See China:
https://www.sammyboy.com/threads/no...f-silicon-color-loved-by-niggers-gpgt.258782/
See Taiwan:
https://tw.news.yahoo.com/太陽能大廠茂迪昆山-桃園廠大裁員停工-竟與中國61新政有關-104407863.html
太陽能大廠茂迪昆山、桃園廠大裁員停工 竟與中國61新政有關
信傳媒
755 人追蹤
王子承
2018年9月18日 上午9:29
台灣太陽能電池製造商龍頭茂迪再傳裁員，壞消息接二連三。（圖片來源/pixabay）
台灣太陽能電池製造商龍頭茂迪，17日公告將裁員台灣桃園廠300人，加上日前傳出停工的昆山廠、關閉的台南長晶廠，可以說是壞消息接二連三。
面對中國政府「61新政」取消太陽能補貼，茂迪在法說會上承認政策影響巨大，茂迪於今年第一、二季分別淨虧損10.69億、20.74億台幣，在業績不振、虧損加劇的狀況下，上月茂迪董事長張秉衡也宣布請辭，由茂迪董事、也是創辦人之一的曾永輝回鍋接任。
在過去太陽能產業興盛時，茂迪股價在2006年曾經達到985元，2007年曾躋身全球第6大太陽能電池廠，但今天茂迪的股價只剩下9.63元，股價連當年零頭都不到，而茂迪的兩大股東台積電、聯電也都紛紛認賠殺出，出清茂迪股份。財信傳媒董事長謝金河則在張秉衡辭職時發文表示，太陽能產業已經成為「最慘的慘業」，而張秉衡下台，意味著他對這個產業的絕望。
61新政影響巨大
面對中國大面積的太陽能發電需求，茂迪也在2006年成立昆山工廠，並在2015年與聯景公司完成合併，在當時為台灣及全球第一大專業太陽能電池製造商。根據茂迪2017年報，太陽能電池、太陽能模組分別佔據其89.24%、9.6%營收。據茂迪2017年報，其產品近六成（58.35%）銷往中國市場，銷售金額為130億台幣，除了以前面臨的是中國業者的削價競爭、政府補貼，61新政對茂迪更是有著巨大的打擊。
所謂的61新政所指的就是，中國因為不堪太陽能發電補貼缺口過大，在今年6月無預警宣布限制大型分布式太陽能發電站補貼，震撼太陽能市場。消息一出中國太陽能概念股隆基股份、陽光電源、通威股份、林洋能源紛紛跌停，61新政造成全球太陽能供應鏈報價快速下滑。
產業分析師林嫣容就對PV magazine表示，在面臨61新政後。成本較高的台灣多晶矽晶圓製造商幾乎直接關閉工廠，6月傳出茂迪已暫停旗下的矽晶圓長晶業務。據《電子時報》報導，退出市場似乎是台灣工廠的最後選擇，但他們還沒有決定這麼做，工廠希望台灣政府能夠出手幫忙。
美、印分別徵稅
除了61新政，台灣廠商仍然面臨各國課徵反傾銷稅的問題，根據茂迪2017年報，全球太陽能產業前三大需求國家分別為中國、美國及印度，如今美國、印度都對台灣業者進行課稅，股價自然會不好看。
美國自2014年第二次雙反將台灣的太陽能電池納入反傾銷稅率對象後，在川普上台今年一月更是宣布對電池與模組均採取4年防衛性關稅，稅率逐年依序為30%、25%、20%及15%。據經濟部國貿局資料，台灣太陽能電池產能達12GW為全球第二大供應國，2016年美國統計顯示台灣太陽能電池占美國總進口量為 45.70%。
而7月底，印度政府也宣布將向海外太陽能電池業者課徵為期2年的防衛稅，第1年25%、第2年上半年20%、第2年下半年15%，中國、馬來西亞因為發展中國家則未被課稅，但台灣並未獲得排除適用。
據經濟部國貿局資料，2017年印度自台灣進口太陽能相關產品共9千2百萬美金，佔印度進口市占率2.23%，排名第3。同年印度最大進口來源為中國，市占率為88.2%；馬來西亞排名第2，市占率為5.89%。
歐盟是下一個戰場
根據總部設於台北的太陽能顧問公司PV InfoLink，今年上半年全球太陽能電池片工廠出貨排名依序為通威、愛旭、茂迪、展宇、平煤，茂迪排名僅剩第三，PV InfoLink就分析台灣電池片的成本劣勢（價格較高）已逐漸顯現，上半年整體常規多晶電池片開工率不高，故上半年茂迪是前五名中唯一的台灣廠商。
但PV InfoLink也表示在結算2018全年出貨時，預期新日光、昱晶、昇陽光電三間台灣太陽能電池廠商的整併，有助於將新公司躋身為前五名的電池片出貨商。
而隨著歐盟5年前對中國太陽能產品實施最低價格限制（MIP）於9月3日解除，以往台灣太陽能電池有不受MIP限制的優勢也會漸漸消失，根據PV InfoLink統計，直接及間接輸往歐洲的太陽能電池需求約佔據台灣三成的訂單量，MIP一解除將使得歐洲市場的訂單一定量轉往中國，使得電池片價格下跌，EnergyTrend就認為MIP的結束，會導致台灣廠商與中國廠商在歐洲面臨正面競爭的局面。
更多信傳媒文章
The large-scale layoffs of the solar power plant Maodi Kunshan and Taoyuan Plant were related to China’s 61 New Deal
Letter media
Prince Cheng
September 18, 2018
Taiwan's solar cell manufacturer leader Mao Di re-distributed the layoffs, bad news followed. (Image source / pixabay)
Taiwan's solar cell manufacturer leader Mao Di, announced on the 17th will lay off 300 Taiwan Taoyuan factory, plus the Kunshan plant that was recently shut down and the closed Tainan Changjing plant, it can be said that bad news is one after another.
In the face of the Chinese government's "61 New Deal" to cancel solar subsidies, Modi admitted that the policy impact was huge at the law conference. Modi had a net loss of 1.069 billion yuan and 2.074 billion Taiwan dollars in the first and second quarters of this year, which was in a state of sluggish performance and increased losses. Next, Zhang Bingheng, chairman of Maodi, also announced his resignation last month. Zeng Yonghui, a director of Moody's and one of the founders, took over.
