Photovoltaic industry where winter goes

Recently, the domestic photovoltaic industry can be described as "long drought every time." However, the reporter learned from the interview that it is too early to say that the photovoltaic industry will completely reverse the recession.

Can state-owned enterprises "transfusion" help wintering?

State-owned assets have become shares in photovoltaic companies, which are intended to save the emergency and “blood transfusions”. This is a clear trend in the photovoltaic industry recently. Ni Kailu, controlling shareholder of Chaori Sun, revealed to reporters: Recently, it signed an agreement with state-owned assets in Qinghai Province. The latter will acquire a 35% stake in the Nishi family, and Super Sun will change its name to “state-owned”. For the Chaori Sun, which is in deep trouble, Qinghai State Capital is undoubtedly the "savior." Not long ago, the state-owned assets of Xinyu and Wuxi have successively taken over the two leading domestic PV industry leaders, LDK and Suntech Power, which are also in deep trouble.

In addition, since January of this year, the prices of all photovoltaic products have ended in continuous decline for nearly 9 months, and there has been a rebound. Single-crystal silicon wafers and single-crystal cell wafer products have seen large increases. Since December 2012, the prices of photovoltaic modules have stabilized. The Cinda Securities research report shows that the price of photovoltaic products continues to rise, and component prices have risen for the first time since the second half of 2011. The news from the National Energy Administration also shows that China's photovoltaic "12th Five-Year Plan" installed capacity will be adjusted from 21GW to 35GW. Up to now, the national “12th Five-Year Plan” PV installed capacity has undergone three upward adjustments, which provides guarantee for the appreciation of PV products from the demand side.

From the perspective of performance, it is still too early to see how the photovoltaic industry, which is hard to return to, can easily turn over? Chaoyi Sun released the latest performance forecast, the company’s net profit attributable to shareholders of listed companies in 2012 was a loss of 900 million yuan to 1.1 billion yuan, 1542.67% lower than the same period of last year to 1907.71%, becoming the current A-share listed company's 2012 performance forecast. most.

Chaori is just a representative. For the A-share photovoltaic power generation segment, only a few companies such as Zhongli Science and Technology Co., Ltd., Topsun New Energy Co., Ltd. and Lida Optoelectronics have enjoyed positive growth in net profit last year. Most companies are still in a state of continuous loss. Most companies are still in the stage of long-term decapacity, especially the polysilicon link where production and demand are seriously imbalanced.

There are three major challenges that need to be overcome: “To completely reverse the current status of the photovoltaic industry, if the three issues are not resolved, it will be difficult to say winter.” An industry source said. First, the domestic photovoltaic industry relied heavily on overseas markets and the market layout was extremely unreasonable. Eighty-nine percent of the hundreds of companies engaged in the photovoltaic industry in China rely on the international market for survival. With the double anti-surveys that have begun in markets such as Europe, the United States, and even India, almost all companies are unable to do anything.

Second, many localities have developed excessive enthusiasm for the development of new energy industries. According to incomplete statistics, more than 20 local governments have already established a "PV industrial park." A typical place is Haining, Zhejiang. This leather has three to forty companies engaged in the production of photovoltaic products, a large part of which was traditionally a traditional manufacturing enterprise engaged in leather finishing.

Finally, excess capacity is a difficult problem for the photovoltaic industry. Dongxing Securities issued a report and it is expected that the global PV module shipments in 2013 will reach 30GW, an increase of 8% year-on-year. Although the global PV market demand will continue to grow steadily, the global PV production capacity has exceeded 50 GW, still greatly exceeding the overall market demand.