Germany will cut subsidies for solar power station catch the "last train" to step up purchases

"Recently, we are in full production, the second-quarter production from the end of last year's 1.1G to 1.4G tile tile expansion." Production of photovoltaic components (STP.NYSE), said Luo Yi, director of investor relations, now the market is in short supply in the state.

He spoke about 3 months after the German feed-in tariff subsidies across the board reduction in the amount of explosive fuse the market, the German PV systems installer want to rush to get goods in this early before.

Downstream of the strong demand, but to the upstream, such as polysilicon, silicon vendors are reluctant sellers, products, raise prices, since the financial crisis is a rare phenomenon.

Shipments

April 22, the German parliament has agreed to the German government to reduce the amount of solar energy subsidies. In July, the solar roof, outdoor ground Tariff of subsidy will be reduced 16% and 15%, to install solar energy systems for farms alone are more Jiaokubudie investors, because they will not get government subsidies.

China Sunergy market analysis manager, Liu Dong told "": "The German government in May will be the end result, but the subsidy is no doubt the decline."

Thus, the German power plant investors are now desperately grab goods, the Chinese assembly plant in the upstream polysilicon and silicon wafer plant in full production over the recent sales.

Liu Dong forecast, the first half of the world's photovoltaic installation is about 7G W, Germany, at least 4G watts. Research firm iSuppli forecast this week also made the original changes to this year's PV installed capacity is 13.6G watts (previously 8.3G watts), installed around the world last year is only 7G watts.

Luo Yi said that Italy, Spain, Japan, Belgium and other countries of the photovoltaic demand is also significantly improved, "the first quarter of this year, Suntech shipments in the fourth quarter than sequential increase of 5% to 10%. And into the second quarter, shipments will still be great. "

Shanghai Solar Energy Technology Co., Ltd. Super Day, a senior, also said companies are now afraid to take orders for the third quarter because of production still can not keep up, "first hand the good, to say the next step."

Silicon and polysilicon price increases

The market is so excited, batteries, silicon and polysilicon and other vendors in the upper reaches of "bull" full strength.

The current price of polysilicon is about 450 yuan / kg, the chain end of last year rose by 30 to 40 yuan / kg; and 125 models of silicon, monocrystalline silicon wafers of 156 models had 3 this month also raised to 3.5 yuan / film, current price of 28 30 yuan / piece. Battery market price of about 10.5 yuan / W, the chain raised the fourth quarter of last year, .5 yuan.

"Polysilicon, silicon prices have been in the fall of last year, the anti-up is good because the demand is stimulated." Researcher Wang Sheng Liu said.

Although some components of plant is not willing to accept the high price of polysilicon, but too many overseas orders, delivery is too fast, they can only temporarily "lose" getting goods at high prices.

"We suspect, in the third quarter component prices will decline, the market demand will slow a relief." Liu Dong said that the German subsidies to be reduced in many of its projects will reduce the rate of return, investment Chamber of Commerce on the market a re-judgment.

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Germany will cut subsidies for solar power station catch the "last train" to step up purchases