Not long ago the country published electric vehicle technology planning, we expect the new energy automobile promotion plan, as well as for the new energy automotive technology upgrades to a strong special subsidies would be forthcoming. Considering the policy has been brewing for a long time, content exceeds the expected probability is not high, but the enforcement and measures of ultra anticipated the possibility still exists. New energy vehicle plate may be good news to stimulate the overall, and trading opportunities. However only on fundamentals, policy, does not support the industry listed companies performance in short term ultra-expected growth, thus unable to locate the leading subject of investment. Nevertheless, we still need to prompt concern the whole plate stage the theme of investment opportunities.
The PV market out of the March China policy after landing, April, the market continued to maintain a quarter warmer. But the industrial differentiation: manufacturers operating rate increased generally in8 into above, and follow-up orders relatively full, component prices; and small factory price still OEM majority, and start working inadequacy, price continues to fall. |