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Based on the CEDR (Chinese Export Data Report) for the first half of the 2014, Japan received 3.6GW of modules, and USA 2.1GW, both delivery records for each destination. In contrast, during entire 2013, Japan received around 4GW and the USA 2.4GW.

Chinese global exports are expected to hit 20GW during 2014, in addition to 13GW in the domestic market.

During the first part of the year, Asia (excluding China) received in total, 44% of the volume or 4.8GW. Europe had only 18% of deliveries or 1.7GW. A complete reversal from 2013.

US-listed companies are on fire delivering 59% of overall volume globally or 5.9GW during the period.

Top 10 companies included Canadian Solar with 11% of the global share, Trina also at 11% and Yingli at 9%. JinkoSolar and JA Solar shared 6% of the global market.  Top Mainland companies in the top 10 were BYD and Chint.

Canadian Solar Inc.(NASDAQ:CSIQ) delivered over 1.08GW of modules to global locations with leading destination of Japan with 400MW and the US at 369MW.  Canadian also delivered 215MW to EU including 34MW to UK.

• CEDR H1 2014 CEDR H1 2014
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Trina Solar Limited (ADR)(NYSE:TSL) was an undisputed leader in deliveries to the US with 483MW, during the first part of the year. Second place on Trina’s list, Japan, took 314MW. Only 147MW were delivered to the EU. Overall, Trina delivered around 1.06GW of modules during the H1. 

Yingli Green Energy Hold. Co. Ltd. (ADR)(NYSE:YGE) has slipped from the position of the top shipper of modules in 2013 to third place, based on a global volume of  922MW. Top destinations for Yingli were: Japan at 264MW, USA at 217MW and United Kingdom at 99MW. Volume to Europe was 231MW.

JinkoSolar Holding Co., Ltd.(NYSE:JKS), which grew its deliveries to 642MW globally in H1 2014, delivered the most ever to the US with 248MW. Second place was South Africa at 108MW and Chile at 95MW. JinkoSolar grew its shipments 52% year over year.  

JA Solar Holdings Co., Ltd. (ADR)(NASDAQ:JASO) topped the growth levels in comparison to the first half of 2013. During the same period of 2014, JA Solar delivered 634MW at an unprecedented 101%  year over year rate.

CEDR delivers information on Chinese exports data, before companies deliver their results. Succesful investing in the US-listed solar companies requires understanding of delivered  volumes and the global average declaration price. SPVInvestor Research offers monthly reporting to corporate and industry clients, while CEDR is offered to serious individual investors under discounted subscription with the opportunity for participation in discussions at SolarPVInvestor Forums.