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"Industry jingruiwyy of smooth hot louis vuitton outlets season looks at present is produce really can superfluous, my individual estimates whole industry produce can likely superfluous 200% . " on November 10, wang Yuelin of president of silicon treasure science and technology is accepting daily paper of the first finance and economics " money business " when the reporter is interviewed, express.

As we have learned, because European market condition is bad, plus Chinese light volt is made produce can superfluous, caused trade of smooth hot season finally this year " chill rise from all directions " situation. The beginning of the year up to now, industry of domestic smooth dog days experienced increase sharply of slump in price, inventory, debt tall look forward to, abroad " double instead " wait for a chain of problem, whole industry is immersed in in 3 quarters end unprecedented " cold winter " , the market bleak and chilly.

Data shows, 70 solar energy generate electricity board piece appear on the louis vuitton factory outlets market rate of gross profit of sale of 3 quarterly reports all was worth the company 2011 for 23.41% , relatively the 23.67% annulus that announce the correct time in this year are compared glide 0.26 percent, relatively 3 season announced the correct time last year 23.64% glide compared to the same period 0.23 percent.

Below such industry setting, many investor are right board piece concept adopted " avoid and far " manner. So, smooth hot season board piece whether true devoid investment opportunity?

3 quarters outstanding achievement continues to glide

"Solar energy is whole industrial catenary overheat, produce can superfluous quite serious, and of Europe debt crisis spread and ferment affected downstream market demand, also bring bad influence to industry of smooth hot season. " Wang Yuelin expresses.

As we have learned, under the background that brings mad enlarge to produce in hot last year prices, come at the beginning of this year July by September, polycrystalline silicon and silicon chip price glided about 25% , batteries piece with package price fall after a rise 10%~20% . Public data shows, 3 quarters are smooth volt board piece business income grows 14% compared to the same period, annulus louis vuitton factory outletscomparing glides 35% , appear continue the posture of fall after a rise.

And product value drops bring continuity of wool interest rate to glide, interest rate of entire industry wool appears again of whole small glide, immediate also impact leads a level to net. After downstream package business passes the fall after a rise of quarter of just a little in, appear in succession pick up. Silicon expects the price glides ceaselessly, make the gain pressure of downstream manufacturer alleviates somewhat. Nevertheless, polycrystalline silicon is relevant enterprise, like happy hill electric power (600644.SH) wool interest rate appears relatively substantially glide.

Gui Fangxiao of analyst of industry of electron of Great Wall negotiable securities thinks, add in industry whole fast glide while, feature of structural sex become divided is more apparent, equipment of smooth hot season board piece maintained faster growth, basically result from the order that rapid dilate brought the firm last year to be centered this year louis vuitton outlet online settle accounts; The increase rate of package and bad news material is reduced significantly, the business income of the enterprise appears to glide compared to the same period related polycrystalline silicon, it is downstream demand on one hand dispirited be caused by, on the other hand polycrystalline silicon the abidance after March depreciates, crowded gave many home to furnish, from innovate continuously data of tall polycrystalline silicon import also can see this kind of situation.

He thinks, 3 quarterly reports show whole light volt board piece gain ability special not ideal, produce can superfluous make product value falls greatly, anticipate before requirement is not such also " Xiaogao is wet " anabiosis, at present the industry is in complete " cold winter period " . Glide besides gain ability besides, the insecurity of capital also test is worn the viability of the enterprise. Enterprise or holds a group in the arms to warm oneself, or is flat go bankrupt, industry conformity is already special and apparent.

"Nevertheless, things will develop in the opposite direction when they become extreme. . After entering a winter when industry of smooth hot season, whole market and industry begin to hold the anticipation of get warm again after a cold spell of next year general. And get warm again after a cold spell is time problem only, board piece bottom is not far already. " he expresses.

The day that holds aircraft louis vuitton factory online firm more feel well

"At present the likelihood is short-term market wave motion only, from long-term in light of, this market is tremendous. Of traditional the sources of energy dried up the serious problem that brings with greenhouse gas, force the mankind to must develop new energy resources energetically; And solar energy industry has development latent capacity most, its development space is very large still. " Wang Yuelin thinks.

He expresses, if Chinese market can be started quickly, it is a very big profit to industry of smooth hot season good. But, at present of new energy resources " 925 " the program has not given heat, probable meeting increases the proportion of new energy resources considerably later. For instance, now our country already electrovalency " be related is discussed " instead secures online electrovalency, add glazing bend over to generate electricity of cost drop further, these are helpful for promoting the development of industry of smooth hot season.

As we have learned, national hair changes appoint the report of institute of the sources of energy shows, 2015 the installed capacity of smooth hot season will achieve 20 million kilowatt, and achieve 100 million kilowatt possibly 2020.

Frost&Sullivan seeks advice from advisory Cao Yin to express, trade of current smooth hot season already passed 2005~2009 year sudden huge louis vuitton bags outlet profits increases a period, resemble the American Internet industry 2000 a bit. Because too much person casts this industry to bring about,Internet bubble burst is need for be more than, but just is this bubble causes Internet trade can so apace development rises.

"To smooth hot season such one periodic particularly strong industry, this year is to enter cereal ground, when it is good least of all to do not pass likelihood the inning that just is investment, for example at present level, already somebody is preliminary copy a copy. " he says.

So, in catenary of industry of whole light bend over, contain of what annulus feast is worn invest an opportunity?

"Sex of whole of catenary of smooth hot season is entire industry is superfluous, do not pass to holding aircraft firm word, because upriver product is low-cost, their day may compare have an easy time instead, this kind of company should have investment opportunity more. " Cao Yin thinks.

Pan Xifeng of analyst of northeast negotiable securities louis vuitton sale thinks, the trade is short-term inside will still be in low fan period, the industry will continue the financing that crisis of debt of Europe of be enslaved to be enslaved to causes is difficult, together with the four seasons is spent is outfit machine off-season, current when below the dot, the demand situation of next year is attached most importance to especially should, should pay close attention to future mainly the change of policy of market of each main light bend over. The company with a more affirmatory outstanding achievement of respect key attention, the company of link of bad news material also can pay close attention to, have an entrance to replace benefit to appear on the market well especially company.

Two respects proceed with grasps an opportunity

"From the point of overseas demand, at present Europe debt crisis affected European demand badly, but once Europe debt crisis alleviates somewhat, the construction that Europe can restore for certain and increases pair of smooth hot season gives aid to strength; Additional, after problem of Japanese nucleus report appears, global nuclear power plant is shut a lot of, and this part notch is probable the new energy resources such as partial You Guangfu will complement, this also is a benefit the industry to smooth hot season good. " Wang Yuelin louis vuitton outlets thinks.

Gui Fangxiao expresses at present to whole board piece metaphase begins discretion hopeful. Review since this year a series of incident of industry of smooth hot season -- harbor of atrophy of policy change, demand, package pressing, inventory is added suddenly, package depreciates, exhibit meeting cold and cheerless, outstanding achievement to glide, business failure, upper reaches depreciates, stop production of reduction of output, whether worse circumstance still can appear.

"Current when dot, not certain factor basically is centered at Europe debt crisis, the fall of cost makes par gets online to go gradually asymptotic, the market and industry begin to have the anticipation of get warm again after a cold spell of next year general. Since anticipate get warm again after a cold spell is time problem only generally, so board piece bottom or not far already. " he thinks.

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