Double-edged sword! In the first half of the year, domestic photovoltaic installations increased by 30%, but the amount increased while the price decreased and it continues.
In the first half of the year, domestic photovoltaic installations increased by 30%, but the oversold price has put pressure on manufacturing companies' operations; Industry adjustments should be timely and robust. Experts suggest promoting the elimination of backward production capacity, and encouraging corporate mergers and restructuring.
The trend of integrated photovoltaic energy storage is certain, and the proportion of newly added installed capacity in the commercial and industrial distributed sector is expected to continue to increase. | Industry observation
The new energy industry has become a popular investment field, with various capital competing to enter the distributed comprehensive energy development sector. Baobee new energy has accumulated about 1.5 billion yuan in financing. Industry insiders predict that in the next six to seven years, distributed photovoltaics for industrial and commercial use are expected to achieve an average annual growth of 50 to 70 GW. It is believed that nearby consumption is the best way out for distributed energy, and currently, the under-construction projects of industrial and commercial photovoltaics have basically achieved matching storage.
The wind has come for global offshore wind power, and related listed companies may usher in a new wave of prosperity cycle. | Industry observation
Recently, the 29.3GW deep-sea wind power plan in Shanghai has been approved by the government; On July 19th, Guangxi's 6500MW deep-sea wind power project will be launched for bidding, and the offshore wind power is expected to usher in a new wave of prosperity; Industry observers believe that during the new wave of prosperity, the domestic market and overseas market are expected to resonate at the same frequency, boosting the demand for relevant markets.
Technology goes global! Star board goes from China to the world in 5 years.
Including industries such as photovoltaics, energy storage, lithium batteries, and consumer electronics, the star board companies' overseas business performance is impressive. The current star-board companies are stepping up their efforts to open up emerging markets. Industry insiders say that overseas companies are gradually evolving from low-cost competition to technology and capital overseas, and opening up emerging markets represents the deepening of China's overseas layout and is expected to reshape the pattern of outbound investment.
IEA: Global demand for electrical utilities is soaring and coal-fired power generation is unlikely to decrease this year.
①IEA predicts that global electricity demand will grow by 4% in 2024, the highest level since 2007; ②In the next two years, only cecep solar energy is expected to meet about half of the global electricity demand growth; ③Although wind power is growing rapidly, global coal-fired power generation is unlikely to decline this year.
Mid-day review: Three major indices fall together, with the tech index falling nearly 2%. The network technology and autos sectors are weak, with XPeng and NIO Inc falling over 5%.
As of press time, the Hang Seng Index fell by 0.59%, the CSI 300 fell by 0.78%, and the ChiNext fell by 1.8%; Baidu fell by more than 3%, Ctrip Group fell by nearly 3%, and bilibili fell by more than 2%.