Of the United States Steelworkers of applications, the U.S. Trade Representative’s office starting on Huaqing Jie energy-related policies and measures 301 investigations have not yet been 90 days of investigation, the evil influence had begun to spread by the new Chinese market in the U.S. energy companies in the United States shares fell first revealed.
In the U.S. stock market fell
It is understood that the United States since October 15 brought 301 survey, China’s new energy enterprises, especially the stock market in the U.S. PV companies stock began to fall, as of the end of October, US-listed Chinese PV companies in the market value of several major lost nearly 10% of the total market value has fallen below 10 billion U.S. dollars mark, which is representative of the former leader Suntech domestic photovoltaic industry, its shares fell to a November 3 $ 8.64, the market value of $ 1,550,000,000, fell nearly 10% less than two weeks. It is reported, the beginning of Suntech in the U.S. had called Shizhitupo 10 billion U.S. dollars, after 2008 the rapid development of photovoltaic industry, its market value or even up to 120 billion dollars. In the past one year, Suntech had reached $ 18.78 the highest price / share, the minimum share price has dropped to $ 7.53 / share, according to the highest year Suntech $ 18.78 share price terms, Suntech stock now shrunk more than 100 billion yuan, shares fell more than 50%, and still have the possibility to continue to decline.
Although the 301 areas surveyed, including wind, solar, advanced battery and fuel-efficient vehicles, involving a total of 154 clean energy enterprises in China, but the biggest impact on the photovoltaic industry. As these enterprises in the U.S. market share is relatively small, so the short term for China’s new energy industry, the actual impact is very limited. If the investigation 301 is passed, will the new energy industry in China adversely affect long-term development, according to China Customs export data show that 1 in August this year, China’s total global exports of solar panels up to 100 billion U.S. dollars, of which more than 80% of exports to the European market, exports to the U.S. market only solar panels in China 4.57% of global exports. About 75% of which belong to processing trade.
Obama energy adviser to the Government’s new Robert F. Kennedy said in an interview in China, the United Steelworkers of China’s new energy subsidy policy is wrong. The results listed Chinese PV companies in the U.S. stock prices still fell.
To Nov. 3, in the past 52 Zhou Tianwei Yingli highest price 12.10, the lowest $ 11.30, the market value of $ 1,780,000,000, being replaced by Suntech photovoltaic industry ranks first. Followed by Trina November 3 $ 27.46 share price, market value $ 1,704,000,000; Yuhui Light $ 12.58, worth 1.09 billion U.S.; JA $ 8.77, the market value of $ 1,480,000,000; Solarfun Power price $ 10.54, the market value of 6.13 billion; Artes solar stock $ 14.65, worth 626 million; LDK, stock market capitalization of $ 1,620,000,000 1.233, the market value of China’s new energy companies also have a certain degree of shrinkage.
Cathay Pacific, a securities analyst on the “China Joint Business Daily” said that China’s new energy companies in the United States is subject to depreciation of the dollar fell, the photovoltaic industry overcapacity and decline in the European market led to a series of negative factors, so PV companies in China this year, the profit decline is inevitable.
PV excess capacity throughout the PV industry in China has been the major concern. China Renewable Energy Society for Shi Dinghuan told the “China Joint Business Daily” said that this year China’s output of PV companies probably 8GW, accounting for four percent of the global PV production share. Compared to last year, China’s photovoltaic business expansion in general is more than half of the scale, the rapid expansion of production capacity could lead to an oversupply of photovoltaic industry gross margins.
Market strategy need to be adjusted
A photovoltaic industry analysts, “the United Daily in China,” said the U.S. “301 investigation” takes about 90 days a final result, its long-term impact of China’s PV industry will not be over. If the two countries broke out the “new energy war” must be a lose-lose, and it will also affect PV companies in China’s exports to the EU market. If the United States made a negative final decision to China have been playing the United States “little brother” of the European Union and the United States will be very similar to a trade ruling, which would seriously damage China’s PV industry’s sustained development. Although the domestic PV conducted two rounds of bidding, the PV electricity price has yet to determine the circumstances, which for large PV open the domestic market, the role of domestic demand is very limited. International research institutions, iSuppli’s Photovoltaic industry research report, China’s PV market is 400MW, next year will be expanded to 800MW, 2014, about the 1.5GW. Difficult to change the past five years of photovoltaic products are exported abroad situation.
iSuppli forecasts a global PV installed capacity this year will be over 100% year on year growth, reaching 15.7GW, next year the global solar capacity will reach 20.2GW, capacity increase of 22.6% in 2012 compared with the global installed capacity of the ring slightly to 19.0GW.
