The hottest Taiwanese enterprises have become a do

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Taiwan enterprises have become a dominant player in the photovoltaic industry in the winter.

looking at the global solar industry, the demand can not keep up with the production capacity, which temporarily leads to serious overcapacity in the industry. The trade war situation is imminent due to the anti-dumping of polycrystalline silicon and solar panels between China and the United States, the anti-dumping of solar energy between China and the EU may start, and the sharp reduction of photovoltaic subsidies in European and American countries and even Australia continue to impact industries that are facing a cold winter, The only good news is the high subsidy policy that Japan will implement in July

insiders believe that bad news has led to many unstable hazes in mature markets in the European Union such as Germany and Italy, and growth markets such as China and the United States; The biggest beneficiary of Japan's subsidy policy is local enterprises, which has little positive impact on other countries. Although most countries and regions are in the midst of severe cold, Taiwan enterprises have ushered in the spring of development and become the dominant player in the global photovoltaic industry in the winter

the United States imposes punitive tariffs on China's solar cells and modules

the U.S. Department of Commerce announced the preliminary findings of the anti-dumping investigation on May 17 local time, and found that China's crystalline silicon photovoltaic cells and modules exported to the United States had dumping behavior. Among them, the dumping margins of Suntech and Trina solar were determined to be 31.22% and 31.14%, and the dumping margins of other unlisted Chinese manufacturers reached 249.96%. However, the scope of anti-dumping investigation does not include module products assembled in China with imported solar cell materials

since the double reverse does not involve component products assembled with battery materials from third countries, Chinese enterprises are actively seeking Taiwan battery and component manufacturers for OEM production after the results are announced, hoping to avoid the impact of the double reverse. According to employment insiders, at present, China's Suntech, Trinasolar and Atlas have found OEM factories in Taiwan, and Tianwei new energy is also actively looking for cooperative manufacturers. Taiwan's Yujing, shengyangke and maodi have received orders from mainland companies, and these orders will also have a good impact on the revenue performance of Taiwan enterprises

energytrend's previous report said that the double reverse has led to a continuous increase in orders received by Taiwan manufacturers, and prices have continued to rise recently. At present, Taiwan's silicon epitaxial wafer manufacturers mainly focus on high-efficiency products. At present, the production capacity of major manufacturers is almost sold out. Therefore, under the condition of tight supply and demand, manufacturers have raised prices

China may launch an anti-dumping investigation against the US polycrystalline silicon in a short time.

there is a rumor in the market that, following the high anti-dumping and countervailing taxes imposed by the United States on Chinese solar panels, several Chinese polycrystalline silicon manufacturers such as poly GCL and Daquan new energy jointly applied to the government for tariffs on the polycrystalline silicon imported from the United States, so as to alleviate the pressure on the domestic market caused by imported polycrystalline silicon

although there is no definite information to confirm whether this request has been accepted, a Weibo said yesterday that there will be a heavy news favorable to China's polysilicon market at the end of June, which has attracted the attention of LDK and many other enterprises. Most industry insiders speculate that this news is about the imposition of anti-dumping duties on polycrystalline silicon in the United States

energytrend believes that China's double reverse of polycrystalline silicon in the United States will have a great impact on the price and increase the cost of silicon materials for Chinese manufacturers. Therefore, mainland manufacturers are expected to build silicon wafer factories overseas or look for OEM production in Taiwan and other regions in order to reduce costs

Europe may carry out anti-dumping on Chinese panels

following the announcement of the preliminary findings of the anti-dumping case led by the United States in an attempt to prevent the export of products from Asian countries, Solarworld, Germany's largest solar module manufacturer, recently said that it would launch an anti-dumping lawsuit against Chinese enterprises in the EU in mid-2012. In order to curb the growth rate of the German solar energy industry, the new minister of the environment also supported Solarworld's possible anti-dumping proposal against Chinese panels, hoping to reduce the import of components so as to slow down the market growth

although the news about EU anti-dumping is rampant, analysts believe that due to the impact on the economy and employment of Germany and other countries, it is unlikely to carry out anti-dumping on Chinese solar products in the short term

if the EU region launches anti-dumping against China, it will further expand the tide of OEM in Taiwan

Japan's high subsidy policy

in addition to the adverse growth opportunities caused by the opposition of all regions to the Taiwan market, Japan's high subsidy policy will also have a beneficial impact on it. Japan has officially adopted the renewable energy incentive policy and solar energy subsidy policy, and the subsidy for photovoltaic power generation will be twice that of Germany, reaching 53 cents per kilowatt hour

take Midea crystal as an example. At present, Japanese customer orders account for more than 50% of shipments, and due to the high unit price of efficient products, it will bring revenue and profit growth

current situation of Taiwan's solar energy enterprises

according to the analysts of energytrend new energy division, due to the continuous increase of OEM and Japanese orders, Taiwan peek components have good chemical resistance and tensile strength. The first-line and second-line solar plants in Bay have achieved full production, and the first-line manufacturers accept fewer OEM orders than the second-line manufacturers. Facing severe energy and environmental challenges, Taiwan's solar cell production capacity can be close to 8GW. Among them, the supply of solar cells has begun to replace the policyholders to inquire about the investment function of insurance companies

Taiwan's factories generally had an ideal shipment situation in May, and the production capacity remained at more than 80%. Battery factories also continued to receive OEM orders from mainland manufacturers due to the preliminary judgment of the United States anti-dumping, and took the opportunity to slowly increase the spot price, which also encouraged the price of silicon epitaxial products to rise

because of the price of the OEM order, the clamping method can also be adopted); Low. Except for the United States, Taiwan factories cannot compete with low-cost products from the mainland, and they cannot significantly raise prices before the European market is stable. Therefore, revenue will not show significant growth for the time being. However, with the slow growth of prices and the increase of imports of efficient products from Japan, the positive will gradually be reflected in the performance. Zhonghua glass () Department

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