The photovoltaic manufacturing industry is getting worse and worse. "This year's industrial situation has deteriorated further than last year, and the second half is worse than the first half." Wang Bohua, secretary-general of China Photovoltaic Industry Alliance, lamented at the "IntersolarChina China Seminar" yesterday. He revealed that at present, more than 80% of polysilicon enterprises in China are in a state of suspension. Only Jiangsu Zhongneng, Daquan and other companies are still maintaining production, but the capacity utilization rate has dropped significantly. In addition, more than 50% of small and medium-sized battery component companies have been discontinued and began to lay off employees at different levels. "When we entered the photovoltaic industry four years ago, we felt that we would definitely make a fortune. After a few days, the price began to fall, and the market suddenly tightened. Now our company is still holding hard, but now Many similar enterprises in the surrounding area have already closed down." The head of a photovoltaic company in Jiangsu expressed helplessly. According to him, their small and medium-sized enterprises are mainly engaged in overseas markets, and the most serious attack against them in Europe and America is them. In addition, because government subsidies have not achieved full coverage, they can only rely on production suspension and production cuts to tide over the low tide. For the status quo of China's photovoltaic industry, Li Junfeng, secretary general of the Renewable Energy Committee of China Resources Comprehensive Utilization Association, used the term “abandoned children” to describe it. “When the photovoltaic industry is booming, the whole world regards him as a darling. Investment, government, industry No one in the world is not applauding." According to reports, at that time a photovoltaic module 4 US dollars / watt, a system 7-10 US dollars / watt. Now, one component is less than $1/watt, and one system is less than $1.5/watt. "Now that photovoltaics are like abandoning children, even worse than abandoning children. The media criticized him, and finance spurned him." Li Junfeng said. But in fact, the external market tightening is the biggest pressure for PV companies. The United States has decided to impose a tariff of 23%-249.46% on Chinese PV companies, and the EU and India have followed suit. It is understood that the overseas market share of China's photovoltaic industry is nearly 90%, and nearly half of it is in Europe, so the EU's dual opposition to China's PV companies will have a greater impact. In response, Reinhold Buttgereit, secretary general of the European Photovoltaic Industry Association, told reporters yesterday that trade frictions are a struggle for fisheries. "There is a double-reaction on photovoltaics, and other industries such as thermal power and wind power will benefit." I look forward to getting results as soon as possible. However, the adverse effects of double-reverse have now appeared. According to Wang Bohua, orders for domestic PV equipment are expected to drop by more than 80% this year, far higher than the global decline. The dilemma of PV companies is not limited to these. "Enterprises' blood production capacity is deteriorating, the account recovery cycle is growing, and cash flow is tight, and there is a risk of cash breaks." Wang Bohua further said. He also explained that the battery companies in the United States accounted for the fact that the ten PV companies currently listed in the US had debts of up to $17.5 billion, with an average debt ratio of about 70%, and the high was even close to 90%. In the face of the overseas setbacks of photovoltaic companies, the government has recently begun to rescue, not only frequently issued favorable policies, but also vigorously promote the distributed power generation large-scale application demonstration zone and the Golden Sun demonstration project. However, Wang Bohua also pointed out that expanding the domestic PV market demand also requires rational planning. "Standing the market needs to be carried out simultaneously, and backward PV companies must not resurface." According to its forecast, from 2013 to 2014, some non-competitive PV companies will be naturally eliminated.

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