In the past, when the solar industry prospered, Motech's share price reached 985 yuan in 2006. In 2007, it was ranked as the sixth largest solar cell factory in the world. However, today Moody's share price is only 9.63 yuan, and the stock price is not even at the beginning of the year. The two major shareholders of Motech, TSMC and UMC, also all confessed to the accident and cleared the Moody shares. Xie Jinhe, chairman of Caixin Media, issued a message when Zhang Bingheng resigned, saying that the solar industry has become "the worst miserable business", and the departure of Zhang Bingheng means his desperation for this industry.
61 New Deal has a huge impact
In the face of China's large-scale solar power demand, Motech also established the Kunshan plant in 2006, and completed the merger with Lianjing in 2015, which was the largest professional solar cell manufacturer in Taiwan and the world at that time. According to the Moti 2017 Annual Report, solar cells and solar modules accounted for 89.24% and 9.6% of revenue respectively. According to the 2017 annual report of Moody's, nearly 60% (58.35%) of its products are sold to the Chinese market, and the sales amount is 13 billion Taiwan dollars. In addition to the previous Chinese companies' price cut competition and government subsidies, 61 New Deal has a huge impact on Modi. The blow.
The so-called 61 New Deal refers to China's unsatisfactory subsidies for solar power generation. In June this year, there was no warning to announce restrictions on large-scale distributed solar power station subsidies, which shocked the solar market. The news came out that China's solar energy concept shares Longji shares, Sunshine Power, Tongwei shares, Lin Yang energy have fallen, 61 New Deal caused the global solar supply chain quotation to decline rapidly.
Industry analyst Lin Rongrong told PV magazine that after facing the 61 new deal. The higher-cost Taiwan polysilicon wafer manufacturer almost shut down the factory almost directly. In June, Modi has suspended its wafer wafer growth business. According to the "Electronic Times" report, exiting the market seems to be the last choice of the Taiwan factory, but they have not decided to do so, the factory hopes that the Taiwan government can help.
US and India separately tax
In addition to the 61 New Deal, Taiwanese manufacturers still face the problem of anti-dumping duties in various countries. According to the 2015 annual report of Moody's, the top three countries in the global solar energy industry are China, the United States and India. Now the United States and India are taxing Taiwanese companies. The stock price will naturally not look good.
