The formulation of photovoltaic agricultural standards and the launch of a trillion blue ocean should not be underestimated.

According to a report by the Beijing Business Daily on the 9th, Zhang Yong, chairman of the China Photovoltaic Agriculture working Committee, said in an exclusive interview at the 2015 China International Energy Summit that with more and more photovoltaic agricultural projects, the lack of standards has led to industry chaos. At present, the formulation of photovoltaic agricultural standards has been officially launched.

In fact, because there is no unified standard, there are still many problems in photovoltaic agriculture, such as some projects occupy agricultural and forestry land under the guise of photovoltaic agriculture, in order to seek tax concessions and state financial subsidies, in exchange for the interests of enterprises or individuals, the phenomenon of "non-agriculturalization" is serious. Especially in the context of the National Energy Administration's Circular on the further implementation of relevant policies on distributed Photovoltaic Power Generation and the Circular on Printing and issuing the work Program for the implementation of Photovoltaic Poverty Alleviation projects, photovoltaic agriculture, which is about to usher in a period of rapid development, is in urgent need of unified standards.

Industry insiders pointed out that in the long run, the development of photovoltaic agriculture is of great significance for China's agricultural transformation, while in the short term, photovoltaic agriculture is an effective measure to solve the current predicament of the photovoltaic industry. Since Europe and the United States, in the international photovoltaic market is in the doldrums, a large number of domestic photovoltaic enterprises are also in trouble, the problem of overcapacity appears a serious situation. Fundamentally speaking, the key for the domestic photovoltaic industry to break the crisis is whether it can gradually achieve self-transformation and get rid of its dependence on exports, which requires it to deeply cultivate the domestic application market. Compared with the conditions of barren hills, barren slopes and other unused land required by general large-scale ground projects, photovoltaic agriculture has more advantages. In order to take the road of "rural areas surround cities", photovoltaic application enterprises need to transform and upgrade: strengthen the research and development of products in the terminal, and produce photovoltaic application products that can be widely used in agricultural production and farmers' lives, so as to resolve the market crisis. because the vast rural areas have huge market potential.

As another breakthrough in the field of photovoltaic application in China, photovoltaic agriculture is also a new mode of modern agricultural development, and will gradually become a new hot spot of investment. Some experts have calculated that if photovoltaic agricultural products are promoted on a large scale and on a large scale throughout the country, the market output value can reach 100 billion yuan and reach trillions of yuan within five years, which is almost a kind of fission growth. The application of solar energy in photovoltaic agriculture is not only an attractive concept, but also has a broad prospect of industrialization.

It is worth mentioning that the 13th five-year Plan of photovoltaic and other industries is under formulation. A number of industry insiders expect the planning target will be raised, in addition, photovoltaic agricultural support is also expected to increase. In this regard, analysts believe that due to the "13th five-year Plan" to increase the scale of photovoltaic installation, will lead to higher valuation and profitability than expected. In the context of the state's strong support for the development of modern agriculture, A-share listed companies, listed companies involved in photovoltaic agriculture are expected to usher in a good opportunity for layout, and related stocks are worth paying attention to.

In May this year, Tongwei Co., Ltd. issued a restructuring plan, which intends to spend 2.05 billion yuan to buy 100% equity of Tongwei New Energy and 99.9999% of Yongxiang shares from relevant parties, and to raise no more than 2 billion yuan to explore the integration and development of agriculture and photovoltaic industry. so as to change the situation that the company has relied solely on feed business for many years. In addition, on July 10, the company signed a "Cooperation Framework Agreement" with Huawei Technology Co., Ltd., which will cooperate on intelligent photovoltaic power station solutions and key components through close cooperation between the two sides and make use of their respective advantages. and work together to build a technology-leading intelligent Yuguang integrated photovoltaic power station.

Yijing Optoelectronics has a vertically integrated industry chain of ingot / pull rod, wafer cutting, battery wafer manufacturing and battery module packaging. As of the end of 2014, the company's annual production capacity of battery wafers and components is 1GW. The company took the lead in laying out the application of photovoltaic agriculture, with a total investment of 860 million yuan to build 100MW "fishing and light integration" photovoltaic power generation project, forming a power generation mode of "upper power generation and lower fish farming", achieving an integrated organic combination of photovoltaic power generation and fishery farming, and is expected to realize online operation in 2015. In addition, the company also signed a photovoltaic agricultural investment cooperation framework agreement with the people's Government of Zhulin Town, Jintan City, Jiangsu Province, which intends to invest 1.6 billion yuan to build a 200MW modern agricultural photovoltaic power plant project in a vegetable base of 10,000 mu.

Tianlong Optoelectronics main business includes monocrystalline silicon crystal growth furnace, polysilicon ingot furnace and other production and sales, photovoltaic power station construction, operation and management. Huixian photovoltaic agricultural science and technology power station project, and reached a preliminary framework agreement on matters related to the construction of Huixian 120MW photovoltaic agricultural science and technology power station project. The total investment of the project is 1.25 billion yuan, including 120 photovoltaic agricultural greenhouses, ground 120MW photovoltaic power stations and supporting projects in the park.