Reuters, Beijing, June 1st - The weakening demand for PV products in Europe since the second quarter has caused a sharp drop in installed capacity. However, the head of the China Chamber of Commerce and Industry predicts that as the European subsidy policy becomes clear and nuclear power accelerates, there may be new The photovoltaic stimulus policy is promulgated. Global PV demand will not decline this year, and China's PV product exports are expected to grow by more than 30% throughout the year. Sun Guangbin, secretary general of the China Electromechanical Chamber of Commerce Solar PV Branch, said in an interview with Reuters on Tuesday that some developed countries entered 2011. In particular, there are some changes in the PV policy in Europe, which has led to a slowdown in demand growth, but demand will not decline throughout the year. "People believe that global demand can grow by 50% in 2011, conservatively expected. It can reach 30%, and the demand growth is mainly from Europe." He said that the US demand is also OK, the policy is relatively stable, and the states are also encouraging PV development. "China's PV product exports this year can increase by at least 30%, or even more than last year. "He expects. The world's leading IT consulting agency - iSupply estimates that global PV demand last year was 15.7GW, doubled from the previous year; Last year, China's solar cell production exceeded 8 GW, and the company is still expanding its new capacity. More than 95% of China's PV products are sold overseas, and last year's exports exceeded US$30 billion. After the Japanese nuclear crisis, countries have renewed. Looking at its nuclear power development plan, German Environment Minister Lottgen said earlier on Monday that the country will close all nuclear power plants by 2022 at the latest. Sun Guangbin believes that Germany and Switzerland are expected to introduce new stimulus PV development in the future. Policy. Although the subsidy rate of photovoltaic power generation in Europe has been lowered, new PV stimulus policies will be introduced, and China's exports and global demand for photovoltaic products will continue to grow. Due to the recent reduction in demand, the price cuts from downstream components. Conducted to the middle and upper cell and polysilicon. According to industry website PVinsights, the price of crystalline silicon photovoltaic modules as of May 25 fell to an average of 1.33 US dollars per watt, down 17% from the high level in early March, crystalline silicon The battery has dropped by as much as 33% in the same period, and the most upstream polysilicon technical barrier is higher, but its price has also dropped by about 21%. With the downward adjustment, the global manufacturers have expanded their production to pursue lower production costs. Recently, due to factors such as backlog of products, prolonged delivery of goods, increased purchases of raw materials after expansion, and rising global commodity prices, photovoltaics Battery companies have been somewhat out of breath. "Multinational companies with relatively complete industrial chains can still accept, but the current price has reached a point where domestic SMEs have little difference in cost." Sun Guangbin said. Previously, Suntech Power expects In the second quarter, the growth rate of shipments was relatively low, and the gross profit margin was not much changed compared with the first quarter. However, the major manufacturers such as Trina Solar and Yingli expected the gross profit margin to shrink in the second quarter. Sun Guangbin revealed that there are three or four global leading PVs. Senior executives of battery companies have expressed great urgency and are in contact with Bank of China, Export-Import Bank, and China Development Bank. "Even there are 20 billion, 30 billion, etc., and there are loan projects. If the funding gap is not very big. Why do listed companies talk about domestic loans?" But he said that SMEs have become an integral part of the industrial chain, and it is unlikely that a large number of bankruptcies will be closed. The market share of post-production vacancies may be quickly filled by large enterprises eager to expand, so the industry will have an optimization process. Sun Guangbin also said that the upstream polysilicon enterprises are mostly operated by powerful enterprises due to high industry thresholds. And because their profit margins are relatively better, these companies are better able to withstand the pressure of capital than the photovoltaic cell manufacturers in the middle and lower reaches. (End)
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