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全球光伏组件的价格稳定,由于一些供应商恢复盈利



下跌后,整个2012年,全球光伏组件的毛利率在第一季度上升1%,从零在2012年第四季度,根据一项新的报告题为"IHS太阳能光伏一体化市场跟踪"ä¿¡æ¯å’Œåˆ†æžæä¾›å•†IHS 。价格上涨的鼓舞下,全行业的毛利率预计将攀升,整个2013年年底前达到6%,如附图。

"长期遭受苦难的太阳能模块市场,已经清楚地转身,与业界终于路径不仅在输出也为收入和盈利增长,"å¾·å“ˆæ©ï¼Œä¸»è¦ä¸ŽIHS光伏分析师Stefan说。 "尽管在2012年第四季度全行业生产,出货,收入和工厂利用率在第一季度略有下降,主要市场上去标志着结束长期低迷。尽管市场反弹不会高到足以推动整个行业的盈利能力今年,一些顶尖选手已经取得了两位数的利润率,应该是在黑色的2013年年底。"

第1号和排名第5的模块供应商在第一季度,"‹"‹è‹±åˆ©å’ŒåŠ æ‹¿å¤§å¤ªé˜³èƒ½å·²å‘出指引,对第二季度的毛利率为10%左右。随着全球混合平均销售价格(ASP)的太阳能模块是预计在2013年只有适度下降至每瓦0.71美元,第四季度在今年年底,下来从每瓦0.74美元在第一季度,"‹"‹å’Œå¤šæ™¶ç¡…价格徘徊每公斤20元左右,这些公司可以扩大他们的利润到15%,终于重返盈利。
 
尽管市场复苏的迹象,领先的中国制造商减少产量在第一季度略有相比,2012年第四季度。英利和加拿大太阳能,随着2号天合光能,和第七名的晶澳太阳能所有的人们越来越担心欧盟反倾销案和一般的季节性在第一季度全球需求疲软减产。
 
相比之下,日本的制造商,包括3夏普号和6号京瓷,在第一季度大幅增加了他们的生产。 IHS光伏估计而京瓷扩大100兆瓦时至第四季度相比,夏普的产量增加80兆瓦(MW)。
 
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