2013年9月27日星期五

Domestic component in Europe, "not to be seen" "reselling quota" or into a new "business"

We have taken in the transfer market, develop strategies for emerging markets , to be alert to a new round of price wars

Although the EU PV negotiated peace settlement , but PV companies in the European market is still better than a day . Yesterday, the domestic photovoltaic companies in the acceptance of "International Finance " reporters frankly, € 0.56 / watt agreement prices have started to affect their orders in the European market .

" Although there is no specific statistical data out, but reduced orders for sure ." Yingli Green Energy Holding Company Limited media spokesman Wang Zhixin told reporters after the company estimates it has done , the agreement will make the price from the previous 63 European orders % to 43%.

Sharp drop in orders

For Chinese PV speaking, Europe is a very important market , Chinese photovoltaic products exports to the EU accounted for the highest proportion of total shipments above 90%.

Because of this , the EU "double reverse" great harm , after several rounds of negotiations , the EU finally agreed to cancel the "dual" , but the Chinese side must sign the " price guarantee " agreement in exchange . Following consultations , the Chinese side gives the lowest price commitment is 0.56 euro / watt china solar panel exports to the EU no more than 7GW. This agreement into force on August 6 .

" Customers do the original investment model is based on less than € 0.56 / W to do, and now suddenly rising costs , resulting in some customers had originally planned photovoltaic power plant projects canceled midway ." Phono Solar Yuan Quan told reporters .

Wang Zhixin also told reporters that before the Chinese PV products than the price of 0.56 euros / watt protocol lowest lot , which is competitive, but , now implementing € 0.56 / watt minimum price equal to the most competitive Chinese products in addition to the cut , many customers can not accept the current high prices, orders will be reduced . " The company expects this year's European shipments fell 20 percent ."

Up to now , a total of 94 Chinese PV companies gained exports to the EU quota . For these quotas how points, before China CCCME released " exports to the EU PV product prices commitment to implement measures" show , will take " 631 " quota allocation scheme , 60% of export quotas in accordance with the proportion remaining 30% and 10% , respectively, assigned to vigorously defend and small enterprises .

But industry experts expressed concern for this allocation : in this context, will breed reselling quota bad phenomenon .

How to deal with

From the EU's " double reverse " Start with a keen sense of smell PV companies have begun to change the strategic layout to minimize damage.

Yuan Quan told reporters , Hui Lun has begun before the focus back to the domestic market , while concerned about South Africa , South America, Southeast Asia and other emerging markets , reducing dependence on the European market . "Meanwhile, we are trying to model innovation, seeking and non- traditional channels of cooperation may PV ." Yuan -chuan .

And Yuhui Solar chose outsourcing . "In the past few years, we also like other companies , continue to invest and build factories , but now the company began to focus on limited resources and channel development and brand building , in the manufacturing, we will take the way overseas foundry . " Yuhui solar regulator founder and CEO Li Xianshou told reporters that at present , Yu -hui in the world has more than 40 foundries , assembly areas to produce their own half and half foundry , while 80% regard cell overseas foundry.


" Companies must adopt effective strategies , otherwise, would become long-term trend of reduced orders ." Said PV companies have also reminded all of us to take the transfer market, develop strategies for emerging markets , to be alert to a new round of price wars .

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