The worst time in PV market has not yet reached the price and then fell further

Photovoltaic industry companies said that if we look at solar wafers, the current 6-inch polysilicon wafers will cost about $1.1 to $1.2 per tablet. The quotation is nearing the bottom, and the space for further decline is limited, but there is no guarantee that this is the lowest point because the photovoltaic market is the most The bad time has not yet arrived. It is estimated that many companies with no financial strength may face the test of exit mechanism in 2012. The trend of the economy in each quarter of 2012 may cause many players to face a survival battle, and the appearance of clearing may also affect the trend of quotations.

For solar photovoltaic products may be in late December because of the urgent effect of the fourth quarter has passed, so that buyers and sellers relapse trap war, forcing prices to change again, solar energy industry believes that if solar silicon products, the current 6 inch mainland Each piece of polysilicon is about US$1.1 to US$1.2, which is actually close to a low point. It is estimated that even if it falls further and the space is very limited, it is still unable to guarantee that the water level is the lowest point because the worst time of solar energy has not yet arrived.

Some industry analysts have analyzed that it is difficult to effectively estimate the temperature of the market during the warming period. Therefore, in 2011, operators with low capacity utilization or production cuts may begin to officially face knock-out matches in 2012, especially for many companies with insufficient financial resources. It is said that in 2012, quarterly demand or the ordering trend of various players will force them to face barriers to survival. Clearing out all inventory positions may also affect the spot market price.

If we analyze the photovoltaic market, most people still believe that government support plays an important role. Regardless of the PV companies supported by the central government or local governments, most of them can go through this process, especially for those second-tier manufacturers or thin-film solar plants whose current battery factories are less than 1 gigawatt, they are under-ordered and cost-competitive. Impact, business is very hard, but it is estimated that 2012 will still be able to maintain the status quo and wait for the market to turn a better turn, and it will not be threatened by survival. In particular, the urgent pressure for debt repayment is relatively less than that of government supporters.

The familiar first-line plants on the countertops are expected to have more living space. Unless there are special circumstances, the worst situation may be that the bank, local or central government has assigned them to take over. The probability of the company’s exit is insignificant, because it is related to local employment issues and photovoltaic companies. Image in the international market. Photovoltaic companies frankly stated that the anti-dumping and anti-subsidy anti-dumping investigations conducted by the United States against China's photovoltaics have caused many photovoltaic companies to be squeezed in the development of the international market. They also hope that the government can effectively create domestic demand.

Of course, in the face of the market will start the elimination in 2012, many cross-strait photovoltaic companies have revealed that it is not a bad thing, after all, the solar photovoltaic industry chain in the past over the rapid expansion of production capacity, after the start of the knock-out to help the industrial operation order, only for future industrial development Positive help.

Well-known PV companies include Suntech, Yingli, Trina Solar, Artes, JA, Crystal. Polysilicon film factories include GCL and LDK.