サマリー
「Chinese Panel Price Report 」は、中国の太陽パネル価格を毎月提供する月刊レポートです。中国のパネルメーカ上位100社のパネル価格と詳細分析結果を毎月27ページ前後のPDFで提供します。
Introduction
The monthly ENF China Panel Price Report is a unique survey covering prices of 100 of the top certified Chinese panel manufacturers. It provides up to date information on market prices and availability together with in depth analysis and a full certification report listing each companies’ certified power ranges for IEC 61215, IEC 61730 and UL certifications. Its consists in monthly deliveries on a subscription basis at a€1,600 price per year.
Reasons to buy
Driving Market:
If you are looking for price trends in the Panel market, China is a good place to start. It holds a large and increasing share of world production and offers the most competitive pricing available. Shifts in the Chinese market price are usually mirrored in European and US markets in coming months as manufacturer seek to maintain competitiveness. However, uncovering comprehensive and accurate information on the Chinese market can frequently prove a daunting task.
Coverage:
Every month ENF’s Trade department calls up 100 of the top Chinese panel manufacturers to collect their best price for thin film or certified crystalline panels, together with their current production and availability figures. No competitor even comes close to this continued in depth coverage of the Chinese market and it allows our analysis team to provide a truly unparalleled report.
Future Predictions:
The combined collection of production availabilities alongside current price trends helps our customers to predict upcoming price trends as well, since changes in stock levels indicate supply and demand. If stock levels are rapidly dropping it is a strong sign that prices will soon start to rise, conversely unchanged stock levels can indicate oncoming price decreases.
Reliability/Integrity:
Collecting sensitive data directly from Chinese manufacturers can prove to be a difficult job and is one of the key reasons our competitors struggle in this market. Our trade department is involved in brokering large panel deals on a daily basis and is adept at spotting bogus quotations and digging out more accurate values. In addition ENF’s relations with established manufacturers are continually improving, due in part to the volume of trade agreements we are bringing to their doors but also to continued cooperation over the three plus years that the Price Report has been running.
Analysis:
Solid analysis is done on all data, and the results presented in an easily digestible format. Market averages are displayed weighted by a number of different metrics, such as 2010 production compared to 2010 current availability. 12-month price charts display price trends among various certification categories and among different sized companies. 36-month price charts give market price trends across the long term, both adjusted and unadjusted for exchange rates. Market availability tables show the number and percentage of panels still available for sale this year and help to predict future prices. Market Price deviation charts show by how much price quotations deviate from the average and help indicate the current volatility of the market. On top of this we also include an extensive certification report detailing the exact power-range companies have achieved certification for alongside a list of future certifications due.
Rumors:
In addition to the solid facts and figures presented in the price report analysis, our trade specialists also uncover many interesting market rumors as a result of their in depth discussions every month. The most interesting and credible of these are written up in an accompanying letter and presented alongside the price report each month. This includes the latest price of solar cells on the market.
Feedback:
After using the Chinese Panel Price Report for any length of time it genuinely becomes self-evident just how powerful the information contained within it is. The effect? Nearly every price report customer renews their subscription at the end of the 12-month period. As Bill Rever, Strategic Marketing Manager for BP Solar has said:
"I view the ENF China price report as the most valuable report on PV module pricing available today…"
Companies covered
Cell manufacturers (14 companies)
Bharat Heavy Electricals Ltd. (BHEL)
Central Electronics Limited(CEL)
Euro Multivision Ltd
Indosolar Limited
Maharishi Solar Technology Pvt. Ltd.
Moser Baer Photo Voltaic Limited
PLG Power Limited
Solar Semiconductor Pvt. Ltd
Surana Ventures Ltd.
Tata BP Solar India Ltd.
Udhaya Energy Photovoltaics (P) Ltd. (UPV Solar)
Udhaya Semiconductors Limited (KL Solar Company Pvt. Ltd)
Websol Energy Systems Ltd. (formerly Webel SL Energy Systems Ltd.)
XL Telecom & Energy Ltd (formerly XL Telecom & Energy Limited)
Panel manufacturers (54 companies)
Access Solar Ltd.
Ajit Solar Pvt Ltd.
Alpex Solar
Ammini Group
Amro Technology P Ltd.
Andromeda Energy Technologies Ltd.
Bharat Heavy Electricals Ltd. (BHEL)
Central Electronics Limited(CEL)
Chemtrols Solar Pvt. Ltd.
Ecosol Power Pvt. Ltd
ELECTROMAC Solar Systems PVT. LTD
Emmvee Photovoltaic
Empire Photovoltaic Systems PVT Ltd
GreenBrilliance Energy Pvt. Ltd.
HHV Solar Technologies Pvt. Ltd.
ICOMM Tele Limited
India Solar Solutions
KCP Solar Industry
Kotak Urja Pvt. Ltd.
LANCO
Maharishi Solar Technology Pvt. Ltd.
Microsun
Modern Solar
Moser Baer Photo Voltaic Limited
Neety Euro-Asia Solar Energy
Novergy Energy Solutions Pvt. Ltd.
Photon Energy System Ltd.
PHOTONIX Solar Private Limited
PLG Power Limited
Premier Solar Systems Pvt Ltd
PV Power Technologies Pvt. Ltd.
