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在相对小众的薄膜光伏领域,近期吸引了包括央企在内的多家企业大手笔资金,其背后是怎样的商业逻辑?尽管光伏行业当前的发展势如破竹,增长旺盛,但薄膜光伏市场的份额却始终较为有限。2014年,相比晶硅电池,薄膜电池不足10%的市场占有率,始终扮演的是一个配角。然而,2015年之后,这一形势可能出现较大的改观。随着技术的进一步发展,业界对薄膜光伏的投资热情正在高涨。近几个月来,就有几个大手笔的投资让人咂舌。2015年9月1日,云南龙宫光伏集团斥资20亿元人民币,计划在云南建设薄膜组件生产厂,投产后年生产
In the relatively niche area of thin-film photovoltaics, the business logic behind the recent blossoming of a number of enterprises, including central enterprises, is attractive. Despite the booming growth of the PV industry, the market share of thin-film photovoltaics has remained constant More limited. In 2014, compared to crystalline silicon cells, thin-film batteries less than 10% market share, has always played a supporting role. However, after 2015, the situation may see a big change. With the further development of technology, the investment enthusiasm for thin-film photovoltaics is on the rise. In recent months, there have been a few generous investments staggering. On September 1, 2015, Yunnan Dragon Palace Photovoltaic Group invested 2 billion yuan to build a membrane module manufacturing plant in Yunnan Province, which will be put into production after the project is put into production