Photovoltaic industry big fish eat small fish era

Due to the spread of the European debt crisis, the global photovoltaic market, which has just warmed up, has once again become overwhelmed. Some overseas PV companies have also collapsed in the cold. Last month, there were three solar companies in the United States that declared bankruptcy, including the prestigious Solyndra in the industry. Prior to this, BPSolar, a British oil company, also stopped production. In addition, the famous Austrian photovoltaic manufacturer BlueChipEnergy also declared bankruptcy at the end of July. In addition to the downturn in the industry, strong competition from low-cost Chinese PV companies is also an important reason for the collapse of European and American companies.

The domestic pattern will also gradually change. Recent media reports of the “Twelfth Five-year Solar PV Industry Development Plan” show that the government will focus on supporting backbone PV companies. By the end of the 12th Five-Year Plan period, 1 to 2 50,000-ton-grade polysilicon enterprises and 2 to 4 10,000-ton-grade polysilicon enterprises will form. 1~2 5GW solar cell companies, 8~10 GW solar cell companies, and 3~4 PV special equipment companies with annual sales revenue of over 1 billion yuan. In terms of battery components, the top 10 giants will have nearly 20 GW of production capacity. Yingli, Suntech, etc. have already established a strong foothold with the predecessors, plus Guodian has a large group background, the economies of scale bring cost advantages, small businesses The living environment will become more and more difficult, and eating big fish will become the norm.