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In 2011, the global photovoltaic industry suffered a significant slowdown in the crisis, the outside world in the eyes, the domestic photovoltaic industry have cast a shadow. Profile picture
Foshan is in the domestic PV origin, after the past three years through the introduction of the project gradually formed industry. 2011, the economic downturn of the European debt crisis led to the international market, the global photovoltaic industry suffered a significant slowdown in the crisis. Early last month, the U.S. International Trade Commission ruled that caused damage of crystalline silicon photovoltaic cells and modules imported from China to the United States related industries, leaving the outside world in the eyes of the domestic photovoltaic industry has cast a shadow.
However, the industry view, the domestic photovoltaic industry, there has been overcapacity and other internal problems, Europe s debt crisis has only accelerated the crisis. PV companies most important thing is practicing internal strength, to improve the management level and technology continue to control and reduce costs, waiting for the foam was squeezed out opportunities for development. "The largest crystalline silicon solar cell companies in Foshan Guangdong love Kang solar the person in charge told reporters.
Opportunities after the crisis, in addition to U.S. and European markets after the re-shuffling, the huge potential market for photovoltaic power generation, photovoltaic enterprises jointly coveted, but not really open to a huge blue ocean.
Fluctuations in overseas markets caused the industry reshuffle
2011 the world s major PV market demand was weak, the domestic photovoltaic industry has shown a decline in exports, the trend of falling prices. Foshan Guangcheng Aluminum is the one to take into account the traditional production of photovoltaic aluminum aluminum, Lin, general manager, told this reporter, the final product of the enterprise consumer market in Europe and Japan, the European market last year, demand dropped, resulting in the enterprise production and sales of photovoltaic profiles a certain level of decline, especially in the second half of last year.
This enterprise is located in Sanshui District, Foshan PV companies gathering place. The reporter responsible for the PV Merchants staff Huang Hanting provide the information see from the Sanshui Industrial Park As of December 2011, 16 major PV companies in Sanshui, of which 10 have been completed, six in the under construction phase ; has been put into the factory s main products include silicon abrasive grit, polycrystalline silicon cells, photovoltaic inverter, solar bracket, aluminum frame, components and so on.
CCID Consulting Co., Ltd. Industry Research Center senior analyst Zhu Weihua, compared with the "grown" ceramics, household appliances, photovoltaic in Foshan is still a relatively young, immature industry: not only the production of small enterprises, and little production value of the total . This year, however, the global PV market into the doldrums, PV enterprises in Foshan not from the big environmental impact.
In addition to the shrinking of the European market, the United States also came the bad news. Early last month, the U.S. International Trade Commission ruled that caused damage of crystalline silicon photovoltaic cells and modules imported from China to the U.S. industry, which anti-dumping and countervailing investigations cleared the way for such products to the U.S. Department of Commerce. The only crystalline silicon solar cell companies in Sanshui, Guangdong Icahn relevant person in charge told the reporter, Elken products are mainly sold to the domestic component plants, plant products of these components is about 7% exported to Europe, the remaining are mainly sold to the domestic impact.
But not all companies are treated as such. "Although the United States is not our key markets, but its PV profile of demand for space has been relatively optimistic, so the dual Chinese products may result in loss of an important potential market." Lin said.
In fact, the domestic photovoltaic industry, there has been overcapacity and other internal problems, the debt crisis in Europe, the U.S. "double reverse" only accelerated the crisis.
"In the long run, the price of PV products decline is the trend, the only way to achieve parity as soon as possible, so that people can afford to clean solar power, while Europe-prime crisis has only accelerated this process is now the most important PV companies is practicing internal strength, enhance the level of management and technology, continue to control and reduce costs, waiting for the foam was squeezed out opportunities for development. "of Elken the person in charge of Guangdong, told reporters.
