Beautiful first-half performance of photovoltaic polycrystalline silicon business in the second half, "Warrington"
According to Wind Statistics, as of July 22, the concept of domestic PV 47 listed companies to disclose results of the first half of this year, 26 Express or forecast, of which forecasted up to 21 companies, accounting for 80% .
Analysts said the first half of the growth performance of the enterprises are silicon photovoltaic or battery business, because the first half of the low cost of the product price has been lifted. With the price of polysilicon this year, rebounded in July, is expected in the second half, especially high purity polycrystalline silicon polysilicon manufacturers market is about to come.
First to benefit middle and lower market rebound
It is understood that, since March of this year, the international PV market showed a continued warming trend, solar wafers, cells of different degrees of price rise, which in March, prices rose as high as 20%.
Many downstream manufacturers of photovoltaic surprised to find that in polysilicon prices continued to slump at the same time, the price of photovoltaic products a certain level of recovery in the first half of this year's performance and gross margin are expected than expected. LDK official said, the international PV market to pick up orders will continue to support the full battery of silicon, while the price has improved, multiple factors favor the performance of the company's performance.
Data show that the first half of forecasted PV 21 listed companies, CSG A first half net profit of 636 million yuan, an increase of 143.51%. Dah Sing the first half of the new material is expected to net profit of 65 million -7200 million, up 126% -150%.
International agencies have forecast estimates that by 2010 the global solar market will reach 12.2GWp scale. Solar Energy solar market in 2010 to calculate the amount of approximately $ 30 billion.
A good international environment for domestic solar companies to eat "assurance", and some companies began to expand production at the same time, the market will attract more investors to enter.
Industry experts optimistic about the photovoltaic industry boom of the second half, second half of 2010 or 2011 will be officially launched economies of scale and vertical integration of the competition.
Polysilicon in the second half bullish
In the photovoltaic industry chain downstream products rose a certain extent, the market began to pick up the trend of raw materials delivered to the PV industry polysilicon. July of this year, there is a clear international polysilicon prices rose. Polysilicon prices have 50-52 dollars / kg up to 60-65 dollars / kg.
A domestic PV manufacturers that the PV device market now than in 2008, expanding at nearly double the polysilicon production capacity to expand up to more than 50% in 2008, this year the whole industry full of photovoltaic industry production, by the PV industry and semiconductor Industrial demand-pull double polysilicon supply and demand situation is tight again.
The second half of this year, the scarcity of high-quality production capacity will support the corresponding prices. LDK official said, is expected to purchase polysilicon from the company's point of view, high-purity polysilicon shortage is already evident signs of expected short term is unlikely to change this situation. First-tier manufacturers in many industries expect polysilicon prices will gradually rise to 70-80 dollars / kg.
At the same time, for wafers, cells, components suppliers, because polysilicon prices, "low cost, the price rise," the good times end, the industry worried about the second half of the cost pressure. The polysilicon producers in the second half due to tight supply and demand and the harvest may be a better performance.
It is understood that in the first half the price of polysilicon in the doldrums, Xinguang output of the first quarter of 2010, only 180 tons, up by 23.88%, loss of 23.71 million yuan. Polysilicon prices to regain the recent rally, the second half to help Xinguang rebound performance.
But some analysts believe that, because of China's polysilicon production capacity surplus last year of the shadow, the overall price of polysilicon is expected to rise sharply unlikely. And many manufacturers of photovoltaic River also said if the rate of rising costs too, is bound to further downstream transmission.
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