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Solar Energy Opportunity In China
 

Solar Energy Opportunity In China

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    Solar Energy Opportunity In China Solar Energy Opportunity In China Presentation Transcript

    • Solar Energy opportunity in China
      -----Focusing on solar photovoltaics (PV) in this segment
      Lawrence Wang
    • Industrial hierarchy
    • Over capacity and financial crisis lead oversuply and market contraction
      Too many new comers crowd into market
    • 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)
      • 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.
    • Major drivers in Solar energy
      Theese major drivers affect each other and stimulate the industry
    • Exemplary target companies (risks)