吴皓：光伏行业近况、政策、未来几年发展趋势，投资机会
商业资讯 零壹财经 零壹财经 2020-12-30 阅读：1297
Hi, this is Hao Wu, I am glad to attend the "2020 ZVCA Sino Foreign Capital Cooperation Summit", which is sponsored by Zhongguancun Private Equity & Venture Capital Association ("ZVCA"). The theme of this summit is how could the private equity industry respond to the global economy that is hard hit by COVID-19 pandemic? How could Chinese and foreign capitals form a win-win cooperation? And more, how to share the potential benefits brought by future economic development and progress in technology?
我想就全球新能源行业，特别是全球光伏行业的投资机会，与大家做一个分享。我们主要关注美国、欧洲、日本和中国这几个最大的市场。下面先就这几个市场的行业近况、政策、未来几年发展趋势，以及投资机会逐一分析。
Here, I want to share with you investment opportunities in the global renewable energy industry, with a special focus on solar industry. We mainly focus the largest solar markets, which include the United States, Europe, Japan and China. In the following, we are going to analyze what is going on in each of these markets, their relevant policies, possible trends for the next few years, and what are the investment opportunities.
美国市场
拜登在参选之初承诺，上任第一天即签署行政令，宣布美国重返《巴黎协定》并设定2050年“净零排放”目标；竞选过程中，拜登政府提出《清洁能源革命》计划的9个关键要素；建立一个新的跨机构高级研究项目机构ARPA-C，专注于气候变化，利用先进技术以帮助美国实现100％清洁能源目标。
The United States Market
The U.S. president-elect Joe Biden has promised during his campaign to sign an executive order upon taking the Oval Office to return to the Paris Agreement and reach "net zero emissions" by 2050; during campaigning, the Biden administration proposed nine key elements of the Clean Energy Revolution; and established ARPA-C, a new and advanced project researching interagency, which focuses on combating climate change and helping the United States to achieve the goal of 100% clean energy with advanced technologies.
气候与环境正义提案提议，在未来十年中，美国联邦将投资1.7万亿美元，私营部门以及州和地方投资总额将超过5万亿美元。
Proposal on climate and environment puts forward that, in the next 10 years, the total amount of investments from the US federal government will exceed 1.7 trillion dollars; Total private sectors, states and regional investments will exceed 5 trillion dollars.
2030年底之前部署超过500,000个新的公共充电站，确保新销售的轻型和中型车辆100％达到零排放。使用联邦政府的采购系统（每年花费5,000亿美元）来实现100％的清洁能源和零排放车辆。
There will be more than 500,000 new charging stations deployed in public areas by the end of 2030 to ensure that the newly sold small and medium-sized vehicles reach 100% zero emissions. The federal government's procurement system, which will spend 500 billion dollars per year, to achieve 100% clean energy and zero emission of vehicles.
2035年使美国电力部门实现碳中和，将只有63％来自于化石燃料，其余为可再生能源和核能。
By 2035, U.S. electricity sector will achieve carbon neutrality, only 63% of the production will use fossil fuels, and the rest will be from renewable energy and nuclear energy.
美国部分州已经制定了明确的中长期新能源的目标：
Some states in the United States have set concrete targets for renewable energy in the medium and long term:
纽约州:到2030年，70%的电力必须来自可再生能源，到2040年完全无碳排放；
New York State: By 2030, 70% of the state's electricity must come from renewable energy sources, and by 2040, there will be no carbon emissions;
科罗拉多州：到2030年，所有公用事业公司都必须减少80%的碳排放量，到2050年实现100%的无碳发电；
Colorado: by 2030, all utility companies must reduce carbon emissions by 80%, and make electricity industry 100% carbon-free by 2050.
