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Megmenthető az európai napelem gyártás?
A német napelemgyártás: "It's all over"
Ha csak a német napelemgyártást nézzük, akkor a Photon magazin nem finomkodik a kilátások megítélésével: "Mindennek vége" címmel jelent meg egy hosszú szakmai elemzés nemrég. A 2012-es eredmények alapján 30%-ot is meghaladóan csökkent a német napelemgyártás az előző évhez viszonyítva.
Teljes cikk: http://napelemek.blog.hu/2013/04/12/megmentheto_az_europai_napelem_gyartas
Düsseldorf (Reuters) - Mit dem ehemaligen Vorzeigeunternehmen Q-Cells fällt ein weiterer deutscher Solarkonzern in asiatische Hände:
Die Gläubiger des insolventen Solarzellen- und Modulherstellers erteilten der südkoreanischen Hanwha-Gruppe am Mittwoch mit großer Mehrheit den Zuschlag, wie Insolvenzverwalter Henning Schorisch mitteilte. Das noch auf den letzten Drücker abgegebene Angebot des spanischen Wettbewerbers Isofoton schlugen sie aus. Die Q-Cells-Belegschaft kann nun größtenteils aufatmen: Hanwha will rund 1250 der insgesamt 1550 Mitarbeiter weiterbeschäftigen. Für das entlassene Personal soll eine Transfergesellschaft eingerichtet werden. Auch die Gläubiger können hoffen: Sie sollen im Schnitt mindestens 20 Prozent ihrer Forderungen erhalten.
"Zwar bedauere ich den Verlust von Arbeitsplätzen, doch freue mich sehr, dass Q-Cells mit Hanwha einen starken Partner gefunden hat, der über die nötigen Mittel verfügt, Unternehmen, Marke und Mitarbeitern wieder eine langfristige Perspektive zu geben", betonte Insolvenzverwalter Schorisch.
Hanwha und Schorisch hatten bereits am Wochenende einen Kaufvertrag unterzeichnet, der die Übernahme des ostdeutschen Forschungs- und Produktionsstandorts Bitterfeld und des Werks in Malaysia vorsieht. Zudem hat Hanwha zugesagt, Verbindlichkeiten der malaysischen Tochter von knapp 220 Millionen Euro zu übernehmen und 40 Millionen Euro in bar zu zahlen. Die Anleihe-Gläubiger will der Konzern allerdings nicht bedienen. Auch die Aktionäre werden leer ausgehen, wie Insolvenzverwalter Schorisch erneut betonte.
Die Hanwha-Gruppe gehört mit einem Umsatz von 31,6 Milliarden US-Dollar zu den größten Unternehmen Südkoreas. Das Solargeschäft ist in der an der Nasdaq notierten Hanwha SolarOne mit Sitz in Shanghai gebündelt, die beim Solarmodulbau bereits seit Jahren mit Q-Cells zusammenarbeitet.
Q-Cells hatte im April Insolvenz angemeldet, nachdem das Eigenkapital aufgezehrt war und eine fällige Anleihe über rund 200 Millionen Euro nicht bedient werden konnte. Zwei weitere Anleihen über insgesamt 375 Millionen Euro wären 2014 und 2015 fällig geworden.
Die mit Milliarden geförderte deutsche Solarbranche hat in den vergangenen Monaten infolge des erbitterten Preiskampfes mit den asiatischen Wettbewerben einen beispiellosen Niedergang erlebt. Rote Zahlen und Pleiten sind mittlerweile fast schon an der Tagesordnung. Der einstige Branchenpionier Solon musste im Dezember als erstes den Gang zum Amtsgericht antreten und wurde im Zuge der Insolvenz von der arabischen Microsol übernommen. Der chinesische Solarkonzern LDK schluckte im Frühjahr die Konstanzer Sunways, die chinesische Hanergy die Q-Cells-Tochter Solibro.
INSIDER: ISOFOTON KONNTE FINANZIERUNG NICHT NACHWEISEN
Bei Q-Cells hatte sich nach der Vertragsunterzeichnung mit Hanwha am Wochenende überraschend auch noch die spanische Isofoton als Käufer ins Spiel gebracht. Das deutlich kleinere Unternehmen warb mit Investitionen von 300 Millionen Euro um die Gunst der Gläubiger. Wie Reuters von einer mit der Angelegenheit vertrauten Person erfuhr, wollte Isofoton den deutschen Wettbewerber im Ganzen übernehmen - inklusive der Liquidität von über 100 Millionen Euro. Die Firma habe aber keine belastbare Finanzierung nachweisen können, sagte der Insider. Fragwürdig sei zudem das Ziel gewesen, bereits 2014 eine Rendite von 20 Prozent zu erwirtschaften.
