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Solar Energy Opportunity In China
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Solar Energy Opportunity In China

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Transcript

  • 1. Solar Energy opportunity in China
    -----Focusing on solar photovoltaics (PV) in this segment
    Lawrence Wang
  • 2. Industrial hierarchy
  • 3. Over capacity and financial crisis lead oversuply and market contraction
    Too many new comers crowd into market
  • 4. M&A----- rapid expansion across value chain in order to survive
    DOWNSTREAM
    UPSTREAM
    Key Strategic Initiatives
    A vertically integrated presence to capture profits across value chain
    An increased focus on market access
    Capital & Energy
    Technology
    Labour
    • Ability to secure low cost and good quality inputs ( Polysilicon, Wafer, Cell)
    • 5. Ability to get market access – Increase capacity utilization
  • The PV marekt is stable and getting better
    PV Supply Chain Margin
    Top Companies Revenues (US$Mil)
    Margin is getting stable
    But some companies were not able to take advantage of the rapid decline in polysilicon spot prices as they were struck in long-term, fixed price contracts
    Revenues Rebound18% in Q2’09 to $4.65B. The cell/module suppliers are growing faster than the polysilicon suppliers, as polysilicon prices fall faster than cell/module prices
    Source: YMR PV Supply Chain Health Report and public statement released by listed companies.
  • 6. Major drivers in Solar energy
    Theese major drivers affect each other and stimulate the industry
  • 7. Exemplary target companies (risks)

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