华盛顿州：到2030年，所有电力必须达到100%的碳中和，并且必须在2045年前完全消除化石燃料；
Washington State: whole state’s electricity must be 100% carbon neutral by 2030, and must get rid of fossil fuels by 2045;
马里兰州：到2030年，50%的电力必须来自可再生能源，其中14.5%必须来自太阳能 - 这是美国最大的太阳能开发项目
Maryland: by 2030, 50% of electricity must come from renewable sources, 14.5% of which must come from solar energy. That is the largest solar development project in the United States
部分州对储能（Energy Storage）也制定了具体目标：
Some states also set detailed targets for energy storage:
加州：2020年达到1325兆瓦时（目标）
California: to reach 1325 MWh (target) by 2020
马萨诸塞州：2020年达到200兆瓦时，到2025年达到1000兆瓦时（目标）
Massachusetts: to reach 200 MWh by 2020, and 1000 MWh by 2025 (target)
纽约：2025年达到1500兆瓦时，2030年达到3000兆瓦时（目标）
New York: to reach 1500 MWh in 2025, and 3000 MWh in 2030 (target)
新泽西：到2021年达到600兆瓦时，到2030年达到2000兆瓦时（目标）
New Jersey: reaching 600 MWh by 2021, 2000 MWh by 2030 (target)
弗吉尼亚州：2035年前达到3100兆瓦时（授权）
Virginia: reaching 3100 MWh by 2035 (authorized)
根据预测，无论近期对光伏组件是否增加反倾销税，美国每年新建的光伏项目不会少于20GW。
Based on the forecast, even in the unfavorable situation that the anti-dumping duties are imposed on photovoltaic module imports in the near future, the new solar projects to be built in the United States will be no less than 20GW each year.
同时美国的储能（Energy Storage）市场也将是快速增长，到2030年美国的储能市场预计超过75GWh。
At the same time, the U.S. energy storage market will also grow rapidly, which is expected to exceed 75 GWH by 2030.
总体来看，虽然美国ITC会逐步下降，由于美国越来越多的州制定了明确的中长期的新能源代替传统化石能源的目标，以及光伏组件价格的逐步下降和转换效率的提高，美国的光伏投资在2050年之前的很长一段时间内会非常的蓬勃。
Overall, while the ITC (Investment Tax Credit) of the United States will gradually decline, the solar investment in the United States will be very vigorous until 2050, as more states set clear medium and long-term targets of renewable energy replacing traditional fossil energy, plus the gradual decline of photovoltaic module prices and the improvement of conversion efficiency.
同时，光伏与储能的结合能够进一步提高光伏这一新能源的可利用性，进一步减低用户的电力使用成本，同时各州也开始制定明确的储能目标，因此光伏+储能的市场在未来的中长期都具备很好的投资价值。
At the same time, the combination of solar and energy storage can further improve the availability of solar energy as a new energy source, and further reduce the cost of electricity. At the same time, states begin to formulate clear energy storage targets. Therefore, the solar energy & energy storage market has good investment opportunities in the medium and long term.
欧洲
欧洲的太阳能电站产业正蓬勃发展，主要原因是30/30指令要求到2030年将绿色能源产量提高到30% （目前为27%），到2050年碳排放量为0。
Europe
The solar industry in Europe is booming, mainly because the 30 / 30 Directive requires green energy production to be increased to 30% (from currently 27%) by 2030, and carbon emissions will be zero by 2050.
2020年发布《欧洲绿色协议》，即2030年温室气体排放量在1990年基础上减少55%，2050年实现净零排放的碳中和目标。
The European Green Agreement issued in 2020, puts forward that greenhouse gas emissions will be reduced by 55% from 1990 to 2030 and the carbon neutral target of net zero emission will be achieved by 2050.
《欧洲电力部门2019》报告发布数据显示，2019年可再生能源发电(不包括水电)增加了65亿千瓦时，发电量占欧盟总发电量的35%。其中风能和太阳能占发电总量的18%；风能和太阳能提供的电力首次超过了煤炭。其中太阳能装机容量达到了16.7GW，同比2018年的8.2GW装机量增加了一倍，这也是欧洲自2010年太阳能热潮后，太阳能市场迎来的新的一轮大幅增长。
According to the data released by the report of European Power Sector 2019, renewable energy power generation (excluding hydropower) increased by 6.5 billion kwh in 2019, accounting for 35% of the total power generation in the EU. Wind and solar power accounted for 18% of total power generation, exceeding coal for the first time. Among them, the installed capacity of solar energy reached 16.7GW, doubled from 8.2GW in 2018, which also marks a new round of substantial growth in the solar energy market in Europe since the solar energy boom in 2010.
