下半年开始布局充电桩业务,生产线已经调试完成,具备量产能力,储能、充电桩等新产品将成为协鑫集成新的重要利润增长点。   行业整体利润率下滑   与2015年相比,今年前三季度协鑫集成的利润率下降了近40%,在业界看来,除电池因素外,上网电价和竞争上网机制对组件企业利润率影响颇大。   而日前发改委价格司有意在欠补、限电等问题没有解决的情况下,在《关于调整新能源标杆上网电价的通知(征求意见稿)》中将光伏地面电价下调幅度预设为23.5%-31.2%,也给光伏行业的发展带来不确定因素,可以肯定的是,2017年众多光伏企业整体利润仍然会有不同程度下滑。业内人士认为,在短期看来,政策在倒逼低端产能退出,长期来看,光伏行业是落实减排战略的有力抓手,政策层面扶持决心不变。   值得注意的是,四季度以来,光伏产业链回暖趋势明显,产业链相关产品价格触底反弹,尤其是上游多晶硅已强劲反弹超过21%,目前价格涨势已传导至组件,四季度业绩有望触底反弹。 进入【新浪财经股吧】讨论相关的主题文章: