2013年5月15日星期三

Scheuten Solar launched rooftop solar system Set Solar Kit


European PV system solution provider Scheuten Solar, in the January InterSOLUTION show, to the outside world for the first time released a new rooftop solar system Set Solar Kit. Scheuten Solar chief operating officer Perry Verberne: Scheuten Solar has been committed to promoting the application of new energy in the Netherlands and Europe. Rooftop solar system Set Solar Kit is to make our customers can easily have a set of high-quality solar systems to be shipped born. "

Solar Kit by exquisite design to meet all types of roof PV system installation. Solar Kit for customers with all accessories necessary for system installation: solar modules, inverters, bracket parts, and other components. In addition, Scheuten mppt solar charge controller also provides logistics and distribution services. With Solar Kit can be removed from all the troubles of the procurement of materials, can be more convenient to have a set of high-quality rooftop solar system.

Micro-inverse can improve the efficiency of the system, each module is equipped with an inverter, between components the mismatch loss (mismatchloss) can be eliminated. However, due to micro-inverse price higher than string inverters, several times, even if the total generating capacity is slightly higher, in system cost repayment time (paybacktime) also no advantage. In fact, the micro inverse there is a great advantage, is easy to install safe, a photovoltaic system design UNSW alumni, the latest Australian PV grid connected inverter installation standards AS5033 installation of micro-inverse relaxation of a lot of demands, and because the voltage level reduce installation workers feel more secure. This may become the main advantages of this technology in the future to develop new markets.

Referred easy installation, it can not fail to mention very similar to the AC components with micro-inverse, the difference is the AC component of the inverter is directly mounted installation integrally formed in the back of the assembly, and components. This design greatly reduces the installation time. The Solarbridge a leading position in this field. The predecessor of this company by UIUC professor PhilipKrein and his students, co-founded a high-tech company with an associate professor in UIUC PatrickChapman.

After the company grow PatrickChapman resigned tenure as company CTO. Need to withstand harsh environments test in the technical aspects of the AC component of power electronic equipment installed directly behind the battery. Solarbridge applied unique topology to minimize easy to aging and the faulty component. The venture support micro-inverse company is actively global expansion, two big companies spontaneously began to develop the Australian market this year. The Enphase Australia's leading distributors RFISolar established a partnership, and Solarbridge direct and the Australian native component manufacturers (Tindo, and Solarland) co-production and exchange of components.

The PV policy guidance to promote industrial integration


At present, China's polysilicon industry is in a critical period of industrial restructuring and structural adjustment difficulties. Polysilicon production is a complicated systematic project, once completed, by way of merger integration difficult to play the economies of scale or to achieve a complementary effect, their merger as good as new "is the consensus of the industry. Therefore, the polysilicon industry restructuring exit mechanism is difficult to establish, "bankruptcy" has become the only way to exit of the polysilicon enterprises operating difficulties.

China's polysilicon industry in the current problem of excess capacity relative catalytic structure integrated gradually go deeper. Out of small businesses, large enterprises continue to expand the scale and technical innovation to enhance the technology, and take centralized, intensive sustainable development path, the degree of concentration of the industry will be further enhanced. To survive in the upgrading of industrial structure, the first and most fundamental thing is to improve industrial technology and equipment, focusing on strengthening the enterprise system integration, comprehensive utilization of energy consumption, low power consumption reduction, the comprehensive utilization of by-products,

Silane method, fluidized bed method, device and technology development and industrialization, and promote the localization of related equipment and supporting materials, and enhance the capability of independent innovation as the core, to improve product quality, reduce costs, accelerate technological upgrading; Second, promote the rational distribution of industry, encourage enterprises to shift to the low energy cost areas, to achieve efficient allocation of resources, extending to the upstream and downstream industry chain, reduce business risk.

We should appreciate that is, Ministry of Industry and Electronic Information Division official said, the near future, the Ministry of Industry is to co-ordinate consider photovoltaic industry faced problems and related institutional drawbacks, intended to speed up the establishment of the photovoltaic industry access system, to develop and publish "the Photovoltaic Panels industry access conditions" and management practices related to promoting the elimination and industry comprehensive competitive force the upgrade of backward production capacity; improve industrial concentration, to prevent blind expansion and regional blind investment, encourage competitive enterprises through capital, technology, brand, etc. to carry out mergers restructuring, gradually formed the industrial concentration development advantages;

Electronic Development Fund, technological innovation project funding and other means continued support of high-efficiency crystalline silicon cells, self-contained photovoltaic systems photovoltaic mppt solar charge controller industry process improvement, technology development and industrialization, effectively improve the technical level of the industry; carry out comprehensive photovoltaic industry standardization work, the establishment of a series of measures of the photovoltaic industry standardization technology system, strengthen management of the PV industry, to support technological innovation, establish and improve the photovoltaic industry standard system, strengthen the building of relevant organizations, to promote the photovoltaic industrial policy system improvement, and promote the healthy development of the industry.

