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Solar funding remains timid, but downstream roars

机译:太阳能资金仍然胆小,但下游咆哮

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Venture capital: Venture capital (VC) funding was unimpressive in the second quarter of 2013, totaling US$189 million in 19 deals compared to $126 million in 26 deals in the first quarter of the year. Despite that, downstream companies picked up right where they left off in the quarter before, recording their most successful quarter to date. Raj Prabhu, CEO of Mercom Capital Group, elaborates. The overall outlook for the solar sector, however, has improved as module prices stabilize and demand increases. Even in a challenging year, global installations are forecast to be in the 38 GW range in 2013, a healthy growth rate of about 23% over 2012 - not bad for a sector that is supposed to be struggling. Though most manufacturers are still in trouble, module prices have stabilized somewhat, and have already seen a 10% rise this year. On the demand side, the center of gravity is shifting to the east as China and Japan look to take over from Germany and Italy as the leading installers of solar. This shift couldn't have come at a better time as Europe pulls back. The United States has also continued to grow at a healthy rate. The darkest clouds that now hang over the industry are the pending trade cases - self-inflicted wounds that the solar industry can do without.
机译:风险资本:2013年第二季度,风险资本(VC)的投资表现不佳,在19笔交易中总计1.89亿美元,而在今年第一季度的26笔交易中则为1.26亿美元。尽管如此,下游公司仍在上一季度的停靠点继续前进,记录了迄今为止最成功的季度。 Mercom Capital Group首席执行官Raj Prabhu对此进行了详细阐述。然而,随着组件价格稳定和需求增加,太阳能行业的整体前景有所改善。即使在充满挑战的一年中,2013年全球安装量也预计在38 GW范围内,比2012年保持约23%的健康增长-对于一个本应处于困境中的行业来说还不错。尽管大多数制造商仍然遇到麻烦,但是模块价格已经有所稳定,并且今年已经上涨了10%。在需求方面,随着中国和日本希望从德国和意大利接手太阳能的主要安装者,重心正在向东方转移。随着欧洲的退缩,这种转变再合适不过了。美国也继续以健康的速度增长。目前笼罩着整个行业的最黑暗的乌云是悬而未决的贸易案例-太阳能行业无法避免的自伤伤口。

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    《PV Magazine》 |2013年第8期|共2页
  • 作者

    Raj Prabhu;

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  • 正文语种 eng
  • 中图分类 光学;
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