U.S. solar companies collective "counter-offensive" Sino-US PV shares rainbow night

Domestic photovoltaic companies stock prices falling after a rebound on Friday, stocks in any the solar index rose 15.12%. However, none PV shares repeatedly rebound this year, but still hovering at the bottom. This is in stark contrast to the United States PV companies to pick up this year as a whole, the main business of a number of PV industry listed company's share price continued to rise, the stock price rose up to more than 200%. Analysts said the "two out" the status of the Chinese PV companies difficult to effectively withstand the adjustment of the economic cycle, controlled by others in the market, is facing the industry reshuffle.

On Friday, stocks in any solar index rose 15.12%, which is the domestic photovoltaic price listed in the U.S. are taxed in the EU news after the first rebound. Artes solar rose 20.36%; Trina rose 19.62%; Yingli Green Energy rose 12.44%; JA Solar rose 11.64%; Yuhui solar power inverter rose 11.49%; JinkoSolar rose 9.97%; Suntech rose 8.93 %; LDK Solar rose 8.4%.

However, none PV shares many times in this year's rebound, but can not get rid of the bottom of the fate of wandering. Among them, the most concerns of the industry is Suntech. In 2008, the highest Suntech shares once reached $ 90 a share, but then "free fall". Initiation of investigations into the EU PV products in China, almost PV stocks fell further. Since the beginning of this year, Suntech $ 1.60 from U.S. stocks fell $ 0.60, the cumulative drop of more than 60%, even in the face of bankruptcy reorganization. LDK, the trend also suffered the same fate, fallen nearly 17% this year. Yingli Green Energy 6% decline this year.

In contrast, the PV companies in the United States shares this year, but eye-catching performance, the number of U.S. PV companies quarterly profitability, the industry as a whole to pick up. Since the beginning of this year, the first solar shares rose 46.51%, the American Solar Energy rose 173.31%, SolarCity rose 102.51 percent, Bao Wei rose 54.82 percent. The SolarCity listed at the end of last year, the share price soaring, has risen to $ 28.88 from $ 9.20, or more than 200%.

PV shares Jedi counterattack, lies in the support of the fundamentals. Earlier this month the American Solar Energy announced a first quarter of fiscal year 2013, revenue was $ 575 million, more than analysts 'average estimate of $ 510 million; diluted earnings per share of $ 0.22, more than analysts' average estimate of U.S. $ 0.1 million. First monocrystalline solar cell released the first quarter results of fiscal year 2013, the company's first quarter net profit of $ 59.1 million, earnings per share of 66 cents. This performance was better than the same period last year net loss of $ 449.4 million and a loss of $ 5.20 per share. The company's first-quarter revenue of $ 755 million, an increase of 52% over the same period last year, exceeded expectations.

According to market research firm IHS predicts global PV module production will grow by 18%, more than 37GW. However, the photovoltaic companies listed in the United States and U.S. PV companies are two different situation. Haiyang energy Ning, the components low conversion rate and polycrystalline silicon extraction costs are high, two major bottlenecks for the photovoltaic industry. Domestic enterprises simply do manufacturing, no core technology, rely solely on labor costs, and always solve the problem can not be controlled by others. PV companies continue to hit the bottom, the industry bubble squeezed out a lot of.

Hung Wei, China Energy Economic Research Institute said the economic cycle, the domestic photovoltaic industry not to the bottom is facing the industry reshuffle. The problems of the domestic photovoltaic industry is a serious imbalance between supply and demand. Analysts said in the capital markets, photovoltaic shares still remain in the concept. PV industry investment cycle is long, low return on investment, "two out" the status of the Chinese PV companies is difficult to effectively withstand the adjustment of the economic cycle, so that the EU cough, the domestic photovoltaic industry have a fever.