Crystal silicon solar energy suffers from the material shortage The solar energy of the membrane takes advantage of a favourable situation and arises
Traditional the intersection of crystal silicon and solar energy battery factory the first, operation hand over issue to be uncalm 2 quarter, it is mainly still a source of the material of polycrystalline silicon (Poly-Si) Scarce question, it must be selective in the camp accept and obtain that the manufacturer appears and is forced in evolve, membrane solar battery have a great deal of owner float, issue surface too recently, strengthen competition pressure of industry this and then. But because of this industry technology and the intersection of batch productino and issue,etc., most owner go on like can only the duck water-skies still, also because like this, there are many potential entrants, make the future variable of this market great. The positive value hands over in season in operation the first, 2 quarters, the constant ignition dud of market of whole crystal silicon solar battery, the majority is to rely mainly on making the question in source of the material, have to charge in the camp and choose among the profit. From luxuriant to guide, can't supply, begin according to the appointment because of the intersection of source of the material and supplier 2007, make camp charge exert a tremendous influence March, the quarterly report receives the long-term source of the material too and is made and not so good as expectancy to continue benefit in the first season openly, make the gross margin percentage corroded by the high price of the source of the material of the spot market, the gross margin percentage is only up to 16.3% of the new low points. Benefit is open because of short water in April, and the one that does not want to let the gross margin percentage corrode and reduce source of the material of the high price again is garrisoned in, but make the camp charge and only reach 318 million yuan, monthly decrement rate is up to more than 25%. Solar energy new recruit that another operation potentiality is favoured the most - Yu is brilliant because the payment for goods delays charging to an account, cause the camp to charge only 237 million yuan in April, monthly decrement rate is up to more than 30%. So, the person who participates in market of membrane solar energy of generation once floats fast to issue the surface in 2007, what main force put into is still with the non-crystalline silicon (a-Si) There is more solar energy, namely the global membrane ranks Japan Kaneka and U.S.A. UnitedSolar of the first, 2 for representatives, about nearly 10% of general transfer ratio, predict and change into mc-Si through technology 2~3 years later again, in order to the intersection of improvement and transfer ratio, old big abundant energy, antithetical couplet looks under the jointly signed circular telegram system of qualifications by a wide margin, with Japan vacuum technique group (Ulvac) Cooperation is put into little crystal silicon thin film technology (Micro-crystalline; mc-Si) ,And prosperous sheng, whom recent new factory break ground that cooperate with foreign technology majestic to endure, drop the same field into. Look at present, the progress of entering mc-Si field from a-Si is still green, still born in the year of the stage of water-skiing of duck, process for preparing its similar to LCD field, and chemical the intersection of gas phase and Shen accumulate system (PECVD) The process for preparing dominates the competitive edge even more, let other owners of LCD owner cut the advantage, including the friend reaches, very beautiful etc. although has not admitted investing this membrane of solar energy field, but the market thinks this is a question sooner or later, cause potential competition to add all situations, make membrane field the next to there will be a maximal change.