行业资讯分享628.docx

行业资讯分享628.docx

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行业资讯分享628

制作：

深圳市捷佳伟创微电子设备有限公司营销中心

日期：

2011-6-28

一、

27.06.2011 15:

05美国时间：

2011.6.27

GermanyMightNotReduceSubsidiesforNewPhotovoltaicPlants

Thereasonthereforeisthattheconstructionofnewphotovoltaicplantsdecreasedsignificantly

德国可能不会削减对新光伏项目的政策补贴

原因是因为新增光伏建设项目大幅的减少

Germanfederalnetworkagency,Bundesnetzagentur,declaredon16June2011thattheplannedreductionofsubsidiesforphotovoltaicplantswitheffectfromJuly2011willnotbeimplemented.Thereasonthereforeisthattheconstructionofnewphotovoltaicplantsdecreasedsignificantly,FrankfurterAllgemeineZeitungreported.

德国联邦网络机构Bundesnetzagentur在2011.6.16宣布，原计划在2011年7月开始实施的对光伏项目进行补贴削减的政策将不会生效。

原因是德国新增的光伏项目大幅减少。

Sincenewphotovoltaicplantswithacapacityof700MWwereconnectedtothenetworkbetweenMarchandMay2011,newphotovoltaicplantswithacapacityof2,800MWareexpectedtobeconstructedinentire2011.Thenewcapacityfromphotovoltaicplantswillthusbebelowthelimitof3,500MWwitheffectfromwhichthesubsidyratesdecrease.Incasetheconstructionofnewphotovoltaicplantsshouldagainstalloddsexceedthe3,500MWmarkin2011,theplannedreductionofsubsidiesby9%witheffectfromJanuary2012willbeaccordinglyhigher.

因为新的光伏建设项目在2011年三月份到五月份为700MW，预期的期望值是在2011年整年中建设容量为2800MW，这个值还是在光伏装机量3500WM的限制之内的（如果2011达到或者超过3500MW补贴政策将会相应的下降），如果2011年的装机量超过3500MW，就会根据计划在2012年初将补贴政策削减9%或者更高。

GlobalPVdemandshiftingduetoregulatorychanges（来自美国PV报2011.6.27）

全球光伏需求变动由于监管的变化

27.June2011|Applications&Installations,GlobalPVmarkets,Industry&Suppliers,Markets&Trends|By:

 BeckyStuart

NewresearchsuggeststhatphotovoltaicmarketsharesinAsiaPacificandtheU.S.aresettosignificantlyincreaseby2015.Meanwhile,a"huge"25gigawatts（GW）ofprojectsareinthepipelineintheU.S.,ChinaandIndia.

新的研究发现，光伏市场在亚太经济圈、美国到2015年会有一个质的增长，一个“庞大的”25GW工程将分别在美国、中国和印度进行建设。

HavingcompletedworkonthreenewRegionalDownstreamPVMarketreports,SolarbuzzhascometotheconclusionthatfiveleadingAsianPacificmarkets,ledbyJapanandIndia,willaccountforatleast26percentofglobalphotovoltaicsdemandby2015.Thisisupfromjust11percentin2010.TheU.S.’sharemeanwhile,willincreasefromfivepercentin2010to14percentin2015.

Solarbuzz对三个光伏主流市场进行研究，总结出以日本和印度为首的五大亚太市场将至少在2015年占有全球光伏市场的26%，在2010年11%的基础上增长。

同时，美国将从2010年的5%的占有率增长到2015年的14%占有率。

Europe’sglobalphotovoltaicgrip,ontheotherhand,isprojectedtoslipfrom81percentin2010to65percentthisyearand53percentin2015.Instarkcontrast,from2009to2010,Europe’sshareincreasedbyanimpressive170percent.

欧洲的光伏屋顶建设，从另一方面说，计划从2010年的81%下降到2011的65%，到2015年将为53%，同比来说，欧洲的占有率从2009年到2010年增长了170%。

Theshiftingdemand,whichhasbeenmuchpublicizedsincelastyear,issaidtobeprimarilydowntothefrequentfeed-intariffandsolarincentivechangesinkeyEuropeanmarkets.

