In the domestic PV policy is frequent, the word "industry turning point" is full of the eyes of PV people, and people expect a lot. So, what is the actual situation of the company? Do you feel the arrival of the industry turning point? The reporter recently learned from interviews with a number of companies that everyone feels different. Enterprises that have obtained quotas are still waiting to see, and enterprises that have not obtained quotas are mainly OEMs. European sales are not optimistic For the first-line PV module manufacturers, the signs of improvement are quite obvious. From the earnings reports of several US stock PV companies in the second quarter of this year, the shipments of PV modules of Trina, Jingke, Yingli and Artes continued to grow, the profit margin increased significantly year-on-year, and the profit margins showed a growth trend. Among them, Jingke became the first profitable enterprise. Domestically listed PV companies also achieved good results in the second quarter of this year. According to Wind's statistics, 36 photovoltaic power generation listed companies in Shenzhen and Shanghai have achieved a net profit of about 12.208 million yuan in the second quarter. In the same period last year and the first quarter of this year, this figure was a loss of 500 million yuan and 7.08 million yuan respectively. As the market recovers, the profitability of Chinese PV companies has gradually improved, and the market has predicted that there will be more corporate profits in the third and fourth quarters. What is the status of SMEs as first-line companies have signaled full production and insufficient supply? At this stage, companies that have obtained European export quotas are waiting for specific quota allocations, and shipments to Europe are significantly reduced. The reporter also learned from the German photovoltaic system integrator IBCSolar that the local distributors and installers' purchases in August fell sharply. “We are still shipping, mainly for old customers. The development progress of new customers is very slow. After the price limit is issued, the shipping process is much more complicated than before. Each order must be approved by the Electromechanical Association.†There are component manufacturers. V. A small company located in Zhejiang has also entered the EU quota list. The sales manager of the company told the reporter: "The sales situation in Europe is not optimistic. The price is the same as that of the big factory. It has no meaning. You can only put it first and find another. Method.†He revealed to reporters that the company intends to enter the Thai market. According to data monitored by Solarzoom, China's component manufacturers shipped about 30MW in Thailand in July, and Thailand has entered the top ten of all export markets.
The gross profit of OEM is very low. For domestic small and medium-sized PV companies that have not obtained quotas, the market has not yet improved substantially, or even worse. "Now, although the production is basically full, the gross profit is very low. In addition, there are also people who are lacking, especially skilled workers, so it is not very good under the dual pressure of capital and manpower." A component factory sales report to reporters. A medium-sized enterprise in Shandong is currently doing OEM work. "The foundry can't make a few dollars, and it's all about training." A manager of the company told reporters that as a state-owned restructuring enterprise, they have no burden. Also preparing two domestic automatic lines, it is estimated that the capacity can reach 800MW by the end of the year. The sales staff of another component factory said that it is still based on OEM, and overseas sales orders are basically exported to Australia's distributors. Others have no better cooperation mode. In addition, our distribution is also in a wait-and-see state due to the fact that the specific subsidy payment time is not fixed and there is no layout for the time being. In this regard, Solarzoom analysts commented: "The domestic components exported to Australia, Japan and other countries are basically dependent on local traders. The time for the payment of domestic subsidies has not been fixed, the manufacturers wait and see mentality is strong, it is expected that the component market will be fully warmed up. It will take time.†“Although the macro policy came out, it is still not clear how the state subsidies are issued and how they can be obtained. So now we are steadily working, but the company still has a lot of projects. We just signed some Frame agreements, road approvals, etc., do not rush to construction, look again next year. Now still be cautious, the pace can not be too fast, after all, cash flow is critical." A salesperson admitted in an interview. His words undoubtedly revealed the voice of many companies. After an unprecedented "catastrophe", China's photovoltaics finally ushered in the dawn of policy. After reaching a price commitment with the European Union, since August, 18 PV distributed demonstration zones have been released, PV price subsidy policies, photovoltaic manufacturing industry normative conditions, renewable energy tariffs have been raised, and opinions on distributed photovoltaic power generation financial services have been supported. The successive policy announcements, as well as the photovoltaic support policies that many local governments immediately introduced, reinvented everyone's confidence. The atmosphere of spring seems to be close at hand, but it will take some time to improve from the actual improvement of the industry. Some people calmly analyzed: "It can only be said that the phased policy dust has settled, and the bosses' decision-making has some basis. It can slowly open up some suitable areas of business operations." In any case, there are more signs of recovery in the photovoltaic industry. Less reflected. The consensus reached now is that the photovoltaic industry has now bottomed out and is at the beginning of a new cycle. The reporter heard the good news of a friend at the time of writing. A small equipment company in Shanghai recently received several orders, and the companies that were still struggling six months ago finally slowed down.
The gross profit of OEM is very low. For domestic small and medium-sized PV companies that have not obtained quotas, the market has not yet improved substantially, or even worse. "Now, although the production is basically full, the gross profit is very low. In addition, there are also people who are lacking, especially skilled workers, so it is not very good under the dual pressure of capital and manpower." A component factory sales report to reporters. A medium-sized enterprise in Shandong is currently doing OEM work. "The foundry can't make a few dollars, and it's all about training." A manager of the company told reporters that as a state-owned restructuring enterprise, they have no burden. Also preparing two domestic automatic lines, it is estimated that the capacity can reach 800MW by the end of the year. The sales staff of another component factory said that it is still based on OEM, and overseas sales orders are basically exported to Australia's distributors. Others have no better cooperation mode. In addition, our distribution is also in a wait-and-see state due to the fact that the specific subsidy payment time is not fixed and there is no layout for the time being. In this regard, Solarzoom analysts commented: "The domestic components exported to Australia, Japan and other countries are basically dependent on local traders. The time for the payment of domestic subsidies has not been fixed, the manufacturers wait and see mentality is strong, it is expected that the component market will be fully warmed up. It will take time.†“Although the macro policy came out, it is still not clear how the state subsidies are issued and how they can be obtained. So now we are steadily working, but the company still has a lot of projects. We just signed some Frame agreements, road approvals, etc., do not rush to construction, look again next year. Now still be cautious, the pace can not be too fast, after all, cash flow is critical." A salesperson admitted in an interview. His words undoubtedly revealed the voice of many companies. After an unprecedented "catastrophe", China's photovoltaics finally ushered in the dawn of policy. After reaching a price commitment with the European Union, since August, 18 PV distributed demonstration zones have been released, PV price subsidy policies, photovoltaic manufacturing industry normative conditions, renewable energy tariffs have been raised, and opinions on distributed photovoltaic power generation financial services have been supported. The successive policy announcements, as well as the photovoltaic support policies that many local governments immediately introduced, reinvented everyone's confidence. The atmosphere of spring seems to be close at hand, but it will take some time to improve from the actual improvement of the industry. Some people calmly analyzed: "It can only be said that the phased policy dust has settled, and the bosses' decision-making has some basis. It can slowly open up some suitable areas of business operations." In any case, there are more signs of recovery in the photovoltaic industry. Less reflected. The consensus reached now is that the photovoltaic industry has now bottomed out and is at the beginning of a new cycle. The reporter heard the good news of a friend at the time of writing. A small equipment company in Shanghai recently received several orders, and the companies that were still struggling six months ago finally slowed down.
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