Henan photovoltaic enterprises 50% loss of inventory pressure
NBS Survey Office in Henan recently selected 26 enterprises in 12 cities of Zhengzhou, Kaifeng, Luoyang, Pingdingshan and other special investigations, survey released in October 10th showed that, although the two sides "price promise" has been in effect for a few months, the situation of production and operation of photovoltaic enterprises in our province is still not optimistic, to "break out of an encirclement".
50% loss of inventory pressure
Before 2008, the excess profit driven photovoltaic industry work fast, blindly follow the trend, led to the current overcapacity, fierce price competition of domestic enterprises. At present, the sales price of photovoltaic products is low, profit space is little, my province survey by the enterprise of above of half the number of losses. In August, in a survey of 18 enterprises in our province, 10 enterprises have 55.6% losses, loss, loss by 5.5 percentage points.
Enterprises surveyed, as of the end of 8, the stock rose to a 5, flat 6, fall 7. Although the enterprise inventory compared to the same period 72.2% flat or declining, but the absolute amount is still not low inventory.
The European debt crisis, many companies to delay payment, resulting in photovoltaic enterprise cash flow tight, nearly 70% of enterprises feel tight liquidity. As of the end of 8, in a survey of 18 enterprises in our province, 55.6% of the enterprises that account receivable is higher than normal level. Flow of funds, there are 13 companies said the tense capital, accounting for 72.2%; 4 enterprises have said funds accounted for 22.2% of the normal.
The financing difficulties of less investment in research and development
In the investigation of enterprises, 55.6% enterprises financing difficult; 33.3% of the enterprises that exist the problem of financing, but not serious; only 11.1% of enterprises means that there is no problem of financing. Due to the recent countries have introduced policies to stimulate the PV market demand, in August, enterprises surveyed 9 companies increased orders, 6 orders were flat, 3 orders dropped.
But in Henan Yisheng photovoltaic materials Limited by Share Ltd people, in August 6th, both China and the EU on China's exports to the EU photovoltaic products trade dispute reached a "price promise" agreement entered into force, just order quantity increased, but the product price and the accounts receivable account and has not changed much, during this period, banks generally on corporate loans to take compression, restriction policy, corporate cash flow nervous, now enterprises do not have the funds to purchase raw materials. After the 2012 downturn, enterprises in financing is very difficult to get loans, cause enterprise capital flow is very nervous, at any time there is the risk of capital chain rupture.
Because the financing difficulties, due to the lack of investment in research and development of photovoltaic enterprise, the low-end products homogenization serious. Photovoltaic industry relates to the technology of large and wide, the overall technology PV enterprise in our province lags behind, the core technology equipment rely on Europe and the United States, most of the funds are used only for operations and production line expansion, lack of funds and talents in research, leading to the scientific and technological content of products low, low level, the homogenization of serious, competitiveness is not strong.
Policies supporting needs to keep up with
In July 15th, the State Council issued "several opinions about" to promote the healthy development of photovoltaic industry; in August 30th, the national development and Reform Commission issued "notice about playing the role of the price lever to promote the healthy development of photovoltaic industry". State support the photovoltaic industry new constant charge, make photovoltaic enterprise development confidence boost.
But in the photovoltaic industry outlook, current situation and Prospect of the majority of enterprises on the photovoltaic industry is still worried. In a survey of 18 firms, there are 8 enterprises are optimistic about the market outlook, accounted for 44.4%; 27.8% of enterprises believe that the market outlook; 27.8% of the enterprise that, although the state has issued a series of policies to boost, but the pattern of whole industry overcapacity and dilemma of change takes time, the short-term difficult to respond, not optimism about the outlook.
A further round of favorable policies to be implemented as soon as possible, is looking forward to the current common many photovoltaic enterprise. Photovoltaic enterprises have to reflect, at present only the central policy introduced, the detailed rules for the implementation of the relevant departments and local authorities did not, such as supporting policies, including the national development and reform commission payments, the Power Grid Corp is approved for the record, how to support and financial institutions.
The people of Shanghai reprinted www.shrmhz.com intelligent electric appliance