{"id":476,"date":"2010-02-13T13:43:42","date_gmt":"2010-02-13T13:43:42","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/13\/vent-de-panique-sur-les-industries-photovoltaiques-en-europe\/"},"modified":"2012-07-12T12:08:33","modified_gmt":"2012-07-12T12:08:33","slug":"vent-de-panique-sur-les-industries-photovoltaiques-en-europe","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/13\/vent-de-panique-sur-les-industries-photovoltaiques-en-europe\/","title":{"rendered":"Vent de panique sur la cotation des industries photovolta\u00efques en Europe"},"content":{"rendered":"<p>&#160;La publication des r\u00e9sultats du dernier trimestre 2009 du norv\u00e9gien <strong><span>REC<\/span><\/strong> un des leaders mondiaux du Silicium, int\u00e9gr\u00e9 dans la production de wafers et de modules photovolta\u00efques, vient de faire passer un grand coup de froid sur les industries europ\u00e9ennes du secteur. Affichant des volumes en croissance, tir\u00e9s par la demande allemande, ce Groupe&#160;pr\u00e9sente cependant des r\u00e9sultats dans le rouge, en raison de la formidable baisse des prix de ventes, tir\u00e9s vers le bas par une surcapacit\u00e9 de production mondiale et les baisses de tarifs orchestr\u00e9es par les industriels chinois. REC affirme que les prix des wafers ont baiss\u00e9 de 20% par rapport \u00e0 il y a un an dont 13% au cours du dernier trimestre. Pour les modules le repli est encore plus marqu\u00e9 avec 44% de chute entre les prix pratiqu\u00e9s durant le dernier trimestre et ceux appliqu\u00e9s en 2008. Cette redoutable baisse des prix, accompagn\u00e9e de d\u00e9pr\u00e9ciations d&#039;actifs conduit ce Groupe \u00e0 afficher des r\u00e9sultats en pertes. Le cours de Bourse de REC d&#039;une semaine \u00e0 l&#039;autre affiche une chute de 24% et de 45% depuis le d\u00e9but de l&#039;ann\u00e9e(TAB.), dr\u00f4le de gadin.<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a896fd5b970b-pi.jpg\"><\/a> <\/p>\n<p><a href=\"http:\/\/clabedan.typepad.com\/.a\/6a00d83451b18369e2012877998a74970c-pi\"><img decoding=\"async\" alt=\"Bourse-cours-2010-01\" class=\"asset asset-image at-xid-6a00d83451b18369e2012877998a74970c \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e2012877998a74970c-450wi.jpg\" \/><\/a> <\/p>\n<p>L&#039;autre param\u00e8tre aggravant est la d\u00e9cision des pays europ\u00e9ens les plus impliqu\u00e9s dans la promotion du photovolta\u00efque, d\u00e9sirant acter les gains de productivit\u00e9 du secteur avec la croissance en volume, de r\u00e9duire les aides tarifaires. C&#039;est le cas de l&#039;Allemagne qui devrait appliquer une baisse des tarifs de 16% au mois de Juin, c&#039;est le cas de l&#039;Italie qui parle d&#039;une coupe de 20% en 2011, c&#039;est le cas de la France. Ces annonces incitent les grands chinois du secteur \u00e0 proposer des prix 30 \u00e0 40% inf\u00e9rieurs \u00e0 ceux de leurs homologues europ\u00e9ens. D&#039;apr\u00e8s UBS, l\u00e0 o\u00f9 les constructeurs europ\u00e9ens proposent des modules \u00e0 2 $\/Watt, les constructeurs chinois proposent 1,2 $\/Watt. Le march\u00e9 europ\u00e9en du photovolta\u00efque qui a pes\u00e9 16 milliards d&#039;euros en 2009 risque de se retrouver fortement \u00e9corn\u00e9 en 2010, avec des prix unitaires en baisse et peut-\u00eatre des volumes globalement stables ou en baisse.<\/p>\n<p>Toutes ces raisons portent atteinte au cours de <strong><span>Q-Cells<\/span><\/strong> qui a perdu 15% dans la semaine \u00e0 moins de 8 euros et dans une moindre mesure \u00e0 celui de son concurrent <strong><span>SolarWorld<\/span><\/strong> qui a laiss\u00e9 pr\u00e8s de 6%. En r\u00e9action, les Groupes chinois comme <strong><span>Suntech<\/span><\/strong> et ta\u00efwanais comme <strong><span>Motech<\/span><\/strong> profitent d&#039;arbitrages en leur faveur.&#160;<\/p>\n<p><a href=\"http:\/\/hugin.info\/136555\/R\/1382599\/341502.pdf\" target=\"_blank\" title=\"REC\">CONSULTER<\/a> le rapport de REC pour le T4 2009<\/p>\n<p>Le 13 F\u00e9vrier 2010<br \/>&#160;&#160;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;La publication des r\u00e9sultats du dernier trimestre 2009 du norv\u00e9gien REC un des leaders mondiaux du Silicium, int\u00e9gr\u00e9 dans la production de wafers et de modules photovolta\u00efques, vient de faire passer un grand coup de froid sur les industries europ\u00e9ennes du secteur. Affichant des volumes en croissance, tir\u00e9s par la demande allemande, ce Groupe&#160;pr\u00e9sente cependant [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":21683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Vent de panique sur la cotation des industries photovolta\u00efques en Europe - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/13\/vent-de-panique-sur-les-industries-photovoltaiques-en-europe\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Vent de panique sur la cotation des industries photovolta\u00efques en Europe - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"&#160;La publication des r\u00e9sultats du dernier trimestre 2009 du norv\u00e9gien REC un des leaders mondiaux du Silicium, int\u00e9gr\u00e9 dans la production de wafers et de modules photovolta\u00efques, vient de faire passer un grand coup de froid sur les industries europ\u00e9ennes du secteur. 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