Where there is money, there are Zhejiang businessmen. When the world guessed that the next investment of Zhejiang merchants was “excitingâ€, they had already quietly extended their tentacles to a new energy source—the photovoltaic industry.
A few days ago, a set of data released by the Provincial Solar Energy Industry Association showed that as of March this year, there were 176 solar photovoltaic companies in Zhejiang Province, of which 78 were established after September 2010. In other words, the number of photovoltaic companies in Zhejiang has almost doubled in the last six months.
What makes Zhejiang businessmen so crazy? Shen Fuxin, secretary general of the Provincial Solar Energy Industry Association, said that the continuous supply of international orders and the huge industrial prospects of domestic new energy are the main reasons for attracting Zhejiang businessmen to invest in the photovoltaic industry. However, an embarrassing reality is that fierce competition in the industry has caused some companies to face difficulties, which is contrary to the original intentions of the PV business owners.
Investors from all walks of life have information, at present, Zhejiang's photovoltaic industry chain has basically taken shape. In addition to the smelting and system integration of silicon minerals, it is involved in polysilicon, silicon rod production, silicon wafer cutting, solar panel and module production, and photovoltaic cell applications.
Among the 78 newly added companies, the number of photovoltaic companies in the upper scale is about 30 or less, others are small or engaged in photovoltaic trade. On the whole, most newly-entered companies chose to manufacture battery modules. This is due to the low investment risk. On the other hand, companies are also optimistic about the profits.
Shen Fuxin said that the bosses of these new companies come from all walks of life, do hardware, do real estate, and do electronic chemicals. "The investment of these companies is not large, a production line more than 1 million yuan, a company will also be down investment of one million to twenty million." Shen Fuxin said that this type of photovoltaic companies is basically a line processing plant, small capacity, technical power Weak, poor anti-risk ability.
According to analysis, the number of photovoltaic companies in Zhejiang has increased significantly in the past six months, which is directly related to the excellent export situation of photovoltaics last year. According to the data provided by the Provincial Solar Energy Industry Association, last year, the nation’s photovoltaic products exported 31.1 billion U.S. dollars, Zhejiang accounted for 10.6%, and approximately 3.3 billion U.S. dollars, up more than 40% year-on-year.
"In the face of the ever-growing international orders, many companies have even appeared to be too late to produce." Shen Fuxin said that the emergence of this situation, so many Zhejiang businessmen heart.
The profits of the industrial chain dropped sharply However, as more and more Zhejiang enterprises enter the photovoltaic industry, the production capacity is gradually saturated. On the other hand, the demand for photovoltaics in the international market has not increased. This change in supply and demand has given rise to the rapid expansion of production capacity. The profits of the photovoltaic industry are in danger of being diluted.
As silicon materials have experienced soaring prices, many PV companies are experiencing greater cost pressures. According to predictions by professional survey agencies, the global PV module price will fall by 9%-17% from last year. New component manufacturers will have no profit to make and may even lose money due to lack of a stable and low-cost upstream battery supply.
At the same time, the price of PV modules will continue to fall as Germany and Italy's PV on-grid tariffs are lowered. The relevant research report predicts that the average price of polysilicon photovoltaic modules in the world will fall by 9% in the first quarter of this year and will drop by 6% in the second quarter.
30% of enterprises will face elimination. “This year's situation is very serious. Many photovoltaic companies are facing awkward conditions.†Lin Jianhua, chairman of Hangzhou Forster Photovoltaic Materials Co., Ltd., reluctantly stated that in this environment, the company was originally The listing plan can only be postponed.
According to statistics, after the dramatic increase in photovoltaic companies in Zhejiang, production capacity has increased from 1.6GW last year to 3GW. Judging from the current international orders received by Zhejiang enterprises, the total amount of orders this year should be the same as last year. This means that there will be about 47% excess capacity.
The production capacity has doubled, and the international market has become saturated. In the face of this situation, more photovoltaic companies can only bet on the domestic PV market as soon as possible. Shen Fuxin said that the domestic photovoltaic market is expected to start fully in the coming years. Especially after the Japanese nuclear crisis,
The national energy sector has adjusted the planning of China's photovoltaic industry and will adjust the target of 20GW in 2020 to 50GW.
In this regard, a solar energy industry analyst said that if you can really fulfill this goal, the average annual installed capacity of 5GW, compared to 0.2GW in 2009, 0.5GW in 2010, the total amount is not small, this pair of domestic The release of photovoltaic capacity will be of great help.
However, it is still unrealistic to open the domestic photovoltaic market in the short term. Moreover, as more and more state-owned enterprises enter the photovoltaic industry, many companies in Zhejiang are simply not able to obtain orders.
