The outgoing year 2010, global PV installed capacity volume of 100% increase in polysilicon prices from the beginning of the 50 U.S. dollars / kg, a substantial increase to the end of the 100 U.S. dollars / kg level. PV market is thriving, and the enterprises ambitious. However, for the photovoltaic market, the upcoming 2011, 2010, the day will definitely not like that better. Widely expected in 2011, the global PV market growth will be significantly down to 30%, while the price of polysilicon production capacity will be released as facing adjustment pressures.
Global PV market growth expected next year, only three into
Statistics show that in 2010, the global PV market is expected to total shipments more than 15G watts, compared to 2009, shipments of 7.2G watts, an increase of more than 100%. At present, China solar energy production accounts for 40% of the world, most of the light V companies increase shipments in 2010 have appeared double.
However, such rapid growth, perhaps in the end of 2011. Recently, the company announced a number of PV shipments in 2011, the company or the sales contract is expected to figure. From existing data, although the PV market growth next year, but the increase has been slower than in 2010. Among them, Suntech Power, said full-year 2011 shipments of PV cells will be less than 2.2G watts, compared to 2010, an increase of less than 50%; Yingli New Energy Resources, said the sales contract for next year will be more than 1G W Even if production release of all of its shipments only 1.6G watts, an increase of only 60%; another new listing Jingke energy companies also said that in 2011 its production capacity of the battery components may be increased by 30%.
China Merchants Securities, said Liu Sheng Wang, the world's PV modules in 2011 should increase 30% increase compared to this year there will be more substantial decline.
Polysilicon prices a few months or a callback
PV shipments will increase in the sharp decline at the same time, polysilicon prices are also the industry's most concerned about the topic. For the polysilicon production firms, the higher the better nature of polysilicon prices, but the downstream assembly plant for photovoltaic cells, high polysilicon prices will undoubtedly increase the cost.
Currently, silicon polysilicon spot market price of 105 U.S. dollars / kilograms, compared to the beginning of 50 U.S. dollars / kg price increase has turned several times.
However, the current price of polysilicon, may be a stage at the top. Investment Advisor in the new energy industry researcher Xiao letter that the trend of domestic polysilicon prices are not sustainable, the next few months will be a correction. This is because as Germany, Spain, subsidies reduce the photovoltaic, solar companies will weaken demand for polysilicon, the current in some major markets, there have been cases of poor sales of photovoltaic modules. With polysilicon prices decline, polysilicon industry will return to a high profit margins relative to normal levels.
Orient Securities released report pointed out that, although the profitability of the business is the production of polysilicon is also good, once the world's excess supply of polysilicon, manufacturing technology no longer has a high threshold, then the polysilicon prices will fall, then these companies will face unprecedented pressures.
Global PV market growth expected next year, only three into
Statistics show that in 2010, the global PV market is expected to total shipments more than 15G watts, compared to 2009, shipments of 7.2G watts, an increase of more than 100%. At present, China solar energy production accounts for 40% of the world, most of the light V companies increase shipments in 2010 have appeared double.
However, such rapid growth, perhaps in the end of 2011. Recently, the company announced a number of PV shipments in 2011, the company or the sales contract is expected to figure. From existing data, although the PV market growth next year, but the increase has been slower than in 2010. Among them, Suntech Power, said full-year 2011 shipments of PV cells will be less than 2.2G watts, compared to 2010, an increase of less than 50%; Yingli New Energy Resources, said the sales contract for next year will be more than 1G W Even if production release of all of its shipments only 1.6G watts, an increase of only 60%; another new listing Jingke energy companies also said that in 2011 its production capacity of the battery components may be increased by 30%.
China Merchants Securities, said Liu Sheng Wang, the world's PV modules in 2011 should increase 30% increase compared to this year there will be more substantial decline.
Polysilicon prices a few months or a callback
PV shipments will increase in the sharp decline at the same time, polysilicon prices are also the industry's most concerned about the topic. For the polysilicon production firms, the higher the better nature of polysilicon prices, but the downstream assembly plant for photovoltaic cells, high polysilicon prices will undoubtedly increase the cost.
Currently, silicon polysilicon spot market price of 105 U.S. dollars / kilograms, compared to the beginning of 50 U.S. dollars / kg price increase has turned several times.
However, the current price of polysilicon, may be a stage at the top. Investment Advisor in the new energy industry researcher Xiao letter that the trend of domestic polysilicon prices are not sustainable, the next few months will be a correction. This is because as Germany, Spain, subsidies reduce the photovoltaic, solar companies will weaken demand for polysilicon, the current in some major markets, there have been cases of poor sales of photovoltaic modules. With polysilicon prices decline, polysilicon industry will return to a high profit margins relative to normal levels.
Orient Securities released report pointed out that, although the profitability of the business is the production of polysilicon is also good, once the world's excess supply of polysilicon, manufacturing technology no longer has a high threshold, then the polysilicon prices will fall, then these companies will face unprecedented pressures.
