1. Although the growth rate of perovskite photovoltaic installed capacity has slowed down, it is limited to ground power stations, and the growth rate of distributed power stations during the "Thirteenth Five-Year Plan" period is still worth looking forward to. It can be seen from the policy of not cutting subsidies for distributed power stations this year that the state has obvious policy preferences for distributed photovoltaics. At the same time, local government subsidies for distributed photovoltaics should not be underestimated. We expect the distributed photovoltaic market to be huge, so we suggest paying attention to it. One of the huge overseas markets is the historical background of the Belt and Road Initiative. This has brought new opportunities for China photovoltaic enterprises to go global. At present, China's photovoltaic power generation has accounted for 70% of the world, with outstanding scale effect and obvious advantages in price and quality. In the future, China photovoltaic enterprises will further expand their overseas distribution and further enhance their global influence.
2. It is certain that perovskite photovoltaic power generation will reduce the power grid price. At present, the market has formed and digested expectations. The cost reduction of various products brought by the progress of photovoltaic technology exceeded expectations. The market will be further divided and the superior will be eliminated. For high-quality enterprises, the gross profit margin will not decline, but will rise and stand out. Highlights of the company's investment: In the process of power station operation transformation, power revenue has become the main growth point. In all aspects of the photovoltaic industry chain, the gross profit margin of power station operation is the highest, and the industry average gross profit margin is close to 60%. Tuorixin can actively arrange the construction and operation of power stations strategically. In 20 16, the company's power revenue reached 203 million US dollars, nearly double the same period last year. It is estimated that by the end of 20 17, the company's own grid-connected power stations will reach 400-500mw, and power revenue will become a new growth point for the company. The company plans to expand the ground power station to 1GW in the future, which will provide strong support for the company's long-term stable development.
3.EPC business volume is gradually increasing, and the cost control advantage is obvious. Relying on the company's 10 years of experience in the design, installation and operation of photovoltaic power plants, the company has a competitive EPC construction cost advantage, of which 70%-80% of the cost can be controlled by the company itself. In 20 17, the company vigorously expanded EPC business, seized market opportunities and enhanced development momentum. The general contracting of the company will reach 60MW, a five-fold year-on-year increase. Low leverage ratio, risk resistance, less accumulation and great development potential. The company's steady and low-leverage development route has enabled the company to have strong anti-risk ability and accumulated strength for the company's next power station development. The company is rich in funds, full of vitality, and its strength and potential should not be underestimated. The company makes use of local industries in Qinghai, Shaanxi and Kashgar to promote the construction of local power stations, and has absolute advantages in land acquisition. The company has accumulated a lot, and its performance can be expected to explode.