Since the second time in 2014, the United States has included Taiwan’s solar cells in the anti-dumping tax rate. In January this year, Trump announced that it will adopt a four-year defensive tariff on batteries and modules. The tax rate is 30% year after year. 25%, 20% and 15%. According to the International Trade Bureau of the Ministry of Economic Affairs, Taiwan's solar cell production capacity of 12GW is the world's second largest supplier. In 2016, US statistics show that Taiwan's solar cells account for 45.70% of the total US imports.
At the end of July, the Indian government also announced that it will levy a two-year defense tax to overseas solar cell operators, 25% in the first year, 20% in the first half of the second year, and 15% in the second half of the second year. China and Malaysia are developing. The Chinese state is not taxed, but Taiwan has not been excluded from the application.
According to the International Trade Bureau of the Ministry of Economic Affairs, India imported a total of 92 million US dollars of solar-related products from Taiwan in 2017, accounting for 2.23% of India's import market share, ranking third. In the same year, India's largest import source was China, with a market share of 88.2%; Malaysia ranked second with a market share of 5.89%.
The EU is the next battlefield
According to PV InfoLink, a solar energy consulting company based in Taipei, the global solar cell factory shipments in the first half of this year were ranked in Tongwei, Aixu, Maodi, Zhanyu and Pingmei. InfoLink's analysis of the cost disadvantages of Taiwan's battery chips (higher prices) has gradually emerged. In the first half of the year, the overall operating rate of conventional polycrystalline battery cells was not high. Therefore, in the first half of the year, Motech was the only Taiwanese manufacturer among the top five.
However, PV InfoLink also said that the consolidation of the three solar cell manufacturers in Taiwan, Sunlight, Silicon and Sunshine, is expected to make the new company the top five battery carrier. .
And with the implementation of the minimum price limit (MIP) for China's solar energy products released by the EU five years ago on September 3, the advantages of Taiwan's solar cells without MIP restrictions will gradually disappear. According to PV InfoLink statistics , direct and indirect losses The demand for solar cells in Europe accounts for about 30% of Taiwan's orders. The release of MIP will cause a certain amount of orders from the European market to be transferred to China, causing the price of battery chips to fall. EnergyTrend believes that the end of MIP will lead to Taiwanese manufacturers and Chinese manufacturers. Europe faces a situation of positive competition.
More letter media articles
https://www.sammyboy.com/threads/no...f-silicon-color-loved-by-niggers-gpgt.258782/
See Taiwan:
