Many PV companies have improved their performance in the first half of the year

This year, especially in the second quarter, photovoltaic companies have gradually begun to reduce losses and their performance is better than the same period of last year.

However, there are also industry insiders that the outlook for PV is not optimistic. Although most enterprises are exempt from anti-dumping duties, the price of 0.56 EUR/watt set by the “price commitment” agreement reached by China and Europe is totally uncompetitive with other regions, which may affect sales. In addition, at present, China's successive introduction of photovoltaic policies, it can not see that there is substantial help for photovoltaic companies.

Loss in the first half of the loss face <br><br><br><br><br><br><br><br><br><br><br><br><br><br><br> Jinkoo Energy released Q2 financial report on August 14, showing total revenue for the quarter was RMB 1.76 billion, an increase of 51.7% QoQ and a year-on-year increase of 42.6%; gross profit margin was 17.7% , while the same period in 2012 was 8.4%; net profit was 49 million yuan, compared with the net loss of 310.5 million yuan in the same period in 2012, an increase of 115.8%.

In fact, the reporter learned that the performance of many PV companies in the first half of 2013 has clearly improved.

Trina Solar (NYSE:TSL) announced that it expects Q2 to ship 630 trillion to 660 megawatts, which is higher than the previous forecast of 500 trillion to 530 megawatts. The estimated gross margin is 11% to 12%. The forecast has also improved. Yan Huiguang (NYSE: SOL) also previously announced the increase in Q2 shipments, revenue and gross margin expectations.

A-share listed company Aerospace (600151, SH) recently released a pre-launch report saying that it expects to achieve a net profit of about 160 million yuan in the first half of the year, an increase of about 470 million yuan from a loss of 302 million yuan in the same period last year.

“Dynamic energy has rapidly responded to many fundamental changes in the market in the past few quarters. Now we believe that we are fully prepared to respond to a more favorable industrial situation,” said Jing Kang Energy CEO Chen Kangping. The average selling price continues to stabilize, but as the demand gradually becomes consistent with the supply, the photovoltaic industry has begun to integrate.”

More industry researchers said that in the first half of 2013, the phase-out and consolidation of excess capacity in the photovoltaic industry had achieved initial success. Especially since the second quarter, the fundamentals of the photovoltaic industry were quietly changing.

A number of domestic photovoltaic companies yesterday said in an interview with a reporter from the "Daily Economic News" that although it is difficult to say that they can turn a profit in the first half of the year, it seems that the reduction in losses is positive.

The second half to pick up the money temporarily clear crystal <br> <br> Jinko brand director yesterday to the "Daily Economic News" said that from the fourth quarter of last year, the average price of components has bottomed, but after a year The industry adjustment, though not necessarily as rapid as expected, still reorganized part of the production capacity, gradually narrowing supply and demand, and the surge in demand from emerging market countries compensated for the EU's “double reverse” market gap.

Contrary to this optimistic attitude, there are also some photovoltaic companies who believe that the outlook is not clear.

“The situation in the second half of the year is really hard to say. I would not say whether it is picking up anyway.” A photovoltaic company executive who was listed in the United States yesterday told Daily Economic News that most companies are still at a loss. In the first half of the year, shipments were relatively large. This was due to the imminent impact of the “double reverse” sanctions imposed by the EU, and companies were desperately shipping.

"The price commitment reached with the European Union must be at least 0.56 Euro/Watt, which is much higher than the previous 0.49 to 0.5 Euro/Watt price. The sales volume in the second half of the year may be greatly affected and there are 7GW per year. "The export quota", the person further told reporters, "At home, although there are indeed many good policies introduced in the near future, the current document has not mentioned how much the subsidies are, even if all aspects of progress are smooth, from the policy level. At the implementation level, it is also 3 to 6 months later. At present, the policy does not have much substantive help for PV companies."

For the prospect of photovoltaic industry, an industry source told reporters that in the future ground power stations and distributed generation will develop simultaneously, and the development of distributed development will be even faster. From a global point of view, no longer relying on a country or an area, each country will use its own The electricity price, climate, sunshine, and government financial resources have variously developed photovoltaics.