that the domestic photovoltaic equipment manufacturers are pleased that the global photovoltaic market will drive the business quickly pick up the first half of this year-than-expected operating performance. However, the immediate growth and gross margin performance will withstand future challenges,Gucci bag Classic 197020, such as raw materials prices, European countries, the weakening of incentives such as photovoltaic, domestic PV manufacturers cost control should not relax the need to
IMS Research's quarterly forecast report that new global PV production capacity in 2010 reached 14.6GW. Global PV market in 2010 will almost double in 2008 nearly 3 times the size of the market. Experts said that with the recovery of the global PV market and present supply and demand booming, China's PV manufacturers will be greatly boost performance.
many domestic PV companies in the acceptance of the China Securities newspaper interview that the global photovoltaic market to pick up,Louis Vuitton wallet N60022, companies in the first half of the photovoltaic cell components of sales growth over nearly 100% over the previous year, plus the cost is relatively small fluctuations in expected gross margin will increase substantially in the first half results are expected super.
However, the rebound in global markets driven PV module product price increases, but also upwards to the raw material,Chanel bag 2.55 Logo Classic 1113, polysilicon prices have rebounded momentum, due to polysilicon production capacity growth lags far behind demand , the next higher pressure of rising costs.
on photovoltaic manufacturers, the price for low-cost upgrade the product is difficult to bring the gross margin last long. The domestic PV manufacturers
domestic agencies forecast,Louis Vuitton handbag Monogram Multicolore M40127, China's PV industry in the first half of the exports grew over 110%, while in the second half as uncertainty increased,Louis Vuitton handbag M95038_4822, in accordance with the orders of major companies in the current calculation, the second half exports 80% year on year growth expected to be about -90%.
One is Europe's photovoltaic electricity price subsidy policies weakening is expected,Chanel bag Classic 35949, some of which is expected to have become a reality. According to reports, the Italian new solar energy incentive program will be gradually cut back on electricity price next year's awards,Louis Vuitton wallet M66554, to reduce as much as 30 percent in 2012 and 2013 will cut 6 percent.
experts believe that, due to the more than 95% of photovoltaic products need to rely on export subsidies, thus reducing foreign photovoltaic equipment manufacturers for the domestic equivalent of an indirect reduction in terms of profits. This means that controlling costs is still related to the PV manufacturer market share fundamental.
The second is the protection of global trade policy may affect the export of photovoltaic products. June 30, the European Union on Chinese data card (also known as wireless wide area network modem) also initiated anti-dumping and safeguard measures. Experts said,Gucci Wallets 154591-0128, in recent years, China's photovoltaic industry maintained at 60-70 billion in annual exports,Louis Vuitton wallet M63732, industry scale has relatively large, Qi Bao Hu is affected by trade policy Yingxiangyizhi concern is where the industry Renshi. It is also become the major PV manufacturers make decisions on the expanded reproduction of the main concerns.
Third, the euro,Gucci bag Classic 145970 4076, the dollar's devaluation against the yuan is expected. All these uncertainties could make the domestic PV manufacturers in the second half of the market situation has become grim. Thus, despite the orders filled, the status of the industry to heat forecasted to shoot, but the solar companies need to
recently, Deputy Secretary General Association of Jiangsu Province,Louis Vuitton handbag M95588_5619, Xiong photovoltaic source told reporters that p but downstream of the rapid development has begun to trigger a chain reaction - a period of dormant solar grade polysilicon price curve move up the near future. It is understood that, compared to May, last month's solar grade polysilicon prices rose by 30% during the past year is expected to exceed 80 U.S. dollars kg. in the face of rising costs, lower PV module manufacturers are being squeezed profit margins. Does this mean a new shuffle coming? relatively short held early in July 2010, China (East Sea) silicon material industry development forum, the source said Bear, Jiangsu province's output of photovoltaic cells more than 2 GW. In 2009, Jiangsu Province, producing approximay 2,300 megawatts of photovoltaic cells, accounting for about 57% of national output. Xiong source predicted. his prediction is not without basis in fact. Artus Shishang Lin, general manager confirmed to this reporter, his company's products in 2010 have been booked,Louis Vuitton handbag M56386, hot