Ο μέσος περιθωρίου όρος των 6 μεγαλύτερων εταιριών στον κόσμο
2010 2011 Ιαν-Απρ 2011 Μαιο-Αυγ 2011 Μαιο-Αυγ
15-18% 8.4% -15,9% (με Qcells) 0.3% (χωρίς Qcells)
Αρα, εχουμε:
-Μεγάλη πτώση το καλοκαίρι του 2011, που για πολλες εταιρίες ήταν και στα ορια της καταρευσης.
- Η πτώση αυτή ήταν ιδιαίτερα μεγάλη στην Qcells που παλεύει που αλλα και στη suntech (-20.5%)
- Σεπτ-Δεκ 2011: απο τα πρωτα αποτελεσματα συνεχίζεται η πτώση sστα περιθώρια, λογω των ισχυρών πιέσεων απο τις χαμηλές τιμες.
Ενδεικτικά περιθώρια για 3 εταιρίες
2010 Ιουλιος-Δεκεμβ 2011 Ιαν-Ιουνιος
First solar 27% 18%
Trina 22% 10%
Yingli 23% 14%
Τα περιθώρια αυτά εχουν πέσει πολύ. Δεν ειναι ομως καταστροφικά. Η αγορα ωριμάζει και ειναι αναμενόμενο μετα τη χρυσή περιοδο 2004-2009 οπου οι εταιρίες εβγαλαν πολλααα λεφτα.
Καιρός να γίνουν πιο ανταγωνιστικά τα πραγματα. Και θα γίνουν. Η Foxconn αποφάσισε να μπει στην αγορά και να παρει μερίδιο. Κατι θα ξέρει. Το περιθώριο κέρδους της για τα ηλεκτρονικά ειναι μολις 5% . Τρέμε first solar!!
while
some larger PV companies had operating margins of 10% (Trina Solar),
14% (Yingli), and 18% (First Solar) in the first half of 2011, the
average for the top six PV cell and module manufacturers in the world
was 8.4% in the first quarter of 2011 and -15.9% in the second quarter
(or 11.7% and 0.3% when leaving Germany’s struggling Q-Cells out).
However, even in the second quarter of 2011, some companies thrived —
JinkoSolar had an 18% operating margin, “Wacker Chemie AG reported a 47%
operating margin from its polysilicon division,” and “REC’s polysilicon
division reported a 55% operating margin.” First Solar’s third-quarter
operating margin is now reported to be 22%.
Source: Clean Technica (http://s.tt/13XA1)
had
operating margins of 10% (Trina Solar), 14% (Yingli), and 18% (First
Solar) in the first half of 2011, the average for the top six PV cell
and module manufacturers in the world was 8.4% in the first quarter of
2011 and -15.9% in the second quarter (or 11.7% and 0.3% when leaving
Germany’s struggling Q-Cells out). However, even in the second quarter
of 2011, some companies thrived — JinkoSolar had an 18% operating
margin, “Wacker Chemie AG reported a 47% operating margin from its
polysilicon division,” and “REC’s polysilicon division reported a 55%
operating margin.” First Solar’s third-quarter operating margin is now
reported to be 22%.
Source: Clean Technica (http://s.tt/13XA1)
had
operating margins of 10% (Trina Solar), 14% (Yingli), and 18% (First
Solar) in the first half of 2011, the average for the top six PV cell
and module manufacturers in the world was 8.4% in the first quarter of
2011 and -15.9% in the second quarter (or 11.7% and 0.3% when leaving
Germany’s struggling Q-Cells out). However, even in the second quarter
of 2011, some companies thrived — JinkoSolar had an 18% operating
margin, “Wacker Chemie AG reported a 47% operating margin from its
polysilicon division,” and “REC’s polysilicon division reported a 55%
operating margin.” First Solar’s third-quarter operating margin is now
reported to be 22%.
Source: Clean Technica (http://s.tt/13XA1)
had
operating margins of 10% (Trina Solar), 14% (Yingli), and 18% (First
Solar) in the first half of 2011, the average for the top six PV cell
and module manufacturers in the world was 8.4% in the first quarter of
2011 and -15.9% in the second quarter (or 11.7% and 0.3% when leaving
Germany’s struggling Q-Cells out). However, even in the second quarter
of 2011, some companies thrived — JinkoSolar had an 18% operating
margin, “Wacker Chemie AG reported a 47% operating margin from its
polysilicon division,” and “REC’s polysilicon division reported a 55%
operating margin.” First Solar’s third-quarter operating margin is now
reported to be 22%.
Source: Clean Technica (http://s.tt/13XA1)
had
operating margins of 10% (Trina Solar), 14% (Yingli), and 18% (First
Solar) in the first half of 2011, the average for the top six PV cell
and module manufacturers in the world was 8.4% in the first quarter of
2011 and -15.9% in the second quarter (or 11.7% and 0.3% when leaving
Germany’s struggling Q-Cells out). However, even in the second quarter
of 2011, some companies thrived — JinkoSolar had an 18% operating
margin, “Wacker Chemie AG reported a 47% operating margin from its
polysilicon division,” and “REC’s polysilicon division reported a 55%
operating margin.” First Solar’s third-quarter operating margin is now
reported to be 22%.
Source: Clean Technica (http://s.tt/13XA1)
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