The solar energy recovery is still not as strong as European operations

Although solar photovoltaic industry has obvious rejuvenation before and after the Lunar New Year, especially many businesses on both sides of the strait have benefited from the swift single benefit, which has led to a significant increase in the utilization rate of production capacity. There are more than a hundred companies that have closed factories in China’s domestic media. It is hopeful that the economy will be revived and conceived and resumed. However, not all European companies benefited from it. In particular, they were not rejuvenated, and the relatively poor cost competitiveness of European and American factory operations was similar to that of cattle. They were struggling and bankrupted. The edge of the industry, I am afraid that is still not completely out of danger. This article from the solar photovoltaic portal news website Global Photovoltaic Network, Website: globepv.com

The solar optoelectronics industry is recovering, especially the spot market price of polycrystalline silicon materials, which was quickly raised from US$20 to US$25 per kilogram in November 2011 to US$25 in December and rose to almost US$30 in January 2012. Around the time, the rebound and rejuvenation are full of meaning. This has made many Chinese domestic solar energy companies that have closed factories in China itch.

Chinese domestic media reported that due to the rapid rebound in prices of polycrystalline silicon and other products, more than a hundred Chinese domestic solar energy plants have plotted to resume work. In fact, from December 2011 to January 2012, the capacity utilization rate of many solar energy plants in Taiwan has begun to pick up. If we look at solar cell plants, there are still many factories whose revenue is still showing in December. The trend of decline, but in January, there is considerable growth, from 20% to more than 100% of the monthly growth rate.

The solar energy industry pointed out that the effect of urgent orders is mainly due to the fact that the total installed capacity of the German market in 2011 far exceeded expectations, with an installed capacity of 7.5 billion watts, allowing analysts around the world to adjust the total installed solar photovoltaic market in 2011, from The originally estimated 17 billion to 20 billion watt bombs have risen to 27 billion watts. Global PV Network

The installation volume far beyond expectations also represents the inventory level of the global access road, which is lower than expected. The surge of inventory replenishment will inevitably exist. In particular, the January billing effect is deemed to have considerable power. In addition, the German market has reversed. Only in the middle of the previous year did we cut down the subsidy rate and implement it in advance on April 1st, which also caused many solar energy system cases to be forced to accelerate and escalate, driving the rush to pull goods. Global PV Network

However, these urgent orders are still unable to effectively raise the prices of the global industrial chain, and the strength of rejuvenation is still limited. This makes the original cost-competitiveness less than the European and American solar energy companies in Asia, and cannot effectively feel the breath of the market, and the operation is still As breathless as cattle.

Solar energy companies said that from the perspective of the solar module prices in recent years, some European solar brand modules offer price drops as high as 10~25%, which are close to Chinese domestic brand prices. On the contrary, the Chinese domestic module brand price is low because of the original quotation. Downgrades and potential “anti-dumping” lawsuits may interfere with its operation in the European market. The average annual decline in 2012 is about 5 to 10%. Compared with its previous enthusiasm for grabbing orders and grabbing market, it appears to be a small test. Content from the photovoltaic portal news website Global photovoltaic network

However, the solar energy industry subdivided these large price-decreasing brand module factories in Europe, and judging that their quoted prices would only increase their losses. In particular, the majority of upstream wafers or batteries will find Asian OEMs. In December, Asian module manufacturers may not be able to offer quotas. I would like to be blinded again, but the European module factory is still brazenly quoting the module price.

In fact, this phenomenon may also be the last thing. The main concern is that if you cannot catch the market share or even a place, I am afraid that there will be no chance to even stand in the market. Therefore, regardless of cost, it will be the last. Strive for life.

However, it is worth noting that the European plant, which has always had a high proportion of debt, has made a last-ditch attempt to use its resources, resulting in a further increase in the financial and liability gaps, or even no opportunities to make up for it. Can not escape the danger zone.