China PV Corner

14
September
2012

LDK Solar Uses Inventory to Pay Vendors

Cheap modules from LDK appear in Europe

The rumors of last couple months about potential takeover by various entities, including SOEs, had not materialized

Written by: Robert Dydo Categories: China PV Corner

23
August
2012

Large Volumes of Taiwanese B-Class Solar Wafers Enter China

Low cost B-class wafers may impact another level of ASP reductions

Traditionally Taiwanese imports come through port of Hong Kong; this is also a place where products not meeting standards and regulations would be also inspected

Written by: Robert Dydo Categories: China PV Corner

17
August
2012

Chinese Government asked around for Investment in Suntech

Two companies were asked for such investment, one of them being GCL-Poly

 

Two companies were asked for such investment, one of them being GCL-Poly

 

Written by: Robert Dydo Categories: China PV Corner

18
July
2012

Chinese Government Investigates Polysilicon Imports

The move may hurt top Chinese manufacturers

Cheap polysilicon  is a requirement to profitability. If poly cost would go up, majority if not all companies would be setback in their path to regain the profit.

Written by: Robert Dydo Categories: China PV Corner

18
July
2012

LDK on support

Some of LDK's debt gets paid by the eastern Chinese city of Xinyu

Some of LDK's debt gets paid by the eastern Chinese city of Xinyu

Written by: Robert Dydo Categories: China PV Corner

07
May
2012

Chinese Solar Companies Retreat Before Dumping Ruling

Duties may be higher than anticipated

The May 16 initial DOC anti-dumping ruling will be critical for Chinese solar companies.

Written by: Pierce Lee Categories: China PV Corner

16
April
2012

CNOOC bid for CSIQ for $300 mln

Oil company wants to get into PV

China National Offshore Oil Corp (CNOOC) just announced that it intended to buy Canadian Solar (CSIQ) for $300 mln. But CSIQ is likely to reject the deal and wants a higher price.

Written by: Pierce Lee Categories: China PV Corner

15
April
2012

Some PV demand forecast for 2012 China

Junfeng Li: 5-7 GW and Ray Lian: ~5 GW, with possibility going 6 GW

Recently, Junfeng Li, a former CDRC official and influential figure in energy policy said China's 2012 demand is likely to be 5-7GW. Ray Lian, an analyst from Solarbuzz saw a demand of 5GW with possibility going to 6GW.

Written by: Pierce Lee Categories: China PV Corner

10
April
2012

Some updates on LDK's layoff

from China's 21th Century Economics Report

Two rounds of layoff - rumor has it up to "a few thousands". LDK offcials have not yet responded to the alleged number.

Written by: Pierce Lee Categories: China PV Corner

10
April
2012

Cost competition between FSLR's CdTe module and c-Si modules from China

c-Si module cost may not be as low as Merrill claimed

Merrill downgraded FSLR Monday by saying c-Si module cost will reach $0.65/w next year. Yet one needs to look at the big picture there.

Written by: Pierce Lee Categories: China PV Corner