South Africa World Cup, so many people know, “British interests in China” – from Hebei, a manufacturer of solar cells. However, while enjoying the football festival, including British interests, including China’s leading manufacturers of solar cells are rarely met a “rainy day. toshiba PA3285U-2BRS toshiba PA3285U-3BRS
As the production capacity of over 95% of exports and over-dependence on the European market, the Chinese Solar cell company in recent months by a number of negative interference continues, the debt crisis in Europe The euro fell, cutting European solar subsidies.
This series of negative factors indicate that Chinese manufacturers of solar cells in recent concerns, there are long and short term. However, the adaptability of Chinese companies trying to control its operating costs and demand ends of the risk.
Chinese manufacturers of solar cells have two distinct features. First, “China Speed” high-speed development, the overall share of 1% from 2003 to 2009 rose 30%, appeared Suntech, Yingli, Trina Solar and battery manufacturers.
Second, excessive reliance on the European market. By 2009, China’s production capacity of solar cells by about 2.4 million kilowatt, but the domestic solar power installed capacity of only 120,000 kilowatts, 95% of production exported, Europe is the market most important.
In recent years, Europe has been at the center of the solar PV world. In 2009, Germany, Spain, Italy and new capabilities of the Czech Republic to more than 4.2 million kilowatts, accounting for 60% of the world. toshiba PA3356U-1BRS toshiba PA3356U-2BRS
From the outset, Greece, Spain and the emergence of other countries in the euro area to the debt crisis, the euro has turned sharply against the U.S. dollar to euro has fallen more 12%, the Chinese solar cell manufacturer has suffered heavy losses.
Suntech is the second largest manufacturer of solar cells, 68% of its products exported to Europe. Suntech in early June in a performance report, the euro fell to the loss of the company is approximately 2.45 billion quarterly loss, but may continue to grow.
CLSA analyst Charles Nagatoku New Energy, said solar energy market sales in China, mainly in Europe, and many settled in euros, though the obvious impact of the euro. Wing Point said that the appreciation of the yuan should impact is relatively low.
But John especially as Chinese companies account for the global solar cell market leader, even if the exchange rate euro / dollar fell to 1 for 1, Chinese companies still have an advantage over European companies. toshiba PA3356U-3BRS toshiba PA3383U-1BRS
CCB International New Energy analyst Xuxin Tong said that the euro will cause the decline in corporate profits, but more worrying is that Spain, Italy, Germany, the traditional use of energy Solar in the economic outlook. Once the reduction of government subsidies on solar energy market demand for batteries may continue to weaken.
This year, the world’s largest solar power generation has several times declared that the German, who must be played from July 1, the price of solar and net subsidies of 15% off – sixteen%, caused by the strong reaction on the market. Spain also plans to reduce electricity subsidies.
Set the State Science and technology research institutions, the latest in a report that the development of solar energy industry and national policies are closely tied to government grants, government grants, also affected by the economic situation world, so that the middle of the solar energy industry is a linked style of architecture, as long as the problem of link, it will affect the entire industry. Sony VGP-BPS18 battery Sony VGP-BPL12 battery
Report that the euro exchange rate on the market of solar cells in the second half of most variables to reduce the depreciation of the euro could lead to the loss of many battery manufacturers to change quoted in U.S. dollars.
Xu Biao Shi Xintong 2008, after the Chinese manufacturers of polycrystalline silicon solar cells subjected to the volatile price pain since last year, the Chinese solar cell manufacturing there is a clear trend that companies are looking Bushao Jiji Binggou or Zhanluehezuo of upstream to downstream integration of the energy chain of solar industry in order to control costs, ensure the needs of the target.
The latest example is the Hong Kong Stock Exchange listed companies platinum and private companies to strategic cooperation Yang Han solar energy. Platinum Yang and Han in the middle of this month in Hong Kong that the Chinese can spend 2.55 billion U.S. dollars of equipment Yang platinum thin film solar manufacturing for the purchase and underwriting of over $ 4.9 billion shares of stock of sun deck, as its second largest shareholder. Sony VGP-BPS14B battery Sony VGP-BPS15/S battery
Han Ming Fong, vice president, said on behalf of the Han can in the next three years in Guangdong, Sichuan and Heilongjiang invest 20 billion yuan, respectively, to set up three production bases use platinum thin film equipment yang, the supply of their own solar power plants Han.
He said after three Chinese capacity of thin-film battery production to over 2 million kilowatts, while the largest solar cell manufacturers, the United States last year, the first solar energy capacity is about 100 million kilowatts.
Platinum Executive Director Peng Yang Libin, after three years the cost of solar power generation of each unit will be around 0.8 yuan, which means China will open the way for explosive growth in solar and expedite the context national and solar installed capacity of 20,000,000 in 2020 goal of kilowatts. As a result, significantly reduce battery manufacturers the risk of excessive dependence on exports. Sony VGP-BPS14/B battery Sony VGP-BPS14/S battery
Charles Nagatoku agree that the cost of 0.8 yuan per degree view of critical points. “If we can reach 0.8 yuan, solar power may be the cheapest offshore wind than the competition. We expect to achieve cost 0.8 yuan per unit objectives, the price of solar cells decreased by 30% more than the current 35%, which can only be realized after 2012. “He said.
Xu Xintong also believes that the high cost of electricity is preventing the development of China’s largest bottleneck in the solar energy, through technical innovation and cost control to reduce prices battery, Chinese manufacturers still take years to achieve. Sony VGP-BPS13S battery Sony VGP-BPS14 battery