A probe into the worst-hit area of Battery sheet under the quotation of Solar Energy
The wave of looting in mainland China ended in the first half of the year, unexpectedly making the traditional peak season of solar energy in the third quarter of this year the coldest third quarter in history.
According to the latest statistics from Jibang Technology, batteries have become the "hardest hit" this week, with bids hitting record lows and, worse, the market in August is likely to be more pessimistic.
Since the 2008 financial tsunami, the solar industry has changed more and more rapidly, from "once every two years" in the past to "twice a year" now, but it can be said that the gods are not sure.
As far as the first quarter of this year is concerned, almost all battery factories have submitted bright financial reports. in addition to making a lot of money from green energy, China, the United States, Crystal, and Guoshuo have also made profits under the contribution of reinvestment, making almost all operators optimistic about this year's prospects.
However, as the installation deadline of "630" in the mainland approaches, the solar economy has begun to decline again. this time, the impact of battery chips is greater. in addition to the fact that overseas factories can also make a lot of money because of price differentials, it is best to just draw even in Taiwan.
In the third quarter, solar prices have gone from bad to worse, including silicon wafers and batteries, which have written record lows.
Lin Yanrong, deputy manager of EnergyTrend research at Jibang's Green Energy Division, said supply chain prices continued to decline in July and batteries were "hardest hit".
As battery factories on both sides of the strait have expanded their production this year, leading to a more serious oversupply in the future, it is expected that the market situation will be even more pessimistic in August, and I am afraid it will be difficult to recover by September.
Lin Yan-jung says that because of the cold conflict in the market and the fact that the cost of battery production in Taiwan is still higher than that in mainland factories, the recent decline in the production rate of battery manufacturers in Taiwan is much more obvious than that of mainland manufacturers, generally falling between 6 and 8 percent.