The Manufacturing Capacity Of Solar Modules Matters In 2014
Mar. 11, 2014 10:56 AM ET | Includes: CSIQ, HSOL, JASO, JKS, SOL, SPWR, TSL, YGE
Disclosure: I am long TSL, SOL, HSOL. (More...)
•The PV market will grow higher than 30% in 2014.
•The leading PV manufacturers' capacities are somewhat short of the demand.
•Most of leading Chinese PV manufacturers are expanding capacities in cost effective ways.
•The capacity expansion will be the key success factor for top tier PV makers to gain market share in 2014.
The solar photovoltaic (PV) manufacturing capacity was once a burden that brought about the supply glut of the whole PV industry and bankruptcy of many PV makers, which resulted from the first surge of PV equipment capital MORE
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