China's light bends down the battery to install the market to wait for starting 2009/10/15               Because the solar energy light bends down the generating cost to be soaring, its industry's development is mainly actuates by various countries subsidy policy. In various countries' government releases the light to bend down under the electricity generation support policy, the world light bends down the industry to cope with the international finance crisis, starts to warm up, in addition the cost of investment drops, makes the investment solar energy attraction to increase greatly. Near for 10 year global light bends down the battery profession, regardless of being the output or the installed capacity surpasses 40% compound rates of increment to grow, in 2008 the global light bends down battery's output is 6.4GW, grows 60% compared to the same period, since has continued many year high growth situations. China already became the global biggest light to bend down the battery production power, its output occupies the global light to bend down about battery output 40%. And in 2008 the world first 25 light bend down the enterprise, mainland China occupies 8, sum total output 1821MW, the Chinese Taiwan occupies 3, the ultimate output is 723.5MW.       Looking from installed capacity's angle, in 2008 the whole world installs the light to bend down battery 5600MW, grows 134% compared to the same period. China in 2008 installs the quantity is only 40MW, only accounts for 0.7%, may see, the Chinese light bends down the market which the battery installs to wait for starting, the market potential is huge.        The Chinese version's solar energy roof plan, the strength helps the domestic light to bend down the industrial spring's arrival. At the end of March Ministry of Finance appears "about To speed up Advancement Solar energy Electro-optic Construction Application Implementation Opinion" and so on, because in 2009 subsidizes the standard to decide as 20 Yuan /Wp in principle, meant that the light bends down the electricity generation the electricity cost to be possible to drop to 0.58 Yuan /kWh, the domestic light bends down the demand to start to start. Our anticipated this subsidy plan is merely starts, in May hopefully promotes "New Energy industry Promotion Plan", estimated that further releasing will support the policy related.         The thin film light will bend down the battery and the crystalline silicon light bends down the battery to grow, compared with the cost, the hull cell will have the superiority. The crystal silicon cell each tile cost limit is 1.27 US dollars, but hull cell each tile cost limit below 1 US dollar. We survey the present unit crystal silicon cell the installing equipment cost about 19 Yuan /wp, thin film solar cell installing equipment cost about 12 Yuan /wp. Estimated that both will grow, hull cell share enhancement. The short-term looked that the hull cell demand concentrates in the low land cost area and BIPV, but the crystalline silicon was still a mainstream, the hull cell share will also enhance, because the hull cell cardinal number is small, the cost low status superiority, it will welcome the swift growth, the speed-up is higher than the crystal silicon cell.       When based on solar energy profession demand return to warmer weather, various links profit the degree difference, we first recommend the high-end hull cell manufacturer and the spare parts supplier, next is the crystal silicon cell downstream or the integrated manufacturer, is the crystal silicon cell upstream polycrystalline silicon once more.