New Energy Investment: Solar Cell Concentrated Wind Power Chilling (3)

Wang Junfeng said that this year's hot solar energy industry is related to Germany's subsidy policy. “The expectation of grabbing the subsidy policy has resulted in very full orders for the world, but it will not be easy to say how it will be next year.”

In fact, the raw materials and markets of solar cells are all abroad. At present, although raw materials are partially solved by the Chinese mainland, the scale and prices of domestic tenders are not sufficient to start the photovoltaic market. Therefore, the market is still mainly outside the market, and the business is affected by European and American policies. As the largest PV market, Germany announced for the first time the reduction of PV subsidies, which is tantamount to a heavy hit for the PV industry.

"We are also continuing to look for new opportunities in the photovoltaic industry, but this industry does have its cyclical, phased peaks and troughs," said Wang Junfeng.

It should be said that in the investment of solar energy, Lenovo's investment has always been a good sense of direction. Previously, it had invested in a solar energy cell and battery module provider Lin Yang New Energy, a cadmium telluride thin-film solar cell module manufacturer advanced solar energy company. Among them, Linyang New Energy has been successfully listed.

According to reports, Lenovo invests in advanced solar energy companies, mainly because one of its founders is a globally recognized expert in cadmium telluride thin films. So far, the expert has also maintained a world record of 16.5% of cadmium telluride conversion rate created in 2002.

In fact, VC&PE said that it will be cautious about investing in simple and repeatable PV modules. However, many VCs still reveal that if there are innovative technologies that can see a clearer growth path and potential, “we will still invest”.

Among these, solar cell investment is one direction.

It is understood that there are many types of thin-film solar cells, and there are currently three major types of thin-film solar cells: silicon-based thin-film solar cells, copper indium gallium selenide thin-film solar cells (CIGS), and cadmium telluride thin-film solar cells (CdTe). .