PV market supply and demand imbalance industrial bubble is about to be broken

The current PV market faces various problems. The low-cost competition in China's PV industry has led to the suppression of the US double-reverse investigation. The subsequent PV market caused by the European debt crisis has shrunk dramatically. It is also the Chinese PV that once relied on exporting to Europe and the United States. Although the domestic PV industry formed an alliance to actively respond to various unfavorable factors, the huge domestic market space could not be opened in the short term, and the industrial bubble phenomenon caused by the blind expansion of domestic PV production was about to appear. From the beginning of the development of the photovoltaic industry, China's photovoltaic enterprises have not reached 100 in 2008, but in a few years, it has rapidly expanded to more than 500. Nowadays, the domestic photovoltaic production energy is huge, and the initial estimate has reached 30gw-40gw. The estimated amount in 2011 is only 21gw, which shows that even if China's photovoltaic cells are installed globally, one-third to one-half of the domestic PV production capacity will not be put into the market. The negative effects of the previous blind expansion have finally come. It began to appear. In this case, there are still many local policies that ignore the prospects of the photovoltaic industry that has fallen into the cold winter season, blindly continue to attract investment to expand the regional photovoltaic industry. Although the prices of photovoltaic raw materials are declining today, overseas governments have begun to reduce subsidies for the photovoltaic industry. The policy has caused the demand in the European and American markets to fall into a trough. The continued expansion of China's PV industry will only lead to a greater imbalance between supply and demand in the market. In this state where all factors are extremely unstable, the local government that was originally one step behind the market came. Promoting the further expansion of the photovoltaic industry will undoubtedly once again hit the photovoltaic industry that is now at risk. Nowadays, the price of raw material polysilicon in the photovoltaic industry is declining. Even in the first quarter of next year, it will fall below the price of 30 US dollars per kilogram. In addition, China will further increase the price of electricity, which will further increase the production cost of polysilicon. Will fall into a trough. The industrial bubble is about to be broken, and the prices of raw materials are not stable today. These are not bad for companies that have already caught up in the harsh winter of the photovoltaic industry.

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