New Energy Investment: Solar Cells Concentrate on Wind Power (2)

In his view, the fan life is generally 20 years, during which if there is a problem with the parts, the replacement of new ones is troublesome and the cost is not small. If relying on "excellent" technology, spare parts can be used for 20 years, and the whole machine cost is even more than twice as expensive as it is very competitive in the market.

In addition to fan components, many investors believe that off-grid small wind turbines also have investment opportunities. The so-called small wind turbine, generally refers to the capacity ranging from several hundred watts to tens of kilowatts, as an off-grid power supply, to provide power for small power supply systems.

"It can meet the electricity needs of some commercial and small factories. I think this is a big market," said Zhang Zhong, a founding partner of Smart Capital.

According to Hunan Zhongke Hengyuan Technology Co., Ltd., which specializes in the small wind turbine business, the potential market for small wind turbines is even incalculable.

"Because there is no need for power grid support, many places can be used." Zhan Qinan, president of Zhongke Hengyuan, cited the reporter as an example. Commercial lighting, public lighting and home lighting can all be used, even small fishing boats, that is, sheds for fishing boats. Solar panels can be laid and a fan can be placed on the pole.

With the recent natural disasters occurring, the rescue effect of small wind turbines has been excavated. "Without laying cables, as long as there is wind, sunlight, make a foundation and set up the equipment to generate electricity."

China Kehengyuan, which started the business as early as 2005, had a sales volume of 20 million in 2008 and reached 130 million in the previous year. In the first half of this year, it has more than 70 million. “Because it is mainly orders for public projects, The sales in the second half of the year is the most important.” Yan Qinan introduced.

In fact, the aforementioned VC investment manager, who did not wish to be named, had read the project of Zhongke Hengyuan, but in the end he still did not vote. “The main reason is that the entry threshold is not high, and many companies are doing it. They even find someone else's leaves to copy and install a generator.”

The two ends of the PV are still outside:

Technical options consider capital acumen

From the perspective of investment in the first half of this year, the situation of solar energy is excellent, but a storm in the west is coming.

It is reported that in July this year, the German Federal Senate passed an amendment to the renewable energy law photovoltaic power generation subsidies, that is, from July 1, 2010, the amount of subsidy for rooftop photovoltaic systems built in Germany was reduced by 13%. After the non-power station land was changed to the power station land, the subsidy amount was reduced by 8%, and the subsidy in other areas was reduced by 12%. From October 1, 2010, the subsidy will be reduced by another 3% on the basis of July 1.