太陽能黯淡 台廠擴大減產

大陸太陽能新政策大砍補貼效應持續發酵,太陽能矽晶圓與電池報價都跌至廠商的成本價之下,昱晶、元晶、綠能、中美晶等台廠不堪價格低迷,近期紛紛放大減產規模,甚至不惜讓特定廠區全數停止生產,藉此避免擴大現金流出。

太陽能業者不諱言,近期擴大減產規模,甚至鼓勵員工休假,主要考量「現金為王」,透過撙節開銷,避免「賣愈多、虧愈多」的狀況。

業者強調,這波短期不理性拋售存貨、導致價格大跌的狀況,主因大陸業者瘋狂出清庫存套現,應屬短期現象,但台廠也難逃遭遇劇烈陣痛期。

昱晶不諱言,大陸太陽能政策改變,造成市場劇烈波動。面對產品價格崩跌,昱晶除了快速因應市場情勢、降低產能利用率之外,也暫停承接虧本的訂單,靜待不理性殺價過後,再回歸策略性接單模式。

元晶近期也難抗產品價格崩跌問題,暫停生產價格持續滑落的一般太陽能電池,僅生產需求相對較好的高效局部背鈍化(PERC)電池 ,同時拒接對現金流量無幫助的代工生產訂單。

另外,元晶也大幅度調整產銷結構,業務主力由電池外銷轉為模組內銷;同時暫停新竹太陽能模組生產線,將人力及備料全數移轉至屏東新廠,希望能透過保留充裕現金,撐過這波景氣寒冬。

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阿淦的專案人生: 太陽能黯淡 台廠擴大減產
太陽能黯淡 台廠擴大減產
阿淦的專案人生
https://www.popcapworld.tw/2018/07/blog-post.html
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