In 2012, the domestic photovoltaic industry into depth adjustment. Reporters at the 114th China Import and Export Fair learned that, although the market continues to pick up, but by serious excess capacity as well as international market anti-dumping investigations and other factors, a large number of domestic photovoltaic business is still a loss, many enterprises have ceased or even bankruptcy, the future of PV industry reshuffle will be accelerated. 

PV enterprises generally Loss 

"Now the day is still very sad photovoltaic enterprises," Wang Chuan Zhejiang 寧波麥克森 solar energy company sales manager, told reporters, "Last year was the most difficult period in the first half of this year exports are also affected by 'dual' investigation, although the market situation improved However, customers are sensitive to price, many businesses are operating loss. " 

And McKesson solar companies, other solar PV companies still feel the winter chill blowing. Lei Xu Wuxi Samil Power Company Account Manager, said: "There are many Wuxi PV companies to reduce shipments, production capacity has significantly cut." 

Minister Sok domestic sales in New Energy Company Zhu Hui view, the current PV industry is still in a deep restructuring and reshuffle stage. "Now more than 60 percent of Zhejiang about photovoltaic business is facing difficulties, many companies are shut down in the first half, but also a lot of failure. Taizhou total of 6-7 PV companies, now operating normally only one or two." 

From the beginning of the third quarter of 2011, the domestic photovoltaic industry began universality loss. Since then, the domestic photovoltaic companies have been at a loss. Data show that LDK, Shanghai and other companies in the first half of this year over day losses continue to expand. A recent survey also showed that about 55.6% currently Henan photovoltaic business losses, operating conditions is still not optimistic. 

"Over the years make the photovoltaic industry tired, photovoltaic LDK leader looks bad," 董雪 bridge Zhejiang Tony Rucker, director of marketing, said the energy technology company, "compared to downstream areas, is currently in the most upstream polysilicon industry chain business situation more difficult. " 

According to the China Nonferrous Metals Industry Association data show that in the first half, the long-term polysilicon enterprises operating rate remained low at less than 15 percent. Since the third quarter by about ten polysilicon United States, Korea and preliminary anti-dumping positive factor encouraging the resumption of production, but are at a loss of production of polysilicon industry is still dumping by foreign oppression. 

PV industry plagued by multiple factors 

Insiders said that although China and the EU in July this year reached a price guarantee on Chinese exports to the EU PV trade dispute, but the impact on Chinese exports of solar products is still very obvious. In addition, excess capacity, structural imbalance, lack of core technology and other issues still facing the challenges of the future development of photovoltaic industry, and truly stepped out of adjustment will take some time. 

"EU anti-dumping great impact on their own, some customers unwilling to accept € 0.56 / watt low, some of the originally planned photovoltaic power plant projects canceled midway. Currently exports to Europe dropped significantly the number of photovoltaic products." Xu Lei said. 

Yingli International Sales Manager 李博源 also said that "export affect dual opposition is obvious that while the pricing agreements export prices higher than before, but the export volume has decreased a lot last year Yingli exports to Europe about 1.3GW, estimates significantly reduced this year to 140MW, heavy decline. " 

For many SMEs, because the future is difficult to get export quotas will have to withdraw from the European market even been out of the market. "Now the European market is not good to do, to get quotas only after the company can continue to export, or we need to pay high punitive tariffs. 'Dual' after many companies accelerate shift to emerging markets, mainly in South Africa, South America and Southeast Asia and other markets open up. "Zhu Hui said. 

"Although emerging market prospects, but as more companies join the fierce competition in the market will soon also possible anti-dumping measures." 

Survival of the fittest PV industry will accelerate reshuffle 

March, once the glory of leading enterprises Suntech photovoltaic declared bankruptcy, marking the Chinese PV industry into the depth of the adjustment period, the industry began to shuffle. 

This year, the state issued a series of intensive policies to support the development of photovoltaic industry, involving industry access, financial support and subsidies in all aspects of power generation. 

"From the introduction of the policy needs to play a role for some time, has yet to fully play a role, but the details of distributed generation policies, state subsidies and some other association has not yet landed." Association Deputy Secretary-General Zhu Weihua said photovoltaic industry in Guangdong Province. 

"At present, PV enterprises generally face the risk of a shortage of funds, the future will be increasingly high barriers to entry, the lack of advanced technology and financial strength of small and medium enterprises will be very difficult to support photovoltaic down." 董雪 Bridge said. 

Zhu Weihua forecast, after last year's depth adjustment, the photovoltaic industry in government guidance and market-driven, the overall situation of China's photovoltaic industry for the better, the future direction of national policy is "to support the strong to the weak", many SMEs will inevitably face the fate of being eliminated. 

Reporters saw at the Fair, many PV companies to accelerate into the downstream industry chain, developed a solar water pumps, solar car, solar chargers and other products, to attract a lot of foreign buyers. But other aspects of packaging materials and components is still excess capacity, many small factories facing pressure to survive. 

For PV companies in distress, the return to the domestic market will weather the storm is an opportunity to grow and develop, many PV companies have already started operations. "At present, the domestic market is developing very rapidly, the state also has a policy to support the domestic market share will increase significantly, distributed power plant is the future trend, the domestic PV market prospects are very good." Libo Yuan said.