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    BNEF Press Release

  1. The Largest Manufacturer of PV Panels in 2015.? Surprising Forecast BNEF

    Feb 12, 2015 | Cire.pl

    Bloomberg New Energy Finance (BNEF) estimates that this year the highest sales in the global market for photovoltaic panels can deliver Suntech. It's a big surprise. The more that a Chinese company back in 2013. Was on the verge of bankruptcy.
  2. Zheng Jianming/Powin Energy

  3. Downwind 443 Million Yuan

    Feb 13, 2015 | Stock Sohu

    ...Zheng Jianming had to accept the "First Financial Daily" correspondent exclusive interview disclosed that "wind clean energy" is a great new energy platform is not limited to the photovoltaic industry. In his mind, this platform may need to carry, including wind power, urban heating and cooling, energy storage, electric vehicles...
  4. Downwind 443 Million Yuan Won Eight Wind Power Projects

    Feb 12, 2015 | News Hexun

    ...Zheng Jianming said in an exclusive interview with this reporter disclosed that "wind clean energy" is a great new energy platform is not limited to the photovoltaic industry. In his mind, this platform may need to carry, including wind power, urban heating and cooling, energy storage, electric vehicles...
  5. Industry News

  6. PV module shipments from top 20 suppliers topped 8.8GW in Q4 2014 – IHS

    Feb 13, 2015 | PV Tech (in Solar of Week)

    By Mark Osborne

    ...The most recent consolidation seen amongst the top 20 suppliers has been the long-expected merger of Hanwha SolarOne and Hanwha Q CELLS. The last consolidation before then was the acquisition of Wuxi Suntech by Shunfeng...
  7. Full Text of Stories Below

    BNEF Press Release

  1. The Largest Manufacturer of PV Panels in 2015.? Surprising Forecast BNEF

    Feb 12, 2015 | Cire.pl

    Bloomberg New Energy Finance (BNEF) estimates that this year the highest sales in the global market for photovoltaic panels can deliver Suntech. It's a big surprise. The more that a Chinese company back in 2013. Was on the verge of bankruptcy.

    In 2013. Chinese company, which a year ago was the largest producer of photovoltaic modules in the world, faced bankruptcy.

    Before the fall of Suntech saved by taking it Shunfeng Photovoltaic International, which with the consent of the court trustee took over the assets of PV panel manufacturers for approx. 490 million US dollars, which allowed for the partial repayment of Suntech, which in 2013. Has grown to $ 2.3 billion.

    Since its acquisition by Shunfeng Photovoltaic International Suntech systematically returned to good standing, increasing its production capacity.
    In the February statement PV Market Outlook BNEF analysts have estimated that this year may surpass at Suntech global leader in the production of photovoltaic other Chinese tycoons Yingli Green and Trina Solar.

    - Taking over Suntech knew that he had the best units in the industry, and that will help us to gain global leader in the production of clean energy. (..) We did not know that as soon regain its solvency. We are proud that it happened in such a short time - comments on the pages of PV Magazine Eric Luo, CEO Shunfeng International.

    PV Magazine estimates that Suntech has virtually no debt and it has the most stable financial situation from all the leading manufacturers of photovoltaic modules.

    Translated from Polish to English via Google Translate.

    Link: http://www.cire.pl/item,106412,1,0,0,0,0,0,najwiekszy-producent-paneli-pv-w-2015-r-zaskakujaca-prognoza-bnef.html

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  2. Zheng Jianming/Powin Energy

  3. Downwind 443 Million Yuan

    Feb 13, 2015 | Stock Sohu

    February 10, downwind Clean Energy (01165.HK) announced that its wholly-owned subsidiary of Optical downwind Investment (China) Co., Ltd. The total cost 443 million yuan (equivalent to HK $ 553 million) acquisition of domestic eight wind power projects.

    Design capacity of these wind farms 723.5 MW, annual generation capacity of 1,615,200 MWh of clean wind energy will be "open source." Its acquisition of the project mainly in river.

