Reshuffle the hottest market and reshape the new p

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The market "reshuffle" reshapes the new pattern of photovoltaic industry development

since the second quarter of 2013, China's first-line photovoltaic enterprises have achieved good results in terms of shipments and performance. This performance is due to many factors, including the rise of emerging markets, the large purchase of high-molecular-weight film grade HDPE at a contract price of 867 cents/pound (1896 ⑴ 918 dollars/ton) on the eve of the European distributors' double anti dumping, etc, However, the stimulus effect brought by the policy is not the main reason, and the market reshuffle has played a leading role

from January to July 2013, China's photovoltaic module exports were basically in a year-on-year decline. According to the data released by the media, in March 2013, China's photovoltaic module exports reached 1300mw, a year-on-year decline of about 15%; In April, China's photovoltaic module export reached 1380mw, a year-on-year decrease of 17.5%; In May, China's photovoltaic module export volume was only 1060mw, a year-on-year decline of 40.9%; In July, China's photovoltaic module export scale is expected to be about 1050mw, with a year-on-year decline of more than 10%

although the demand of emerging photovoltaic markets such as China, Japan and the United States has increased significantly year-on-year, this can only make up for the gap caused by the decline in the European market. At most, the maximum distance between the full maintenance console and the experimental machine will be 10 meters, and the installed capacity of spherical photovoltaic will increase by 10% over last year, reaching 35~38gw left and right, which is unlikely to cause a shortage of goods in the market. The supply and demand of the industry are indeed changing, but it is not because of the expansion of market capacity that the industry began to improve, but because the market shuffled and eliminated a large number of production capacity

on the whole, several major advantages of the market reshuffle on the photovoltaic industry have been concentrated:

first, the deep De productivity, a large number of small and medium-sized enterprises have died, especially the EU double anti let many photovoltaic enterprises dare not ship a large number of products to Europe. At present, the global photovoltaic capacity is about 60GW, which is lower than 80gw in 2011. Moreover, many capacities cannot be restarted, or are in the state of long-term shutdown, which exists in name only. The actual effective capacity is certainly lower than this figure. Like China's polysilicon production capacity, China's polysilicon production capacity is about 200000 tons, but with the rise of prices, the production capacity that can really be started is actually much smaller than this figure, and the ultimate beneficiaries are only four or five enterprises. This is the direct benefit of the market reshuffle to the industry

second, the global photovoltaic market is volatile, which is greatly beneficial to photovoltaic leading enterprises. Photovoltaic products are different from ordinary goods, which need to have a service life of more than 25 years. The fall of Suntech and LDK will largely change the starting point for customers to choose products. At this time, the brand effect of photovoltaic enterprises will play a great role. Customers are no longer willing to buy the products of small and medium-sized manufacturers that may collapse at any time, and they love the first-line photovoltaic enterprises with strong viability more. Therefore, we can see that the shipments of first-line enterprises have exceeded expectations. Some enterprises have shipped more than 500MW in a single quarter, and Yingli's annual shipments can be as high as 3gw. In fact, the pattern of the stronger has emerged

the role of lubrication on concrete pressure testing machines. Third, the rise of emerging markets has increased the entry threshold and development level of many photovoltaic enterprises, and small enterprises have no ability to compete with large enterprises for market share. For example, in the Japanese market with the strongest photovoltaic demand in the second quarter, the Japanese market has strict requirements on the quality of photovoltaic products, and enterprises must pass strict certification to enter, while large enterprises with high conversion efficiency and excellent quality have advantages. At present, more than a dozen Chinese photovoltaic enterprises are truly qualified to export to the Japanese market. These enterprises compete for huge market share, which is obviously a great benefit to their shipments and profitability. This is a market-oriented reshuffle caused by market transfer, which shows that on the surface, policies have boosted the vitality of the whole industry, but in fact, the market has blocked small and medium-sized enterprises out of the door, which is of positive significance to front-line enterprises and industries

at the same time, the demand of other emerging markets is generally small, and the development difficulty and cost are very high. Small and medium-sized enterprises have no strength to develop, and large photovoltaic enterprises will occupy congenital advantages

the influence of policies on the industry is extremely weak

compared with the market reshuffle, the influence of China's photovoltaic policies on the industry is extremely weak, even negligible. It is certain that China's photovoltaic policy has been in a state of deception for two years, and the biggest effect is to increase the installed capacity of several GW of photovoltaic

the downturn in the photovoltaic industry has lasted for nearly three years, and the marketization has effectively shuffled it. Only then did the Ministry of industry and information technology issue the standard conditions for photovoltaic manufacturing industry. In fact, the enterprises that should die have long died, that is, without the express provisions of the Ministry of industry and information technology, I'm afraid no photovoltaic enterprises will expand production capacity. After all, the profit margin of photovoltaic manufacturing has been very low, and expanding production capacity is meaningless

not only the above-mentioned "standard conditions for photovoltaic manufacturing industry", many policies formulated by the government are futile, and they all pose a posture of helping and caring for the industry, and all policies will be greatly limited by the market. It is difficult for power enterprises to obey orders, and banking institutions will not easily lend money. The impact of policies on industry adjustment is actually very small. The development of photovoltaic industry ultimately depends on the invisible hand of the market

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