Rajasthan Electronics & Instruments Ltd. (REIL)
Rashmi Industries
Reliance Solar Group
SahajSolar Power Pvt Ltd.
Shreyansh Electronics
Solar Semiconductor Pvt. Ltd.
Solkar Solar Industry Limited (formally Solker Industries Limited)
Sunrise Technology
Sova Power
Sun Energy Systems
Sun Solar Techno Limited
Sungrace Energy Solutions (P) Ltd
Vikram solar.
Surana Ventures Ltd.
Synergy Renewable Energy Pvt. Ltd
Tata BP Solar India Ltd.
Titan Energy Systems Ltd.
Topsun Energy Ltd.
Udhaya Energy Photovoltaics (P) Ltd. (UPV Solar)
Udhaya Semiconductors Limited (KL Solar Company Pvt. Ltd)
Waaree Energies Pvt. Ltd.
Websol Energy Systems Ltd.
XL Telecom & Energy Ltd (formerly XL Telecom & Energy Limited
Thin-film manufacturers (3 companies)
Moser Baer Photo Voltaic Limited
Novergy Energy Solutions Pvt. Ltd.
Shurjo Energy Private Ltd.
Methodology
ENF collected company data through telephone interviews with each manufacturer (including follow-up emails and faxes when requested). Aside from phone calls, ENF collected 23 companies’ data through face-to-face visits.
After collection of the data, each company was emailed their detailed information in Excel format, to check that all facts were recorded properly.
Data Checks were performed using external data sources as reference. In addition further information on equipment details was gathered from direct contact with 9 equipment manufacturers supplying to the India region. This cooperation gave us direct access to customer lists with which we could further fill out missing equipment data that manufacturers were unwilling to disclose.
For those companies that gave partial information, estimates have been made for the missing information based on information given by 3rd parties, logical conclusions (such as manufactured cell sizes based on the cell sizes used in their panel production) and market trends from other Indian survey participants
目次
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Page 1
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Table showing the lowest, average and highest market prices for each category of panel, and the changes from the previous month for each category of panel
Table showing the change in prices for a fixed group of companies (as new companies entering the market affect the market price change)
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Page 2
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Table showing average market prices for each category of panel weighted by each company’s available stock (rather than usual production-based weighting)
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Chart showing MWp and panels still available for purchase in 2010 and % of total panel production that is still available for purchase in 2010 for each category of panel
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Page 3
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Crystalline certified panel chart, 12-month price chart tracking average, highest and lowest prices.
Crystalline certified panel chart, numbers of companies in each price bands of the current month
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Page 4
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Thin Film panel chart, 12-month price chart tracking average, highest and lowest prices.
Thin Film panel chart, numbers of companies in each price bands of the current month
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Page 5
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Crystalline certified panel chart, three-year price chart tracking average, highest and lowest prices with the prices adjusted by the current month currency rates
Thin Film panel chart, three-year price chart tracking average, highest and lowest prices with the prices adjusted by the current month currency rates
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Page 6
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Crystalline certified panel chart, three-year price chart tracking average, highest and lowest prices with the prices unadjusted by the current month currency rates
Table showing the lowest, average and highest market prices of the crystalline certified panels for 37 months
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Page 7
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Thin Film panel chart, three-year price chart tracking average, highest and lowest prices with the prices unadjusted by the current month currency rates
Table showing the lowest, average and highest market prices of the Thin Film panels for 37 months
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Page 8
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Price deviation charts, showing by how much prices vary above and below the market average each month
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Page 9
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12-month charts showing the number of the prices increasing or decreasing compared with the month before for each category of panel
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Page 10
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Crystalline certified panel chart for the companies whose production in 2010 is not less than 100MWp, 12-month price chart tracking average, highest and lowest prices.
Crystalline certified panel chart for the companies whose production in 2010 is less than 100MWp, 12-month price chart tracking average, highest and lowest prices.
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Page 11
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Crystalline certified panel chart for the companies certified with IEC 61730, 12-month price chart tracking average, highest and lowest prices.
Crystalline certified panel chart for the companies certified with IEC 61215, 12-month price chart tracking average, highest and lowest prices.
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Page 12
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Crystalline certified panel chart for the companies certified with UL 1703, 12-month price chart tracking average, highest and lowest prices.
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Page 13
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Certified panel and thin-film panel charts showing changing MWp of panels still available for purchase in 2010
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Page 14
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Charts showing % of total panel production still available for purchase in 2010 for each category of panel (number of companies with 0-20% left for sale, 20-40% left for sale etc.)
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Page 15
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Charts showing how a fixed group of crystalline certified and thin film companies have changed their available 2010 stock over a 6 month period
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Page 16
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Charts showing 6-month indexed price changes for crystalline certified and thin film companies
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Page 17-23
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Tables of crystalline panel manufacturers holding or applying for TÜV / IEC61730, IEC61215, and UL 1703, showing company name, what power range is certified, and expected certification time of additional panels being tested
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Page 24
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Table of thin-film manufacturers, showing: company name, what power range is certified, and expected certification time of additional panels being tested or the total panel power range of their panels if uncertified
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Page 25-27
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Price report notes index, explaining methodology or presenting introduction of the tables and charts above
Appendix, presenting currency rates of past months
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