Account for half of global PV market, Germany and Italy, total consumption, with the decline in subsidized Internet access, the representative of the European market will shrink rapidly expanding U.S. market is difficult, and now face the threat of U.S. trade protectionism, the dollar continued to depreciate and photovoltaic materials prices under downward pressure on profits, the domestic photovoltaic solar Panel companies should re-examine and adjust in the United States and Europe plan to continue to open up the market to ease the heavy dependence of the single European market risks.
China Renewable Energy Society, said vice president of Mengxian Gan, 2011, PV companies in China will reach peak production. End of this year, the domestic photovoltaic business will grow more than 50% yield. PV does not open up new markets for domestic photovoltaic companies, there is no guarantee that all the released capacity.
PV industry in China is important now is to develop the Asian market and African market, which is a huge potential market for the next two, from the perspective of utilization of sunlight, Africa and Asia is the most appropriate development of large scale photovoltaic industry.
Currently, the domestic photovoltaic companies need to do now is to master the core technology of the photovoltaic industry to reduce the cost of photovoltaic power generation. Zhengrong Shi, Suntech had mixed feelings, chairman of the international PV companies are looking for many different technical innovation, but rarely see this in the country flourishing scene. For example, the United States during the whole back of Advent Solar cell technology R & D, and Solyndra is to do experimental films in the vacuum tube water heater.
Innovative enterprises in China is not without, but both in the core of critical equipment or technology, are purchased abroad and then start copying, the use of cheap domestic labor and environmental costs of mass production. This “ism” may be to promote enterprise development in the role of pre-obvious, but once you buy the technology expired in the case of the lack of R & D capabilities will continue to be controlled by others, to strike a heavy blow of Chinese enterprises.
November 3, China Electronics Technology Group Corporation developed with independent intellectual property rights developed polysilicon ingot furnace is the key equipment for China’s solar PV industry to realize the localization of a major breakthrough in solving the large-scale production of polysilicon ingots technical bottleneck, but in some other key technologies of photovoltaic equipment, independent research and development capabilities in China obviously inadequate, highlighting the PV industry in China’s lack of core technology, which is the long-term development needs of our photovoltaic business breakthrough.
Company shares fell PV market policies need to be adjusted
Posted by admin in News
Of the United States Steelworkers of applications, the U.S. Trade Representative’s office starting on Huaqing Jie energy-related policies and measures 301 investigations have not yet been 90 days of investigation, the evil influence had begun to spread by the new Chinese market in the U.S. energy companies in the United States shares fell first revealed.
In the U.S. stock market fell
It is understood that the United States since October 15 brought 301 survey, China’s new energy enterprises, especially the stock market in the U.S. PV companies stock began to fall, as of the end of October, US-listed Chinese PV companies in the market value of several major lost nearly 10% of the total market value has fallen below 10 billion U.S. dollars mark, which is representative of the former leader Suntech domestic photovoltaic industry, its shares fell to a November 3 $ 8.64, the market value of $ 1,550,000,000, fell nearly 10% less than two weeks. It is reported, the beginning of Suntech in the U.S. had called Shizhitupo 10 billion U.S. dollars, after 2008 the rapid development of photovoltaic industry, its market value or even up to 120 billion dollars. In the past one year, Suntech had reached $ 18.78 the highest price / share, the minimum share price has dropped to $ 7.53 / share, according to the highest year Suntech $ 18.78 share price terms, Suntech stock now shrunk more than 100 billion yuan, shares fell more than 50%, and still have the possibility to continue to decline.
Although the 301 areas surveyed, including wind, solar, advanced battery and fuel-efficient vehicles, involving a total of 154 clean energy enterprises in China, but the biggest impact on the photovoltaic industry. As these enterprises in the U.S. market share is relatively small, so the short term for China’s new energy industry, the actual impact is very limited. If the investigation 301 is passed, will the new energy industry in China adversely affect long-term development, according to China Customs export data show that 1 in August this year, China’s total global exports of solar panels up to 100 billion U.S. dollars, of which more than 80% of exports to the European market, exports to the U.S. market only solar panels in China 4.57% of global exports. About 75% of which belong to processing trade.
Obama energy adviser to the Government’s new Robert F. Kennedy said in an interview in China, the United Steelworkers of China’s new energy subsidy policy is wrong. The results listed Chinese PV companies in the U.S. stock prices still fell.