© Thomson Reuters 2012 Alle Rechte vorbehalten.
German solar energy costs 248,200,000 euro of loss Damien of battery factory Q-Cells the third quater
Germany Solar battery Big factory Q-Cells It is announced the third quarter of 2009 (July - September) before the opening quotation of German stock market that SE is on the 12th Wealth newspaper: It initiates and reform the expenses, admits that list the influence that investment and stock detract that reduced the staff, 248,200,000 euro for net deficiency Damien (372 million dollars) ,Not so good as 74 million euro of net profit at the same period last year far; The camp charged and reduced 47.8% to 184,100,000 euro big from 352 million euro at the same period last year, but increased by 30.2% in season; EBIT (Earnings Before Interest and Tax, namely interest pre-tax profit) -163,800,000 euro, is less than 53,800,000 euro at the same period last year far. This is that Q-Cells pays out and loses the transcript in the 3rd quarter continuously. Q-Cells expect the intersection of solar battery and productivity about to reach 800MWp the end of 09.
Q-Cells has been released the news release and announced on November 2, this company has already stopped having a match and linking (LDK Solar) in December of 2007 and Chinese solar energy manufacturer's Jiangxi of silicon wafer The ones that signed supplied the agreement in 10 years, had not fulfilled due important obligations of both sides in main reason LDK. Guaranty money of bank presumed when Q-Cells shows that a neck prepays 244,500,000 dollars in 08 years to apply. However, LDK releases the news release to respond to showing, this company does not approve Q-Cells one-sided statement at all on the 2nd, and will strive for the due right of this company with all strength.
Q-Cells has announced on August 13 Thalheim factory will cut down 500 people, and will represent the old silicon wafer production line of this factory and close. Q-Cells expect, organize, adjust, plan, can cut down 25% production cost while being above-mentioned. Q-Cells shows on the 13th that will examine the investment plan in 2010 at the same time, it is estimated that will cut down the out-of-pocket expenses of 300 million euro. Cash and a short time of Q-Cells can draw on the fund and aggregate 520 million euro till June 30 of 2009.
ISuppli points out on August 10, Shang De (Suntech Power) Expect until 2009 crowd lower Q-Cells, become global the intersection of maximum and the intersection of silicon and brilliant solar battery manufacturer. Q-Cells was established in 1999, went to (2008) The output of the annual solar battery (including the membrane products) Reach 574 MWp. (Editor: xiaoyao)
Relevant interlinkage:
The achievement lost 62 million euro before-tax in the Q-Cells second quarter of this year
Jiangxi has a match and links LDK to begin to strike back Germany Q-Cells
On November 11, the editor is from Jiangxi Have a match and link LDK High Science Technologies Co., Ltd. of solar energy learns, links the application by the match of Jiangxi, the higher people's court of Jiangxi Province awards, freeze corresponding guarantor on Q-celLS Have a match and link the payment that prepayment carried on under the supply contract with Jiangxi.
This decide effective date 6 month, finish to will it be May 8 2010, at the same time can the effect takes place to other property at equal value. In addition, Jiangxi match link, call upon court, district of Berlin, forbid Q-Cells to take out their surety in the bank.
Because this case involves Jiangxi and is comparable to Germany Q-Cells two photovoltaic trade inner taps of peacekeeping, the insider claims, this case is the biggest case in the photovoltaic industry in recent years.
On November 2 before time, the solar battery manufacturer Q-Cells of global maximum, stopped the supply contract that the polycrystal silicon dice manufacturer's Jiangxi with global maximum had a match and linked, both sides thereupon face a charge in court. But German court rejected and had a match to link putting forward " It is forbidden this sum of surety makes loans " Claims. Have a match and link and refer this requirement to International Chamber of Commerce seeking to arbitrate subsequently.
It is reported, Jiangxi has a match and links and prepares the entry International Chamber of Commerce (International Chamber of Commerce) actively The associated arbitration procedure is regarded as the reserve scheme. The supply contract has clear regulations on relevant fair solution of a dispute.
