The domestic photovoltaic industry from silicon a price war chaos
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6 saw global solar module prices continue Zoudie trend, in Europe fell 4 cents, to 4.48 euros, continued innovation in the history of a new low. Investment Advisor in the energy sector, Jiang Qian, chief researcher believes that solar module prices continue to fall, indicating that the current boom of the global PV industry is still low.
The face of market downturn conditions, coping strategies of Chinese enterprises is a significant price reduction. An analysis of data shows that Chinas current production of polysilicon raw materials cheaper than international counterparts about 20%, as for PV modules, the current price of internationally renowned manufacturers of products for the 3-3.3 USD / watt, the price of domestic listed companies USD 2.5 / W, while the prices of small and MC68LK331CPV27 datasheet and medium enterprises is only 2 U.S. dollars / watt. P>
According to the Investment Advisor in the latest release of "2009-2012 China Polysilicon Industry Investment Analysis and MC68LK331CPV27 price and Forecast Report" shows that generally the cost of domestic manufacturers of polysilicon per kilogram in the 50-70 U.S. dollars, and MC68LK331CPV27 suppliers and now the latest spot price of polysilicon international market 69 U.S. dollars / kg, mean 20% cheaper and the cost of ex-factory price of products is already very close. In other words, Chinese enterprises to seize the market, at below cost price war hit. This is soon to open in the domestic PV market on the eve is not a good sign. P>
Jiang Qian that, due to the special nature of the photovoltaic industry, the worlds few companies are able to achieve true vertically integrated operations, enterprises are in the industrial part of the layout of a chain. But due to technical and other factors, industry structure was "pyramid", which led to a situation is to lower the price of solar modules vulnerable to restrictions on the upstream polysilicon prices. And because the production of polysilicon occupy the entire PV industry chain profit over half of the 2008 International polysilicon prices have pushed up to 480 U.S. dollars / kg, has made the entire PV industry suffer. Therefore we can say, the current price of the domestic photovoltaic industry, the source or the polysilicon industry spared from war. P>
The rapid development of an emerging industry, the premise must be involved in the midstream and downstream industry chain, the simultaneous development of related industries. And this development has the capacity not simply be promoted, more importantly, the premise of the master core technologies to enhance the international competitiveness. If the terminal earlier in the overseas market concentration is the biggest bottleneck in polysilicon industry, then the post-crisis era, gradually open domestic market, domestic enterprises face due to high cost puts a result of the embarrassment of products uncompetitive. If the domestic polysilicon manufacturer does not seek a breakthrough in the technology sector as soon as possible, but only rely on the so-called price war to compete for the market in the short term may exist, but in the long run, will be eliminated. P>