PV modules this year, prices of the possibility of not
The market center of gravity is generally out after the 2011 debt crisis in Europe, the domestic photovoltaic enterprises, the overall sales of ups and downs of the important reasons. Guangdong Icahn, a person in charge, began in March 2011, many PV companies orders fell to the third quarter is the most serious, and into the fourth quarter, sales are significantly improved.
The official said that the improvement is mainly because of the start of the domestic PV applications market to a certain extent compensate for the impact of decline in the international market, with the deepening of the process of the industry reshuffle, the market stabilized.
There are a few markets to European-based enterprises, sales last year, more optimistic, located in Sanshui, Guangdong Phyllis is one of them. The company is mainly engaged in the production and sale of PV modules, the current market, primarily in Africa, the company s CEO Ran Qinming, 2011 Phyllis annual sales amounted to 1.5 billion, a 30 percent increase over last year; and 2012 market pioneering focus will be mainly China and Southeast Asia, South America.
Last year, many labor-intensive industries subject to huge fluctuations in the cost of PV companies in this regard with its different. Sanshui a photovoltaic company official said on condition of anonymity, many different aspects of the photovoltaic industry is capital-and technology-intensive, enterprises are faced with last year s financing costs rising faster, while the fluctuations in the cost of human resources is relatively not obvious.
But on the other hand, unlike many traditional industries, the cost of photovoltaic products and the unit price there has been a downward trend. And for comparison in 2010, the unit price trend in 2011 was significantly decreased, Ran Qinming introduced, to Phyllis PV modules, for example, in 2010 prices, about 13-18 $ / W; and June 2011 before the price is about 12 yuan / W, to the present price of about 7 yuan / W.
He predicted that the 2012 PV module prices and costs will not rise, but will continue to decline slightly, but the decline in space is limited; its main elements from the solar cell production technology and process improvement. Coupled with the comprehensive market reasons, product price increases this year is unlikely.
Part of the photovoltaic devices is still high profit margins
PV industry chain compared to solar cell manufacturing sector declining profit margins, in fact there are a larger profit margins link. The new l is located in Sanshui, electrical industry, this is a production of transformer enterprises, large to 22 kV power transformers, small LED in the drive, both in their product line. In 2007, the new l electrical branch Tebian, specializing in the field of photovoltaic transformers in recent years, the photovoltaic field is increasingly becoming the company s strategic focus.
Need to access solar power inverter, the direct current into alternating current transformer is the core component of the inverter. It is reported that in the case of solar panels and components, constantly driving down profit margins this year, the transformer for PV remains about 40% of the profit margin.
Why the production of transformers can maintain such a high profit margins? The new l electrical, vice president of Sun Shimin said that compared to the production of more mature technology of solar cells for photovoltaic equipment, transformer, and a very high demand in the production technologies and processes, the ability to produce in the domestic enterprises are not and more.
Addition, the products produced by Chinese companies in the electrical energy conversion rate, and abroad there is a certain gap. The price of the domestic photovoltaic transformer generally only imported 60%.
But even at this price standard, companies are still able to maintain higher profit margins. In fact, the new l electrical production of many types of transformer, the transformer for the field of photovoltaic is the highest profit margin species, other types of transformers, profit margins are generally only about 10%.
Under the background of the current energy shortage, a huge gap, the domestic photovoltaic applications market will have a lot of space. Huge market prospects for application-oriented side of the business, the inverter industry, the country s most successful enterprises sun power company, and its production accounts for only the world s photovoltaic inverter small share of its main sales channels for the domestic photovoltaic power plant construction enterprises. "Sanshui Industrial Park Huang Hanting said, under the influence of national policy, the market prospects of such products will be enormous.
■ 2012 Keywords
Applications "Blue Ocean"
"The domestic market for PV applications, once started, the photovoltaic industry will usher in a very bright future." New l electrical Sun Shimin said he is very optimistic about the future of the photovoltaic industry, the reason is that China s vast market.