值得注意的是，欧洲装机量增长主要得益于西班牙、德国、荷兰、法国和波兰，这五大太阳能市场装机量超过欧洲四分之三的装机容量。其中，西班牙新增4.7GW，这也是西班牙在2011年占据首位后，再次成为欧洲大陆的装机量最高的国家；波兰装机量翻两番至784兆瓦，德国、荷兰、法国也同比大幅增长。据分析机构预计，欧洲2020年光伏装机量将新增20吉瓦，2021年新增21.9GW，2022年新增24.3吉瓦，超过历史记录。
It is noteworthy that in Europe, the growth in installed capacity mainly came from Spain, Germany, the Netherlands, France and Poland. The five accounted for more than three quarters of Europe's installed capacity. Among them, Spain increased 4.7GW, which was the highest in the European continent again after it took the first place in 2011; Poland's installed capacity quadrupled to 784 MW, and Germany, the Netherlands and France also gained significantly with robust year-on-year growth. According to analysts forecast, the installed capacity of PV in Europe will increase by 20 GW in 2020, by 21.9 GW in 2021 and by 24.3 GW in 2022, surpassing the historical record.
日本
日本于2012年7月1日启动固定上网电价政策（FIT），大于10kW光伏系统上网电价为40日元/度，补贴20年；不足10kW的光伏系统上网电价为42日元/度，补贴10年，此后的上网电价每年调整。
Japan
Japan started the Fixed feed-in tariff policy (FIT) on July 1, 2012. The on-grid price of solar system bigger than 10kW is 40 yen / kwh for 20 years; less than 10kW is 42 yen / kwh, will be subsidized for 10 years. Since then, the on-grid price has been adjusted downward annually.
随着FIT政策的推出，日本每年的光伏安装量呈现了爆发式的增长，年新增安装量在2015年达到峰值10.8GW。之后，随着FIT价格的缩减，年新增安装量有所下降。
With the launch of FIT, Japan's annual solar installation has increased explosively, with the annual new installation reaching a peak of 10.8GW in 2015. After that, following the decline in FIT price, the annual new installation quantity gradually decreased.
日本光伏市场主要由三部分市场构成：大型地面电站（﹥1MW）；工商业光伏电站（10KW-1MW）以及家用屋顶电站（﹤10KW）
Japan's solar market is mainly composed of three parts: large-scale ground solar power station (> 1MW); industrial and commercial solar power station (10kw-1mw) and household roof solar power station (< 10kW)
大型地面电站（﹥1MW）的年安装量从2013年的1771MW增加到2018年的3238MW，大型地面项目的安装量在所有新增电站类型中的占比从2013年25.4%增加到2018年的48.6%。此后各种类型的新增电站安装量开始下降，大型地面电站的安装量也同步下降。
The annual installed capacity of large-scale ground solar power stations (> 1MW)/ increased to 3238MW in 2018 from 1771MW in 2013, and the proportion of large-scale ground solar projects in all renewable power stations increased to 48.6% in 2018 from 25.4% in 2013. Since 2018, the installation of various types of renewable power stations began to decline, and the installation amount of large-scale ground power stations also decreased.
日本10KW-50KW的工商业光伏项目在过去的几年在每年的新增安装量中占比为第二大。尽管从2015年开始安装量有所下降，从2015年峰值的33.5%下降到2018年的27.4%，但依然大大超过家用屋顶电站和大于50KW的工商业电站的安装比例。随着大型地面电站资源的枯竭和补贴的下降，工商业电站将越来越受到投资人的关注。
In the past few years, the 10kw-50kw industrial and commercial solar projects accounted for Japan’s second largest annual installation among various types of solar projects. Although the installed quantity has decreased since 2015, from the 33.5% peak in 2015 to 27.4% in 2018, it still largely exceeds the installation bases of domestic rooftop power stations and industrial and commercial power stations greater than 50KW. With limited availability of large-scale ground power station opportunities and the decline in FIT subsidies, industrial and commercial solar power stations will draw more attention from investors.
小于10KW的家用屋顶电站的安装量在2013年时的占比为20%，为最高峰，之后缓步下降，近几年一直保持在9%左右。但随着零能耗住宅计划（net zero energy houses）的推出，需求在持续反弹中，预计家庭屋顶电站的安装在今后将持续增长。预计到2030年，累计安装量将达38GW，意味着年复合增长率超过10%。
The installation of residential roof top solar power stations less than 10kW accounted for 20% in 2013, and then declined slowly, and has been hovering around 9% in recent years. However, with the launch of net zero energy houses, there is a rebound in demand. It is expected that the installation of residential roof top solar power stations will continue to grow in the future. It is estimated that by 2030, the accumulative installed capacity will reach 38GW, implying an annual compound growth rate of more than 10%.
