The crystalline silicon photovoltaic module is the core component of solar photovoltaic power generation, and its market market changes have a great impact on the photovoltaic industry. Since the beginning of the industry's development of high-priced polysilicon, the price of photovoltaic modules has been high for a long time. Later, with the influx of a large number of enterprises and the improvement of the technical level, various factors caused the price of components to fall, especially the overcapacity of the market, the EU double-reverse and the reduction of subsidies in the European market, which caused the component price to plummet. At the same time, in order to survive, enterprises have to increase production, and small profits but quick turnover and even loss to obtain market share. After experiencing the photovoltaic winter, some people say that the component price has touched the freezing point and the market will return to normal track. In the end, what is the market situation? This article analyzes the market of polysilicon from three aspects: component price, cost and shipment volume.
As an emerging industry, the solar photovoltaic industry has developed rapidly in recent years, especially in 2010, reaching the peak of the industry boom. However, some insiders pointed out that the global PV market experienced severe overcapacity and imbalance between supply and demand in 2011. According to industry research institute data, in November 2010, the average price of solar modules was 1.9 US dollars / watt, and on February 22, 2012, the average price of battery components has dropped to about 0.86 US dollars / watt. Since March 2011, the development of the photovoltaic industry has been accompanied by tremendous pressure to digest inventories, and some companies have even digested inventories at the expense of losses.
According to the data mastered by the "Light Energy" magazine, due to overcapacity, the price of photovoltaic modules fell by 47 in 2011, shrinking by nearly half. Overcapacity forced producers to keep prices down, and frustrating profit margins caused 15 of the 17 companies in the Bloomberg Large Solar Index to lose money, and Bloomberg's large solar index plummeted 76. Now, in this situation, relying on The increase in new production capacity can no longer make the company profitable. In 2012, it has to cut production significantly. Because of the continuous output, the price of polysilicon has approached the freezing point of $20/kg.
In the first half of 2012, due to the overcapacity situation has not been improved, coupled with the impact of the US double-counter investigation on China's PV products, the component price has dropped by about 20. At that time, the PV module shipments continued to grow, but sales Income continues to decline. In fact, the revenue-to-shipment ratio has continued to fall since it reached a peak of more than 4 in the second quarter of 2008. PV manufacturers have no control over end-market demand and component average prices, and can only rely on strong growth in market share to delay or reverse quarterly revenue declines.
The much-anticipated US-European market's double-reverse investigation of China's PV industry and the reduction of PV subsidies in the European market have led to a continuous decline in the overseas PV market sentiment index. Due to the continuous volatility of the market, the price of PV modules in the international market is also falling. For China's PV companies, the accumulation of stocks also makes them have to sell excess inventory at low prices in the Chinese market.
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