The price of photovoltaic products rose for the first time in four years

According to a report on April 23rd from IHS (Information Handling Services, Inc.), a global supplier of key information, products, solutions and services, the average selling price of crystalline silicon PV modules in EU countries rose by 4% in March 2013. This is the first increase in the price of crystalline silicon photovoltaic modules in China since January 2009.

Yesterday (April 25th), an industry analyst told the “Daily Economic News” reporter that the dawn of the domestic PV market is far from coming, and industry consolidation is still in progress. The increase in EU component prices has little significance for the domestic PV industry. What really determines the direction of the domestic PV market should be the EU's "double reverse" preliminary ruling at the beginning of June and the follow-up China's "double opposition" policy toward imported polysilicon.

Expected to continue rising in the next 3 months

HIS iSuppli's "Solar Module Price Tracking Report" predicts that prices will increase by 1% in April 2013, and the average price increase in the next three months will reach 4%. The pending "double reverse" tax rate is a major factor in price increases.

Glenn Gu, a senior analyst at IHS, said that for many years, PV module manufacturers have been struggling in this lucrative market due to the severe oversupply of PV products and the rapid decline in prices. Today, there are clear signs that the supply and demand balance in the photovoltaic market is gradually improving, and the price of photovoltaic products has stopped falling and began to rise.

GlennGu said that sales of photovoltaic products in the Asian market have continued to increase, making global demand catch up with supply. On the other hand, the EU's anti-dumping lawsuit has had a negative impact on the shipments of Chinese suppliers, which has also contributed to rising prices.

IHS predicts that by the end of May 2013, the price of PV modules in China will reach 0.53 euros per watt (about 4.27 yuan per watt), which is a 5% to 6% increase from the price in March 2013. The agency said that all Chinese PV module manufacturers' prices have now risen.

In addition, a report released by pvXchange GmbH, a photovoltaic inverter company based in Cologne, Germany, stated that in March 2013, the price of crystalline silicon photovoltaic modules in China had increased by 3.8% to 0.55 euros per watt.

Domestic PV market still has variables

The domestic PV manufacturer Wuxi Suntech has been bankruptcy and reorganized, and the growing financial crisis has also caused investors to worry whether LDK will become the next Suntech. For the first time in 4 years, China's PV module prices have risen. Has this cold industry brought a bit of warmth?

Domestic market researchers are not optimistic about this. It is not surprising that the price of PV modules in the European Union has risen slightly since March, because the EU’s “double reverse” retrospective period for PV products in China is from March 6th to June 6th.

Yin Lei analysis pointed out that China's component manufacturers are worried that once the EU announces the "double reverse" tax rate in early June, additional tax rates will be imposed on imported components for the three months. In the EU market, the supply of relatively low-priced Chinese components has decreased, and the increase in total prices is inevitable. It is expected that the rise in the EU market module prices will continue until the end of May, and the follow-up will depend on the EU’s “double reverse” tax rate.

Yin Lei said that the price increase of EU components is of little significance to the domestic PV industry. The dawn of the domestic PV market is far from coming, and industry consolidation is still in progress. What really determines the direction of the domestic PV market should be the EU's "double reverse" preliminary ruling at the beginning of June and the follow-up China's "double opposition" policy toward imported polysilicon. Due to the traceability period, the shipment of domestic component companies in the second quarter is more likely to decline in chain time.

Domestic photovoltaic companies need to do the most current is to develop the United States, Japan, and South Africa, India, Latin America and other new markets, while waiting for the EU, China market photovoltaic policy boots landing, while the photovoltaic power plant to digest battery components inventory, and reduce their own liabilities Rate, Yin Lei stressed.

In the US stock market, the overall performance of solar energy stocks is better. As of the close on the 24th, JinkoSolar gained 15.34%; Big Brand New Energy rose 9.52%; LDK rose 8.77%; Suntech Power rose 8.55%; Artes Solar rose 4.47%; JA Solar rose 3.95%; Rose 3.14%.