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<h1>業(yè)界人士稱明年光伏市場或?qū)⒋蠓磸?/h1> <div id="bnpbxld" class="subhead" style="padding-bottom:15px;padding-right:50px;font-size:16px;color:#252525;font-style:normal;text-align:center;">—— 現(xiàn)在是企業(yè)進(jìn)行擴(kuò)產(chǎn)的時機(jī)</div> <div id="ttfrdjr" class="authorTimeSource"> <span>作者：</span> <span>時間：2012-11-09</span> <span>來源：21ic</span> <link rel="stylesheet" type="text/css"/> <span style="float:right; width:150px;margin-right:0px; text-align:right;"> <div id="npztnnb" 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 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style="font-size:14px;"><p>　　一條吸引業(yè)界人士眼球并熱烈討論的<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/光伏產(chǎn)業(yè)"><em>光伏產(chǎn)業(yè)</em></a>微博表示，2013年<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能"><em>太陽能</em></a>市場將出現(xiàn)大幅反彈，預(yù)計至少增長50%。微博人士還表示，現(xiàn)在是企業(yè)進(jìn)行擴(kuò)產(chǎn)的時機(jī)。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/138755.htm">http://www.ex-cimer.com/article/138755.htm</a> <p>　　該人士表示，2012年光伏市場一直低迷的原因主要來自歐債和需求疲軟，導(dǎo)致金融體系投資比較保守。但由于各國為了應(yīng)對經(jīng)濟(jì)大量印發(fā)鈔票，組件價格幾乎已經(jīng)跌至谷底，預(yù)計2012年會出現(xiàn)50%以上的增長。他建議企業(yè)抓住擴(kuò)產(chǎn)的時機(jī)，當(dāng)下進(jìn)行產(chǎn)能擴(kuò)張。</p> <p>　　對于這一觀點(diǎn)，市場分析人士表達(dá)出些許不同看法，按照今年30GW的安裝量計算，若出現(xiàn)50%以上的增長率計算，明年的安裝量將超過45GW，這對于剛剛歷經(jīng)寒冬的<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/光伏產(chǎn)業(yè)"><em>光伏產(chǎn)業(yè)</em></a>而言似乎可能性不大。而且目前全球已經(jīng)擁有的<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能"><em>太陽能</em></a>電池及組件產(chǎn)能已經(jīng)處于暫時性過剩狀態(tài)，一些一線大廠只是關(guān)閉產(chǎn)能，若市場轉(zhuǎn)后，重新啟用暫停工廠即可。</p> <p>　　對于明年的市場增長，EnergyTrend分析師也表示出相同觀點(diǎn)，但他認(rèn)為資本會逐漸轉(zhuǎn)移至高報酬、流動性高的其他投資領(lǐng)域，預(yù)計2013年市場的增長幅度會在20%以內(nèi)。為了贏得即將到來的市場，推出高效產(chǎn)品將是企業(yè)未來幾個月的首選。</p> <p>　　從現(xiàn)已公布的美國等國家光伏制造商的第三季度度財報來看，態(tài)勢已經(jīng)較Q2好轉(zhuǎn)。SunPower和First Solar的業(yè)績表現(xiàn)呈現(xiàn)緩解或?qū)崿F(xiàn)盈利，但日本京瓷、松下、夏普的企業(yè)未來堪憂。而中國已經(jīng)公布財報的超日等，雖然依舊處于艱難狀況，但出現(xiàn)轉(zhuǎn)虧為盈。</p> <p>　　另外，除去波蘭等歐洲即將興起國家和其他新興市場，中國市場在歷經(jīng)政府政策頻發(fā)和企業(yè)逐步國有化后，呈現(xiàn)出良好的增長態(tài)勢。</p> <p>　　以江蘇省為例，在享受中央政府的一批二批金太陽示范工程、統(tǒng)一上網(wǎng)電價的利好政策以及國家電網(wǎng)的并網(wǎng)優(yōu)惠之外，市場傳言該省還推出了新一輪促進(jìn)光伏發(fā)電扶持政策，預(yù)計2012年將支持總安裝量1GW的光伏專案，并正在醞釀其他的扶持政策。</p> <p>　　市場有消息還表示，中國政府將推出一項(xiàng)總額達(dá)700億元人民幣(合110億美元)的緊急刺激計劃，以救助中國<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/太陽能"><em>太陽能</em></a>產(chǎn)業(yè)。目前已經(jīng)呈現(xiàn)國有化苗頭的企業(yè)包括，東營光伏、賽維LDK、<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/尚德電力"><em>尚德電力</em></a>。</p> <p>　　因此，綜合目前全球各國的政策、市場表現(xiàn)來看，明年的光伏市場將迎來轉(zhuǎn)機(jī)，但對于市場的預(yù)計幅度企業(yè)需謹(jǐn)慎，以免造成產(chǎn)業(yè)長期產(chǎn)能過剩。</p></span>  <div class="tvxtfth" 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" coords="133,235,319,253" target="_blank" /> <area shape="rect" coords="132,315,319,335" /> </map> </center> </div>  <span id="zjnpltz" class="hAd8"> <br></span>   </div> </article> <div id="ztnhjrx" class="clear"></div> <br/> <div id="fxzvxvd" class="hAd6"> <div class="blxrdlt" id="relA" style="width:auto;height:auto;"> <ul> <li> 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