Some photovoltaic insiders show to this case that is puzzled when being interviewed by this newspaper, " Generally speaking, the cooperative partner in the industry seldom leaves and goes to court, a lot of disputes can be solved through the negotiation. "
The match of Jiangxi links putting emphasis on, the match of Jiangxi is linked and Q-Cells has already begun to plan to conduct positive consultation on this dispute has been reached a mutual benefit makes policy in Europe and Asia meanwhile.
In addition, in September of this year, German photovoltaic enterprises Conergy unite many assemblies manufacturers with Solar World, persuade the German government and domestic solar energy panel of EU Committee centering to carry on the anti-dumping probe. Hereafter, the above-mentioned manufacturer persuaded and had no resolution.
A Chinese solar energy listed company personage shows, in recent years, with the emergence of the Chinese solar energy manufacturer, manufacturing costs of production firm of foreign photovoltaic cell such as Q-Cells,etc. are high, unable to compete with Asia and the battery producers of the other areas. Enter a lot of foreign stocks of solar battery manufacturer of the third quater, can not sell smoothly, so has initiated such a case. (Editor: xiaoyao)
Relevant interlinkage:
Q-Cells stops and has a match and links the cause of LDK supply contract incident Q-Cells wants to bring back the prepayment Have a match and link LDK to object to seriously Q-Cells stops the silicon dice purchasing the LDK ADR price crash 22% of contract unilaterally
The market rumour has it Germany Q-cells gets two mats of directors of new sunlight in Taiwan
Point out according to the media of Taiwan, Germany Q-cells Will obtain the Chinese Taiwanese solar energy manufacturer New sunlight Two mat director, and new sunlight can in deliver the news statement recently too. But not heard the news to the outside of any new sunlight at present. (Editor: xiaoyao)
Relevant interlinkage:
Having a match and linking LDK and Q-Cells continues fulfilling the supply contract of the silicon dice for 10 years German solar energy costs 248,200,000 euro of loss Damien of battery factory Q-Cells the third quater
Having a match and linking LDK and Q-Cells continues fulfilling the supply contract of the silicon dice for 10 years
December 6, polycrystal silicon dice manufacturer China of global maximum Have a match and link LDK Solar energy limited company, and battery a manufacturer Germany of global maximum Q-Cells SE jointly announces, the supply contract of the silicon dice of 10 years signed before continuing fulfilling to both sides of reaching an agreement in two companies. It is reported each side refund one, supply at the time table adjusting in price, and expanded the original cooperation range.
This measure means, this dispute which is known as the biggest case of the photovoltaic industry, has not bothed suffer losses because of not yield to each othering after all, each side returns one step, truss up closerly each other instead. Yesterday, both sides claimed to reach an agreement, continued fulfilling the supply contract of silicon dice signed before both sides, stock time limit is from 2009 to 2018. The one that merited attention is, through consulting, the contracts and changing in the price, issuing and content before this of both sides. In addition, either party will no longer adopt the lawsuit behavior, Q-Cells would like not to take measures to recover the prepayment again either, the other joint ventures of two companies have not done any change either at the same time. On November 2 in early time, Q-Cells announced the supply contract stopped and had a match and linked suddenly, both sides thereupon faced a charge in court.
Because of the lateral elastic price and Q-Cells status as first-selected customer of the market, whole ones that will run through in the contract will not have fulfilled the part. It is reported, have a match and link and make a concession at the price, but not revealed the concrete price. Because the contract before this agrees on the annual stock price ratio to drop to some extent in the first one year, so supply the change that the change of the time table means the price.
In supplying the time table, have a match and link the project elasticity machine-processed of reaching increasing to deliver with Q-Cells. The goods that a part was sent in 2009 to 2011 will be postponed by 2012 until 2018 years. Q-Cells will receive about 20% of the goods in the current year, will receive the goods of 1/3 of the total number reached at first at least between 2010 and 2011, if there are needs, the quantity that Q-Cells has the right to demand to increase to deliver to LDK. The total amount of delivering during the ten - year long whole contract has not done any changes, total is about 6GW.