https://tw.news.yahoo.com/太陽能大廠茂迪昆山-桃園廠大裁員停工-竟與中國61新政有關-104407863.html
太陽能大廠茂迪昆山、桃園廠大裁員停工 竟與中國61新政有關
信傳媒
755 人追蹤
王子承
2018年9月18日 上午9:29
台灣太陽能電池製造商龍頭茂迪再傳裁員，壞消息接二連三。（圖片來源/pixabay）
台灣太陽能電池製造商龍頭茂迪，17日公告將裁員台灣桃園廠300人，加上日前傳出停工的昆山廠、關閉的台南長晶廠，可以說是壞消息接二連三。
面對中國政府「61新政」取消太陽能補貼，茂迪在法說會上承認政策影響巨大，茂迪於今年第一、二季分別淨虧損10.69億、20.74億台幣，在業績不振、虧損加劇的狀況下，上月茂迪董事長張秉衡也宣布請辭，由茂迪董事、也是創辦人之一的曾永輝回鍋接任。
在過去太陽能產業興盛時，茂迪股價在2006年曾經達到985元，2007年曾躋身全球第6大太陽能電池廠，但今天茂迪的股價只剩下9.63元，股價連當年零頭都不到，而茂迪的兩大股東台積電、聯電也都紛紛認賠殺出，出清茂迪股份。財信傳媒董事長謝金河則在張秉衡辭職時發文表示，太陽能產業已經成為「最慘的慘業」，而張秉衡下台，意味著他對這個產業的絕望。
61新政影響巨大
面對中國大面積的太陽能發電需求，茂迪也在2006年成立昆山工廠，並在2015年與聯景公司完成合併，在當時為台灣及全球第一大專業太陽能電池製造商。根據茂迪2017年報，太陽能電池、太陽能模組分別佔據其89.24%、9.6%營收。據茂迪2017年報，其產品近六成（58.35%）銷往中國市場，銷售金額為130億台幣，除了以前面臨的是中國業者的削價競爭、政府補貼，61新政對茂迪更是有著巨大的打擊。
所謂的61新政所指的就是，中國因為不堪太陽能發電補貼缺口過大，在今年6月無預警宣布限制大型分布式太陽能發電站補貼，震撼太陽能市場。消息一出中國太陽能概念股隆基股份、陽光電源、通威股份、林洋能源紛紛跌停，61新政造成全球太陽能供應鏈報價快速下滑。
產業分析師林嫣容就對PV magazine表示，在面臨61新政後。成本較高的台灣多晶矽晶圓製造商幾乎直接關閉工廠，6月傳出茂迪已暫停旗下的矽晶圓長晶業務。據《電子時報》報導，退出市場似乎是台灣工廠的最後選擇，但他們還沒有決定這麼做，工廠希望台灣政府能夠出手幫忙。
美、印分別徵稅
除了61新政，台灣廠商仍然面臨各國課徵反傾銷稅的問題，根據茂迪2017年報，全球太陽能產業前三大需求國家分別為中國、美國及印度，如今美國、印度都對台灣業者進行課稅，股價自然會不好看。
美國自2014年第二次雙反將台灣的太陽能電池納入反傾銷稅率對象後，在川普上台今年一月更是宣布對電池與模組均採取4年防衛性關稅，稅率逐年依序為30%、25%、20%及15%。據經濟部國貿局資料，台灣太陽能電池產能達12GW為全球第二大供應國，2016年美國統計顯示台灣太陽能電池占美國總進口量為 45.70%。
而7月底，印度政府也宣布將向海外太陽能電池業者課徵為期2年的防衛稅，第1年25%、第2年上半年20%、第2年下半年15%，中國、馬來西亞因為發展中國家則未被課稅，但台灣並未獲得排除適用。
據經濟部國貿局資料，2017年印度自台灣進口太陽能相關產品共9千2百萬美金，佔印度進口市占率2.23%，排名第3。同年印度最大進口來源為中國，市占率為88.2%；馬來西亞排名第2，市占率為5.89%。
歐盟是下一個戰場
根據總部設於台北的太陽能顧問公司PV InfoLink，今年上半年全球太陽能電池片工廠出貨排名依序為通威、愛旭、茂迪、展宇、平煤，茂迪排名僅剩第三，PV InfoLink就分析台灣電池片的成本劣勢（價格較高）已逐漸顯現，上半年整體常規多晶電池片開工率不高，故上半年茂迪是前五名中唯一的台灣廠商。
但PV InfoLink也表示在結算2018全年出貨時，預期新日光、昱晶、昇陽光電三間台灣太陽能電池廠商的整併，有助於將新公司躋身為前五名的電池片出貨商。
而隨著歐盟5年前對中國太陽能產品實施最低價格限制（MIP）於9月3日解除，以往台灣太陽能電池有不受MIP限制的優勢也會漸漸消失，根據PV InfoLink統計，直接及間接輸往歐洲的太陽能電池需求約佔據台灣三成的訂單量，MIP一解除將使得歐洲市場的訂單一定量轉往中國，使得電池片價格下跌，EnergyTrend就認為MIP的結束，會導致台灣廠商與中國廠商在歐洲面臨正面競爭的局面。
更多信傳媒文章
The large-scale layoffs of the solar power plant Maodi Kunshan and Taoyuan Plant were related to China’s 61 New Deal
Letter media
Prince Cheng
September 18, 2018
Taiwan's solar cell manufacturer leader Mao Di re-distributed the layoffs, bad news followed. (Image source / pixabay)
Taiwan's solar cell manufacturer leader Mao Di, announced on the 17th will lay off 300 Taiwan Taoyuan factory, plus the Kunshan plant that was recently shut down and the closed Tainan Changjing plant, it can be said that bad news is one after another.
In the face of the Chinese government's "61 New Deal" to cancel solar subsidies, Modi admitted that the policy impact was huge at the law conference. Modi had a net loss of 1.069 billion yuan and 2.074 billion Taiwan dollars in the first and second quarters of this year, which was in a state of sluggish performance and increased losses. Next, Zhang Bingheng, chairman of Maodi, also announced his resignation last month. Zeng Yonghui, a director of Moody's and one of the founders, took over.
