SNEC has just come to an end. Compared with the past several sessions, this year has witnessed significant changes. If we say that in the past few sessions we have been passionate, then this year we are obviously much more rational. At the same time of the SNEC meeting, the news of Huaneng purchasing Xiexin New Energy in the Hong Kong market came out from the capital market. Although the transaction has not yet been completed, it has shocked the market a lot. With so much information, let's analyze it.

Change 1: The number of enterprises participating in the exhibition has decreased, and the number of enterprises participating in the exhibition has decreased from the area to the number of enterprises participating in the exhibition. Other companies said that due to the internationalization of solar panel in recent years, overseas exhibitions have gradually risen, and enterprises are more inclined to participate in local exhibitions in overseas markets, such as exhibitions in Southeast Asia, which can directly face potential customers.Because the main market is abroad, Bluesun did not participate this year.

Change 2: The combination of photovoltaic and construction has the momentum of re-emergence. During the exhibition, the photovoltaic BIPV alliance was announced. Since the end of subsidies for the Golden Sun Project, BIPV has been in a standstill and ground power plants have become the mainstream. With the changes of key factors such as "de-subsidy", "market-oriented transaction" and "land restraint in the middle and east", the market also changes. The solar panel building materials headed by Hanwei are self-contained, and Hanwa is really getting better and better. There are many high-priced building materials, but customers are still willing to pay, the key is to improve the overall architectural beauty and grade.

Change 3, technology has not yet undergone a leap-forward change. In fact, there is no change in this. The emergence of mono solar panel in that year brought about changes in the installed market and capital market. On the contrary, this year, there is still no new technology that can take the lead in the short term. Whether it is heterojunction or perovskite, it is still difficult to commercialize in the short term. But there have been new changes in style. Blueuesun recently launched the "solar panel umbrella".

Change 4, the change comes from the change of investment enterprises outside the exhibition. One news is that Huaneng Group is likely to acquire Xiexin New Energy in Hong Kong's capital market. This acquisition directly packages its power plants by taking over the shell resources of the stock market. At present, the negotiations are still under way. Whether the acquisition can be successful or not remains to be seen.