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<h1>太陽能電池廠期望運(yùn)作回歸正?；?/h1> <div id="0wceisc" class="subhead" style="padding-bottom:15px;padding-right:50px;font-size:16px;color:#252525;font-style:normal;text-align:center;">—— 一線廠降價其他廠會跟進(jìn)</div> <div id="6imgks0" class="authorTimeSource"> <span>作者：</span> <span>時間：2011-06-02</span> <span>來源：Digitimes</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:150px;margin-right:0px; text-align:right;"> <div id="a0w00gq" class="nav0"> <ul> <li style="width:150px;"><a href="javascript:void(0);"><img src="http://www.ex-cimer.com/event/action/images/icon_add_4.png" width="20" border="0" align="absmiddle" />英飛凌汽車電子生態(tài)圈</a> <ul> <li style="width:150px;text-align:center;"><img src="http://www.ex-cimer.com/event/company/images/code_2.jpg" width="150"><br />掃碼關(guān)注<br />獲取最新最全汽車電子<br />技術(shù)方案與實(shí)用技巧</li> </ul> </li> </ul> </div> </span> <span style="float:right; width:30px;margin-right:0px; text-align:right;"><a rel="nofollow">收藏</a></span> </div> <div id="0w0ammm" class="hAd4_Afinal20a_back">  <iframe id='a890e388' name='a890e388' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='660' height='60'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=88&cb=INSERT_RANDOM_NUMBER_HERE&n=a635e61e' border='0' alt='' /></a></iframe> </div> <div style="margin-top:28px;"></div> <div id="qcoko0g" class="content" id="contentDiv" style="position:relative;"> <div id="so00sas" class="ad_300x180_Afinal13_back">  <iframe id='a225770a' name='a225770a' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='300' height='200'><a target='_blank'><img src='https://ad.eepw.com.cn/www/delivery/avw.php?zoneid=87&cb=INSERT_RANDOM_NUMBER_HERE&n=a576c0a2' border='0' alt='' /></a></iframe> </div> <span id="contentlabels" style="font-size:14px;"><p>　　雖然<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能電池"><em>太陽能電池</em></a>報價被預(yù)估再跌的空間有限，但因市場需求目前明朗度仍不佳，導(dǎo)致電池廠議價能力相對薄弱，太陽能業(yè)者表示，只要具代表性的一線廠鳴槍降價，其它廠就得被迫跟進(jìn)，即使原本約有一半臺廠對每瓦0.9美元無力跟進(jìn)，近期恐怕也不得不為之，期能快速筑底使運(yùn)作回歸正?；?。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/120025.htm">http://www.ex-cimer.com/article/120025.htm</a> <p>　　<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能電池"><em>太陽能電池</em></a>報價跌破每瓦0.9美元時，最初臺系<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能電池"><em>太陽能電池</em></a>業(yè)者在報價上，約有一半的業(yè)者無法接受該價格水位，導(dǎo)致無力跟進(jìn)，近期該情況也跟著改變，臺系業(yè)者報價腳步已快速跟進(jìn)市場低價。</p> <p>　　太陽能業(yè)者表示，由于供應(yīng)鏈對需求回春仍無相當(dāng)?shù)陌盐?，所以在議價上仍顯弱勢，就臺灣市場來看，只要具代表性的一線太陽能電池廠鳴槍降價，其它電池廠就會陸續(xù)跟進(jìn)，搶單的動作不停歇;不過，相較于5月初市場恐慌性拋貨、價格殺再低需求端都沒有反應(yīng)，近期該情況被諸多業(yè)者證實(shí)已明顯改善。</p> <p>　　另外，近期受到現(xiàn)貨材料市場包括多晶硅及硅晶圓報價跟著下滑，除了使電池廠料源成本壓力減緩，也反應(yīng)在殺價搶單上，太陽能業(yè)者透露，近日太陽能電池每瓦0.85美元的成交量漸趨于明顯、0.8美元的成交價恐怕對多數(shù)業(yè)者也不驚奇。</p> <p>　　由于拋貨力道減緩、報價被預(yù)估應(yīng)該要接近「筑底」位置，不過，因?yàn)樾枨蠡厣圆幻黠@，原先減產(chǎn)因應(yīng)的業(yè)者，至今仍未見明顯復(fù)工的情況，尤其全球通路庫存水位被預(yù)估仍有一段時間得等待其去化。</p> <p>　　太陽能業(yè)者指出，對諸多太陽能電池廠而言，目前市場的報價水位使其面臨賣多賠多的命運(yùn)，持續(xù)減產(chǎn)仍是最佳的策略，有些跟進(jìn)低價出售的電池，其實(shí)主要仍是考慮壓低庫存跌價損失、進(jìn)而賠本清庫存。</p> <p>　　不過，整體產(chǎn)業(yè)鏈價格不斷下滑，預(yù)估需求可望在第3季被有效刺激，除了考慮到是最佳的系統(tǒng)安裝時節(jié)，也考慮2012年1月補(bǔ)助將再下砍、搶搭2011年優(yōu)惠補(bǔ)助仍以下半年為最佳時機(jī)。</p> <p>　　臺系太陽能電池業(yè)者包括<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/茂迪"><em>茂迪</em></a>、昱晶、新日光、升陽科、益通等，5月30日廣運(yùn)旗下太陽能電池廠通過證交所召開上市審議委員會，但隔日臺達(dá)電旗下太陽能電池廠旺能因考慮到太陽光電市況不佳，上市后資本籌措效益等問題，繼2009年6月金融風(fēng)暴后、第2度撤回上市申請，待景氣回溫到較佳時間點(diǎn)再行運(yùn)作。</p></span>  <div class="icg8m0i" id="coverDiv" class="article_reg" style="width:100%;overflow:hidden;display:none;z-index:10;position:absolute;left:0;background:#fff;"> <center> <img src="https://webstorage.eepw.com.cn/images/display/reg.jpg" border="0" usemap="#Map" /> <map name="Map" id="Map"> <area shape="rect" 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