“We expect that in the next two to three years, 30% of photovoltaic companies in the province will face the possibility of elimination,†Shen Fuxin said.
A few days ago, a set of data released by the Provincial Solar Energy Industry Association showed that as of March this year, there were 176 solar photovoltaic companies in Zhejiang Province, of which 78 were established after September 2010. In other words, the number of photovoltaic companies in Zhejiang has almost doubled in the last six months.
What makes Zhejiang businessmen so crazy? Shen Fuxin, secretary general of the Provincial Solar Energy Industry Association, said that the continuous supply of international orders and the huge industrial prospects of domestic new energy are the main reasons for attracting Zhejiang businessmen to invest in the photovoltaic industry. However, an embarrassing reality is that fierce competition in the industry has caused some companies to face difficulties, which is contrary to the original intentions of the PV business owners.
Investors from all walks of life have information, at present, Zhejiang's photovoltaic industry chain has basically taken shape. In addition to the smelting and system integration of silicon minerals, it is involved in polysilicon, silicon rod production, silicon wafer cutting, solar panel and module production, and photovoltaic cell applications.
Among the 78 newly added companies, the number of photovoltaic companies in the upper scale is about 30 or less, others are small or engaged in photovoltaic trade. On the whole, most newly-entered companies chose to manufacture battery modules. This is due to the low investment risk. On the other hand, companies are also optimistic about the profits.
Shen Fuxin said that the bosses of these new companies come from all walks of life, do hardware, do real estate, and do electronic chemicals. "The investment of these companies is not large, a production line more than 1 million yuan, a company will also be down investment of one million to twenty million." Shen Fuxin said that this type of photovoltaic companies is basically a line processing plant, small capacity, technical power Weak, poor anti-risk ability.
According to analysis, the number of photovoltaic companies in Zhejiang has increased significantly in the past six months, which is directly related to the excellent export situation of photovoltaics last year. According to the data provided by the Provincial Solar Energy Industry Association, last year, the nation’s photovoltaic products exported 31.1 billion U.S. dollars, Zhejiang accounted for 10.6%, and approximately 3.3 billion U.S. dollars, up more than 40% year-on-year.
"In the face of the ever-growing international orders, many companies have even appeared to be too late to produce." Shen Fuxin said that the emergence of this situation, so many Zhejiang businessmen heart.
The profits of the industrial chain dropped sharply However, as more and more Zhejiang enterprises enter the photovoltaic industry, the production capacity is gradually saturated. On the other hand, the demand for photovoltaics in the international market has not increased. This change in supply and demand has given rise to the rapid expansion of production capacity. The profits of the photovoltaic industry are in danger of being diluted.
As silicon materials have experienced soaring prices, many PV companies are experiencing greater cost pressures. According to predictions by professional survey agencies, the global PV module price will fall by 9%-17% from last year. New component manufacturers will have no profit to make and may even lose money due to lack of a stable and low-cost upstream battery supply.
At the same time, the price of PV modules will continue to fall as Germany and Italy's PV on-grid tariffs are lowered. The relevant research report predicts that the average price of polysilicon photovoltaic modules in the world will fall by 9% in the first quarter of this year and will drop by 6% in the second quarter.
30% of enterprises will face elimination. “This year's situation is very serious. Many photovoltaic companies are facing awkward conditions.†Lin Jianhua, chairman of Hangzhou Forster Photovoltaic Materials Co., Ltd., reluctantly stated that in this environment, the company was originally The listing plan can only be postponed.
According to statistics, after the dramatic increase in photovoltaic companies in Zhejiang, production capacity has increased from 1.6GW last year to 3GW. Judging from the current international orders received by Zhejiang enterprises, the total amount of orders this year should be the same as last year. This means that there will be about 47% excess capacity.
The production capacity has doubled, and the international market has become saturated. In the face of this situation, more photovoltaic companies can only bet on the domestic PV market as soon as possible. Shen Fuxin said that the domestic photovoltaic market is expected to start fully in the coming years. Especially after the Japanese nuclear crisis,
The national energy sector has adjusted the planning of China's photovoltaic industry and will adjust the target of 20GW in 2020 to 50GW.
In this regard, a solar energy industry analyst said that if you can really fulfill this goal, the average annual installed capacity of 5GW, compared to 0.2GW in 2009, 0.5GW in 2010, the total amount is not small, this pair of domestic The release of photovoltaic capacity will be of great help.
However, it is still unrealistic to open the domestic photovoltaic market in the short term. Moreover, as more and more state-owned enterprises enter the photovoltaic industry, many companies in Zhejiang are simply not able to obtain orders.
“We expect that in the next two to three years, 30% of photovoltaic companies in the province will face the possibility of elimination,†Shen Fuxin said.
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