PV industry to achieve a true recovery in the end of this year or early next year

The evening of March 4, one of the top ten solar giant British interest rates first publish the seasons newspaper and full year earnings, the 2012 full-year revenue of 11.39 billion yuan, a net loss of 3.06 billion yuan, of which the fourth quarter, revenue increased to 29 billion yuan, mainly due to component shipments compared to the same period last year rose 40.6%.

This positive trend to continue this year. "Yingli shipments to new highs 1,2 months of 2013, an increase of about 15% of total shipments." Yingli person in charge told reporters, expected 2013 shipments compared to 2012 growth of 39.4% to 43.7% .

In fact, more than just Yingli, including Artes, Jingke domestic PV companies listed in the U.S. to shipments this year increased significantly, beginning to pick up in the photovoltaic solar panel industry, the entire industry operating rate of over 80%, while the PV group the parts prices also rose by more than 10%.

But should not be overlooked is the critical situation of photovoltaic funds there are still difficult to lift short-term high receivables and financing difficulties. The industry believes that, if functioning properly, as demand began to stabilize, the photovoltaic industry in the end of this year or early next year to achieve a true recovery.

The data show that the reach 11G W, in the last three months of 2012 domestic PV module shipments soared to a record high. In 2013, the photovoltaic industry to pick up signs become more apparent. According to Solarbuzz analyst Han Qiming, 1-2 months, most of the companies operating in more than 80%, mainly due to the inventory needs and the expansion of the domestic market of the U.S. and European markets complement.

Hebei Jinglong Group responsible person said that the orders for the company's first quarter full, only 240 MW wafer business, solar cell of 450 MW, achieved sales revenue of 16 billion yuan in January 2013.

The JinkoSolar even shortage of staff and workers. "Since the fourth quarter of last year, orders for demand is strong, the production line has been open enough to still a wide gap between demand, especially in Europe, Japan, India and China, the number of orders, the sales and production of the first two months of very Good. "Qian Jing, the JinkoSolar global brand director, told reporters that the market demand this year will be relatively strong, especially in the first half of the year, orders do not have to worry about the.

In corporate orders rebounded at the same time, the prices of goods are rising fast. Social business data show that the polysilicon price since January of this year, has risen nearly 20% in February factory price rose to 138,500 yuan from 123,100 yuan / ton / ton, single-month increase of 12.49%.

Component tender offer from the previous 3.8 yuan / watt rose to 4 .1-4 .3 yuan / watt, the market offer two hair is more expensive than the tender price. "Relevant person in charge said that the Chinese PV Alliance.

Shipments to new highs while the domestic market accounts receivable and capital chain again placed in front of the photovoltaic business. The statistics show that in the first three quarters of 2012, 41 PV solar charge controller companies receivables up to 31.6 billion yuan, representing an increase of 69 million over the same period last year, an increase of refrain.

The fourth quarter of this situation has not yet improved. The Yingli Four Seasons reported payables is still as high as 3.68 billion yuan, the Yingli carrying cash of 3.05 billion yuan, 670 million yuan than the end of the third quarter, carrying cash to reduce. Receivables 3.22 billion yuan by the end of the third quarter increased to 3.92 billion yuan at the end of the fourth quarter.

"Although the the enterprise overall situation to, but the capital chain is still relatively tight, companies increase financing channels through a variety of forms, seeking bank credit, but double reverse in the EU, and the uncertain market situation, banks are still cautious. "the person in charge of the Yingli frankly, expected financial position improved in the third quarter of this year after.