中国
中国提出，二氧化碳排放于2030年前达到峰值，努力争取2060年前实现碳中和。结合中国在巴黎气候大会的承诺和中国能源转型发展战略目标，到2020年，中国可再生能源占能源消费比重将达 15%，2030年达20%，2050年达50%以上。考虑到2019年中国可再生能源占能源消费比重已达15.3%，提前一年完 成目标； 2030年占比20%大概率将提前完成。
China
China proposed to reach peak of its carbon dioxide emission by 2030 and to achieve carbon neutrality by 2060. Combined with China's commitment at the Paris Climate Conference and China's strategic goal of energy transformation and development, China's renewable energy will account for 15% of energy consumption by 2020, 20% by 2030 and more than 50% by 2050. Considering that the proportion of renewable energy in China's energy consumption has reached 15.3% in 2019, the target for 2020 was already achieved one year ahead of schedule; 20% by 2030 will be likely achieved ahead of schedule as well.
预计到2021-2025年，如果可再生能源占比在17.5%~20%区间，中国光伏年均装机量有望达43~92GW。
It is estimated that by 2021-2025, if the proportion of renewable energy is between 17.5% and 20%, the annual installed capacity of solar energy in China is expected to reach 43-92GW per year.
光伏是过去十年降本幅度最大的可再生能源，平价上网走进现实。2010年至2020年，全球光伏发电加权平均成本从 0.378$/kWh迅速下滑至0.068$/kWh，降幅高达82%。技术进步、规模效应和供应链竞争是推动本轮光伏降底成本的主因，未来仍有较大降本空间。
Solar market has seen the largest cost reduction in the past ten years. Reaching price parity has become a reality. From 2010 to 2020, the weighted average cost of global solar power generation dropped from 0.378 dollar/ kWh to 0.068 dollar/ kWh, a 82% decline. Technological progress, scalability, and supply chain competition are the main drivers for this round of solar cost reduction, and there will be more opportunity for further cost reduction in the future.
全球多晶硅生产技术早年被国际巨头垄断，随着中国多晶硅技术的提升，中国光伏级多晶硅产能从2009年开始扩张，占全球比重逐步上升，2017年占全球比重已超50%，2019年国内多晶硅产能45.2GW，占全球比重69.2%。
The global polysilicon production technology was dominated by international giants in the early years. With the improvement of China's polysilicon technology, China's photovoltaic polysilicon production capacity began to expand in 2009, accounting for an increasing proportion of the global market. In 2017, the China contributed more than 50% of global production. In 2019, the domestic polysilicon production capacity was at 45.2GW, accounting for 69.2% of the world capacity.
全球硅片产量稳步增长。中国硅片产能占全球的97.3%，占据硅片的绝对份额，是硅片制造大国。2019年全球硅片产能185GW，中国硅片产能180GW，全球硅片产量138GW，中 国硅片产量135GW。2010年全球硅片产能和产量仅为33和23GW。
The global silicon wafer production is increasing at a stable pace, with China’s production capacity accounting for 97.3% of them. The dominating market share shows that China has become the silicon wafer manufacture powerhouse. In 2019, the global silicon wafer production capacity was at 185GW, China had 180GW; the global silicon wafer production was at 138GW, China produced 135GW. In 2010, the global silicon wafer production capacity and output were only 33 and 23 GW.
硅片双龙头格局稳固，截止2019年底，隆基和中环的单晶硅片产能分别为45GW和30GW，占比37%和25%，呈现双寡头格 局；龙头厂商持续扩产，2020年隆基和中环单晶硅片产能将分别达到80GW和55GW，市场集中度将进一步提升。
By the end of 2019, the monocrystalline silicon production capacity of Longji and Zhonghuan is 45gw and 30GW respectively, accounting for 37% and 25%, showing a duopoly market share. The leading manufacturers will continue to expand their production. The production capacity of Longji and Zhonghuan will reach 80GW and 55GW respectively by 2020. The market will be further concentrated.
