As the recent spreads in Europe and China will further support the amount of subsidies, in order to obtain the effect of subsidy, resulting in the first quarter of the global solar PV market is relatively optimistic, but the second quarter market outlook but added a variable. According to EnergyTrend, a subsidiary of TrendForce, the visibility of orders has reached the end of the first quarter. The relevant manufacturers are optimistic about the demand for the first quarter, and the response is also showing a trend of increasing the spot prices. However, looking ahead to the second quarter, affected by the further downward adjustment of the main market subsidy policy, the relevant manufacturers indicated that some demand will advance to the first quarter to obtain a better subsidy rate. Affected by this, the demand situation in the second quarter will become more conservative. .

At present, major European countries such as the United Kingdom, Germany, France, Greece, and Switzerland will soon announce or have issued new PV subsidy policies. In Germany, for example, the rate of reduction in PV subsidies may fall between 12% and 24%. Faced with this situation, EnergyTrend believes that Germany's demand for the first quarter will remain strong in December 2011, and the same situation. It also occurs in countries that have announced new subsidy policies, such as Greece and Switzerland. On the other hand, the Chinese market has also reported that the amount of PV subsidies will be further reduced by 7%. However, the Chinese market is still dominated by Chinese products, so it will not have much impact on the global PV market.

Due to the optimism in the first quarter, the previously discontinued manufacturers also planned to resume production. According to EnergyTrend's understanding, they mainly focused on battery and PV module manufacturers. Looking back at the market conditions in 2011, in the fourth quarter, some manufacturers lost their pressure to close down their production capacity, especially the shutdown of second and third-tier plants in China, which led to the control of real production capacity and reduced the pressure of oversupply; Global market prices have picked up. If the above manufacturers are put back into production, there will be an adverse effect on the supply situation in the second quarter. EnergyTrend believes that due to changes in terminal demand, some of the high-efficiency products are subject to technical thresholds, and the above-mentioned manufacturers' products will not be able to enter the market, which will have limited impact on prices. On the other hand, in the part of general products, subsidy from surface-based systems Drop, the price is likely to be affected by the phenomenon of reversal.

In this week's spot price quotation, product prices have risen at the same time. According to EnergyTrend's survey, the lowest transaction price of polysilicon has risen to $27/kg, and the average price has increased by $29.32/kg, or 4.85%. The silicon chip also continues. Rising, the lowest transaction price of polysilicon wafers came to $1.15/piece, while the average price continued to rise to $1.189/piece, or 1.62%; for single-crystal wafers, the average price rose slightly to $1.596/piece, a rise of 0.82%. EnergyTrend finds that the current tight supply of high-efficiency silicon products is tight, and the price of related high-performance silicon is priced at $1.25/piece compared to the general product, while the general price is $1.17/piece. The price difference is Between 6% and 8%. In terms of battery, the average price of this week remained relatively small. The average transaction price for this week was $0.517/Watt, which was a rise of 0.19%. On the module front, the price continued to rise, with an average price of $0.878/Watt, or 3.05%. However, the price of silicon components has continued to rise, and the price of silicon wafers has also been boosted. The current average price has come to 0.819/Watt, which is an increase of 2.37%.