Solar energy industry chain reproduction price melee

Abstract: In the recent past, due to the oversupply of oversupply, the market conditions of the solar optoelectronic industry continued to fluctuate, and cross-strait manufacturers continued to report low prices for innovation. The solar energy industry chain has almost become a fighting game, but the price of polysilicon in the upstream industry has not fallen sharply. Home solar energy companies have consistently yielded downward pressure on prices, and some manufacturers prefer to reduce their capacity utilization ratios. This has also led to a widening gap between the high and low prices in the solar energy industry chain, and the entire solar energy market has fallen into a more chaotic situation.

As the rebound in solar energy market demand is not as strong as expected, solar photovoltaic supply lingering overshadows, industrial shocks are even greater, and the industry chain has almost become a fighting game. Cross-strait solar energy companies have continued to divulge news that offer low innovation prices, but due to polysilicon materials The source prices have not fallen sharply, and most of these innovative low prices are caused by the solar industry’s demise.

The solar energy industry pointed out that since the beginning of the European Solar Energy Exhibition in early September, the entire industry chain has smashed prices and ran out of inventory, resulting in increasingly serious inventory. As a result, solar energy prices continue to be challenged by killing. In the face of downstream customer bargaining actions, most industry chain operators point the finger at the target. Upstream suppliers, making the entire industry chain quotes continue to loose down.

However, not all industry chain players are willing to follow up on price reductions. The main reason is that the cost of the upstream polysilicon source is still high. Although the spot market is shaken, many of them are from downstream suppliers who have insufficient orders and sell materials to reduce the burden, due to the buyer. Expected prices will fall again, willingness to cut prices, in addition, in the most influential polysilicon contract areas, most buyers and sellers are still in the fourth quarter prices for the agreement.

The solar energy industry said that taking silicon wafers as an example, although 6-inch polysilicon wafers have quickly shouted at $1.8 per wafer, there are still some companies who insist on quoting at $1.9-$2.0 for fear that the loss space may exceed the acceptable range. , Would rather choose to reduce capacity utilization = response, and not only second-tier plants, some first-line plants also adopt this strategy, and some companies actively play high-efficiency products to balance the average selling price, but it is still difficult to reach the downward trend in prices.

It is worth noting that some solar energy companies have turned against the situation through full capacity production to reduce production costs, and in response to the constant downward adjustment of prices, the industry speculates that this is mainly due to the fact that new capacity equipment that is too late to step on cars has already entered the factory. Depreciation and amortization, taking into account the principle of minimizing losses, had no choice but to fully cover production capacity.

Since the entire solar energy industry chain has obvious divergence in pricing and production strategies, not only silicon wafers, including the gap in the prices of solar cells, have also shown an increasing trend. Overall, although price cuts are almost inevitable, solar energy companies must In the case of more compensation or less compensation, find the best response strategy for each plant.

In fact, compared to the Taiwan market, the mainland solar market has a relatively low production cost for silicon wafers, and it is still more space-consuming than the Taiwan factory for accepting quotes. However, the order status is also unfavorable due to the fact that the first-line plants have reported production cuts. There are also many people in the second and third line factories who are constantly reducing their capacity utilization.

At present, Taiwan-based silicon wafer fabs mainly include Sino-U.S. silicon, green energy, Danone, and Asahi Crystal, while mainland China representatives include GCL, LDK, and Yu Hui.

The price cut will be the main theme of the solar energy industry. From the perspective of the European Photovoltaic Solar Energy Conference and Exhibition (PVSEC) recently held in Hamburg, Germany, the price of PV modules will continue to decline in the second half of the year to 2012, mainly due to the average price of PV modules from Tier 1 Chinese PV module manufacturers. EUR 0.89 per watt is lowered to 0.76 euros, while the average PV module manufacturer's product price is 0.70 euros per watt. According to a report from Reuters, Germany plans to reduce solar PV electricity prices by about 15% in January 2012, so all module manufacturers believe that module prices in 2012 will be lower than 0.70 euros per watt.

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