最近光伏股跌得不是一般残暴。光伏行业一向技术迭代快，每次技术迭代都会有一大批企业倒下。这次老大哥保利协鑫整出了颗粒硅，便宜又环保，直接把通威股份（西门子法）搞崩了，跌了整整20%。但万万没想到出现连锁反应，整个光伏链都给整崩溃了，隆基股份暴跌9%，就连保利协鑫自己也暴跌11%。我查了一下，北上资金不但没有卖隆基，还抄底2000多万。

     网上传言是国内机构在砍仓：今晚，隆基股份搞了个大新闻： 打算溢价三成、砸下16亿，收购森特股份总股本的27.25%，拓展光伏产品的应用场景。森特股份属于国内金属建筑围护行业龙头，看最近股价走势，消息应该已经被提前泄漏。此前天风证券就发布研报，表示看好森特股份到10元。理由有三：1)国内金属围护行业领军企业，高端金属围护系统一体化服务商；2)后疫情时代”国家基础建设发力，金属围护市场前景广阔；3)声屏障行业细分领域方兴未艾，土壤治理市场潜力大。这次收购公告是这样说：本次收购有助于促进双方业务融合，充分发挥森特股份在建筑屋顶设计、维护上的优势，同时结合隆基股份在BIPV产品制造上的优势，双方共同开拓大型公共建筑市场的业务发展。就这样，森特股份摇身一变，就成为BIPV（光伏建筑一体化）龙头。科普一下，BIPV利用光伏建筑材料将建筑屋顶、墙面与光伏发电进行集成，建筑物自身能够实现太阳能发电并满足本身消费需要。根据中国光伏行业协会统计，目前的分布式光伏项目中，光伏+建筑项目占到了80%左右，总装机超过13GW，中国光伏建筑一体化市场大有可为。值得注意，特斯拉也在做光伏屋顶发电。马斯克让特斯拉收购了它创办的SolarCity——一家光伏发电企业，愿景是用屋顶的光伏发电，用家里和电车上的电池储电。

       Photovoltaic stocks fell recently is not generally brutal.Photovoltaic industry has always been fast technology iteration, each technology iteration will have a large number of enterprises collapsed.This time, the big brother GCL-Poly came out with granular silicon, which is cheap and environmentally friendly, and directly destroyed Tongwei shares (Siemens method), falling by a full 20%. But never expected a chain reaction, the whole photovoltaic chain to collapse, Longi shares plunged 9%, even GCL-Poly itself also fell 11%. I checked, north capital not only did not sell Longji, but also the bottom of more than 20 million.

Online rumors are that domestic institutions are cutting down positions: Tonight, Longji shares made a big news: it plans to buy 27.25% of the total share capital of Cent shares at a premium of 30% and 1.6 billion yuan, to expand the application scenarios of photovoltaic products. Cent shares belong to the domestic metal building envelope industry leader, look at the recent stock price trend, the news should have been leaked in advance. Before the day wind securities on the release of research reports, said optimistic about the Sent shares to 10 yuan. There are three reasons: 1) the domestic metal enclosure industry leader, high-end metal enclosure system integration service provider; 2) In the post-epidemic era, the national infrastructure construction has been vigorously promoted, and the metal enclosure market has broad prospects; 3) The segmentation field of sound barrier industry is on the rise, and the soil treatment market has great potential. The announcement read: "The acquisition will help to promote the integration of the two businesses, to fully leverage the advantages of Cent in building roof design and maintenance, and Longi in BIPV manufacturing, to jointly develop the business in the large public buildings market." In this way, Cent shares suddenly changed, become BIPV (photovoltaic building integration) leader. Popular science, BIPV uses photovoltaic building materials to integrate the building roof, wall and photovoltaic power generation, so that the building itself can achieve solar power generation and meet its own consumption needs. According to the statistics of China Photovoltaic Industry Association, photovoltaic + construction projects account for about 80% of the current distributed photovoltaic projects, with a total installed capacity of more than 13GW. China's integrated photovoltaic building market has great potential.It's worth noting that Tesla is also working on photovoltaic roof power. Musk got Tesla to buy SolarCity, a photovoltaic power company he founded, with a vision of using photovoltaic power on rooftops and batteries in homes and trams to store electricity.