To Nov. 3, in the past 52 Zhou Tianwei Yingli highest price 12.10, the lowest $ 11.30, the market value of $ 1,780,000,000, being replaced by Suntech photovoltaic industry ranks first. Followed by Trina November 3 $ 27.46 share price, market value $ 1,704,000,000; Yuhui Light $ 12.58, worth 1.09 billion U.S.; JA $ 8.77, the market value of $ 1,480,000,000; Solarfun Power price $ 10.54, the market value of 6.13 billion; Artes solar stock $ 14.65, worth 626 million; LDK, stock market capitalization of $ 1,620,000,000 1.233, the market value of China’s new energy companies also have a certain degree of shrinkage.
Cathay Pacific, a securities analyst on the “China Joint Business Daily” said that China’s new energy companies in the United States is subject to depreciation of the dollar fell, the photovoltaic industry overcapacity and decline in the European market led to a series of negative factors, so PV companies in China this year, the profit decline is inevitable.
PV excess capacity throughout the PV industry in China has been the major concern. China Renewable Energy Society for Shi Dinghuan told the “China Joint Business Daily” said that this year China’s output of PV companies probably 8GW, accounting for four percent of the global PV production share. Compared to last year, China’s photovoltaic business expansion in general is more than half of the scale, the rapid expansion of production capacity could lead to an oversupply of photovoltaic industry gross margins.
Market strategy need to be adjusted
A photovoltaic industry analysts, “the United Daily in China,” said the U.S. “301 investigation” takes about 90 days a final result, its long-term impact of China’s PV industry will not be over. If the two countries broke out the “new energy war” must be a lose-lose, and it will also affect PV companies in China’s exports to the EU market. If the United States made a negative final decision to China have been playing the United States “little brother” of the European Union and the United States will be very similar to a trade ruling, which would seriously damage China’s PV industry’s sustained development. Although the domestic PV conducted two rounds of bidding, the PV electricity price has yet to determine the circumstances, which for large PV open the domestic market, the role of domestic demand is very limited. International research institutions, iSuppli’s Photovoltaic industry research report, China’s PV market is 400MW, next year will be expanded to 800MW, 2014, about the 1.5GW. Difficult to change the past five years of photovoltaic products are exported abroad situation.
iSuppli forecasts a global PV installed capacity this year will be over 100% year on year growth, reaching 15.7GW, next year the global solar capacity will reach 20.2GW, capacity increase of 22.6% in 2012 compared with the global installed capacity of the ring slightly to 19.0GW.
Account for half of global PV market, Germany and Italy, total consumption, with the decline in subsidized Internet access, the representative of the European market will shrink rapidly expanding U.S. market is difficult, and now face the threat of U.S. trade protectionism, the dollar continued to depreciate and photovoltaic materials prices under downward pressure on profits, the domestic photovoltaic solar Panel companies should re-examine and adjust in the United States and Europe plan to continue to open up the market to ease the heavy dependence of the single European market risks.
China Renewable Energy Society, said vice president of Mengxian Gan, 2011, PV companies in China will reach peak production. End of this year, the domestic photovoltaic business will grow more than 50% yield. PV does not open up new markets for domestic photovoltaic companies, there is no guarantee that all the released capacity.
PV industry in China is important now is to develop the Asian market and African market, which is a huge potential market for the next two, from the perspective of utilization of sunlight, Africa and Asia is the most appropriate development of large scale photovoltaic industry.
Currently, the domestic photovoltaic companies need to do now is to master the core technology of the photovoltaic industry to reduce the cost of photovoltaic power generation. Zhengrong Shi, Suntech had mixed feelings, chairman of the international PV companies are looking for many different technical innovation, but rarely see this in the country flourishing scene. For example, the United States during the whole back of Advent Solar cell technology R & D, and Solyndra is to do experimental films in the vacuum tube water heater.
Innovative enterprises in China is not without, but both in the core of critical equipment or technology, are purchased abroad and then start copying, the use of cheap domestic labor and environmental costs of mass production. This “ism” may be to promote enterprise development in the role of pre-obvious, but once you buy the technology expired in the case of the lack of R & D capabilities will continue to be controlled by others, to strike a heavy blow of Chinese enterprises.
November 3, China Electronics Technology Group Corporation developed with independent intellectual property rights developed polysilicon ingot furnace is the key equipment for China’s solar PV industry to realize the localization of a major breakthrough in solving the large-scale production of polysilicon ingots technical bottleneck, but in some other key technologies of photovoltaic equipment, independent research and development capabilities in China obviously inadequate, highlighting the PV industry in China’s lack of core technology, which is the long-term development needs of our photovoltaic business breakthrough.