From：Serve (Xiamen) New Energy Co., Ltd. Release time：2019-01-23
Overview：Industry insiders said that the domestic photovoltaic industry is gradually returning to rationality, reshaping the supply-demand relationship, the balance of market structure. At the same time, we should not be too optimistic to estimate the situation because of the current recovery of photovoltaic industry. We still need to be vigilant against the overcapacity of polycrystalline silicon.
Industry insiders said that the domestic photovoltaic industry is gradually returning to rationality, reshaping the supply-demand relationship, the balance of market structure. At the same time, we should not be too optimistic to estimate the situation because of the current recovery of photovoltaic industry. We still need to be vigilant against the overcapacity of polycrystalline silicon.
2013 has been a year of ups and downs for China's photovoltaic industry. Affected by the downturn of industrial environment at home and abroad, coupled with the double-reverse investigation of photovoltaic industry in China conducted by Europe and the United States, the photovoltaic industry has fallen into an unprecedented downturn. From silicon wafer production to component sales, a large number of enterprises in different links of the industrial chain are in the dilemma of loss or even shutdown. In the low tide of photovoltaic industry, the relevant departments have issued good policies on grid-connected photovoltaic and wind power generation, grid price subsidies and so on. The market of photovoltaic power plants is gradually warming up, which seems to give component manufacturers hope of solving difficulties.
As of March 12 this year, 26 listed companies in the photovoltaic industry have issued annual reports or performance forecasts for 2013, of which 20 are expected to increase their performance, make profits and turn losses, accounting for more than 75%. The industry expects that the photovoltaic industry will continue to prosper in 2014. Driven by the markets in China, Japan and the United States, global demand is still expected to maintain a 20-30% growth rate.
Some listed companies said that last year's performance turned to profit, first, because of policy incentives, the company's photovoltaic products sales at home and abroad to maintain growth; secondly, because the company has built a number of photovoltaic power plants to achieve grid-connected power generation, the company received electricity revenue and some of the transfer revenue of power plants. Yijing Photoelectric said that enterprises are now better able to adapt to fluctuations in the world market.
According to the statistics of the Silicon Industry Branch of China Nonferrous Metals Association, the domestic polycrystalline silicon photovoltaic enterprises were in a situation of large-scale shutdown due to the rapid decline in the price of polycrystalline silicon photovoltaic. As of the first half of 2013, only 6 of the 43 polycrystalline silicon enterprises that have been put into operation in China are still in production. By the end of 2013, about 13 polycrystalline silicon enterprises in China will resume production.
Industry insiders believe that the current recovery in the photovoltaic industry should not be too optimistic. According to the person, sales and prices of polycrystalline silicon and photovoltaic modules also rose in the short term in early 2013 due to the rush to install in Japan and other places, but then they wandered all the way down.
Relevant personages of the Silicon Industry Branch believe that the price of domestic polycrystalline silicon will not recover significantly in the short term. Inspired by the good news of the initial anti-dumping ruling against the United States and South Korea, domestic polycrystalline silicon enterprises have resumed production and tentatively raised their quotations. However, the downstream demand is insufficient, they do not accept price increases, and can still choose imported polycrystalline silicon with lower prices. Therefore, the tentative price adjustment of polycrystalline silicon manufacturers has not been effective, but may lead to a new round of price decline due to excessive supply.
About Serve Energy
Serve (Xiamen) New Energy Co., Ltd. is a Chinese manufacturer of low ballasted aluminum PV mounting system with independent intellectual property rights. Serve Energy specializes in the research and development, production, sales and services of solar products, such as high convention BIPV carport system from China, high-end HDG solar rooftop mounting system, flat roof PV mounting systems procurement, wholesale elevated metal roof pv mounting systems from China.