    North, Jilin resource-rich areas, most acquisitions have been the benchmark electricity price 0.61 yuan per kilowatt-hour.

    Operating in more than one reason to be incorporated into the project under the clean wind energy, and wind power technology is more mature, wind turbine technology and equipment related to quality is relatively stable, but these projects also received funding to introduce low-cost, overall operating costs are not high.

    Outside of this acquisition, downwind of clean energy for the Group introduced more than 10 years, a number of management experience in wind power, wind power rich professional knowledge of the team to ensure the normal operation of the acquisition and implementation of the project's future development plans.

    According to the Chinese Wind Energy Association, by the end of 2014, China's newly installed capacity of wind power for 23.35G watts, compared to 2013 increased by 45%, and net of about 20G watt wind power, rose by 43 percent year on year. By the end of 2014, new domestic wind power installed capacity totaled 114.76G watts, which up 95.81G tile grid. Currently, the top five wind power manufacturers are Goldwind, United Power, Mingyang Wind Power, energy and vision Hunan Electric shares, installation share was 19%, 11%, 9%, 8%, 8%.

    Clean wind energy controlling shareholder Zheng Jianming 2015 target in the field of photovoltaic capacity is installed 3G watts, the equivalent of one-fifth of China 15G watt goals.

    Zheng Jianming had to accept the "First Financial Daily" correspondent exclusive interview disclosed that "wind clean energy" is a great new energy platform is not limited to the photovoltaic industry. In his mind, this platform may need to carry, including wind power, urban heating and cooling, energy storage, electric vehicles. On the other hand, Zheng Jianming by wind photoelectric last August Powin Energy acquired the US company. The business part of the technology may be applied to the operation of the wind farm.

    Translated from Chinese to English via Google Translate.

    Link: http://stock.sohu.com/20150213/n408976666.shtml

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  4. Downwind 443 Million Yuan Won Eight Wind Power Projects

    Feb 12, 2015 | News Hexun

    Intended to PV based on various new energy into other industries, and integrated platform for listed companies to invest chiefs under Zheng Jianming, did not renege.

    February 10, downwind Clean Energy (01165.HK) announced that its wholly-owned subsidiary of Optical downwind Investment (China) Co., Ltd. (hereinafter referred to as "Chinese wind") to the total cost of 443 million yuan (equivalent to HK $ 553 million) acquisition eight domestic wind power projects.

    Design capacity of these wind farms 723.5 MW, annual generation capacity of 1,615,200 MWh of clean wind energy will be "open source." Its acquisition of the project mainly in rich Hebei, Jilin and other resources area, most of the acquisitions have been the benchmark electricity price 0.61 yuan per kilowatt-hour.

    Operating in more than one reason to be incorporated into the project under the clean wind energy, and wind power technology is more mature, wind turbine technology and equipment related to quality is relatively stable, but these projects also received funding to introduce low-cost, overall operating costs are not high.

    And beyond this acquisition, the wind Clean Energy Group also introduced a group of more than 10 years of management experience in wind power, wind power rich professional knowledge of the team, including the pre-development, project assessment, wind power project construction management and operational management of large-scale power plants to ensure that acquisition and implementation of the normal operation of the future development plans.

    According to the Chinese Wind Energy Association, by the end of 2014, China's newly installed capacity of wind power for 23.35G watts, compared to 2013 increased by 45%, and net of about 20G watt wind power, rose by 43 percent year on year. By the end of 2014, new domestic wind power installed capacity totaled 114.76G watts, which up 95.81G tile grid. Currently, the top five wind power manufacturers are Goldwind (002,202, stock it), United Power, Mingyang Wind Power, Vision Energy and Hunan Electric shares (600,416, stock it), the installation share was 19%, 11%, 9%, 8 %, 8%.

    Clean Energy Holdings people downwind Zheng Jianming 2015 target in the field of photovoltaic capacity is installed 3G watts, the equivalent of one-fifth of China 15G watt goals. The strategy in the field of wind power, he does not seem eager to capture more wind power plant, but rather the integration of technology and resources.

