Yesterday, the hundred on the world, including the IBC solar brings together purchasers "2011 annual meeting of the day Wei new energy customers around the world", talk about the PV industry.
Status quo analysis of industry
Before the European debt crisis-induced Solar polysilicon prices have plunged, after United States Enterprise "double-reverse" applications for 2011, the weakness of the global PV market trends give the industry the more coolness, many in the industry for the year as a PV cold years. Polysilicon prices continued to drop this year, recently imported polysilicon prices have dropped below $ 35/kg, compared with March or April this year, a drop of more than 50.35%.
Not only that, but on October 19, the United States SolarWorld company 6 other producers, to the United States International Trade Commission and the United States Department of Commerce application, calling for Chinese exports of solar cells (plate) for anti-dumping and anti-subsidy investigations. Due to the "double-reverse" involving 75 Chinese PV companies, PV companies face unprecedented pressure.
United States "double-reverse" limited impact on the enterprise
In global capacity excess, and Europe debt crisis upgrade of large background Xia, global solar PV "large guy" for next year industry prospects holding cautious attitude, Jiangsu and Zhejiang provinces area small and medium-sized PV Enterprise suffered collapsed tide impact of while, Sichuan PV enterprise also was has must of impact, to out currently of trapped Council, previously mired in "double anti-" whirlpool of Sichuan Solar polysilicon giant tianwei new energy official announced established United States Branch, and will to this for opportunity open up United States solar PV market. Mainly for single crystal silicon wafer, solar cell, tianwei new energy component indicates that, due to the company's main market is Europe, United States "double-reverse" did not have a significant impact, but global PV demand a certain impact on enterprises. Sichuan Chinese PV companies, Apollo solar power have said, our main products are solar thin film cells, not in the context of this complaint.
Tianwei new energy General Manager Gao Zhengfei also known as: "the next step, tianwei new energy in the United States set up branch offices and representative tianwei expand United States markets". Gao Zhengfei, US companies starts "double-reverse" application means that United States will start a local photovoltaic application industry, and this capacity will not be less than the European market, "due to the United States Branch by tianwei new energy affiliated United States subsidiaries established Hoku, Sichuan province, which means created by PV modules is expected to break through the barriers to enter the United States market. ”
Looking to the future
In 2012, the global photovoltaic industry can get out of the mire became the focus of attention in the industry. Every domestic photovoltaic companies at the end of annual meeting is the barometer for industry trends for the coming year.
As a Germany engaged in European power plants project development, project planning, project finance and other solar industry provider of workplace BebianinternationalGmbH Bian Xiaofeng, General Manager of the project as saying: "PV cold this year and a half years behind, even facing the impact of the European debt crisis, the global photovoltaic market demand does not shrink, winter is the insane investment results. "He pointed out that the industry supply and demand imbalances, debt crisis in Europe so far this year polysilicon prices dropped along the way," you can imagine, global PV demand will continue next year, but incremental incremental demand and supply is not an order of magnitude, photovoltaic industry is still not optimistic of next year, increasing competition would be the inevitable result. ”
Home from France the component provider concerns European debt crisis next year impact on the industry. "In view of the European debt crisis in the short term is difficult to solve, which means that the potential market growth in Europe is unlikely. "The official said, the next step, they are going to focus began to the United States transferred in order to open up new markets.
Dongxing securities, according to estimates, global demand for PV modules 11.7GW, relative to the productivity 30GW, industry as a whole in a State of serious oversupply.
Enterprise survival requires complete industrial chain
Face of tomorrow's domestic photovoltaic market, tianwei new energy General Manager Gao Zhengfei said: "only when PV companies, citizens are when you could afford to minimize cost, the industry's development is sustainable, this means that competitive industry will increase. "He also pointed out that can be predicted is that future domestic annual capacity of 300 megawatts or even 500 MW, there is no industry-wide chain of enterprises must have not survived.
Gao Zhengfei, coming at home to stand out from the PV enterprise has two categories, category is similar to Suntech such already possesses the leadership, brand companies; the other which is the whole industry chain, with a cost advantage of large enterprises. "At present the domestic photovoltaic industry just as patterns of the appliance industry, initially a profitable line came back, but really left is brand of
