New energy: the photovoltaic industry is hit hard by the demand or increase of China's PV products

Japan's PV industry is hit hard, China's PV products demand or increase Japan's PV industry has been hit hard by disasters such as earthquakes and tsunamis. Most of the PV giants such as Kyocera, Sharp, and Sanyo are in a state of production suspension. So far, there have been no signs of restoring production. Considering Japan's important position in the global photovoltaic industry, the suspension of production by Japanese PV companies will affect the global PV market. Our analysis believes that Japan is an important exporter of photovoltaic modules in the world, and more than 70% of them are exported to the European market. This is also the largest export destination for Chinese PV companies. If photovoltaic companies in Japan are unable to supply in time due to the earthquake, it will affect the construction of photovoltaic power plants for Japanese polysilicon customers and customers of downstream system integrators in the European market. Considering that PV producers' polysilicon inventories are mostly in the middle of a half month, and the European PV power plant construction has a strict timetable, Chinese PV manufacturers, especially component manufacturers, are likely to provide affordable components to make up for Japan. Photovoltaic companies have reduced supply of photovoltaic products due to earthquakes. [Solar industry dynamics] The earthquake hit Japan's photovoltaic industry, Japan's polysilicon suppliers suffered disasters, SunPower or another supply channel Wacker Chemical announced the expansion of polysilicon production capacity Suntech announced the completion of the acquisition of Rongde new energy [nuclear power industry dynamics] China will Comprehensive security inspection of nuclear facilities, suspension of approval of nuclear power projects, Germany announced a moratorium on the extension of nuclear power plant operation deadlines, the British Energy Minister said that the nuclear leakage may affect the nuclear program

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