The beginning of the new year, the photovoltaic industry at home and abroad, in the "winter" usher in a gurgle warm: Buffett invested 10 billion to invest in solar photovoltaic plates of concept stocks and Hong Kong stocks continues to surge, now rebound potential of PV full line of products prices, Taiwan's photovoltaic cells in the proposed price increases 5% -10%. In addition, China or after the Spring Festival will be officially on imported polysilicon impose punitive tariffs. A series of positive factors to promote PV solar cell market gradually emerged bottoming out clues.
Industry analysts pointed out that the downstream end-market demand at home and abroad due to the recent domestic policies favorable continuous fermentation, as well as overseas markets new one installed boom, bringing warmer, the photovoltaic industry has begun to have rebounded foundation. Combined with the manufacturing industry to production of process accelerated this year PV soalr panel industry continues to improve the trend has become more uncertain. But cautioned that the industry is fully warmed up yet to be EU "double reverse" the results of efforts to promote and domestic policy. Winter is drawing to an end
In 2012, the industry generally reflect the global PV industry: Europe and the United States "," cold "double reverse", limited domestic market start manufacturing overcapacity frequency of the current debt crisis and corporate PV soalr cell market almost dying "edge.
But near the turn of the year, the industry situation improves, "now the slightest dawn: the Chinese government the PV" bailout "New Deal, Japan, the United Kingdom and overseas emerging markets, a new round grab fashions, Warren Buffett announced to spend ten billion third to invest in solar power plant projects. A series of movements so many people in the industry have expected the worst period of the photovoltaic industry may be drawing to an end.
In fact, many changes in the PV soalr panel market has recently begun to prove this statement.The domestic favorable policies to promote domestic enterprises to the rise of a power plant building boom, monocrystalline silicon materials and silicon PV full line of products represented by prices ushered in consecutive weeks rebound, Hong Kong stocks and in the take shares photovoltaic plate stock price this year forcollective rise.
It is worth noting that, always been regarded as the industry "winter" may be the last out of the manufacturing industry, and also speed up the process start to production of recent. This reporter has learned that, on the one hand, some SMEs backward production capacity after experiencing the shutdown period last year, the current is gradually withdraw from the market; the other hand, due to the steady expansion of the domestic and international market demand, the supply is gradually compressed, the domestic first-line enterprises The operating rate of at least 80% of the part of the full production line enterprises and rush orders and labor shortages.
The Order volume growth greatly enhance the confidence of some manufacturers.According to the China Securities Journal reporter learned that Taiwan first-line battery manufacturers have plans to enhance its product prices by 5% to 10%, they expected in February 2013, the uncertain prospects for product orders will begin.Spawned investment opportunities Guoxin Securities analyst believes that the inefficient production capacity of the gross domestic photovoltaic manufacturing SMEs to accelerate this year being squeezed out of the supply side of the industry continues to improve, coupled with rising demand brought about by the policy activation effects, the industry as a whole bottoming base has formation.
Further analysis is considered pre-integrated photovoltaic industry too deep, it is expected that this year industry integrity of the market or not realistic, but the stage of the stock market can still spawned a range of investment opportunities. The foundation has yet to lay a solid, despite the This year PV soalr panel bottoming situation is increasingly uncertain, but a lot of people in the industry are still pointed out that the whole year of 2013, the photovoltaic industry is still in the depth adjustment parallel to capacity and dual process of industry consolidation, which will for the industry to fully rebound next year to reinforce the foundation.
Dongxing Securities analyst believes that the expected 2013 global PV module shipments will reach 30GW, up 8%. Despite the global PV solar panel market demand will continue to grow steadily, but the global PV production exceeded 50GW, still far exceeded the overall market demand. This means that unless to production of process the onrush appears otherwise digest excess capacity still can not be done overnight.
In addition, despite the large-scale start of the domestic market has been expected to be fully warmed up for the photovoltaic straw, but over-reliance on policies to support PV industry to achieve leap again, the need to pre-favorable policies in specific and detailed place. Together this year under the PV solar panel market is driven by a series of positive factors bottoming trend becomes clearer, including many stage market and investment opportunities of the industry chain alternately appear, but the industry is likely to be postponed until 2014 to fully rebound.
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