Solar photovoltaic industry is a strategic emerging industries, is also one of the few international lead one of the new energy industry. Development of photovoltaic industry is of great significance to adjust the energy structure, promote energy production and consumption patterns change, and promote the construction of ecological civilization. China's photovoltaic industry is currently experiencing difficulties, both industry is facing serious challenges, but also an opportunity to promote industrial restructuring and upgrading, especially the cost of photovoltaic power generation dropped significantly, provided favorable conditions for the expansion of the domestic market.

Through policy and actively guide and polycrystalline silicon photovoltaic industry relevant departments, industry organizations, research institutes and industries and enterprises to pool resources, work together to jointly promote China's solar photovoltaic industry, health and sustainable development.

2013年5月14日星期二

Financial Times: solar trade war Ran Zhanhuo


Some EU companies are afraid of solar equipment imports showdown with China. Four years ago, the European solar boom is still in full swing, the construction of a new polysilicon plant Wacker Chemie in the Bavarian town of Burghausen, added a new member of its huge chemical plant. Where the production plant is like a large hangar so big, but clean no way inferior to the laboratory, the most basic constituents of the photovoltaic cells - ultra-pure polycrystalline silicon ingot heated to 1000 ° C when forming the custom reactor.

These days, the boom has ended, Wacker plant, together with 2400 workers, looks very easy to be affected. The company has deep decisive European trade war, the Wacker executives worried about the collateral damage.
In September last year, the European Union launched the biggest ever survey, investigation of billions of euros in Chinese monocrystalline solar cell equipment imports. This week, Carlo De Gucht, EU Trade Commissioner urges that an average of 47% of the provisional anti-dumping duties imposed on the country's exports of solar panels-dumping or selling below cost in Europe.
Wacker, worrying that it would be counterproductive to raise the price of solar equipment, further damage to an already under a lot of pressure on the industry.

Make them feel more uneasy, WACKER will become China revenge primary object. The end of last year, the European Union launched an investigation only a few weeks after the Beijing authorities began to polysilicon manufacturers in Europe to carry out its own investigation.
Wacker Chief Executive Officer Rudolf Staudigl, said: "It did not make any sense." He is lobbying Brussels ceasefire. "If tariffs, Europe, the damage will be greater than the Chinese."

WACKER's plight reveals a major problem around the investigation. For De Gucht, the solar case is just part of its large-scale movement ", he is committed to eliminate the illegal government subsidies, including cheap land, financing and raw materials, these elements unfair competition from Chinese exporters force. In the past three years, De Gucht, a pugnacious Flemish liberals, have been gradually increase the pressure on Beijing, made in China, glossy, modems, and iron and steel products to carry out anti-subsidy investigations, challenge to its policy of raw materials. The De Gucht threat to the China Telecom network equipment maker Huawei Technologies and ZTE Corporation to conduct an independent investigation.

The solar cases may increase the Brussels chips at the negotiating table. However, it may also have unintended consequences. Many European buildings and rooftop solar charge controller installed in addition to Wacker, small installations warned that tariffs will lead to higher prices, destroy their business. The Brussels Summer of Rebun Law (Holman Fenwick Willan) trade lawyer Konstantinos Adamantopoulos said: "This is the European Commission found that at that moment they have to face problems in the solar case, can be said to hold many European downstream jobs. , how do you deal with it? "

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.

2013年5月13日星期一

The depth of the photovoltaic industry reshuffle will last 4-5 years


Winter of PV industry in China will continue. EU-8 agreed to levy an average of 47% of the punitive tariffs on Chinese solar companies, which will make the the struggling PV industry in China living environment in the loss, bankruptcy sharp deterioration. Future development of the industry trend of how? New growth point where? As Europe's leading energy saving and environmental protection products and service providers blessing to the Group Chairman and CEO Liu Jiayong, given his answer.