    Zheng Jianming said in an exclusive interview with this reporter disclosed that "wind clean energy" is a great new energy platform is not limited to the photovoltaic industry. In his mind, this platform may need to carry, including wind power, urban heating and cooling, energy storage, electric vehicles. And now it seems, he entered the wind power is the fastest growing new areas. In addition, he is very interested in hybrid technology for wind and solar energy, which is probably another big reason for its purchase of wind power.

    On the other hand, the current investment made by Zheng Jianming APAC this private company, a lot can be matched with each other and wind power. For example, in the storage area, Zheng Jianming by wind photoelectric last August Powin Energy acquired the US company. The company's principal activities include storage, fast charge and peak shaving technology, part of the technology may be applied to the operation of the wind farm's.

    Translated from Chinese to English via Google Translate.

    Link: http://news.hexun.com/2015-02-12/173332953.html

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  5. Industry News

  6. PV module shipments from top 20 suppliers topped 8.8GW in Q4 2014 – IHS

    Feb 13, 2015 | PV Tech (in Solar of Week)

    By Mark Osborne

    The top 20 PV module manufacturers shipped 8.8GW in the fourth quarter of 2014, generating an estimated US$5.9 billion in revenue, according to market research firm IHS.

    Leading PV manufacturers were said to have strengthened their position in the global market last year, emphasised by a 12% increase in fourth quarter revenue, compared to the prior year period. 

    IHS said that these suppliers accounted for 68% of global PV module demand in 2014, compared to only 60% in 2011. Based on its latest global installation forecast for 2014, shipments from the top 20 suppliers would exceed 30GW. 

    However, the final global demand figures for the year could be higher than those of IHS and should therefore be treated as preliminary and may not reflect the actual market share percentages gained or lost by the leading 20 PV suppliers in 2014.

    IHS noted that it expected full-year 2014 module revenue by the leading 20 firms to reach US$21.4 billion.

    “PV module revenues of the 20 leading suppliers will continue to grow, as they benefit from both robust global PV demand growth and increasing market share,” said Ray Lian, principal analyst for IHS Technology, formerly with NPD Solarbuzz. “We expect them to reach historic revenue heights, as early as the fourth quarter of 2015.”

    Module price declines have meant overall revenue growth from the leading suppliers has yet to surpass levels reached in 2011. 

    IHS said that ASPs in the fourth quarter of 2014 were negatively impacted by the strong appreciation of the US dollar against most other currencies, as well as by the higher share of modules shipped to China and other low-ASP regions as PV projects were being rushed through to meet tariff deadlines.  

    As a result, the blended ASP of the 20 leading suppliers was said to have declined by 4% compared to the third quarter of 2014. 

    Blended module cost-of-goods-sold of the top 20 suppliers was said to have fallen below US$0.6/W, the first time this had happened. The blended cost was said to have fallen to US$0.58/W in the fourth quarter. 

    With a measured capacity expansion phase already underway, IHS said that the top suppliers needed to continue to increase revenue in 2015 to support further capacity expansions. 

    “To fund their capacity expansion or acquisition, PV module suppliers must continuously increase their revenues,” added Lian. “As these companies gain more market share, we can expect to see further industry consolidation.”

    The most recent consolidation seen amongst the top 20 suppliers has been the long-expected merger of Hanwha SolarOne and Hanwha Q CELLS. 

    The last consolidation before then was the acquisition of Wuxi Suntech by Shunfeng.

    According to PV Tech’s own data, the fastest growing PV manufacturers by shipments are expected to expand capacity at higher levels than other top 20 suppliers that have lagged rivals, with several firms yet to return to profitability in three years, such as Yingli Green, despite being the largest producer in 2012 and 2013. 

    The fastest growing leading suppliers include, JA Solar, JinkoSolar and Canadian Solar. Major Japanese suppliers such as Sharp and Kyocera have treaded water in 2014. 

    Link: http://solar.ofweek.com/2015-02/ART-260008-8420-28933647.html

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