Solar companies 2012 first three quarters of losses resolve

Not long ago, the Premier of the State Council held a photovoltaic thematic meeting to study the deployment of the PV industry, and the introduction of the five measures to cope with the lasting PV industry that does not break the deadlock. On the surface, China's photovoltaic spring is within sight, but within the heart of each photovoltaic industry veteran clear, then cattle policy also plays no PV's sad, the country can save the solar panel moment I can not save, photovoltaic enterprises to the stay does not occur because of the introduction of the policy change. Support of the photovoltaic industry, the Chinese government not suited to the present state of the nation, also is not suitable for the current situation of the photovoltaic industry, the bailout is really quite upset, Chinese photovoltaic development today in the government's eyes to become truly "tasteless, tasteless abandoned pity.

Rehash the source of the problem of the Chinese PV industry capacity and demand serious not unlikely to want to increase the installed capacity to digest capacity, thereby promoting the right track, which is why the photovoltaic industry lasting downturn. Forward, no big avenue, retired government enterprises are unwilling to face, only to the enterprise supplementary feeding.

Capacity can not be quickly eliminated, installed capacity rose rapidly does not alter the current state of the industry will not be able to end the battle was fierce price war. Throughout 2012 shipments of major photovoltaic enterprises, its value is more than the 2011 total shipments (see Table 1 below), enterprises are facing the problem of not sales is not smooth, but rather the product price is too low, production more on the loss of the more enhance the installed capacity of photovoltaic power plants, in this context, what is the significance of it?

The extent of the loss of the first three quarters of this year, overseas-listed PV companies are close to even more than the amount of loss for the full year 2011, we can see the speed of the falling prices of PV products, shipments of these enterprises, although not large fluctuations in the obvious, but profitabilitybut again slipped. Table 1 and Table 2 opposite situation, at least in the PV line enterprises uncompetitive bullish sales but has played a negative role in photovoltaic gradually wear down the old star.

PV companies need to be aware of the loss of the root causes of low product prices, shipments still blindly focus and spend money earned crying, 2013 PV enterprises regardless of size, no matter how deep bundled with the local government will die out, because no government can continue to tolerate this situation, and once they left the government relief, companies will die immediately. The installed capacity of the industry talk about no real meaning, more need to talk about how strong the elimination of backward production capacity, how much reasonable eliminated after product is scientific and reasonable price, in order to get businesses to self-sufficiency.

At present, the leadership of many PV solar cell companies exist a completely wrong, the upside-down logic, that the business recovery driven by the market start to this pure broken belongs whimsical. Throughout the 360 line, which industry usher in leaps and bounds in the enterprise is a pathological when the enterprise profitable are thus boosting capital to enter, and then detonated an industry.

Before the photovoltaic industry is indeed the introduction of the capital, but the introduction of capital into the manufacturing sector, the capital of the application areas is quite small, private capital in a wait-and-see, the state-owned capital in to test the water. Although not a full market economy, but the lack of private capital markets on the lack of vitality, will never be able to have the possibility of active. In other words, the ability of the business to survive is that when prices change, the survival of the industry is that the policy can bring reassurance, through the entry of private capital to develop the terminal market and new business models.