How about nuclear unsafe photovoltaic?

On March 13, Japan's Fukushima Daiichi nuclear power plant exploded after a magnitude 9.0 strong earthquake. The two reactors were melted and caused a certain degree of nuclear leakage.

The incident once again triggered a new round of attention to the issue of nuclear power plant safety, and also prompted countries to re-examine the nuclear power development strategy.

Reuters wrote that this was the most serious nuclear disaster since the nuclear explosion of the Soviet Union Chernobyl in 1986, which may prompt investors to rethink the prospects of the nuclear power industry, which will have an impact on the global nuclear energy industry and cause many nuclear power plant construction plans to shelve And curb the demand for nuclear fuel uranium.

Raymond Goldie, a mining analyst at SalmanPartners, said: “If (Japan) happens in a nuclear disaster, it will definitely trigger global resistance to nuclear power, which will definitely affect the long-term demand for uranium.” He also said: “China is also located in the earthquake. Band, therefore, I hope this incident will prompt China to further improve its security protection."

The A-share market was previously well-received by capital and enjoys a high valuation of the nuclear power nuclear power sector. Today, due to the nuclear leakage incident in Japan, there has been a significant decline across the board. Some analysts pointed out that this will affect the A-share market's investment enthusiasm for the nuclear power sector in the short term.

In sharp contrast to this, the U.S. stocks of China's stocks of photovoltaics have risen collectively before the market on Monday. Among them, Yingli Green Energy has the largest increase, reaching 7.14%. The smallest increase in solar energy is also more than 4%.

In response to the nuclear leakage incident, many people expressed concern about the safety of nuclear power and also believed that it may bring opportunities for the development of the photovoltaic industry.

A photovoltaic vertical website in China is producing the special topic “Enlightenment from Japan's Nuclear Power Plant Explosion: Accelerating the Development of Green Energy” at the earliest opportunity. In the special topic, the advantages and disadvantages of nuclear energy and solar energy and the development of the industry are directly compared.

Someone expressed on Weibo that the nuclear explosion caused by the earthquake in Japan will require China to re-examine its grand plan for building 40 nuclear power plants in the 12th and 5th. Nuclear power plants require large amounts of water for cooling, and the five major freshwater lakes in Fujian, Hubei, Hubei and Jiangxi are actually on both sides of the Laoshan seismic belt on the Dabie Mountains. Therefore, the vigorous construction of inland nuclear power plants in these provinces must be cautious.

The traditional Chinese strategic defense needs, along the Yellow Sea in the East China Sea, are also not suitable for building too many nuclear power plants. New energy should have more choices such as solar wind energy.

Another Reuters news, Trio Solar CEO Gao Jifan said today that the Japanese nuclear power plant crisis may bring new opportunities for the solar industry. He also expects that Trina Solar's sales of solar equipment will increase by 50% per year over the next five years, and it is expected to complete sales of $8 billion to $10 billion by 2015.

Ren Zhiqiang also stated on Weibo that “nuclear explosions have a far greater impact than earthquakes and are likely to lead to a reduction in global nuclear power construction and a greater dependence on petroleum energy, which further pushes up oil prices. China’s Alternative Energy for the Twelfth Five-Year Plan The plan may have to reconsider the impact of the earthquake disaster, "said Yuan Li, the editor of the Wall Street Journal's Chinese network, who said in a relay of the Weibo, "Japan may need to import more oil and gas because of the closure of the nuclear power plant, which may push up the international market. Japan is the world’s third-largest oil user and depends entirely on imports.” Professor Chen Zhiwu agreed.

If we really analyze it, nuclear power development has been shelved and oil and gas prices will be pushed up. This will inevitably lead to greater development space and more policy support for clean energy such as photovoltaics, solar thermal power, and wind power.