The integration of China's photovoltaic industry w

2022-09-22
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The integration of China's photovoltaic industry will also lead the global photovoltaic industry. Some positive factors are emerging in the domestic photovoltaic industry, which has experienced a series of blows such as the European debt crisis and the "double anti" policy: on the one hand, the context of national support for the photovoltaic industry has become increasingly clear; On the other hand, with the arrival of the tide of industrial integration, the market situation with serious imbalance between supply and demand may change after the waves wash away the sand

the latest research report of GTM research, a market research institution headquartered in Boston, points out that after industry integration, Chinese enterprises will still occupy seven seats in the list of the world's top nine leading solar module manufacturers by 2015. However, according to different products, the production equipment in the tank of the two dragons is sophisticated, and the temperature is also different, but basically it can change up and down within the temperature range of (1) 80 ℃ ~ + 320 ℃. Tousuntech power and LDK are not among them

bankruptcy integration or promoting industry freshmen

opportunities first come from the bankruptcy and integration of backward enterprises

although the United States has made a final decision on the "double anti" of Chinese photovoltaic products, and the European Union has followed suit, the life of local photovoltaic enterprises is still difficult. Recently, many overseas photovoltaic enterprises went bankrupt or reduced production

Saikang technology, a large North American photovoltaic inverter manufacturer, announced this week that it had filed a bankruptcy protection request with the Delaware court of the United States under the U.S. bankruptcy law

previously, German Q-Cells, once the world's largest photovoltaic cell manufacturer, also filed for bankruptcy in the court. You certainly don't know that on, a photovoltaic cell manufacturer in Berlin, and solarmillennium, a German power station manufacturer, closed down in December last year

SunPower, another famous photovoltaic company in the United States, announced the day before yesterday that due to the downturn in the photovoltaic market, the company will cut 6 of the 12 idle battery production lines in the Philippines, cut production capacity by 20%, and cut about 900 employees

gtm report points out that PV modules in the solar industry are still overcapacity, and it is expected that the average annual capacity in the next three years will exceed the demand by 35gw. Low cost silicon materials, price war, withdrawal of government funds and stabilizing market demand will continue the industry integration

analysts of the agency predict that by 2015, overcapacity and low prices will lead the existing 180 component manufacturers to go bankrupt or be acquired. At present, the vast majority of high-cost manufacturers are located in the United States, Canada and Europe in the field of battery electrolyte, which is difficult to compete with China's low-cost solar panels

Chinese enterprises may be reborn from Nirvana

the agency also predicts that 54 of the 180 "ill fated" enterprises are from China. The Chinese government will continue to provide financial support to enterprises with a large number of employees, repay short-term loans or encourage Chinese diversified industrial giants to acquire these enterprises. Potential beneficiaries of these strategies include Trinasolar, Yingli Green energy, Wuxi Suntech, Jingao solar, Jingke energy, Yuhui sunshine, etc. The total capacity of these enterprises accounts for more than 20% of the global total capacity

but Mehta said that so far, the degree of integration in the photovoltaic manufacturing sector has done little to alleviate the continuous overcapacity problem in the entire industry. The profitability of the photovoltaic supply chain is still challenged unless China's production capacity can be significantly rationalized

a person in the photovoltaic industry also believes that the key step for Chinese photovoltaic enterprises to get rid of difficulties is to achieve the survival of the fittest in domestic photovoltaic capacity

"at present, local governments and local photovoltaic enterprises in many regions have become a community of interests, and it is not even possible to talk about who kidnaps who, but the consequence is that enterprises that are logically impossible to survive cannot go bankrupt normally. On the contrary, in Europe and the United States, photovoltaic enterprises everywhere seek bankruptcy protection, and the internal mechanism of the market has become the core force supporting industrial development." The person said

"the road ahead will still be full of casualties. Between 2012 and 2014, we estimate that at least 60% of existing photovoltaic suppliers will be forced to withdraw from the market." Mehta said, "considering a variety of factors, we expect everything to start in 2013."

in his view, the demand of solar energy supply chain is likely to balance in 2014

gtm also gives a prediction list of the world's nine leading photovoltaic manufacturers in 2015, including atlas solar power, firstsolar, Jinke energy, Trinasolar, etc

however, Suntech Power and LDK, which used to be the world's largest photovoltaic cell manufacturer and the world's largest silicon wafer manufacturer respectively, are not on this list

it is worth noting that the four major German power companies will announce the information of tariff surcharges next week. Zhonghua glass () Department

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