The early recovery of PV industry is expected to signal the market rebound
been hard hit by the financial tsunami, the solar photovoltaic industry, the recent recovery in the first signal P>
According to Shanghai Securities News reported that in the current round of financial turmoil have been hard hit in the solar PV industry, the first time signs of recovery recently. Reporter learned from the domestic photovoltaic companies, several months of stagnation capacity expansion has recently been re-opened, but experienced a sharp setback in the polysilicon prices finally beginning to stabilize higher. Insiders pointed out that China and SN74LS541N datasheet and the U.S. to add new energy with the camp, the photovoltaic industry to pick up earlier than expected arrival of materials.
In last weeks "Asian Photovoltaic Summit" period, CSI President and SN74LS541N price and CEO of Artes Qu Xiao Hua said, the company has achieved full capacity, the company is planning to August this year, before the capacity of its battery Components increase from the previous 620 megawatts to 800 megawatts. Now year, the company needs for caution in the future, has announced the suspension of the implementation of the battery components from the 620 MW to 1000 MW of capacity expansion plans.
"We expect strong recovery in demand for the second half of the second quarter, shipments will be at least twice in the first quarter, while shipments in the third quarter will be better." Qu Xiao Hua said.
Reporter followed another from the industry informed sources, the worlds largest silicon wafer maker LDK Solar LDK and SN74LS541N suppliers and all of the recent production lines running at full capacity and orders improved significantly.
"Even since the second half last year, thousands of people laid off by blasting Suntech also recently resumed large-scale recruitment, and recruitment is the primary staff had been cut." The source said "This reflects Suntech had the layoffs may be overreacting a little bit of financial crisis, so that when people pick up big price gap."
Recently, the Suntech and Yingli Green Energy Holding Company Limited has in the capital markets issuance, which has become a significant market recovery vane.
This, Yingli explained that the photovoltaic modules in the second quarter of this year demand growth, the volume of the chain will rise more than 70%. In addition, the cost of raw material prices such as prices fell more than expected gross margins to reach 18% -20% target. The companys first quarter gross margin was only 15.3%.
Is worth noting that, since last year from a high of more than 400 U.S. dollars "free fall" of polysilicon prices stabilized during this time for the first time. Reporter learned from the industry, the current domestic spot market price of polysilicon per kilogram has been basically stabilized around 50-60 dollars, and even some areas of the polysilicon prices rebound.According to Taiwans Motech
Yuan Huai, chairman of the left last week forecast the second half of the price of polysilicon is expected to remain at 70 to 80 U.S. dollars per kg level, cut the price space is limited, and will help to climb polysilicon wafers, cells , modules and other product prices held steady.
"Overall, the industry had expected recovery in the photovoltaic industry will be there next year, but now it seems, with the launch of emerging markets, coupled with the German people may have to rush for the Germany 2009 Government subsidies rates later this year ahead of the PV market is expected to usher in to turn. "insiders said at last. P>