In the first half of the year, the glass and glass

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Glass and glass products industry: in the first half of the year, the ten day glass price index of new energy and energy conservation and emission reduction dropped slightly: in early February of 2011, the glass building price index was 85.3, down 1.2% year-on-year and 0.1% month on month. Since mid January, the price has been stable

the main body of ten day price is stable: in Shanghai, 4mm building glass 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. The ring ratio of 6mm automobile glass drops by 4.8%; The month on month ratio of automobile glass in Qinhuangdao remained unchanged; The ring ratio of 4mm and 5mm building glass in Henan remained unchanged. Prices were 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 will be launched intensively soon. The theme of the two sessions in the past 10 years was "let the people live a happier and more dignified life", corresponding to the top 6 stock market gainers at that time: exchange equipment, silk, other light industrial manufacturing, food integration, oil trade, and other white goods, with consumer as the main gainers. The theme of the 2009 two sessions is to expand domestic demand. The top three sectors are: special purpose vehicles, other mining and silk

in 2008, the main content was to strengthen the agricultural foundation. Potash fertilizer led the increase, reaching 132%, and all other sectors fell. The two sessions in 2011 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 outline of the 12th Five Year Plan for the members of the "national leading group for the development of new material industry". In addition, emerging industry policies may be intensively released before and after the two sessions. It is reported that the development plan of emerging energy industry will generate a total investment of 5trillion yuan from 2010 to 2020. 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 generation 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 of the year. The company's private additional offering and Investment: 1) expansion of TCO film glass, 2) expansion of silicon wafer, 3) expansion of solar cell and module production, 4) energy-saving glass

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

fine glass is indirectly supplied to apple. By the end of the year, Hebei will put into production 30000 tons of 0.33mm ultra-thin glass to realize import substitution. The target price is 26 yuan

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

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