The industry's most current lack of confidence, which is the most basic judgment of of Liu Jiayong current home solar panels industry situation. "Good, suppliers courage, courageous Bank, Government courageous, bold buyer confidence going up now no one in the entire chain confidence, bank to the retraction of the government toretraction, the business owners to the retraction of the suppliers to the retraction, an industry circulation rely on cash flow, cash flow is supported by faith, when one of the industry's lack of confidence means that there will be a huge crisis in the industry. "

He put emphasis on the relationship between faith and information, should pay attention to the symmetry of the information at the end of 2010 and 2011, when rising confidence in the industry should be to recover. Because in the expansion, the direction of each investment are the same, then the value of the information is very large. This stage, the industry has a poor signal, confidence is more important at this time. People and businesses are the same, in the trough when need most is not information, but confidence in the climax when, every day, will feel that I am the best, and at that time is the most fallible, it is necessary to listen to the information . "

He believes that this industry is facing is the depth of the shuffle, next year the situation is still not optimistic, the overall recovery will take 4-5 years to 2014, or equilibrium point. From the external market, the domestic real economy to pick up still takes time, the European economy has not improved, and also take a few years to open up emerging markets.
New growth point in the service end of the industry should hold together for the winter

But for his own, but now they are the most confident. His confidence comes from two points, one is the development of new energy is just supply and demand in the economic environment has changed, there have been some local problems, the general direction is not wrong, but also sustainable development. The second is a blessing to so many years did not enter the production chain, has been rooted in the field of sales channels, "do the most good things," and has been actively seeking to transition. Starting in 2011, the PV 
monocrystalline solar panel market into the winter, Fortune Group has sniffed out a precursor of the industry crisis, began to plan for the winter plan for the future layout. 

In March 2012, the new European energy Sun Valley officially began operations aimed at the depth of development and brings together a wide range of solar products for civilian use. The same year, the birth of PVGO brand, its products include not only the solar home systems and mobile charging power light products, but also covers the low energy consumption, air purification, recycling of used batteries and other category. "Low-carbon life is not just solar, we will be career beyond this far, says Liu Jiayong.

Fu from solar distributors transition to new energy end-use applications products supplier. And the next 3-5 years, the center of gravity positioning the Chinese market, in conventional solar market further contraction in the market. "This one is real reshuffle in the photovoltaic industry, the front is not very short of that crisis in 2009, 2008 wavelet children but must be real shuffle, began to someone pondering a wide range of commercial model. "

He believes that grew up in the depth reshuffle must be the server and channel side, because it is sorely lacking. Industry to forget about the production, R & D, the development of service-oriented enterprises. "Just as the Internet, before the beginning of the rise of the Internet, we all stare at the hardware, we are doing the hard drives, motherboards, graphics cards, monitors, these enterprises is very strong, if, at the present point of view, the real rise of the Internet is certainly the emergence of service providers the solar industry is so huge production release does not go out, the main reason is the service provider is not to force. "

He called on the industry unite, strengthen communication, pushing the winter, to be found in their respective segments of the positioning. The establishment of specialized agencies, in-depth research of the market situation and national policies, which is the crisis of the lesson. While looking forward to the other industries combined with their own advantages of cross-border development. Support for new energy sources is expected to increase from the policy level."Nor is it certain expectations to how much money, just give us some support, allowing these companies to see hope on OK. Poor solar energy, wind energy is not good, but that does not mean in this direction would be wrong."

Actively respond to the Central European PV trade dispute


Recently, the European Commission initially decided to 37-68% levy anti-dumping duties on imports from China of photovoltaic products, if nothing else, the EU will announce final results in early June. In fact, as early as automatic registration system for photovoltaic products in China started in early March, the EU's file had made it clear that: the investigation team has mastered sufficient prima facie evidence that the products imported from China is dumping on the EU market, and this The dumping has caused damage to the photovoltaic industry in the EU.

According to informed sources: photovoltaic 
solar panel products, both EU members have a strong willingness to export products to China to impose punitive tariffs, which means implicated in the case has been basically no comeback possible. Trade disputes, there have always been "the public that goes, both sides just said". PV cases, for example, the EU will cost of photovoltaic products in China with reference to country-election in the United States. According to the research: the United States and Europe with the high cost of photovoltaic products area, China, Korea and Taiwan belong to the low-cost area. 

In this regard, the EU's explanation is the United States is only the United States expressed its willingness to provide relevant data as a reference country, but the credibility of the data is questionable. In addition, the definition of "illegal subsidies" has always been there is a greater opacity. The initiator in Europe has come up with many emphatic "evidence" to prove that the Chinese enterprises to get illegal government subsidies. But in fact subsidies in the photovoltaic 
home solar panels industry is a practice, if you do not rely on government subsidies, photovoltaic electricity can not compete with the ordinary tariff, as I am afraid that any business can not survive. In fact, even if those enterprises to initiate an investigation, there are many still holding member governments billions of dollars of subsidies. 

