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November 2, 2016   Posted by: Wouter Vermeersch

Tier 1 Chinese solar panel producers Q4 2016

Tier 1 WP

 

 

     

 

 

 

 

COMPANY NAME

=   1. Jinko Solar

*    2. GCL

↓    3. Trina Solar

↓    4. Canadian Solar

↓    5. JA Solar

↓    6. Yingli Solar

↓    7. Risen Energy

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November 2, 2016   Posted by: Wouter Vermeersch

Market Analysis Asian PV Panels Q4 2016

Market Analysis WP
Price decreases because of:
• Overcapacity: fall in demand China and US
• Decline price undertaking (MIP)
Duration: 2 to 3 quarters?

Overcapacity

The prices of solar panels decline globally, due to the steep drop in Chinese demand in Q3 after a FIT cut, combined with the moderate US demand on projects being delayed into 2017. All global markets are currently seeing an acceleration in these price decreases.

 

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September 15, 2016   Posted by: Wouter Vermeersch

EU-China PV Trade Deal: Update

hands-eu-cn• Recent events: many companies quitted the undertaking
• Price undertaking: crumbling down
• MIP: no longer decisive
• Outcome trade case: expected Oct. ’16 – Mar. ’17

The EU Commission is currently in the process of investigating the anti-dumping and anti-subsidy duties for Chinese panels and cells through expiry reviews and an interim review. However, there have been quite some changes in the group of Chinese companies that operate under the conditions of the price undertaking.

 
 
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September 1, 2016   Posted by: Wouter Vermeersch

Market Analysis Asian PV Panels Q3 2016

Market Analysis WP• Prices: general decline

• Availability: oversupply

The increased stockpiles and volatility in the solar panel market, as a result of overcapacity and geopolitical turmoil, have accelerated a global price slump. In particular the slower demand in China has triggered a general price decline, not just in China; but also across Asia, with spillovers onto the global market.

Chinese Tier 1 panel makers seek to increase shipments from their duty-free factories in South-East-Asia (Vietnam, Thailand, etc.) to Europe in order to compensate the worse-than-anticipated sales in China. The vicious competition among Chinese module makers has also forced non-Chinese producers to adapt lower price quotes.

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