apan earthquake for a new global energy markets "nuclear radiation"

Rain Comes from Wind, Japan earthquake for a new global energy markets "nuclear radiation" did not stop.

"Although the Fukushima nuclear security crisis little impact on China, but far-reaching impact." At the recent Fifth China New Energy International Chamber of Commerce Forum (hereinafter referred to as the "New Energy Forum"), the Energy Research Institute Li Junfeng, deputy director, said China's future nuclear power development goal of strengthening the uncertainty, to some extent may contribute to the domestic photovoltaic, wind power development.

Fukushima nuclear security crisis or a turning point in global nuclear power development. The industry concern is that brought by the shrinking market of nuclear power, whether by the "wind", "light" to fill?

"Thirteen Five" or the brakes

"Domestic nuclear power facilities currently under comprehensive review, the wind power generation uncertainty of future large nuclear power development, to some extent will promote solar energy, wind power and other new energy development." According to Li Junfeng said, is developing the "five-second" energy planning and renewable energy and long-term development plan, on the photovoltaic, wind power development goals to achieve great strides, photovoltaic installed capacity from 2015 to 2020 increased from 1,000 kilowatts to 5,000 kilowatts, wind power installed capacity by 2015 will also be The 100 million kilowatts in 2020 to 200 million kilowatts.

This time the "beautiful Great Leap Forward", PV development goals than the previous goal of 2015 and 2020, respectively 1 and 1.5 times. The industry view, the Fukushima nuclear security crisis, or will further boost the market for renewable energy applications expansion.

United Power Equipment Huatai Securities analyst Wang Haisheng and industrial wind generator new energy industries that, from the whole, the impact of events in Japan nuclear leak has not reflected that China will not stop development of nuclear power, but nuclear power plant construction project will "accelerate" in the release slow pace, and even target may shrink.

According to electrical equipment and CITIC Securities analyst Yang Fan of the windmill generator new energy industry, nuclear security crisis Fukushima nuclear power development in China the biggest impact will be reflected in the interior re-assessment of nuclear power will be even significantly canceled.

"Twelve newly released Energy Plan proposed the building of five five energy base, and further solve the problem of power shortage in central provinces, to some extent to achieve an alternative inland nuclear power." Yang Fan homemade wind generator view so by the Fukushima nuclear security crisis , China's "Thirteen Five" period or inland nuclear power development, "screeching halt" clean and efficient thermal power, hydropower and solar power, wind power will play the role of alternative and complementary.

The proportion of new nuclear power plants in the lower, no doubt for wind, vertical Axis Wind Turbine Manufacturer solar leaving a larger market space. However, Covington & Burling law firm in New York Office of the Senior Advisor, U.S. Nuclear Regulatory Commission nuclear accident at Three Mile Island Special Investigation Group of the Deputy Director and head of George Frampton Jr. Emphasized that the two energy sources are not present have enough "qualified" to achieve an alternative to nuclear power.

"Nuclear power is like water and electricity and thermal power, in a few weeks, months period to maintain continuity of supply, while wind and solar are intermittent, the transmission grid caused a greater pressure, but currently does not have its supporting the required scale gas storage facilities or power plants. "George Frampton Jr. said.

New energy "agitation"

Fukushima nuclear security crisis triggered a domino effect has begun to wind turbines electric generator appear, companies have started preparations.

Comprehensive review of the Chinese nuclear power plants under construction, the decision to suspend approval of nuclear power projects, so many people in the industry see the development of long-term plans to adjust the potential of nuclear power.

"In Japan, Fukushima nuclear power safety crisis, China may adjust the long-term domesic wind turbines nuclear power development plan, which we will maintain close attention and make timely adjustments." New Energy Forum, the domestic commercial banks in the credit management department of a responsible said that 2011 will further improve the new energy credit policy, but it began to be reserved for nuclear power under the "adjustable space."

In Wang Haisheng view, the events subsequent to the impact of policies governments will continue to increase. "Wind power is limited by resources throughout the industry, the cost can not be dropped, unable to assess risk factors such as restrictions on the development of space is limited, but in the long run on the PV industry is a major strategic opportunity."

Analysis of the Swiss bank Sarasin, Fukushima nuclear safety in Japan after the crisis increased the amount of the global forecast of PV systems installed, if the useful life of more than 30 years of nuclear power plants will be gradually closed, and 5 years, the approval of new plants has been delayed situations, there is now great potential for photovoltaic installation is expected to increase by 2015, 100GW of new installed capacity.

"Affected by various factors, PV market growth this year is not as sluggish as early estimates, at least 30% of the growth will remain." Person in charge of domestic business for a photovoltaic solar market this year to remain optimistic, in his view , even though Germany, Italy and other European countries claim that the local demand for solar equipment market is nearing saturation, and will further cut subsidies, but in the Fukushima nuclear security crisis, the solar industry from stable, nurturing the development of clean energy than nuclear power and the achievement of incremental nuclear power alternative point of view, the main market in Europe for solar subsidies will not slam the brakes.

"We are optimistic about the short term photovoltaic materials such as silicon wind generator and upstream industries, and related equipment, polycrystalline silicon ingot furnace and other related industries." Which Hai-Sheng Wang "China Business" reporter explained, despite the current relatively high price of components, optical V industrial middle enterprises currently more than 30% gross margin, but this is not sustainable in the short term, short-term over-prosperous middle enterprises indicates that the next adjustment, gross margin will decline to 15% of the acceptable level and middle components of enterprise in performance may not have a good performance, and higher barriers to entry upstream firm, differentiated more, profitability can be maintained.