The hottest photovoltaic industry is expected to c

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The photovoltaic industry is expected to continue to rebound in the second half of the year

in the first half of this year, the photovoltaic industry is like walking a tightrope, full of dangers. European "double anti", domestic heavyweight enterprises have faced bankruptcy and reorganization, and a series of negative news has cast a shadow on this sunrise industry

however, the report recently released by the Ministry of industry and information technology shows a different photovoltaic industry. According to the report, in the first half of 2013, the development situation of China's photovoltaic industry has improved compared with the same period in 2012, the overall operation of the industry has stabilized, the output of polysilicon has rebounded month by month, the operating conditions of some battery enterprises have improved, and the domestic photovoltaic market has expanded steadily

in the first half of the year, the capacity of battery modules in China exceeded 40gw, accounting for about 67% of the world; The output is about 11.5gw, accounting for about 67.5% of the world, unchanged year-on-year. The export volume was about 7.5GW, and the export volume was nearly US $5billion, a year-on-year decrease of 37%

from the perspective of export destination, Europe is still the main market for China's photovoltaic products, but the proportion has decreased, from nearly 70% in the same period in 2012 to about 50%, while the export proportion of Japan, the United States, India and other countries is increasing

although Wuxi Suntech, Henderson photovoltaic and others have announced bankruptcy and reorganization, several companies are happy and several are worried. The report says that the shipment volume of key enterprises continues to increase, and the industrial concentration is expected to further improve. The shipment volume of backbone battery module enterprises increased year-on-year to varying degrees, and the market advantage continued to strengthen. In the first half of the year, the shipment volume of China's top seven component manufacturers exceeded 5GW, accounting for about 45% of the total output of the country

among the 30 domestic photovoltaic enterprises that have issued the 2013 interim performance forecast, 22 companies have reported the performance forecast for the first half of this year, accounting for 73.3% of the total number of companies that have issued the performance forecast. Some people believe that this is the result of the early accumulation of enterprises. "Now the thinking of enterprises is becoming clearer and clearer, and they are relatively unique in the overall grasp of the industry. They can quickly find the most sensitive opportunities and problems in one thing."

in the first half of the year, the price of components to meet the measurement needs of different materials increased slowly, and the production cost continued to decline. Similar to the international price trend, the domestic polysilicon battery module price has increased from nearly 4 yuan/watt at the beginning of 2013 to 4.3 yuan/watt at present. The production cost has been declining, and the mainstream production cost of the industry has fallen below 0.6 US dollars/watt. Some backbone enterprises have reached nearly 0.5 US dollars/watt, and it is expected to fall below 0.5 US dollars/watt by the end of the year

with the rise of component prices and the decline of costs, the operating conditions of enterprises have been greatly improved. The gross profit margin of some enterprises has become positive, and the gross profit of some backbone enterprises has reached about 10%, which is expected to turn losses into profits by the end of the year. The preliminary settlement plan of the China EU photovoltaic "double anti" case has played a positive role in promoting the industry out of difficulties. According to the report, the production and operation of enterprises have improved, and some enterprises are expected to lose money before using the electronic tensile testing machine within this year

however, the most concerned enterprise finance is still not optimistic. The report shows that the financial situation of enterprises is still tense, and the arrears of accounts are serious. The total liabilities of China's top 10 photovoltaic enterprises still exceed 100 billion yuan. Due to the sharp decline in gross profit of products, the tightening of credit of financial institutions, the application of supporting policies and funds are not in place, and the imperfect commercial credit environment, the phenomenon of arrears of accounts of domestic photovoltaic enterprises is still serious. The turnover days of accounts receivable in the first quarter of 2011, 2012 and 2013 were 60 days, 104 days and 116 days respectively. With the industrial integration and the enhancement of the stability of components by enterprises, the bankruptcy and reorganization of the industry are deepening, and the bad debts may be further aggravated

with the shift of the global photovoltaic market focus to China, Japan, the United States and other countries, the domestic photovoltaic market is rapidly starting, the corresponding supporting policies have been issued one after another, and the external environment for industrial development has been continuously improved. According to the report, the overall development of China's photovoltaic industry is expected to stabilize and rebound in the second half of the year. According to the calculation of China photovoltaic industry alliance, from import to production, it is estimated that China's polysilicon output in 2013 will be about 80000 tons, the output of battery modules will exceed 23gw, and the newly added photovoltaic installed capacity will exceed 8GW. Zhonghua glass () Department

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