全球晶硅太阳能电池片，中国大陆产能占比超过70%。2019年全球晶硅太阳电池片总产能210.9GW，中国太阳能电池片产能163.9GW，全球总产量140.1GW，中国产量110.3GW。
Mainland China accounted for more than 70% of global crystalline silicon solar cell market. In 2019, the global production capacity of crystalline silicon solar cells was 210.9GW, and China had the capacity of 163.9GW. The global and China’s output was 140.1GW and 110.3GW respectively.
2019年全球太阳能组件产量138.2GW，中国组件产量98.6GW，占全球产量71.34%。为避免关税等，中国公司部分组件产能在东南亚地区。
In 2019, the global output of solar modules was 138.2GW, and the output of China was 98.6GW, accounting for 71.34% of the global output. In order to avoid tariffs, some of solar modules capacity of Chinese companies is in Southeast Asia.
天华阳光在全球的布局
天华阳光控股有限公司于2009年成立于开曼群岛，2014年11月13日在美国纳斯达克资本市场上市。2020年10月9日退市。天华是一家全球的独立电力生产商（IPP），通过自主开发、持有并运营着世界各地的太阳能电站项目。截至2019年6月30日，天华已在中国、日本、希腊、保加利亚、捷克、西班牙、美国、加拿大、智利和乌拉圭等地开发并完成了超过300个太阳能电站项目。
Global reach of Sky Solar Holdings
Sky Solar Holdings was founded in the Cayman Islands in 2009, and listed in NASDAQ on November 13, 2014. The Company was privatized on October 9, 2020. Sky Solar Holdings is a global independent power producer (IPP), which develops, owns and operates solar power projects around the world. Through June 30, 2019, Sky Solar Holdings had developed and completed more than 300 solar power plant projects in China, Japan, Greece, Bulgaria, Czech Republic, Spain, the United States, Canada, Chile and Uruguay.
美国业务范围：
天华目前在美国的业务主要是在光伏政策最佳的纽约州和马萨诸塞州开展，今年完成25MW开发转让，并每年保持10MW项目储备；包括加州和其他州的业务也在积极筹备中，会适时的开展。
US business scope:
Sky Solar’s business in the United States mainly focuses on New York and Massachusetts markets, which have the best policies in renewables. This year, the Company has developed and transferred 25 MW solar projects; and maintained 10MW of yearly project reserves. The solar opportunities in California and other states are also under active consideration and will be carried out in due time.
天华在美州区过去10年累计具有300MW以上电站开发经验，具有从项目开发、技术方案、项目EPC管理、到项目运维全生命周期的业务能力。
For the past decade, the Company has developed more than 300MW solar projects, with full capabilities ranging from project development, technical solutions, EPC management to project operation and maintenance.
主要工作包括：电网容量的评估和申请、土地的定向锁定、法律和技术的尽调、光伏和储能的技术方案、投资方案、融资服务、EPC建设管理、电站运维和电站资产管理。
The main work includes assessment and application of power grid capacity, lock-in land, legal and technical due diligence, technical solution of solar and energy storage, investment solutions, financing service, EPC construction management, solar power station operation and maintenance and solar project asset management.
业务模式包括：NTP项目（已具建设条件的项目）的共同合作开发、NTP项目的出售、电站建成项目的出售和成型资产共同持有，现有光伏项目增加储能配套，并且天华自主创新，开发 面向未来的清洁能源管理系统（EMS），为电网提供智能化的服务。
The business models include joint development of NTP solar projects (projects with construction conditions), sale of solar projects, sale of completed solar projects and joint holding of formed assets, increase of energy storage facilities for existing solar projects, and development of energy management system (EMS) to provide intelligent services for smart power grid.
欧洲:
欧洲光伏电站市场是天华历史上最早进入的市场，天华已经在欧洲光伏电站市场深耕十余年。目前天华在欧洲市场的业务主要集中在捷克共和国和保加利亚，此外天华在卢森堡，西班牙有分支机构。
Europe:
The Europe was Sky Solar’s first market. The Company has been operating in the European market for more than ten years. Now, the business in the Europe mainly locates in the Czech Republic and Bulgaria, in addition to offices in Luxembourg and Spain.
