Mainland photovoltaic rush orders emerged excellent market expectations

Solar cell factory in October revenues baked overall solar photovoltaic industry the solar panel  photovoltaic Show in early October when Q4 is still pessimistic outlook, but in late demand to upgrade the industry back to temperature, Fun to rush orders, manufacturers gradually raising, utilization rate, driving the the October revenue Walking Yang contingent returned to demand only occurs in less than two weeks time, most manufacturers utilization rate in November continued upward, the outlook is more optimistic this month, the price decline also slowed down .

Solar PV supply chain quotations decline to expand in October, in which he alleged that the upstream supply chain showed a larger agencies the information PVinsights offer, polysilicon spot price can still waited at the level of nearly 20 U.S. dollars / kg in early October, while the end of the month. The price has fallen below the nearly $ 16.5 / kg; monocrystalline silicon wafers, the battery is a record price declines slowed.

Research coordinating bodies EnergyTrend said mainland rush orders, the recent emergence of the firms in the capacity utilization has improved significantly, and some of the industry's capacity utilization achieved a full load. Related industry, this wave of rush orders not retreat, indeed favorable inventory to price stabilized phenomenon.

In November, the three countries of / USA / Europe trade war intensified, Nov. 1, the the mainland China Ministry of Commerce decided to conduct anti-dumping and countervailing investigation on the origin of the solar grade polysilicon EU, originally for the United States, South Korea and other countries the investigation of the products also will be merged; November 5, the U.S. International Trade Commission immediately also Chinese solar dual case make a final green light to finalize the switch to a single benefit to Taiwan is expected to begin the implementation.

Individual manufacturers, Motech October consolidated revenue 988 million yuan, a monthly decline of 4.03%. Motech said that since October, orders full load, order scheduling reached in December, the fourth quarter performance will be better than the third quarter of the next year are not particularly pessimistic.

Yu Jing October revenue of 820 million yuan, the monthly growth of 10.6%. Yu Jing, enhance the needs of major markets before the end of the solar system, is expected to have a significant shipment kinetic energy. Including solar PV market demand in East Asia continued, as well as Europe and China has also begun to demand warm.

Sun Branch October revenues of 380 million yuan, the monthly growth of 24%, after dropping for three consecutive months revenue, operating temperature trough the back. Sun Division, said the recent breakthrough in the Japanese module orders, due to the Japanese market for high quality requirements, the relatively better performance on price, so driven by revenue growth in October, the company also intends to amplification Module capacity.

New Sun October revenue 777 million yuan, the monthly growth of 1.68%; Taiji revenue of 186 million yuan in October, the month declined by 14%; DelSolar consolidated revenue of 237 million yuan in October, the month declined by 31%.

In crystalline silicon factory green energy October revenue of 631 million yuan, the monthly growth of 66%, while its largest ethnic stock or oriented wave solar; U.S. grain parent company in October revenue 265 million yuan monthly growth of 8.18%.

Party and 18 report clearly more conducive to the development of the real economy to implement policies and measures to strengthen the demand-oriented, and promote the healthy development of strategic emerging industries, advanced manufacturing. Favorable policies in the photovoltaic industry dropped to its lowest this winter has brought bursts of warmth, the enterprise out of the woods in a confused hope. Businesses see a firm confidence in the national development of this emerging industry confidence substantive open market for the domestic photovoltaic applications.

Prior to the introduction of the relevant planning policies, clear the route and direction of development of industrial technology, depict PV grid parity prospects and goals, has been passing out a signal of support for industrial development. Along with the industry situation is worsening, the state even more clearly for the photovoltaic industry to encourage policies. On September 12, the National Energy Board issued a solar power development "12th Five-Year Plan", proposed in 2015, the solar power installed capacity reached 21GW, photovoltaic distributed generation occupy 10GW. Two days later, the National Energy Board issued reporting large-scale applications of distributed photovoltaic power generation demonstration area, encourage distributed generation project reporting. October 26, the State Grid Corporation released to the community "opinions" on doing distributed photovoltaic power generation and network services work, a significant reduction in the threshold of photovoltaic power generation network, the network voltage less than or equal to 10 kV, the installed capacity of no more than 6 trillion watt photovoltaic power plants, all can apply for access to a large grid, free access services provided by the State Grid Corporation of the whole process.

Countries to encourage the timely introduction of the policy, the State Grid Corporation of effective co-ordination of services, accepted none other on the network, transformation costs are so impressed PV companies, more important is the development of distributed photovoltaic power inverter generation industry development path further clear.

Shrinking global market demand brought capacity relative surplus into the plight of the photovoltaic industry, open the The domestic application market is regarded as an important way to break this impasse. A long time, "grid difficult" is considered one of the bottlenecks restricting the application market will be fully open. The recent series of favorable policies, while clearly the development of distributed generation, trying to break through the grid bottlenecks, to mobilize the enthusiasm of the investment subject.

The new changes allow enterprises may see the future of photovoltaic products to the daily consumption. Photovoltaic products are closely related with people, the overall market environment will be big, like the photovoltaic industry will usher in the real prosperity. As PV manufacturer Yingli Group is confident about the future prospects of the market. They believe that the companies can feel new market space is open, market investment initiative significantly improve. Favorable policies to stimulate many PV manufacturing enterprises have started all over the country looking for a suitable roof actively reporting project.

It is gratifying that, no matter how grim the external environment, the photovoltaic business and did not give up. Photovoltaic manufacturing enterprises and some mining demand in emerging markets with differentiated marketing strategies to meet the needs of different consumers; some in the country to carry out technical cooperation, adhere to the continued research and development of high-efficiency solar cell, reducing the cost of photovoltaic power generation, to accelerate the pace of grid parity ; some transformation and upgrading, development of the downstream photovoltaic power plants business, and enhance profitability. However, whether it is the U.S. "double reverse", the EU's anti-dumping or national policy support, these are external factors, the future of enterprises rely on their own eventually. At present, the domestic photovoltaic enterprises to seize the country to promote the strategic adjustment of economic structure and implementation of important opportunities for innovation-driven development strategy to accelerate the pace of transformation and innovation, the real bigger and stronger.