Except making the above-mentioned modification, two companies also reach and expand both sides in the cooperative agreement of solar battery and assembly processing field finally. Q-Cells will supply LDK with the solar battery same LDK and adopt the identical principle to provide the assembly for Q-Cells too according to the principle of processing with supplied materials. Namely of both sides cooperation, have a match, link, supply Q-Cells with polycrystalline silicon from a original one, expand subsequent Q-Cells to, process polycrystalline silicon, become battery after the block, supply and give and comparable to linking, have a match and link continuing processing into the assembly supply of the battery for Q-Cells.
Both sides claim, this disturbance is got " Solve perfectly " ,Not only the original contract can be carried out satisfactorily, but also the cooperation of both sides will supply the all-round cooperation of striding into from the simple silicon dice to silicon dice, battery and battery assembly, offer lasting driving force for industry chain complementation and promotion of competitiveness of two companies.
Have a match and link insiders and introduce, the contract and really changing in price before this after consulting, though contract before this agree on too annual stock price ratio last to drop to some extent year, but both sides have not expected the financial crisis will come, it is so huge and the silicon material price will drop.
In the industry to think the reason why Q-Cells want, terminate supply contract, because market price drop too strong. It is reported 2007, positive value polycrystalline silicon price high and hard-to-get, for guarantee, supply and have a match, link, sign 10 long about year Q-Cells, and link supplying from having a match since 2009. But current prices on market of polycrystalline silicon of 2009 are from price crash of nearly 500 dollars per kilogram to under 90 dollars.
However, the personage in the know shows, during the financial crisis is the most terrible, even if have a match and link and sell Q-Cells according to the current price on market, Q-Cells downstream order is insufficient too. Have match, link insiders, claim, it is not that we would like to see that the customer goes bankrupt because of us, it is each other required to swim from head to foot. This is having a match and linking the basic reason liked to consult. It is reported, because a large number of stock and product cost straight line fall in Q-Cells first half, the amount of loss is up to 700 million euro.
After this negotiation, cooperation ranges of both sides keep extending until and have a match to link and take the place of worker's battery assembly supply from the silicon dice for Q-Cells finally, and it is in Q-Cells Europe master can not very much can solar cell project one of participant, this means, Q-Cells relies on lower cost such as China's manpower, land, competes with the rival on the terminal station directly. (Editor: xiaoyao)
Relevant interlinkage:
The match of Jiangxi links LDK and Germany Q-Cells further staging of fighting Jiangxi has a match and links LDK to begin to strike back Germany Q-Cells Q-Cells stops and has a match and links the cause of LDK supply contract incident Q-Cells wants to bring back the prepayment Have a match and link LDK to object to seriously Q-Cells stops the silicon dice purchasing the LDK ADR price crash 22% of contract unilaterally
The achievement lost 62 million euro before-tax in the Q-Cells second quarter of this year
German weekly The report, global maximum solar battery manufacturer Q-Cells7 moons announce on the 14th, the achievement is inferior to expectancy in the second quarter, the sales figure is 1.42 hundred million euro in whole season, lose for 6200 Wan European dollar before-tax, this company shows, the achievement is promoted and has not presented in busy season of anticipated original document, so the prediction camp of whole fiscal year is very difficult to accept with the production goal to reach.
The camp charged this company for 1.42 hundred million euro in the second quarter, reduce than 2.25 hundred million euro of the first quarter, and lose for 6200 Wan European dollar before-tax, it is bad to obtain the manifestation of the profit of 1500 ten thousand yuan than last season. It is the important reason why the achievement of this company shrinks that the price of the solar battery has no improvement.
Q-Cells Chairman Charles Anton Milner shows, after the price of the solar power system slumps, the market condition of solar energy is expected to take a favorable turn in the second half of this year. Since the global financial crisis breaks out at the end of 2008ing, the solar energy manufacturer that such factors as credit squeeze, economic recession, polycrystalline silicon and solar battery price glide all make the investment demand ardent is mauled.
The tendency is powerful on solar energy type stock 13 day. The big factory SolarWorld of German solar battery rises 4.15%, charges 15.81 euro; The stock price has risen 5% from the beginning of this year. Favourable green energy (Yingli Green Energy) in Great Britain Rise 5.27%, charges 10.78 dollars; The stock price has risen 77% from the beginning of this year. Shang De (Suntech Power) Rise 3.97%, charges 14.92 dollars; The stock price has risen 28% from the beginning of this year.
(Editor: xiaoyao)
