Solar energy products that began to stumble in the second quarter of 2011, when can they stop falling? Has become the focus of industry attention, solar energy industry believes that the current market efforts to regulate output, if the solar cell reaches 0.4 US dollars per watt, representing the vast majority of the entire industry chain has shown a large state of loss, output control will be more Obviously, it may be expected that 0.4 US dollars will become the first level of stop-and-go break. Even if it is not held, the space for predicting the price will be more and more limited.
From the second quarter onwards, solar energy products that suffered from the oversupply problem caused by unsatisfied demand did not come out as expected. Quotations, such as the domino effect, fell from the battery to silicon wafers, and the price of polycrystalline silicon in the fourth quarter also faced challenges. In the first quarter of 2011, solar energy was challenged. The electricity quotation is US$1.4/Watt. Currently, there are unreasonable price hike of about US$0.45, which is a drop of about 67%. All the way including silicon wafers and polysilicon has created a new low price for this industry.
When does the price stop falling? Chairman Mao Di's Zuo Yuanhuai pointed out that only when the industry reaches a balance between supply and demand can we see a reasonable operation. At present, we cannot see the emerging large demand. I am afraid that those who are not in good physical condition will exit the market one by one to reduce supply and look forward to a balance between supply and demand. The price stopped falling.
The recent solar battery quotation continues because the industry actively clears inventory and prepares for the winter, making the quotation constantly bottoming out. The recent low-price threshold of US$0.45 will also be broken, challenging the US$0.4 barrier, and solar energy companies say that manufacturing is based on the current industry chain. To estimate the cost, if the 0.4 US dollar quotation is popularized, it is estimated that from the vast majority of polycrystalline silicon source plants all the way to the wafer factory and battery plant, the loss will not be small.
The solar energy industry pointed out that the $0.4 battery price checkpoint is calculated from $20 to $25 per kilogram of polysilicon, and about $1.1 to $1.2 per chip for 6-inch polycrystalline silicon wafers, from the production costs of various players in various parts of the industry chain. The limit of the loss can be calculated.
Downstream solar energy companies said that the $0.4 per watt barrier could be foreseen in 2011 because inventory pressure is still not small, and although the installed capacity in the fourth quarter was arguably the largest quarter in 2011, it is still unable to effectively digest Inventory, it is only certain that the industry is still losing money on sales. It also returns to see who has more funds and can lose all the way, and squeeze out of the money first.
At 0.4 US dollars per watt, it also requires a high conversion efficiency of 16.8%. In 2012, it will start to jump toward 17%. The degree of challenge to many solar energy companies may not be low, especially the conversion efficiency will continue to increase, even if it reaches the low point, at present, No one dares to be sure to bounce back or demand to bounce off with stimulation. Taiwanese solar cell manufacturers include Motech, Dijing, Xinguang, Sunyang Branch, Taiji, Yitong, and wafer factories including Sino-American Sijing, Green Energy, and Danone.
From the second quarter onwards, solar energy products that suffered from the oversupply problem caused by unsatisfied demand did not come out as expected. Quotations, such as the domino effect, fell from the battery to silicon wafers, and the price of polycrystalline silicon in the fourth quarter also faced challenges. In the first quarter of 2011, solar energy was challenged. The electricity quotation is US$1.4/Watt. Currently, there are unreasonable price hike of about US$0.45, which is a drop of about 67%. All the way including silicon wafers and polysilicon has created a new low price for this industry.
When does the price stop falling? Chairman Mao Di's Zuo Yuanhuai pointed out that only when the industry reaches a balance between supply and demand can we see a reasonable operation. At present, we cannot see the emerging large demand. I am afraid that those who are not in good physical condition will exit the market one by one to reduce supply and look forward to a balance between supply and demand. The price stopped falling.
The recent solar battery quotation continues because the industry actively clears inventory and prepares for the winter, making the quotation constantly bottoming out. The recent low-price threshold of US$0.45 will also be broken, challenging the US$0.4 barrier, and solar energy companies say that manufacturing is based on the current industry chain. To estimate the cost, if the 0.4 US dollar quotation is popularized, it is estimated that from the vast majority of polycrystalline silicon source plants all the way to the wafer factory and battery plant, the loss will not be small.
The solar energy industry pointed out that the $0.4 battery price checkpoint is calculated from $20 to $25 per kilogram of polysilicon, and about $1.1 to $1.2 per chip for 6-inch polycrystalline silicon wafers, from the production costs of various players in various parts of the industry chain. The limit of the loss can be calculated.
Downstream solar energy companies said that the $0.4 per watt barrier could be foreseen in 2011 because inventory pressure is still not small, and although the installed capacity in the fourth quarter was arguably the largest quarter in 2011, it is still unable to effectively digest Inventory, it is only certain that the industry is still losing money on sales. It also returns to see who has more funds and can lose all the way, and squeeze out of the money first.
At 0.4 US dollars per watt, it also requires a high conversion efficiency of 16.8%. In 2012, it will start to jump toward 17%. The degree of challenge to many solar energy companies may not be low, especially the conversion efficiency will continue to increase, even if it reaches the low point, at present, No one dares to be sure to bounce back or demand to bounce off with stimulation. Taiwanese solar cell manufacturers include Motech, Dijing, Xinguang, Sunyang Branch, Taiji, Yitong, and wafer factories including Sino-American Sijing, Green Energy, and Danone.
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