Looking for new energy Blue Ocean next stop storage?

Today's new energy market has already passed the dream of attracting innumerable capital by “this new energy technology application can replace a lot of fossil energy”. In the face of the fact that the global market is in the doldrums and overcapacity, such fairy tales are vulnerable. How to find a blue ocean with high investment returns and industrialization scale in many projects that have been affixed with subversive technology labels has become a problem that every new energy company and investor has to wake up every day.

At the beginning of the Year of the Horse, two stories were circulated in the field of new energy in China. They are connected with the two most popular "symbols" - Tesla and Internet Finance.

First, Tesla, the world’s newest electric vehicle maker, announced that it will build a plant in China in 2015 and its “Chinese partner” will also be announced at the end of the year. As a result, a number of mainland listed companies have been reported as "Gossip" objects ranging from vehicles to lithium batteries to rare earth permanent magnets. However, with Tesla's exposure to the "benefit", its stocks have continued to rise and fall.

The other is that the United Photovoltaic Group cooperated with the China Development Bank, Guodian Photovoltaic, and Netson Financial to establish "Qianhai Crowd Photovoltaic Power Platform" and planned to raise 10 million yuan from the public in the form of crowdfunding. Watts of photovoltaic power stations. This project has become the first "electric shock" of Internet finance in China's new energy industry.

With the instigation of these two breeze, China’s new energy industry seems to have smelled the breath of “Spring”. Many financial institutions, including Guotai Junan, Guosen Securities, and Huatai Securities, will invest in the new energy industry in China in 2014. The outlook is set at a "good" level. Among them, sub-segments such as photovoltaic power generation, new energy vehicles, energy storage and distributed power supply are particularly favored by many investors.

Of course, after experiencing a "roller coaster" development, investors' fears for the new energy market have not yet dissipated. The current "best" is not only caused by the "concepts" of the media's overheating, but more often comes from The government's position and policy support.

On the one hand, the Party’s report at the 18th National Congress clearly stated that “to promote the revolution in energy production and consumption, control total energy consumption, strengthen energy conservation and consumption reduction, support energy-saving and low-carbon industries, and develop new energy and renewable energy to ensure national energy security”. The specific requirements of the new energy companies in China to promote the construction of ecological civilization pointed out the direction.

On the other hand, the communique of the Third Plenary Session of the 18th CPC Central Committee further emphasized that “we must provide necessary financial support for strategic emerging industries.” New energy, as one of China’s major strategic emerging industries for accelerating cultivation and development, can not only be Contributing to energy conservation and emission reduction can also provide a solid technical support and industrial foundation for the large-scale development and utilization of clean energy, which creates a huge profitable space for investors in China's new energy industry.

However, today's new energy market has already passed the dream of relying on the same story - the application of this new energy technology can replace a lot of fossil energy - attracting innumerable capital inflows. In the face of the fact that the global market is in the doldrums and overcapacity, such fairy tales are vulnerable.

How can we find the “Blue Ocean” with the high investment returns and industrialization scale in many projects that have been affixed with subversive technology labels, and become a new energy company and a new energy investor. Every day we wake up and think about it. problem.