In 2011, the installed capacity of photovoltaics slightly exceeded expectations, and oversupply in the whole year was based on Bloomberg New Energy Finance's announcement that the installed capacity of photovoltaics in 2011 was 28 GW. From the second half of 2011, it benefited from the start of the Sino-US market and the impact of the rushing tide in the fourth quarter of Germany. The market continued to increase the installed capacity of photovoltaics in 2011 and raised the price from 22 GW. Finally, we think that the installed capacity of photovoltaics in 2011 was slightly higher than expected. However, in 2011, the global production capacity of components exceeded 40 GW, which still exceeds supply.
Optimistic about the quarterly restocking inventory at present, inventory has dropped to the lowest level since the first quarter of 2011. As there was no corresponding increase in the release of production capacity and downstream demand in 2011, the entire industry passively filled up inventory in the first half of 2011, with inventory from 4.4 GW at the end of 2010 to 10 GW at the end of the third quarter of 2011. In the fourth quarter, on the one hand, the strong growth of installed capacity in emerging markets and the seizure of the German market, on the other hand, the manufacturers significantly reduced the utilization rate of the production, so that the total inventory level at the end of the year was significantly reduced to below 7.3 GW, which was the first quarter of 2011. The lowest position since.
Optimistic about the first half of the stock market. The capacity utilization rate of the entire industry declined significantly in the third quarter of 2011. The utilization rate of silicon wafer and PV module manufacturers decreased from 60% in 3Q2011 to 40% in 4Q, benefiting from the inventory restocking in the first half of the year and the production capacity in the first quarter of 2012. The utilization rate will increase, and the industry's profitability will improve. We are optimistic about restocking prices in the first half of the year.
Polysilicon has bottomed out and will fluctuate within the range of US$30-40 in the future. We believe that the price of polysilicon will fluctuate within the range of US$30-40 in the future. The reasons are as follows: 1. The polysilicon production capacity in the next year or two will still be released, and the price increase in the future may be significant. Not much sex. The US$2,30 has already approached many manufacturers' cost lines. In the future, there will not be much technological breakthrough in polysilicon technology. The cost of cold-hydrogenation technology will be around US$25.
The Twelfth Five-Year Plan for Renewable Energy is about to be released The target for the “Twelfth Five-Year Plan for Renewable Energy Development†has been set, but the specific details have not yet been issued and is expected to be released after the holiday. The plan shows that by 2015, solar photovoltaic power generation will It has reached 15 million kilowatts, and its annual power generation capacity has reached 20 billion kilowatt-hours. Local planning has been introduced frequently, domestic installed capacity has been enthusiastic, and domestic installed capacity has exceeded expectations.
Optimistic about the quarterly restocking inventory at present, inventory has dropped to the lowest level since the first quarter of 2011. As there was no corresponding increase in the release of production capacity and downstream demand in 2011, the entire industry passively filled up inventory in the first half of 2011, with inventory from 4.4 GW at the end of 2010 to 10 GW at the end of the third quarter of 2011. In the fourth quarter, on the one hand, the strong growth of installed capacity in emerging markets and the seizure of the German market, on the other hand, the manufacturers significantly reduced the utilization rate of the production, so that the total inventory level at the end of the year was significantly reduced to below 7.3 GW, which was the first quarter of 2011. The lowest position since.
Optimistic about the first half of the stock market. The capacity utilization rate of the entire industry declined significantly in the third quarter of 2011. The utilization rate of silicon wafer and PV module manufacturers decreased from 60% in 3Q2011 to 40% in 4Q, benefiting from the inventory restocking in the first half of the year and the production capacity in the first quarter of 2012. The utilization rate will increase, and the industry's profitability will improve. We are optimistic about restocking prices in the first half of the year.
Polysilicon has bottomed out and will fluctuate within the range of US$30-40 in the future. We believe that the price of polysilicon will fluctuate within the range of US$30-40 in the future. The reasons are as follows: 1. The polysilicon production capacity in the next year or two will still be released, and the price increase in the future may be significant. Not much sex. The US$2,30 has already approached many manufacturers' cost lines. In the future, there will not be much technological breakthrough in polysilicon technology. The cost of cold-hydrogenation technology will be around US$25.
The Twelfth Five-Year Plan for Renewable Energy is about to be released The target for the “Twelfth Five-Year Plan for Renewable Energy Development†has been set, but the specific details have not yet been issued and is expected to be released after the holiday. The plan shows that by 2015, solar photovoltaic power generation will It has reached 15 million kilowatts, and its annual power generation capacity has reached 20 billion kilowatt-hours. Local planning has been introduced frequently, domestic installed capacity has been enthusiastic, and domestic installed capacity has exceeded expectations.
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