In the past, when the solar industry prospered, Motech's share price reached 985 yuan in 2006. In 2007, it was ranked as the sixth largest solar cell factory in the world. However, today Moody's share price is only 9.63 yuan, and the stock price is not even at the beginning of the year. The two major shareholders of Motech, TSMC and UMC, also all confessed to the accident and cleared the Moody shares. Xie Jinhe, chairman of Caixin Media, issued a message when Zhang Bingheng resigned, saying that the solar industry has become "the worst miserable business", and the departure of Zhang Bingheng means his desperation for this industry.
61 New Deal has a huge impact
In the face of China's large-scale solar power demand, Motech also established the Kunshan plant in 2006, and completed the merger with Lianjing in 2015, which was the largest professional solar cell manufacturer in Taiwan and the world at that time. According to the Moti 2017 Annual Report, solar cells and solar modules accounted for 89.24% and 9.6% of revenue respectively. According to the 2017 annual report of Moody's, nearly 60% (58.35%) of its products are sold to the Chinese market, and the sales amount is 13 billion Taiwan dollars. In addition to the previous Chinese companies' price cut competition and government subsidies, 61 New Deal has a huge impact on Modi. The blow.
The so-called 61 New Deal refers to China's unsatisfactory subsidies for solar power generation. In June this year, there was no warning to announce restrictions on large-scale distributed solar power station subsidies, which shocked the solar market. The news came out that China's solar energy concept shares Longji shares, Sunshine Power, Tongwei shares, Lin Yang energy have fallen, 61 New Deal caused the global solar supply chain quotation to decline rapidly.
Industry analyst Lin Rongrong told PV magazine that after facing the 61 new deal. The higher-cost Taiwan polysilicon wafer manufacturer almost shut down the factory almost directly. In June, Modi has suspended its wafer wafer growth business. According to the "Electronic Times" report, exiting the market seems to be the last choice of the Taiwan factory, but they have not decided to do so, the factory hopes that the Taiwan government can help.
US and India separately tax
In addition to the 61 New Deal, Taiwanese manufacturers still face the problem of anti-dumping duties in various countries. According to the 2015 annual report of Moody's, the top three countries in the global solar energy industry are China, the United States and India. Now the United States and India are taxing Taiwanese companies. The stock price will naturally not look good.
Since the second time in 2014, the United States has included Taiwan’s solar cells in the anti-dumping tax rate. In January this year, Trump announced that it will adopt a four-year defensive tariff on batteries and modules. The tax rate is 30% year after year. 25%, 20% and 15%. According to the International Trade Bureau of the Ministry of Economic Affairs, Taiwan's solar cell production capacity of 12GW is the world's second largest supplier. In 2016, US statistics show that Taiwan's solar cells account for 45.70% of the total US imports.
At the end of July, the Indian government also announced that it will levy a two-year defense tax to overseas solar cell operators, 25% in the first year, 20% in the first half of the second year, and 15% in the second half of the second year. China and Malaysia are developing. The Chinese state is not taxed, but Taiwan has not been excluded from the application.
According to the International Trade Bureau of the Ministry of Economic Affairs, India imported a total of 92 million US dollars of solar-related products from Taiwan in 2017, accounting for 2.23% of India's import market share, ranking third. In the same year, India's largest import source was China, with a market share of 88.2%; Malaysia ranked second with a market share of 5.89%.
The EU is the next battlefield
According to PV InfoLink, a solar energy consulting company based in Taipei, the global solar cell factory shipments in the first half of this year were ranked in Tongwei, Aixu, Maodi, Zhanyu and Pingmei. InfoLink's analysis of the cost disadvantages of Taiwan's battery chips (higher prices) has gradually emerged. In the first half of the year, the overall operating rate of conventional polycrystalline battery cells was not high. Therefore, in the first half of the year, Motech was the only Taiwanese manufacturer among the top five.
However, PV InfoLink also said that the consolidation of the three solar cell manufacturers in Taiwan, Sunlight, Silicon and Sunshine, is expected to make the new company the top five battery carrier. .
And with the implementation of the minimum price limit (MIP) for China's solar energy products released by the EU five years ago on September 3, the advantages of Taiwan's solar cells without MIP restrictions will gradually disappear. According to PV InfoLink statistics , direct and indirect losses The demand for solar cells in Europe accounts for about 30% of Taiwan's orders. The release of MIP will cause a certain amount of orders from the European market to be transferred to China, causing the price of battery chips to fall. EnergyTrend believes that the end of MIP will lead to Taiwanese manufacturers and Chinese manufacturers. Europe faces a situation of positive competition.
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