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中国光伏业产能过剩  价格持稳难度加剧

一份报告显示,中国光伏业产能过剩,价格持稳难度加剧,终端需求尚待提振。

据人民财讯报道,TrendForce集邦咨询发布的报告显示,在多晶硅环节,7月下游订单较少,且硅片本身亏损状况已较为严重,拉晶端为下月备货的采购意愿持续低迷。

在硅片环节,截至本周,硅片库存仍然保持在20亿片以上,终端需求处于真空期,即便下月头部专业化厂商有减产计划,也难阻止库存水位上行。

从需求端看,电池片自身需求不容乐观,对硅片的采购日趋谨慎,预计7月份硅片供需偏宽松,价格持稳难度加剧;在组件环节,订单需求预计延续下降态势,头部订单大规模减少,二三线厂商接单状况堪忧,开工率普遍不足。

《纽约时报》去年的报道指出,中国主导了全球的太阳能市场,但国内产业正经历动荡。过去很多年里,政府补贴导致企业产能过剩、加大出口,随之而来的降价给光伏企业造成严重打击。

纽时的报道称,地方补贴的迅速消失加剧了中国太阳能企业面临的难题。由于房地产危机,地方政府难以将国有土地的长期租约出售给开发商,而这曾是地方政府最大的资金来源。

#太阳能板 #中国经济



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中国光伏业产能过剩  价格持稳难度加剧

一份报告显示,中国光伏业产能过剩,价格持稳难度加剧,终端需求尚待提振。

据人民财讯报道,TrendForce集邦咨询发布的报告显示,在多晶硅环节,7月下游订单较少,且硅片本身亏损状况已较为严重,拉晶端为下月备货的采购意愿持续低迷。

在硅片环节,截至本周,硅片库存仍然保持在20亿片以上,终端需求处于真空期,即便下月头部专业化厂商有减产计划,也难阻止库存水位上行。

从需求端看,电池片自身需求不容乐观,对硅片的采购日趋谨慎,预计7月份硅片供需偏宽松,价格持稳难度加剧;在组件环节,订单需求预计延续下降态势,头部订单大规模减少,二三线厂商接单状况堪忧,开工率普遍不足。

《纽约时报》去年的报道指出,中国主导了全球的太阳能市场,但国内产业正经历动荡。过去很多年里,政府补贴导致企业产能过剩、加大出口,随之而来的降价给光伏企业造成严重打击。

纽时的报道称,地方补贴的迅速消失加剧了中国太阳能企业面临的难题。由于房地产危机,地方政府难以将国有土地的长期租约出售给开发商,而这曾是地方政府最大的资金来源。

#太阳能板 #中国经济

BY 联合早报 即时报道


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Among the actives, Ascendas REIT sank 0.64 percent, while CapitaLand Integrated Commercial Trust plummeted 1.42 percent, City Developments plunged 1.12 percent, Dairy Farm International tumbled 0.86 percent, DBS Group skidded 0.68 percent, Genting Singapore retreated 0.67 percent, Hongkong Land climbed 1.30 percent, Mapletree Commercial Trust lost 0.47 percent, Mapletree Logistics Trust tanked 0.95 percent, Oversea-Chinese Banking Corporation dropped 0.61 percent, SATS rose 0.24 percent, SembCorp Industries shed 0.54 percent, Singapore Airlines surrendered 0.79 percent, Singapore Exchange slid 0.30 percent, Singapore Press Holdings declined 1.03 percent, Singapore Technologies Engineering dipped 0.26 percent, SingTel advanced 0.81 percent, United Overseas Bank fell 0.39 percent, Wilmar International eased 0.24 percent, Yangzijiang Shipbuilding jumped 1.42 percent and Keppel Corp, Thai Beverage, CapitaLand and Comfort DelGro were unchanged.

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