这个需求的转变在去年底就已经公布了，据报道主要是因为上网电价和太阳能需求刺激在主要欧洲国家的变化。

"Specifically,"saysastatementreleasedbySolarbuzz,"Europeanmarkets,ledbyGermanyandItaly,haveabsorbedfeed-intariff（FIT）ratecutsofuptoone-thirdbetweenJanuary 1, 2010andJuly 1, 2011.ThesereductionshavecausedQ1’11demandinGermany,theworld’slargestPVmarket,tocollapsetolessthanhalfofitsQ1’10size."

Solarbuzz中引用到“具体的说”欧洲市场是被德国和意大利主导，这两个市场从2010年1月和2011年7月初吸收了上网电价减税的三分之一，这些削减导致了德国Q1”1需求（世界最大的光伏需求市场）减少到Q1”10规模的一半。

Thepolicychangeshavehittheground-mountmarketthehardest.However,whilerooftopphotovoltaictariffratesremainedattractiveacrossEurope,investorconfidenceinthissector,accordingtoSolarbuzz,isonlyjuststartingtocomeback.

政策的改变严重打击了光伏市场，但是光伏屋顶税法始终在欧洲有很大的吸引力，投资者在这一块是非常有信心的，Solarbuzz表明这仅仅是回归的开始。

Hugepipelines巨大的产业链

Inadditiontoshiftingphotovoltaicsdemand,SolarbuzzstatesthattheU.S.,ChinaandIndiahavea25GWprojectpipeline."Projectdevelopmentactivityisintenseinthesecountries,"explainsCraigStevens,presidentofSolarbuzz.However,headdsthattheprojectswillonlybesuccessfullyexecutedifissueslikepermitting,financingandprojectstructuringareovercome.

关于光伏需求转变的情况Solarbuzz指出：

美国，中国和印度有25GW项目产业链“项目在这些国家的增长是非常明显和迅速的”CraigStevens解释道。

他说项目的成功实施是建立在通过项目得到政府允许，财政和融资支持和本身的机构综合起来考虑的。

Asia亚洲

ThereportsalsofindthatChina'sphotovoltaicindustryperformedparticularlywelllastyear,withitsdomesticmarketmorethandoublinginsize.NingxiaandJiangsuwerenamedasthetwolargestprovincialmarkets,andtheutilitysegmentwassaidtoaccountfor49percentofthecountry'stotalphotovoltaicsindustry.

报告还指出中国的光伏产业去年整体发展的非常好，国内市场以大于2倍的速度增长，宁夏和江苏成为最大的两个市场，这两个省的整体的占有率在为中国光伏市场的49%

Overall,ChinawasthesecondbiggestAsianPacificphotovoltaicmarketaftera"rejuvenated"Japan.SolarbuzzreportsthatphotovoltaicsinJapangrew111percentyearonyear.Ashasbeenthetrendinthecountry,residentialdemandisstrongest,andaccountsforamassive82percentofitsoverallmarket.

总之，中国是除了能”恢复后“的日本之外的第二个亚洲最大的光伏市场，Solarbuzz指出，日本光伏平均每年增长一直为111%，其中住宅市场的需求最为强劲，以及大规模的其他整体市场的需求为82%。

"StrongsolarpolicysupportalreadyinplacebeforetheFukushimanucleardisasterindicatesthattheJapanesemarketisprojectedtogrowtobetween1.3-1.5 GWin2011,"saysSolarbuzz.

Solarbuzz指出，在福岛核电站危机之前日本就已经采取了更大的政策支持，日本光伏市场2011年将在1.3-1.5GW之间增长。

二、

Bosch（德国博士）拟在马来西亚建640兆瓦光伏生产基地

发表于：

2011年06月22日

Bosch集团宣布公司将扩张光伏业务，并计划投资5.2亿欧元在马来西亚建设产能640兆瓦的光伏生产基地。

该生产基地预计将于2013年底竣工。

TheBoschGroupwantstofurtherexpanditsphotovoltaicsbusinessandisplanninganewmanufacturingsiteintheBatuKawanregioninPenang,Malaysia.Withaplannedinvestmentofsome520millioneuros,theconstructionprojectforthenewmanufacturingsiteisoneofthebiggestinthecompany'shistory."Withthisinvestment,Boschismovingfurtheralongthepathofinternationalizationithasalreadysetforitsphotovoltaicsbusiness,"saidFranzFehrenbach,chairmanoftheBoschboardofmanagement,inStuttgart.ThenewmanufacturingsiteinBatuKawanwillmainlyserveAsia'ssolarenergymarket,whichisgrowingstrongly.Inthecomingyears,theAsianmarketissettoseeaverageannualgrowthof30percent.ComponentsformanufacturingsitesinothercountrieswillalsobeproducedatthenewMalaysiansite,saidFehrenbach.

