Solar Energy opportunity in China<br />-----Focusing on solar photovoltaics (PV) in this segment<br />Lawrence Wang<br />
Industrial hierarchy<br />
Over capacity and financial crisis lead oversuply and market contraction<br />Too many new comers crowd into market<br />
M&A----- rapid expansion across value chain in order to survive<br />DOWNSTREAM<br />UPSTREAM<br />Key Strategic Initiativ...
 Ability to get market access – Increase capacity utilization</li></li></ul><li>The PV marekt is stable and getting better...
Major drivers in Solar energy<br />Theese major drivers affect each other and stimulate the industry<br />
Exemplary target companies (risks)<br />
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Solar Energy Opportunity In China

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Solar Energy Opportunity In China

  1. 1. Solar Energy opportunity in China<br />-----Focusing on solar photovoltaics (PV) in this segment<br />Lawrence Wang<br />
  2. 2. Industrial hierarchy<br />
  3. 3. Over capacity and financial crisis lead oversuply and market contraction<br />Too many new comers crowd into market<br />
  4. 4. M&A----- rapid expansion across value chain in order to survive<br />DOWNSTREAM<br />UPSTREAM<br />Key Strategic Initiatives<br />A vertically integrated presence to capture profits across value chain<br />An increased focus on market access<br />Capital & Energy<br />Technology<br />Labour<br /><ul><li> Ability to secure low cost and good quality inputs ( Polysilicon, Wafer, Cell)
  5. 5. Ability to get market access – Increase capacity utilization</li></li></ul><li>The PV marekt is stable and getting better<br />PV Supply Chain Margin<br />Top Companies Revenues (US$Mil)<br />Margin is getting stable<br />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<br />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<br />Source: YMR PV Supply Chain Health Report and public statement released by listed companies.<br />
  6. 6. Major drivers in Solar energy<br />Theese major drivers affect each other and stimulate the industry<br />
  7. 7. Exemplary target companies (risks)<br />

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