market, but the downstream market,Louis Vuitton Monogram Denim bag M95334, but in the photovoltaic industry, triggered a new chain of upstream raw materials According to the source Bear introduced in 2008, consumption of Jiangsu Province, about 15,800 tons of solar grade polysilicon,Louis Vuitton bag Monogram Canvas M95172, which imports about 13,600 tons. Last year, Jiangsu Province, the further growth of solar grade polysilicon consumption to reach about 20,000 tons. Although the province of some polysilicon plant production, but production is still only about half of demand, the other half of the gap is only purchased from foreign markets, imports about 8,000 tons. in his view, the future supply of polysilicon in Jiangsu Province are still large gaps need to rely on foreign markets. status of Jiangsu Province, is a microcosm of the national PV industry. Under a relatively short dormant for some time the price of polysilicon soaring again recently. told reporters. for this prediction, two of the nation's largest polysilicon manufacturers - Zevi LDK and Jiangsu in the executive area can also hold the same judge, with the central individual silicon vendors and even given 100 U.S. dollars kg expectations. this price rise, witnessed the ups and downs of PV polysilicon manufacturers are not surprised. 2004 year, polysilicon price of 24 dollars kg. After climbing higher and higher, to March 2008 had risen to 400-500 U.S. dollars kg. But failed to maintain high prices, one year after the sudden drop in price to 115 U.S. dollars kg, and at the end of 2009 fell to 50 U.S. dollars kg. reporter learned that this round of polysilicon prices, mainly from changes in market supply and demand situation. as the world's largest photovoltaic-producing state since 2008, the domestic expansion of PV modules installed capacity of 2 times, but the corresponding expansion of polysilicon production capacity is only 50%. previously, due to financial crisis, squeezed by lower installation market, polysilicon prices have been declining. However, the current market downturn, this year's popular in Europe than expected. Yao Feng said,Gucci bag Classic 189835-8433, cost crisis prices but the cost of silicon, has become the minimum threshold of the downstream component manufacturers will face a crisis. in optical Chairman Sheng Wang Xinghua, frankly admitted that silicon manufacturers began at the end of May early June prices,Louis Vuitton wallet M92443, but the PV terminal early in the year signed a year agreement with the customer. Since the price is already locked throughout the year, (we) can only carry their own polysilicon price pressure. in his view, polysilicon prices continue to climb, but in the short term, the new supply does not fall from the sky.. , Japan Tokuyama, Norway REC, Wacker, Hemlock and other international seven U.S. plants are also very cautious expansion, so polysilicon supply situation is difficult to change for some time. In this situation, the well-known cost pressures faced by component manufacturers,Gucci Wallets 112664, parts manufacturers and the group has been difficult as there are no export of the brand. 2009, the domestic photovoltaic cell production reached 4,000 megawatts, more than 95% products are exported. But a few years ago is undeniable that the export market has become increasingly stringent regulatory. Required to obtain insurance companies export products and external certification (such as IEC61215, IEC61730, UL and CE), before entering the European and U.S. market. available space that does not mean the market has shrunk. Indeed, the international PV market is still in expansion. market under the world-renowned solar energy research and consulting company Solarbuzz estimates that at current trends, this year's installation of photovoltaic power plant capacity will be 2 times last year,Chanel bag New arrival 36041, generating capacity will reach 15.2G watts. Wang Xinghua that the brand's components business, or because of good relations with the silicon vendors can get a better price of polysilicon films to remain competitive. In addition,Chanel bag Dinner bags 231, as Zevi LDK,Louis Vuitton handbag M95791_4186, Tianwei Yingli and components have such a polysilicon production business, itself upstream and downstream integration with the price advantage. industry estimates, can not digest the pressure of rising costs for small and medium enterprises PV module may again collapse into a financial crisis or stop production of the dilemma. large-scale PV companies in the eyes of these companies even if the verge of bankruptcy, nor the value of mergers and acquisitions. The CSI Artus official said. Related: Chinese solar company Yingli sponsor the World Cup: burn or press in the domestic PV companies in the U.S. stock exchange reform losing streak winning the end of the scale 280 MW photovoltaic project tenders: more inclined to large enterprises
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