Polaris solar PV net news: Taiwan, China, the United States double reverse initial has been more than a month, related effects has continued to spread, including layout become overseas manufacturers shared policy objectives. TrendForce its new energy career at EnergyTrend research manager Huang Gonghui said, China manufacturers in near two years on has faced has Sino-US, and Central of trade dispute, so in overseas layout Shang also more early planning, as in the electro-optic v in Turkey set factory and the Yu fai Sun take global layout in day, and Han, and printed, and Poland, to of generation workers mode, are is by to breakthrough trade war of taxation limit. In response, the United States in the near future a new round of double reverse, contains jinkosolar, ja solar etc are selected in South Africa built 100~120MW assembly line. Other Yingli, Suntech and other outgoing overseas plan to increase production capacity in a third.
Taiwan factory also was incorporated into a new round this year in United States in anti-dumping investigations, and was eventually sentenced still have the possibility of tax rate changes, but in sales and prices under pressure, place overseas production. Currently Taiwan factory layout, except has clear of Tai Chi energy selected in Viet Nam added battery tablets and component produced line, and the liters Yang Ke in Malaysia investment battery tablets produced line outside, another has manufacturers planning displayed, Taiwan upstream manufacturers may will select in Thailand built reset component produced line, other battery tablets industry who also has plans in Americas built reset battery tablets or component capacity, early planning is falls in 100~200MW around.
A holistic, overseas production managed to avoid the current trade disputes as well as taxation, but the attendant costs may also be due to smaller economies and rising local labor costs. Huang Gonghui further pointed out that, in the planning of manufacturers, mostly among manufacturing cost considerations, and taking into account local needs and global strategy. But the cost is still the most important key in the solar industry, therefore most of the layouts are dominated by emerging countries, and many of these countries, such as tax concessions to attract investment, whether it really has the potential to develop solar energy market is open to question.
Currently third from overseas, such as Korea, and Malaysia is not affected by the double-reverse battery offers between US$0.40~0.42/W, 20.5% higher prices compared to the factory, about equal to Motech’s tax rates, price ceilings. Factory used to positive battery terminal development, may have created a higher conversion efficiencies in the mainstream position in the world, but in the middle of the supply chain, and limited sea plants face greater fluctuations in demand, so that in this new build plants overseas, contains a number of manufacturers to more aggressively expand its capacity, with a view to closer to the sea.
This week, the spot market price
Sequential move closer to its fourth quarter, States Rob get installed before the end of the more obvious requirements, but prices have been relatively steady this week supply chain. Polysilicon industry is planning a wave of price increases, despite the tentative price, but still remain stable, polysilicon remain at US$20.34/kg; silicon parts to maintain flat supply reduced at low prices set in October along with the polysilicon price; high performance polycrystalline silicon chips fluctuated in 0.1% came to US$0.935/piece; standard wafer remain US$0.898/piece last week; maintaining price US$1.17/piece single crystal silicon wafers. Battery partially due to capacity on the vacancy, price loitering at the interval, factory price US$0.335/watt; continental factory batteries offer slow heating up 0.64% to US0.314/watt; component prices, which rose 0.53% to US$0.572/watt.
Original title: solar companies active overseas distribution costs across the Taiwan Strait and the sea is still the key