Pibi PV industry on the downstream impact
still further release, the National Development and Reform Commission for the
new energy policy, the means Pibi PV industry, there may be new opportunities.
Polycrystalline diamond Co., Ltd., Zhengzhou
announcement said the company's photovoltaic industry micron diamond line
project to be completed by September 30, 2013 will be postponed, but will not
change the total investment of the project and the scale of construction.
Yu diamond Secretary of the Board Zhang Kai
told reporters that the project delays because the current situation is not
optimistic about the industry of the photovoltaic industry, with the National
Development and Reform Commission further clear support for the survival and
development of the photovoltaic industry, the photovoltaic industry outlook
remains can be expected, so the project although extension, but the scale of
investment remains unchanged.
Great Wall Securities Zhengzhou general
manager of the sales department Song Guanghui Although the project was
postponed, but the total size of no change, Yu diamond prospects remain
favorable for the photovoltaic industry;, even to the time the photovoltaic
industry, the status quo does not change, Henan diamond will master the More
initiative.
Photovoltaic winter as the photovoltaic
industry winter continues, the gap between the strength of photovoltaic
enterprises gradually highlight the photovoltaic industry M & A window of
opportunity opens.
Since the second half of 2011, the PV
market is rapidly changing, the first U.S. "double reverse" policy
followed by the anti-dumping investigation initiated by the EU for
polycrystalline silicon PV solar panel modules and critical components, leading PV
manufacturers performance quarter by quarter decline operating pressure
suddenly increased.
Several of the largest PV companies in China are faced
with the crisis of survival, before large Suntech, LDK are faced with a debt
crisis, the brink of bankruptcy.
In fact, bankers told reporters in Luoyang , Henan
Province photovoltaic businesses are more concentrated, most PV companies have
part or all production. Pending sales of silicon wafers were piled up in the
warehouse of such enterprises.
In September last year, LDK solar cell and its
photovoltaic cutting material suppliers Xindaxin material restructuring
agreement signed three solar rooftop power plant of its subsidiary for 1.4
billion transferred to the new Daxin Materials to offset the full amount of
debtors models.
As of June 30 last year, LDK solar charge controller owe
Xindaxin receivables material has reached 180 million yuan, Xindaxin material
and as the first big customer, LDK also supply a new Daxin Materials 2011 24%
of all receivables.
The plight of the photovoltaic business, a
direct threat to the survival status of upstream companies such as photovoltaic
cutting material.
Xindaxin material "committed"
before Pingdingshan Shenma marketing and net profit in the first three quarters
of 2012 were sharply reduced its revenue 672 254 506.79 yuan, a decrease of
53.88% over the same period last year, operating profits -3617 890.61 yuan, a
year-on-year decrease of 102.28%. Net profit 30.24 008.38 yuan, a year-on-year
decrease of 97.86 percent from last year.
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