To him, the photovoltaic power generation has long been gaining in popularity in Europe and America, are filled with many factories in Europe and the United States, the family on the roof solar power installation, use up electricity can also be connected to the grid. But in China, the photovoltaic power generation is still relatively rare.
To promote technological progress and scale of development of the photovoltaic industry in China since 2009 Golden Sun demonstration project, photovoltaic power generation project in Sanshui, Foshan Vocational Institute of Technology to apply to the "Golden Sun" subsidies. In addition, each province also introduced the photovoltaic electricity subsidy policy. Jiangsu, Zhejiang, Shandong and other provinces have introduced the Internet subsidy policies to encourage local enterprises to use photovoltaic power generation of this clean energy.
Sun Shimin said, in 2010, new electrical industry with annual sales of 400 million in the PV is expected to reach more than 3000 million in 2011, an increase of more than six times the expected Sun Shimin, 2012 liters of electrical to grow more than six times. At present, the amount of sales of photovoltaic transformers account for only a small part of the company as a whole, but the PV equipment has become the strategic direction for the future development of the company, the proportion of the company in the future will be greatly increased.
Phyllis solar CEO Ran Qin also said the domestic market is the world s largest market, harbor great confidence in its prospects for the company in Sichuan, Anhui, Guangdong has begun a solar photovoltaic project .
■ view clash
Pressure will lead to
Consolidation in the industry intensified
CCID Consulting Co., Ltd. Industry Research Center
Senior analyst Zhu Weihua:
2012 continuation of the decline due to the debt crisis in Europe and subsidies, it is expected that the entire industry is still faced with greater pressure, this pressure will further promote the sound development of the processes and technologies, and lead to industry consolidation will exacerbate, company closures and restructuring will continue for. Whether it is technological progress, or industry consolidation will result in the cost of photovoltaic power generation to further reduce the 2012 PV product prices is expected to decline by about 30%.
Investment, subject to the impact of national and local policies, expected 2012 domestic PV sector investment will remain steady growth, especially quickly to strengthen investment in the application side. Foreign trade barriers, China s PV companies will step up overseas investment, and international levels will be enhanced. Market, with changes in national policies, subsidies and battery module prices, the global photovoltaic market is to shift from Europe to the Asia-Pacific region. With the "12" photovoltaic power generation targets finalized, the domestic photovoltaic market will grow at more than 100% growth rate.
Overall, the Foshan PV companies in 2012 the face of the overall situation will be better than 2011.
The environment or
Better than 2011
Everbright Environmental Protection Engineering (Shenzhen) Co., Ltd. Deputy General Manager Chen Mei Park:
The ultimate goal of solar photovoltaic power generation applications, a clean low-carbon energy. In the interview process in this article, almost all PV companies have a strong confidence and expectations on the domestic market. The reason is that in Germany, Italy and other European countries, has formed a commercialization of the photovoltaic power generation mode, the domestic PV applications has yet to fully open up the situation. Chinese PV industry is huge, but the terminal sales and applications in foreign countries, and this is the Achilles heel of the domestic photovoltaic industry s most criticized, but also the industry to withstand a variety of storm main reason for poor
Guangdong itself has a rich resource of sunlight, is also facing a huge energy saving and power shortage pressure, the PV market can be imagined. This year, Foshan PV entrepreneurs has been suggested that the Government may consider to set up a demonstration area encourage the application of PV early and pilot implementation in the PRD, to train a group of related industries, and to explore viable alternative. Trough in the photovoltaic industry, this is undoubtedly a long-term impact of initiatives.
Reporter observed
Foshan should be encouraged to promote the
Photovoltaic applications
The Foshan photovoltaic industry will not be out of the climate of the industry. The domestic front, the photovoltaic power generation capacity of 2012 is expected to reach even more than 3GW. Abroad by the macroeconomic environment, in 2012, there are large as the possibility of hard to say, but in general will be better than last year, so the PV manufacturing companies will have a better environment than in 2011, but increase quality products, lower manufacturing costs is the eternal theme, to fish in troubled waters.