由于欧洲政府宣布2012年太阳能激励项目改变即将到来,第四季度太阳能市场订单略有上升。然而,12月下半月订单可能会下降,届时仍会有价格波动。
业内人士指出,欧洲在2011年第四季度的装机量可能是高的。但由于较高的库存水平,太阳能市场供过于求的问题,需求也没有得到解决。
2011年第四季度太阳能电池的平均销售价格(ASP)大约是每瓦特0.45美元。然而,许多公司仍然持有每瓦特0.5美元的价格。业内人士补充说,直到2012年第一季度,都可能会是太阳能产业最艰难的时期,不仅因为它是传统淡季,而且供过于求将继续充斥市场。
2011年中国晶体硅电池平均价格从年初1.15$/W下跌至目前的0.58$/W。在2011年中,由于硅片价格大幅下跌,中国电池片企业遭遇到前所未有的困境。2011年里,中国电池片企业承受着上下游双重“煎熬”!大部分企业开工率不足5层,部分企业停产减产。展望2012,高效电池将成为未来主流。但由于市场预期仍不明朗,电池企业仍应以谨慎操作为主。
The price drops of solar products have been easing in fourth quarter. Industry sources estimated the global inventory level in the beginning of the fourth-quarter 2011 is around 6-8GW, much better than the previous estimation of 10GW.
Due to the upcoming changes in the solar incentive programs in 2012 announced by governments in Europe, the solar market has been experiencing a slight surge in orders in the fourth quarter. However, as orders are likely to decrease in the second half of December, price fluctuations are once again expected, added industry sources.
Industry sources pointed out that fourth-quarter may be the quarter with the highest installations in Europe in 2011. But due to high inventory levels, demand has not been solving the oversupply problem in the solar market.
The average selling price (ASP) of solar cells in fourth-quarter 2011 has been around US$0.45/watt. However, many firms have been holding the price at US$0.50/watt.
Industry sources added that first-quarter 2012 may be the worst quarter for the solar industry to go through as it is the traditional low season and oversupply will continue to gloom over the market.
0 条