Yingya Securities Consulting: photovoltaic enterprises under the epidemic

  The novel coronavirus pneumonia epidemic is listed as &ldquo by WHO (WHO) in January 30th
Public health emergencies of international concern;
Many parties estimate that this will have a certain impact on the overseas exports of Chinese enterprises
As China has become the world's largest manufacturing and distribution center of new energy products, the export of domestic new energy manufacturers and traders, including photovoltaic, will present significant variables in the coming months

On the same day, the National Energy Administration issued the notice on effectively doing a good job in epidemic prevention and control, power security services and current power safety production work, saying that in the face of the current epidemic problem, power enterprises should adhere to the time subject to safety and quality, scientifically determine the time node for resumption of work and production, revise the construction operation scheme in time, redefine the reasonable construction period, and it is strictly prohibited to rush the progress and catch up with the construction period
The installation of domestic power stations may be delayed due to the impact of the epidemic

 
Insiders said that at present, more than 80 countries around the world have taken control measures on international flights or the entry of Chinese citizens to and from China, which will have an adverse impact on the company's overseas customer visits, technical exchanges and international exhibitions in the short term
However, due to the documents issued by the national energy administration before the Spring Festival and the policies issued earlier than last year, there is sufficient time for photovoltaic bidding preparation and construction this year, Therefore, the new installed capacity of photovoltaic in the whole year is expected to offset the negative impact of the epidemic and achieve sustained growth

In this regard, Yingya securities consulting believes that the epidemic has a more or less impact on various industries
From the recent domestic A-share market, there is not much panic in the photovoltaic industry
In addition, the Ministry of finance, the national development and Reform Commission, the national energy administration and other photovoltaic power generation competent units intensively released a number of heavy policies in January, and the prospect of the 2020 photovoltaic market is still promising