2013年4月2日星期二

The photovoltaic or half production capacity is eliminated



Many industry insiders told reporters said that the current internal and external situation of the domestic photovoltaic industry is still no formal change, the more intense the adjustment coming. On the one hand, the "dual" has forced many domestic enterprises to focus on exploring new markets, and I want to get rid of the over-reliance on the EU market. But It is understood that, as of the end of last year, the EU gross domestic PV modules to the average market share of shipments is still as high as 60%. To this end, a few months after the launch of the EU "double reverse" preliminary results will still be a huge shock to domestic enterprises.

On the other hand, the high hopes for the domestic PV market, subsidies remains uncertain. Previously, the National Development and Reform Commission issued to major PV companies improve the photovoltaic power price policy "of the draft, which prepared the amount of subsidies for the industry disappointed. Although some enterprises will be seen as a "stress test", but look at the development of photovoltaic industry in Europe and the United States, government subsidies gradually decline is an inevitable trend.

According to the China Photovoltaic Industry Alliance data show that in 2012, the global solar cell module production is approximately 36GW, a slight increase in year-on-year. China's solar panel price module production is approximately 23GW, a year-on-year growth of 10%. "Yield up the revenue declines, this is a true portrayal of the Chinese PV industry last year." Wang Bo, the photovoltaic industry in the 2012 winter, some SMEs have closed, has been a substantial increase in industrial concentration. 5 our production of polysilicon enterprises accounted for 74.5%, and 17% over the previous year.

"Reshuffle after PV market will return to a balance between supply and demand." Meng Xiangan said that "With the integration of the industry, there will be more PV companies began to adjust its strategy due to the shortage of management problems or market. Suntech bankruptcy sounded the alarm, the whole The industry also needs to return to the rational. "half the production capacity will be eliminated Baotuan drop this for self-help good way to Europe and the United States" double reverse "domestic subsidy reduction, further squeezing itself already in the era of meager profit photovoltaic solar panel manufacturers corporate profit margins. How to obtain profits by reducing costs as the biggest challenge of the survival and development of the domestic photovoltaic enterprises.

China Machinery and Electronic Products Import and Export Chamber of Commerce vice president Gui-Qing Wang told the "China Electronics News" reporter, flourishing in the photovoltaic solar panels for sale industry in the past, cost reduction mainly rely on the formation of scale capacity expansion; enterprises to reduce costs in the industry downturn current strategy Only through the industry chain integration and technological progress.

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