Martin Schachinger, założyciel pvXchange.com, twierdzi, że 8-procentowy spadek cen modułów fotowoltaicznych w listopadzie może oznaczać koniec długotrwałych spadków, gdyż sygnały rynkowe wskazują na możliwość ożywienia.
Image: Martin Schachinger, pvXchange.com
Z niemieckiego magazynu pv
The sharp price drop for solar modules in November might mark the end of the ongoing decline, as the market shows signs of recovery.
Prices fell by an average of 8% across all technologies, squeezing margins even on recently purchased modules. This drop resulted from moderate demand, year-end stock clearance campaigns, and insolvency-related emergency sales.
Some modules are now selling for under $0.06/W, but experts warn against low-quality, no-name products, citing operational risks and unreliable guarantees from second- or third-tier Chinese manufacturers.
The downward trend appears to be reversing. China’s export tax rebate on solar modules, long set at 13%, dropped to 9% on Dec. 1, raising exporters’ costs by 4%. This change could increase module prices by $0.03/W to $0.05/W.
More significantly, manufacturers are reducing production to engineer an artificial supply shortage. Capacity cuts in China, reduced exports, and factory shutdowns over the winter aim to restore profitability. This strategy, if effective, could transform the market into a seller’s market where suppliers dictate prices.
How quickly this strategy succeeds depends on the volume of existing stock in Europe. Adequate supply could limit the impact of production cuts, particularly for mainstream modules. Premium products, such as bifacial glass-glass modules with high efficiency, may see sharper price increases, widening the gap between mainstream and high-efficiency offerings. Budget modules may still be available at bargain prices.
Market players are acting cautiously, with some reversing cancellations for surplus goods and securing inventory. Projects with solid pipelines are hedging against future shortages by purchasing now. If an end-of-year rush depletes stocks, it could trigger the price increases suppliers anticipate – even modest stimuli like minor tax changes could drive such a shift.
O autorze: Martin Schachinger has studied electrical engineering and has been active in the field of photovoltaics and renewable energy for almost 30 years. In 2004, he set up the pvXchange.com online trading platform. The company stocks standard components for new installations and solar modules and inverters that are no longer being produced.
Poglądy i opinie wyrażone w tym artykule są własnością autora i niekoniecznie odzwierciedlają poglądy i opinie wyrażone przez magazyn pv.
Ta treść jest chroniona prawem autorskim i nie może być ponownie wykorzystana. Jeśli chcesz współpracować z nami i chcesz ponownie wykorzystać część naszej treści, skontaktuj się z nami: editors@pv-magazine.com.
Źródło z magazyn pv
Zastrzeżenie: Informacje podane powyżej są dostarczane przez pv-magazine.com niezależnie od Cooig.com. Cooig.com nie składa żadnych oświadczeń ani gwarancji co do jakości i niezawodności sprzedawcy i produktów. Cooig.com wyraźnie zrzeka się wszelkiej odpowiedzialności za naruszenia dotyczące praw autorskich do treści.