天华在欧洲市场有两条业务线：光伏电站投资运营业务线（IPP）以及运维管理业务线（O&M）。
Sky Solar has two business lines in the Europe: solar power plant investment business line (IPP), and operation and maintenance management business line (O&M).
光伏电站投资运营业务线（IPP）包括了天华在捷克独立拥有的三家光伏电站（总计5.54兆瓦）以及在保加利亚和合作伙伴共同持有的四家光伏电站（总计12.13兆瓦）。
The IPP consists of three wholly owned solar power plants in Czech Republic (5.54 MW in total) and the four solar power stations (12.13 MW) jointly owned with partners in Bulgaria.
天华的运维管理业务线（O&M），包含了在保加利亚为14家光伏电站（总计43.64兆瓦）提供运维管理服务，以及在捷克共和国为3家光伏电站（总计5.54兆瓦）提供运维管理服务。
The O&M business line provides operation and maintenance management services for 14 solar power stations (43.64 MW in total) in Bulgaria and 3 photovoltaic power stations (5.54 MW in total) in the Czech Republic.
随着欧洲光伏电站市场的复兴，天华正准备和合作伙伴一起扩大在欧洲光伏电站市场的业务，目前考察的新项目主要集中在保加利亚，罗马尼亚，北马其顿，意大利，西班牙，荷兰和希腊。2021年，天华有望和合作伙伴一起，获得在保加利亚合计30兆瓦的光伏电站项目，并且和合作伙伴一起，参与北马其顿400兆瓦政府光伏电站项目的竞标。
Following a reviving trend of the European solar market, Sky Solar Holdings is ready to expand the business in the Europe together with right partners. Currently, the new projects under research mainly locate in Bulgaria, Romania, northern Macedonia, Italy, Spain, the Netherlands and Greece. In 2021, we are working on a 30 MW solar power plant projects in Bulgaria together with our partners and participate in the bidding for the 400 MW government solar power station project in northern Macedonia.
日本
天华日本公司成立于2009年，专注与日本光伏电站的开发，投资，建设及运营。截止到2020年9月，完全持有的运营项目共63个，总计99MW。正在建设中的项目共计7个，共66MW。正在开发中的项目有10个，总计70MW。越来越多的日本城市正在使用分布式能源和微电网来重组其能源基础设施。分散式的光伏电站将成为未来日本市场的主流。另外，得益于之前的住宅屋顶光伏FiT合同到期，日本电池存储市场将在短期内迎来爆炸性发展。因此，与日本的住宅和分布式光伏电站配套的储能电池系统将成为日本光伏市场下一个即将启动的爆发点。
Japan
Sky Solar Japan was established in 2009, focusing on the development, investment, construction and operation of solar power stations in Japan. Through September 2020, the Company owns 63 operating projects with a total capacity of 99MW in Japan, with another 7 projects are under construction, with a total capacity of 66MW. There are ten more projects under development, with a total capacity of 70MW. More and more Japanese cities will apply distributed energy and microgrid to reconstruct their energy infrastructure. Distributed solar power stations will become the mainstream in the future in Japan. In addition, thanks to the expiration of the previous residential roof top solar FIT contract, Japan's energy storage market will experience explosive growth in the short term. Therefore, the energy storage system that fits the residential and distributed solar power stations in Japan will become the next growth phase in the Japanese solar market.
中国
截止2019年12月31日持有并运营平价上网工商业分布式电站3座，3.54MW;储备项目超过300MW，其中较后期项目储备约100MW。
China
Through December 31, 2019, the Company developed and owned three industrial and commercial roof top distributed solar power stations in China, totaling 3.54MW; had a reserve of more than 300MW projects, of which about 100MW are at late stage.
在融资到位的情况下， 2021至2023年可投资并运营100MW自发自用工商业平价上网电站，其中2021年完成20MW，2022年完成30MW，2022年完成50MW。
With sufficient capitals, the Company can invest and operate self-owned industrial and commercial roof top projects with capacity of 100MW from 2021 to 2023, with targets of 20MW in 2021, 30MW in 2022, and 50MW in 2022.
光伏项目融资前无杠杆IRR约16%，融资后IRR约38%（70%融资率，年化利率5%，融资期限15年），融资后回收期为2.4年，收益可观。
The IRR before leverage is about 16%; and is at about 38% after leverage (considering financing rate at 70%, annualized interest rate at 5%, and financing period was 15 years). The payback period after financing was 2.4 years, with considerable returns.
