It is still difficult to increase solar energy prices

Although the solar photovoltaic industry in the first quarter is expected to see an increase in the number of end-system installations in 2011, there will be a surge in access restocking. However, whether there is a chance to meet the price hikes of supply chain operators will follow the price increase, and solar energy companies believe that the Lunar New Year After the price increase can be expected, but it tends to be slightly adjusted, and it is still difficult to meet the big rise. The main reason is that the overall supply is still greater than the demand. Moreover, in January 2012, the subsidy for many regions was cut down again, and competitive prices are still needed to stimulate its demand.

Due to the unexpected increase in installations in the German market, the total installed solar energy in the world was higher than the market had originally expected in 2011. However, the supply chain in the industry is also difficult to experience the mounting demand for the end market, and the production shutdown is even worse. Generally speaking, it is sufficient to see that the end-of-pipe inventory deregulation is better than originally estimated, which is expected to boost the first quarter's wave of replenishment. However, the market’s concern is whether the industrial chain suppliers have the opportunity to adjust prices to a reasonable price. Water level problem.

Solar energy industry officials said that there is indeed a considerable opportunity for major supply chain suppliers to plan to adjust the quotation to a reasonable level after the Lunar New Year. However, at present, it still appears to be a minor adjustment. It is a slight adjustment, and the probability of substantial adjustment is still not high.

Because in January 2012 many countries cut down the subsidy rate again, it means that there is a need for lower prices in order to stimulate some of the installed capacity. In Germany, for example, 15% is cut down in January. Furthermore, the European market reported that the German Energy Ministry may conduct internal discussions on the unexpected installation volume next week and may derive new regulations to curb overheated installations.

Even if no new policy is released, the current German regulations will also include the total installed capacity from January to April. If it exceeds 225 megawatts (MWp), it may be possible to cut another 15% on July 1, which will make the terminal Demand tends to be cautious in pulling goods. Therefore, on the trend of the Bora loan, rationality can be expected and madness can hardly be encountered. It is naturally difficult for prices to falter in the short term.

Moreover, the most optimistic amount of total installed capacity in 2011 was 26GW, but total supply chain demand was estimated to be about 50GW, and the oversupply situation is still there. Only the price is too low and many production capacity is “hibernating” once the price is fast. Shangyu may awaken the productivity of these hibernations. Therefore, some of the mainland's first-line solar power plants that are confident to survive this wave of knockout matches tend to be low-end in terms of price, in order to allow uncompetitive people to appear and show price increases. The degree of consensus has not yet been completely condensed.

As China has already ranked the world's largest solar energy industry supply chain and still dominates the global solar energy product price trend, it is still very difficult to foresee a significant price increase in the short term. Continental Solar Vertical Integration Plants include Suntech, Yingli, Artes, Trina Solar, Jinao, etc. The polycrystalline germanium sources are strategically federated or self-manufactured to the end of the system to GCL and Jiangxi The dimensionality (LDK) is represented.