Constructionofthenewsiteissettobeginbeforetheendofthisyear."Theplannedfacilitywillcovertheentirevalue-addedchain,fromsiliconcrystals–knownasingots–andsolarcellstothemoduleswhichcanbeinstalledonroofsorinsolarpowerplants,"saidHolgervonHebel,chairmanofBoschSolarEnergyAG.Startofproductionisplannedfortheendof2013.Constructionisexpectedtobecompletedthefollowingyear.Bythen,some2000associateswillbeworkingatthenewsiteinPenang,producingsolarpowerplantswithatotaloutputof640megawattspeakeachyear.Themoduleproductionlineswillreachanannualcapacityof150megawattspeak.Themegawattpeak（MWp）unitiscommonlyusedinthesolarenergyindustrytoindicatethepowerrating,andthusthebestpossibleoutput,ofasolarcell.Inpractice,currentefficiencydependsstronglyonwhereintheworldthecellisinuse.WhiletheannualcellproductionofthenewmanufacturingsiteinMalaysiawouldcovertheenergyneedsof165,000householdsincentralEurope,thenumberofhouseholdscoveredinMalaysiawouldbealmosttwiceashigh,atupto300,000.

Internationalizationinlinewithdevelopmentsinglobalmarkets

Inspringof2011,thecompanydecidedtobuildanothermanufacturingfacilityformodulesinVénissieux,France,withtheaimofbetterservingtheFrenchandsouthernEuropeanmarkets."ByfurtherinternationalizingBoschSolarEnergy,weaimtofurtherboostitsdevelopment,"saidvonHebel.Thisyear,thecompanyalreadyexpectsitssalestoexceedonebillioneuros.ThedecisiontobuildanewsiteinAsiareflectsgeneraldevelopmentsintheglobalmarketforphotovoltaics.By2020,totalinstalledoutputintheregionisexpectedtoreachsome130gigawattspeak.Thiswouldbeenoughtomeettheenergyneedsof200millionpeopleinEurope.Therearecurrentlyfivegigawattsinstalled.

InGermany,whichiscurrentlyBoschSolarEnergyAG'smainmarket,totalnewlyinstalledoutputisexpectedtoremainconstantataround3.5gigawattsperyear."Thisisassumingthatthepoliticalframeworkisreliable,thatcompaniesandcustomershavetheplanningsecuritytheyneed,andthatthedemandsituationstabilizesonceagain,"saidvonHebel.Withaninvestmentofmorethan500millioneurosinitsmanufacturingfacilityinArnstadt,Thuringia,Boschhasmorethantripledproductioncapacity.Inaddition,anewresearchanddevelopmentcenterissettoopenatthesiteinthecomingmonth,aswellasanewheadquartersandtrainingcenter.By2012,morethan1000newjobswillbecreated.AttheArnstadtcompetencecenter,thenextproductgenerationandmanufacturingprocessesaregoingtobedeveloped."TheArnstadtsitewillservemarketsinEurope."FromPenang,wewillservethesoutheastAsianmarket,wherewealsoseeexcellentopportunitiesforgrowth.ThetwomajorBoschSolarEnergyinvestmentsinGermanyandMalaysiacomplementeachotherandhelpsecurethefutureofourphotovoltaicsbusiness,"saidFehrenbach.

Malaysiaoffersgoodconditions

ThesolarindustryreferstothepartoftheworldMalaysiaislocatedinasthesunbelt,asthelevelofsolarradiationincountrieslocatedbetweenthe35thparallelsofthenorthernandsouthernhemispheresistwiceashighasinGermany.Marketgrowthisexpectedtobeparticularlystronginthisregion.Moreover,Malaysiaoffersaqualifiedworkforceinthefieldsofelectronicsandsemiconductorsaswellasagoodlocalinfrastructure.Thecountry'sreliablep