整体投资机会
自公司成立以来，天华一直致力于开发终端太阳能电站市场，通过多年的努力已经在日本、欧洲、北美和中国等地开发了众多太阳能电站项目。 公司专注开发下游终端光伏电站市场 ，始终保持着技术和品牌中立的立场 ，我们的技术和品牌中立地位，使得我们能够广泛地选择领先的产品和技术，并保证有相当的灵活性。它同时也帮助公司能够根据当地环境情况和法规要求优化设计并建设每一个具体的太阳能电站。
Overall investment opportunities
Since the start of the company, Sky Solar has been committed to developing the downstream solar projects. Through years of efforts, the Company has developed, owned and operated numerous solar power projects in Japan, Europe, North America and China. Focusing on the development of downstream solar market, Sky Solar has always maintained a neutral position for in terms of technology and brand, which enabled us to select leading products and technologies and ensure great flexibility. It also helped to optimize the design and construction of each solar power plant in accordance to local environment and regulatory requirements.
公司积累了完整的、丰富的项目开发全过程的经验和专业知识，涵盖了从商用屋顶系统到地面电站不同的应用市场。公司有能力创造高效的融资解决方案以适应当地监管条件和金融市场的需求。
Sky Solar has accumulated rich experience and professional knowledge for the whole process of project development, EPC management and operation and maintenance services, covering various market segments from residential and commercial roof top systems to ground power stations. In addition, the Company can provide efficient financing solutions to meet the needs of local regulatory conditions and financial markets.
截至2019年12月31日，我们已在日本、中国、希腊、保加利亚、捷克、西班牙、美国、加拿大和乌拉圭等地开发并完成了333个太阳能电站项目，总容量达414兆瓦。
Through December 31, 2019, Sky Solar Holdings has developed and completed 333 solar power plant projects in Japan, China, Greece, Bulgaria, Czech Republic, Spain, the United States, Canada and Uruguay, with a total capacity of 414 MW.
投资机会包括单独对北美业务的投资，以及对整个公司的控股或参股投资。投资额可以在500万美元到5000万美元不等。
We offer investment opportunities including direct investment in the North American business; or acquiring majority and/or minority equity stakes in the whole company. Investment amount can range between $5 million and $50 million.
各位朋友，中国国家主席习近平2020年12月12日在气候雄心峰会上通过视频发表题为《继往开来，开启全球应对气候变化新征程》的重要讲话，宣布中国的一系列新举措。习近平强调，5年前，各国领导人以最大的政治决心和智慧推动达成应对气候变化《巴黎协定》。5年来，《巴黎协定》进入实施阶段，得到国际社会广泛支持和参与。
Dear friends, China's President XI Jinping delivered a keynote speech at the climate summit on December 12, 2020, entitled "Carrying Forward and Opening up a New Journey of Global Response to Climate Change", announcing a series of new Chinese measures. President Xi stressed that 5 years ago, leaders of all countries, with the greatest political determination and wisdom, pushed for the agreement of the Paris Agreement on Climate Change. Over the past five years. The Paris Agreement has entered the implementation stage, and has been widely supported and participated by the international community.
当前，国际格局加速演变，新冠肺炎疫情触发对人与自然关系的深刻反思，全球气候治理的未来更受关注。在气候变化挑战面前，人类命运与共。形成各尽所能的气候治理新体系。坚持绿色复苏的气候治理新思路。大力倡导绿色低碳的生产生活方式，从绿色发展中寻找发展的机遇和动力。
For now, COVID-19 pandemic has triggered a profound reflection on the relationship between mankind and nature. The future of global climate governance is drawing more attention. Facing the challenge of climate change, the destiny of mankind is communal. We should form a new system of climate governance in which each country can do its best and help each other. We should vigorously advocate the green and low-carbon style of production and living, and search for opportunities and dynamics from the green development.
在这个大形势下，可再生能源投资大有可为，我们愿与各位一起，把握投资机会，以天华阳光为平台，合作共赢！谢谢！
Under such background, we see bright futures in renewable energy investment. We want to work with you to seize these opportunities, leveraging on Sky Solar platform and experience to achieve a win-win cooperation! thank you!
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