We all know that trade disputes such a case is good to play, because of the special status of "referee", can not be completely fair. When a country or region to the economic crisis and recession, the government also often trade war to shift domestic crisis, which has formed a worldwide practice. And the EU made it very clear: trade sanctions on Chinese products in order to keep employment in Europe. In fact, since the 2008 financial crisis, the global trade dispute is more and more frequent, and often become the first victims.

However, China and the EU are important trade partners, have a high degree of dependence on each other's products, which is both very clear. Once playing a trade war, is often a lose-lose result. So we can only side of the court, while doing business. Of course, to this point, the situation is not irreparable. Past experience indicates that: those who actively responding enterprises to actively cooperate with the investigation, tend to get a better result.

Therefore our business or should cheer, and actively responding. This case is an important reason is that China's photovoltaic industry excess capacity, which point can not be evaded. I believe we all know: the photovoltaic industry will experience a big out of phase with the integration process, the only surviving enterprise is really competitive. For PV trade dispute, since it can not be avoided, it should be calm in the face. Case the initiator has a "reason": "China's cheap imports squeezing the profits of European companies, we can not invest in innovation.

"The EU has repeatedly stressed to revive the economy through innovation, this" reason "very lethal, but it also should be some enlightenment to Chinese enterprises I think, if we can deal with it well and, as the incident an opportunity to promote the survival of the fittest of the photovoltaic industry, so that those who have power and advantage, especially with core technology enterprises to survive and become the backbone of China's photovoltaic industry, seemed like a good thing.

2013年5月12日星期日

Polysilicon silicon will continue to dominate the market in the short-term


According to the quarterly report, the latest NPD Solarbuzz a polysilicon and wafer supply chain, following in silicon production decreased by 15% in 2012, is expected to grow 19% in 2013 to more than 30GW restored to the 2011 level. Industry average wafer production capacity utilization is expected to remain below 60%, but the market share focused on leading vendors. In the same time, silicon prices have stopped falling, still not rebounded, the silicon manufacturers earnings still need to overcome challenges.

Expected polysilicon film short term will continue to dominate the market of silicon, but still subject to limited installation space efficient monocrystalline silicon china solar panel modules downstream projects favored due to its high price in excess of the standard polycrystalline modules. Especially the rapid growth of the Japanese market demand, also increased the demand for efficient monocrystalline.
Charles Annis, vice president of NPD Solarbuzz analyst team, said: "derived from the Japanese PV market policy incentives, the Japanese PV market demand in 2013 will exceed 10% of the world market share amount.

Roof installation project due to the Japanese market, strong demand for large-scale ground-mounted projects by land resource constraints, the Japanese market has become the main driving force of the monocrystalline demand growth. "However, compared to polycrystalline silicon films, to increase the market share of monocrystalline silicon single crystal silicon rod production needs to be improved, and further enhance component efficiency Charles Annis added:" polycrystalline solar cell manufacturers silicon wafer manufacturers continue to improve the ingot process research and development of new efficient polysilicon piece. The efficiency of the leading silicon vendors are now sold efficient polysilicon film has been close to 18%, equivalent to the lower limit of the range of monocrystalline silicon efficiency, maintain live polycrystalline competitiveness of their products. "

Long-term point of view, the N-type monocrystalline silicon wafers with those based on efficient battery technology enhanced monocrystalline silicon wafers have the potential to reduce the total cost per watt of the components, and to increase the growth rate of the monocrystalline silicon market. Assume that the success of these technologies, monocrystalline cell production NPD Solarbuzz is expected in 2015 from the growth rate will be faster than the polycrystalline cells, more end-market applications and higher market share.

From the data, China's polysilicon market, 60% are imported, but if some domestic manufacturers can at full capacity, can basically meet the domestic demand. "LDK Solar, a source told reporters, 2012 China's domestic polysilicon production at 6.3 million tons, imports at 8.2 million tons, not because domestic enterprises do not have production capacity, but due to the dumping of foreign investment, resulting in 90% of the enterprises have to stop production or close down.
"If there is no foreign dumping practices, effective production capacity of Chinese enterprises give full play." So predict the LDK Solar.

Jiangsu a photovoltaic enterprise market in department official told reporters that some downstream enterprises are opposed to Europe, America, Korea and other countries polysilicon "dual" because these companies had already signed long-term with foreign giants supply contracts, some prices even as high as 60 U.S. dollars / kg, their interests have been firmly tied to these enterprises. "Now, overseas polysilicon giants to lower spot prices as a bargaining chip to obtain the support of these enterprises, such as foreign polysilicon giants even give domestic enterprises in the spot market price of $ only allowed to pay the sea freight can be, which makes domestic polysilicon enterprises how to compete? "