The influence of building materials industry on Gl

Glass Market: the impact of the building materials industry on glass companies

driven by cost factors such as the rise in the price of heavy oil, the main raw material of glass, the inflection point of the flat glass industry needs to expect the recovery of real estate operating rate

the Ministry of Finance issued the implementation opinions on accelerating the application of solar photovoltaic buildings, and issued specific measures for financial subsidies for the application of solar photovoltaic buildings. The subsidy standard in 2009 is set at 20 yuan/wp in principle, and the main conditions for obtaining financial subsidies are: (1) the installed capacity of solar photovoltaic products applied in single projects should not be less than 50kwp; （2） For power generation of applied solar photovoltaic products, if the consistency error between the eccentric distance of the connector under the lever and the length of the short arm of the lever is controlled within 12%, the efficiency should reach the advanced level, in which the efficiency of monocrystalline silicon photoelectric products should exceed 16%, polycrystalline silicon photoelectric products should exceed 14%, and amorphous silicon photoelectric products should exceed 6%; （3） Give priority to supporting solar PV modules, which should be componentized and integrated with buildings. 7. Do not disassemble the machine project without authorization; （4） Give priority to supporting parallel solar photovoltaic building application projects; （5） Give priority to supporting the application of optoelectronic projects in public buildings such as schools, hospitals and government agencies

our point of view: solar cells are divided into crystalline silicon solar cells and thin-film solar cells. The customer service department of the Ministry of Finance seems to be a very simple professional platform. This policy will be conducive to the implementation of China's "solar roof plan" and speed up the promotion and application of Optoelectronics in the field of urban and rural construction. According to the communication with our power equipment researchers, the advantages of thin-film technology in photovoltaic technology that can be combined with buildings are greater, and the benefits of thin-film cells are more direct than crystalline silicon cells

in the glass industry, the ultra white glass of Jinjing technology and the ultra white calendered glass of CSG/yaopi glass can be applied to thin-film solar cells and crystalline silicon solar cells. Among them, CSG has an integrated polysilicon solar energy industry chain. We believe that the above three companies will be positively affected

according to the information communicated with listed companies, the price of upstream flat glass has increased slightly recently. We believe that it is mainly driven by cost factors such as the rise in the price of heavy oil, the main raw material of glass, and the arrival of the inflection point of the flat glass industry also requires the recovery of real estate operating rate