"But
about 10% of the allocation scheme is still under discussion." Zhejiang, a
photovoltaic company executives have said that for 10% of the quota, more
intense competition for small businesses.
In
fact, due to the implementation of the price undertaking negotiations by the
end of 2015, the distribution scheme settled, means that enterprises can get
two and a half export quota equivalent. Data also show that the first half of
this year, the European installed capacity of 5.13GW, Chinese shipments to
Europe 4.3GW, the second half of the remaining amount only 2.7GW.
"But
now we have not exhausted the quota, because the current EU market downturn, €
0.56 / W in price, compared to Taiwan, Malaysia PV modules no advantage."
Disclose the Zhejiang photovoltaic business executives.
In
the above executives view, partly quota, is the original six, July If we can
not export clearance part, but of less. "The extensive use of quotas may
have to wait until October to go until the European inventory of 7788."
In
this case, before the photovoltaic industry is worried about reselling quota
has not happened yet, the executive said: "The risk is relatively large
reselling them, fear of blame, no one wanted to become the industry's first
accused person."
She
Haifeng agrees: "reselling is not allowed on this one card CCCME very
strict."
On
the other hand, weak demand in the European Union under the influence after
June this year, Chinese companies began a sharp decline in exports to the EU,
China Photovoltaic Industry Alliance Secretary Wang Bo in September 17
Japan-China Energy Cooperation Forum A revealed that Chinese solar cell exports
to Europe monthly decline in the proportion of 1-July export proportion has
dropped to below 50%.
"We
also went to some business surveys, now, although production is still not
changed, but some companies that received orders from Europe decreased
significantly." Minsheng Securities chief analyst of new energy power
equipment Wang Haisheng said.
He
explained that because of reduced orders behind the PV plant yields fell badly,
Europe began to slow down or even abandon large-scale power plant construction;
small rooftop projects although there are 7% of the basic rate of return, but
widely distributed, must take the distribution channel, because it is not
securitized, nor loans, some companies feel do can not do, "do no
meaning."
Provided
by the Ministry of Industry data show that the first half of 2013 exports of Photovoltaic Panels 8.3GW, essentially flat with 2012. The fundamental reason is
that the growth of the Asia-Pacific and African markets to offset the decline
of the EU market.
