The "Matthew effect" in the industry highlights the fact that the newspaper has predicted that the PV market, which has experienced the reduction of subsidies in Europe and the sharp price cuts of products, is expected to be boosted in the second half of the year. It seems that this trend is becoming more and more clear. Similar to last year, as the “boots” to cut subsidies have already landed, and the installation deadline is approaching, Europe is setting off a new round of PV “rushing the tide”. However, for large and small PV companies in China, as the competition becomes more intense, the “Matthew effect”, which is stronger, is beginning to appear. Information from industry bodies shows that the “boots” for subsidies have already landed, and the installation deadline is approaching. The demand for solar energy in major European countries has seen a long-lost climax in June. As the industry re-heats, domestic large-scale PV companies will clearly benefit. The European market “bad” has exhausted information from industry bodies, and the demand for solar energy in major European countries has seen a long-lost climax in June. Although the stagnation of Italian policy once led to the wait-and-see attitude of downstream system manufacturers, as the policy became clear after May, the construction demand for photovoltaic power plants was reopened. Previously, in order to ensure that the existing installation system can be smoothly connected before the subsidy is lowered, the Italian government has extended the existing No. 3 bill, which is very likely to stimulate the demand for some new installations to be advanced in recent months. Construction. Germany has always been the world's largest PV installation country. Its total installed capacity reached 7.25 GW last year, an increase of about 90% year-on-year, which also boosted the global solar market. Similar to Italy, the German government has also continuously lowered government subsidies to promote the decline in photovoltaic power generation costs. From the perspective of the monthly installation volume of the country last year, the monthly installation capacity of Germany will increase significantly before the subsidy is lowered. This is mainly because the system manufacturers hope to take the last bus before the subsidy reduction through the “rushing tide”. "According to the original idea of ​​the German government, if the installed capacity exceeds a certain amount from March to May this year, the subsidy will be further reduced. This news will be announced before the end of June. At present, the installed capacity does not exceed the German government. The default limit, and the time has reached the end of June, so further reduction of subsidies is almost impossible. For the photovoltaic industry, there will be no more bad news in the second half of the year, whether to further reduce subsidies must wait until next year." An industry person told this reporter. In fact, in order to make the policy in the second half of the year not too harsh, the installation of German system manufacturers from March to May has been at a low tide, so that the installed capacity is quantified to a lower range. With the threat of further reduction of subsidies, system manufacturers in order to catch up with the last policy of the system, their installation demand was released in June, which made the "preemption tide" last year reappear. It is worth noting that September 30 and October 31 are the PV installation deadlines for Italy and Germany respectively. "If you can't report the project before these two times, you won't be able to catch up this year, so most companies will definitely step up the declaration before these two time points," said the source. He said that the next season will enter the traditional peak season of photovoltaic installation, the industry is expected to re-heat. The "Matthew effect" is becoming more and more obvious. Our reporter has confirmed from a number of large-scale PV companies in China that the trend of “bottoming rebound” in European PV installations has indeed appeared, and all major factories are full of orders. According to the relevant personage of Yingli Group, the company's current shipments are in good condition, and this year's shipment target of 1.7GW to 1.75GW is still maintained. At the same time, the company is still actively expanding production, including two projects in Hainan and Hebei will be put into production as planned. “Since the second quarter, our component factories and battery factories have been fully loaded.” Xiao Xiaotong, chairman of the solar module manufacturer Ats Sunshine Power, told this reporter that “not only full-load production, we even mobilized the headquarters office. The staff is working overtime at the grassroots level.” He believes that at least the first-tier companies like Artus have not seen signs of bad prospects. The reporter also learned from the Investment Promotion Bureau of Wenzhou Economic and Technological Development Zone that 13 photovoltaic companies in the district had taken 650 MW of intentional orders at the just-concluded Munich International Solar Photovoltaic Exhibition, with a total value of about 5.6 billion yuan. "At present, the polarization of the domestic PV market is particularly serious." An executive of LDK, one of China's largest manufacturers of polysilicon and silicon wafers, told this reporter that some PV modules or small battery manufacturers can't get orders even if they cut prices again. . In contrast, the shipments of large manufacturers have been very smooth, such as LDK currently does not dare to take orders, because afraid of insufficient capacity, production will not come. He pointed out that due to the large number of new capacity production in the second half of last year to the first half of this year, the current global PV production capacity is still greater than demand. In this context, the sales of first-tier manufacturers and small factories have clearly differentiated, which means that the “Matthew effect” is emerging in the photovoltaic industry. According to him, this is more obvious in the domestic market. Because many project investors are afraid of problems, they will deliberately choose some big manufacturers' products. On the other hand, large companies have relatively stronger public relations capabilities in domestic projects.  

Folding Knife

Folding Knife,Blade Folding Knife,Pocket Folding Knife,Clip Point Folding Knife

Yucheng County Ruiertuo Tools Co., Ltd. , https://www.ruiertuotools.com

Posted on