Number of PV companies to usher in Q4 beautiful earnings

Executives feeling of a JinkoSolar (NYSE: JKS), by the end of January, its annual sales targets have been completed in half. Not just JinkoSolar fourth quarter of 2012, the domestic photovoltaic module shipments soared reached 11GW, a record high, including Yingli, Artes, Sunergy listed companies in the United States also will usher in a beautiful four seasons reported.

February 20, Solarbuzz senior analyst Lim Rui said that the European market to pick up, to be due to market demand growth in the United States and Japan, the domestic market expansion solar panel PV Market warming, "and at the same time in the past year, many small and medium-sized photovoltaic enterprises discontinued or reduced, making the problem of excess production capacity is part of the solution ". 

While shipments to new high, the domestic market accounts receivable problems again placed in front of the photovoltaic business. Along with the rapid growth of China's PV market, from investors to EPC manufacturers, to suppliers of components and auxiliary materials, "triangular debts" PV companies have not been able to sort out.

Solar chairman Wang Xinghua frankly, this year, the domestic photovoltaic applications market compared to 2012 will be doubled to grow, but the company has been are more cautious, "because we have been more concerned about the back section of the domestic projects", and therefore can still the main international markets.

"We have to see some second-hand equipment is brand new or have not started production long
According to the data provided by the solar cell professional research institutions Solarbuzz PV installed capacity in 2012 is about 4.5GW, an increase of 55.7% compared to 2011's 2.89GW become the major powers of the world's second largest PV installed in Germany.

In Lian Rui seems, except for the new projects, together with the 2012 projects, the installed capacity of China's domestic PV market in 2013 will be a new high. Many projects not started in 2012 is that time a number of projects on the fourth quarter of the year tenor approval; same time the end of 2012, module prices fell by nearly 50% compared to the beginning of the year, taking into account the photovoltaic electricity subsidies has not lowered, some companies will choose 2013 and then started at the beginning of the year, and thus enhance the project's financial yield.

In the national energy work conference on January 9, the National Energy Board has established the goal of this year, China installed 10GW of photovoltaic power generation. The 10GW target, compared to 2012's 4.5GW again doubled. "We are basically not bid, because that would be the price bayonet.

A JinkoSolar sales person said, the company mainly to establish a strategic alliance with the five major solar charge controller power groups and local state-owned enterprises, thus driving the sales of components, "In the past, sales of the domestic market is basically blank, but in the domestic market in 2012 shipments of hundreds of MW of shipments. " 

The reporter was informed that January, Suntech, Hareon is five major PV companies in Jiangsu domestic sales of 2.33 billion yuan, a growth of 37%, accounting for 76% of the month's total sales chain raise four percentage points.
Oriental Sunrise (300118.SZ) said in the announcement on February 7, companies in energy-saving solar technology (Zhenjiang) Co., Ltd. signed a contract for the sale of solar modules, with a contract value of 408 million yuan in total.