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Glass and glass products industry: in the first half of the year, the new energy and energy conservation and emission reduction

ten day glass price index fell slightly: in the first ten days of February, 2011, the glass construction price index was 85.3, a year-on-year decrease of 1.2%, a month on month decrease of 0.1%. Since mid January, the price has been stable

the main body of ten day price is stable: 4mm building glass in Shanghai fell by 1.8% month on month, while 5mm building glass remained unchanged month on month; 4mm and 5mm buildings in Guangzhou are a new type of thermal insulation material, and the ring ratio of glass remains unchanged, while the ring ratio of 6mm automobile glass decreases by 4.8%; The month on month ratio of automobile glass in Qinhuangdao remained unchanged; The month on month ratio of 4mm and 5mm building glass in Henan remained unchanged. The price is generally stable, with a slight decline in some varieties

the two sessions promote the development of new energy and energy conservation and emission reduction: the 12th Five Year Plan attaches importance to energy conservation and emission reduction, and the emerging industry plan is about to be launched intensively. The theme of the 10th NPC and CPPCC is "let the people live a happier and more dignified life", corresponding to the top six stock market gains at that time: exchange equipment, silk, other light industry manufacturing, food integration, oil trade, other white household appliances, and consumer goods are the main rising sectors. The period before the theme of the 2009 two sessions was to expand domestic demand, and the top three sectors were: special purpose vehicles, other mining, and silk

the main content of 2008 was to strengthen the agricultural foundation. Potash fertilizer led the increase, reaching 132%, and all other sectors fell. In 2011, the two sessions have the task of passing the outline of the 12th Five Year Plan, and energy conservation and emission reduction will become an important theme in the 12th Five Year Plan of the members of the "national leading group for the development of new materials industry". In addition, emerging industry policies may be intensively released before and after the two sessions. Saw reported that from 2010 to 2020, the development plan of emerging energy industry will stimulate a total investment of 5trillion yuan. In terms of solar energy, China will continue to carry out concession bidding for photovoltaic power station projects in the western region, with a total scale of about 500000 kW. The focus is to build Qinghai Golmud solar power base and promote the construction of demonstration projects such as solar thermal power generation in Qinghai and Inner Mongolia; At the same time, after the oil in the oil tank is sucked into the oil pump through the filter oil, the implementation of the "golden sun project" is accelerated, and the construction of several new energy demonstration cities and the solar energy construction of Turpan new city are supported. It is reported that as a key development area during the 12th Five Year Plan period, the energy conservation and environmental protection industry development plan has been basically completed

the business of CSG is divided into three parts: flat and engineering glass, solar energy industry chain and fine glass. Look at new energy in the first half of the year and touch screen in the second half. The company's private placement and Investment: 1) TCO film glass expansion, 2) silicon wafer expansion, 3) solar cell and module expansion, 4) energy-saving glass

the first three are solar energy industry chains, with an investment of 3.3 billion. After the completion of these projects, the capacity of the solar energy industry chain will reach 1GW, and the cost of the polysilicon production line after the cold hydrogenation technology transformation is expected to be reduced to $25, so the anti risk ability will be improved. It is planned that the revenue in the next two years will exceed 20billion (5.3 billion in 2009), 10billion (140million in 2009) for solar photovoltaic, and 3.5 billion (450million in 2009) for fine glass

fine glass is indirectly supplied to apple, and 30000 tons of 0.33mm ultra-thin glass will be put into production in Hebei by the end of the year to realize import substitution. Increased holdings, with a target price of 26 yuan

Jinjing Technology: on February 12, the private placement was approved by the CSRC, and the investment in solar cell substrates and Low-E glass projects is in line with the theme of new energy and energy conservation and emission reduction. At the same time, the company is a leading manufacturer of ultra white glass. It is recommended to increase holdings cautiously, with a target of 18.68 yuan

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