{"id":515,"date":"2010-01-16T09:15:25","date_gmt":"2010-01-16T09:15:25","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/01\/16\/les-valeurs-boursieres-du-photovoltaique-en-recul-par-crainte-dessoufflement-de-la-locomotive-alleman\/"},"modified":"2012-07-12T12:06:02","modified_gmt":"2012-07-12T12:06:02","slug":"les-valeurs-boursieres-du-photovoltaique-en-recul-par-crainte-dessoufflement-de-la-locomotive-alleman","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/01\/16\/les-valeurs-boursieres-du-photovoltaique-en-recul-par-crainte-dessoufflement-de-la-locomotive-alleman\/","title":{"rendered":"Les valeurs boursi\u00e8res du photovolta\u00efque en recul par crainte d&rsquo;essoufflement de la locomotive allemande"},"content":{"rendered":"<p>&#160;Le march\u00e9 mondial des modules photovolta\u00efques en 2009 a \u00e9t\u00e9 sauv\u00e9 par de tr\u00e8s fortes demandes d&#039;\u00e9quipements en provenance du march\u00e9 allemand. Ces besoins locaux auraient atteint les 4000 MW soit 1300 MW de plus que pr\u00e9vu par les acteurs du march\u00e9, le tout sur la conviction que les tarifs pr\u00e9f\u00e9rentiels allemands d&#039;achat d&#039;\u00e9lectricit\u00e9 photovolta\u00efque allaient \u00eatre revus \u00e0 la baisse en 2010. La rumeur, report\u00e9e par Reuters, faisant savoir que les autorit\u00e9s allemandes allaient faire baisser ces tarifs <span style=\"text-decoration: underline\">de 17% d\u00e8s le mois d&#039;Avril<\/span> vient d&#039;avoir l&#039;effet d&#039;une bombe sur les cours des Soci\u00e9t\u00e9s du PV mondial. Tout d&#039;abord les Groupes chinois qui exportent massivement en Allemagne ont vu leurs cours de bourse fortement reculer dans la semaine (TAB.) aves un record pour Canadian Solar, action tr\u00e8s travaill\u00e9e, qui a recul\u00e9 de plus de 20%.<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a7de1e47970b-pi.jpg\"><img decoding=\"async\" alt=\"Cours-PV-asie-2010-01\" class=\"asset asset-image at-xid-6a00d83451b18369e20120a7de1e47970b \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a7de1e47970b-450wi.jpg\" \/><\/a> <\/p>\n<p>De m\u00eame les acteurs du photovolta\u00efque europ\u00e9ens ont fortement marqu\u00e9 le coup avec un recul des cours de 15% pour le norv\u00e9gien <strong><span>REC<\/span><\/strong>, leader europ\u00e9en du silicium, et une baisse de 11% du cours de <strong><span>Q-Cells<\/span><\/strong> le leader allemand des modules photovolta\u00efques. Quand \u00e0 l&#039;am\u00e9ricain <strong><span>First Solar<\/span><\/strong> son cours s&#039;est repli\u00e9 de 11% sur la semaine.<\/p>\n<p>D&#039;apr\u00e8s le Ministre allemand de l&#039;\u00e9cologie, Ronald Heinneman, les nouveaux tarifs et leur date d&#039;application ne seraient au mieux publi\u00e9s que la semaine prochaine nous informe Bloomberg.<\/p>\n<p>&#160;Le risque pour l&#039;industrie mondiale du PV est un recul du march\u00e9 en 2010, estim\u00e9 jusque l\u00e0 autour des 6,8 GW, d\u00e9j\u00e0 largement en surcapacit\u00e9 de production, ce qui entra\u00eenerait un nouveau recul des prix. Ces soubresauts d&#039;une activit\u00e9 tenue \u00e0 bout de bras par les subventions allemandes qui vont co\u00fbter aux consommateurs allemands des dizaines de milliards d&#039;euros dans les vingt ans \u00e0 venir, montre le c\u00f4t\u00e9 malsain des syst\u00e8mes de Feed-in-Tariff qui tout naturellement ont tendance \u00e0 exacerber les effets d&#039;aubaine, suivis par de profonds reculs. En 2008 la profession a connu l&#039;arr\u00eat du march\u00e9 espagnol, la crainte de revoir un sc\u00e9nario similaire en Allemagne est dans les esprits de tous les acteurs. Il est une certitude, un jour les consommateurs allemands d&#039;\u00e9lectricit\u00e9 seront lass\u00e9s de se voir tondre pour alimenter grassement une industrie qui sera de moins en moins allemande et de plus en plus asiatique.<\/p>\n<p>Le 16 Janvier 2010<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;Le march\u00e9 mondial des modules photovolta\u00efques en 2009 a \u00e9t\u00e9 sauv\u00e9 par de tr\u00e8s fortes demandes d&#039;\u00e9quipements en provenance du march\u00e9 allemand. Ces besoins locaux auraient atteint les 4000 MW soit 1300 MW de plus que pr\u00e9vu par les acteurs du march\u00e9, le tout sur la conviction que les tarifs pr\u00e9f\u00e9rentiels allemands d&#039;achat d&#039;\u00e9lectricit\u00e9 photovolta\u00efque [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":21553,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[79],"class_list":["post-515","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire","tag-photovoltaique-allemand"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Les valeurs boursi\u00e8res du photovolta\u00efque en recul par crainte d&#039;essoufflement de la locomotive allemande - 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\/01\/16\/les-valeurs-boursieres-du-photovoltaique-en-recul-par-crainte-dessoufflement-de-la-locomotive-alleman\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Les valeurs boursi\u00e8res du photovolta\u00efque en recul par crainte d&#039;essoufflement de la locomotive allemande - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"&#160;Le march\u00e9 mondial des modules photovolta\u00efques en 2009 a \u00e9t\u00e9 sauv\u00e9 par de tr\u00e8s fortes demandes d&#039;\u00e9quipements en provenance du march\u00e9 allemand. 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