Stock price plummeted, large-area losses, bankruptcy rumors, anti-dumping... Since the third quarter, the photovoltaic industry, which was once highly anticipated, has been caught in an unprecedented crisis, even the industry such as LDK and Suntech Power The news of bankruptcy - despite the company's denial, it is an indisputable fact that the industry has entered a "cold winter." However, authoritative industry sources said that first-line brand manufacturers can also increase market share and improve their competitiveness by using this crisis. Photovoltaic or today's two "small years" "Although we have predicted that this year's situation is not optimistic, but the actual development of the industry after August and September is beyond expectations." Suzhou Attes Sunshine, one of the leading domestic PV module manufacturers Xiao Xiaotong, the chairman of the power company, expressed his concern about the current industry situation when he was interviewed by this reporter yesterday. He believes that the current situation facing the photovoltaic industry is similar to that of the domestic major export industries. It is expected that this year and next year will be the "small year" of the photovoltaic industry, that is, the global installation volume is flat or slightly increased compared with the previous year. According to the calculation of the Silicon Industry Branch of the China Nonferrous Metals Association, the current inventory of battery sheets is at least 10GW. According to the latest statistics from the authority Solarbuzz, the demand in the European market this year has decreased by 20% compared with the same period last year. If domestic manufacturers are shipped at the beginning of the year, it is expected to exceed the terminal market demand of 4.4GW. The agency expects component stocks to soar to 22 GW by the end of next year if production is not effectively controlled. Solarbuzz also pointed out that after global solar equipment spending reached a record high of $13.1 billion this year, it is expected to show a decline of more than 45% in 2012, which will force solar equipment suppliers to readjust their product plans. However, Xiao Xiaoying believes that "the "small year" is not terrible. For the big brands, the "small year" is the time when the first-line brand further increases the market share." "When a "fool can make money" era In the past, it was a good thing for the photovoltaic industry," said Xiao Xiaoyu. In fact, the previously released second quarterly report showed that major PV companies have fallen into losses, such as Suntech’s huge loss of US$260 million, Saiwei’s loss of US$88 million, China Light and Power’s loss of US$17 million, and Hanwha’s new energy loss of US$11 million. A few companies such as Yanhui Sunshine, Artes and Trina Solar are profitable. The anti-dumping allegations are black and white . At a time when domestic PV companies are struggling to support the "cold winter", some US competitors have chosen to use anti-dumping in China at this time. Just last week, several US Solar Panel manufacturers demanded that the US government impose high tariffs on Chinese-made solar products because they believed that the price of these products was too low, causing the United States to lose thousands of jobs. "Let us explain the words - China has a plan for our market, that is, "whales eaten food."" Gordon Brinser, president of SolarWorld Industries Americas, said at a press conference that he has asked the US government to China for more than $1.6 billion. Solar cells and components are subject to a tariff of more than 100%. He said that Chinese solar product manufacturers have received a long list of illegal government subsidies and sold them at a price that is of great advantage to the US market. "The anti-dumping statements thrown by the above-mentioned US companies have exceeded the scope of resolving trade disputes, and they have reached the point where black and white are not divided." Xiao Xiaoyu pointed out that US companies have accused PV modules of falling 40% - 50% due to China, "this is completely Regardless of the facts, because the price decline is first of all the market demand is insufficient, and secondly there are factors of raw material price reduction.†He believes that the price of polysilicon has dropped from 100 US dollars/kg at the beginning of the year to 30-40 USD/kg, which means that the cost of polysilicon is one watt. The proportion in the range has dropped from 60-70 cents to 20 cents, while the price per watt component has dropped from 1.7 dollars to 1.1 dollars. Obviously, the decline in polysilicon is greater than the component price. "Anti-dumping has two basic judgments. First, is there any subsidy for the government? In fact, the Chinese government has no direct subsidies for this industry . Second, do Chinese companies have lower than market prices and go dumping abroad? If not, it will not be established." Ma Xuelu, executive director of the China Renewable Energy Society, told reporters. Photovoltaic enterprises should play a "protracted war" "The current shutdown of small and medium-sized PV companies has emerged. But this is also a normal phenomenon. For many companies, returning to the industry may be a better choice." Xiao Xiaoyu said. Previously, a large number of traditional enterprises including Zhejiang Textile and Taiwan IT foundry entered the photovoltaic field in a big way, which was an important background that led to a serious overcapacity of PV production and a sharp drop in prices. These companies have also been hit hard in this round of crisis. In Xiao Xiaoying's view, the current industry's unfavorable factors include: the PV subsidy policies of major overseas PV markets such as Germany and Italy may be further adjusted; the European and American debt crisis has not yet been resolved, and the financing of large overseas projects is still facing adjustment; trade protectionism may also Will increase. “The dual role of overcapacity and lower than expected demand has directly led to a rapid decline in prices in all sectors of the PV industry chain. The fourth quarter is the off-season of PV installations. We expect the product price decline trend will not improve in the fourth quarter. Northeast Securities analyst Pan Xifeng also compares the prospects. Pessimistic. He said that since the beginning of the year, polysilicon, silicon wafers, components, cells, and components have fallen by about 45%, 52%, 53%, and 42%, respectively. Compared with current prices, small and medium-sized silicon wafers, battery chips, and component companies are almost For the silicon material manufacturers, the current price of 40 US dollars / kg is approaching the cost of medium-sized manufacturers, and is expected to decline further in the short term. Before the price of silicon material is adjusted, the photovoltaic industry is hard to say. "But the photovoltaic industry also has positive factors. For example, China's renewable energy law will make China a world-famous PV market. In addition, Japan and Germany have clearly defined the nuclear abandonment schedule, which is a good opportunity for the photovoltaic industry. "Xiao Xiaoying revealed that if there is any country whose PV installation will double in this year, it may be China. He believes that the judgment of the future situation should look at the balance between the positive and negative factors, and the future will finally change. The key is the enterprise. It is necessary to maintain a long-term competitiveness. "Since the company does not intend to "make quick money" in this industry, but to fight a protracted war, then it should be more relaxed. Xiao Xiaoyu said at the end.
We supply various Chandelier And Pendant Light including Crystal Pendant Light, Dining Room Ceiling Lights, kitchen table lighting etc.
If you want to know more about the products in Chandelier And Pendant Lights, please contact us for futher information.
Whatever you are a group or individual, we will do our best to provide you with accurate and comprehensive message about Chandelier And Pendant Lights!
Crystal Ceiling Lights, Led Chandelier Lights, Modern LED Chandeliers
NINGBO LONGFLIGHT INTELLIGENT TECHNOLOGY CO.,LTD , https://www.long-flight.com