{"id":536,"date":"2010-01-03T10:22:54","date_gmt":"2010-01-03T10:22:54","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/01\/03\/2009-fut-lannee-du-photovoltaique-chinois-ou-taiwanais\/"},"modified":"2012-07-12T12:04:33","modified_gmt":"2012-07-12T12:04:33","slug":"2009-fut-lannee-du-photovoltaique-chinois-ou-taiwanais","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/01\/03\/2009-fut-lannee-du-photovoltaique-chinois-ou-taiwanais\/","title":{"rendered":"2009 fut l&rsquo;ann\u00e9e du photovolta\u00efque au silicium chinois ou ta\u00efwanais"},"content":{"rendered":"<p>La sortie de la crise \u00e9conomique et des errements tarifaires espagnols dans le photovolta\u00efque ont caus\u00e9 de profonds ravages dans les industries photovolta\u00efques europ\u00e9ennes. L&#039;effondrement des prix du Silicium chinois et de celui des wafers a port\u00e9 un rude coup au norv\u00e9gien <strong><span>REC<\/span><\/strong> un des leaders mondiaux dans le domaine. Malgr\u00e9 un rattrapage de window-dressing de fin d&#039;ann\u00e9e son cours a chut\u00e9 de 30% en 2009, il avait d\u00e9j\u00e0 plong\u00e9 de 77% en 2008. Produire du Silicium et ses d\u00e9riv\u00e9s en Europe ou aux Etats-Unis est devenu une activit\u00e9 peu lucrative. Comme quoi, on peut \u00eatre un acteur majeur du greenbusiness et perdre sa culotte. L&#039;autre exemple de plongeon boursier est celui de <strong><span>Q-Cells<\/span><\/strong> le leader allemand du photovolta\u00efque. Lui aussi, malgr\u00e9 le coup de pouce de fin d&#039;ann\u00e9e qui a fait opportun\u00e9ment remonter le cours au dessus des 10 euros, finit l&#039;ann\u00e9e 2009 avec une d\u00e9gringolade de 55%, il en avait d\u00e9j\u00e0 perdu 75% en 2008. Il ne fallait pas placer ses \u00e9conomies dans l&#039;industrie du photovolta\u00efque europ\u00e9en en 2009. Par contre les milieux boursiers ont bien compris que l&#039;avenir de cette industrie se trouvait maintenant en Asie. Les cours de certains acteurs chinois cot\u00e9s \u00e0 New York ont \u00e9t\u00e9 multipli\u00e9s par 5,8 (<strong><span>Trina Solar<\/span><\/strong>), par 4,5 (<strong><span>Canadian<\/span><\/strong>), par 2,6 (<strong><span>Yingli<\/span><\/strong>). Le plus gros des acteurs asiatiques, <strong><span>Suntech,<\/span><\/strong> n&#039;a gagn\u00e9 que 42% et son homologue ta\u00efwanais <strong><span>Motech<\/span><\/strong> a presque doubl\u00e9 de valeur (TAB.).<\/p>\n<p><strong><span>TAB. : variations des cours en 2009 de quelques industries repr\u00e9sentatives du greenbusiness<\/span><\/strong><\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a79cf937970b-pi.jpg\"><img decoding=\"async\" alt=\"Bourse-cours-2009-12-fin\" class=\"asset asset-image at-xid-6a00d83451b18369e20120a79cf937970b \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a79cf937970b-450wi.jpg\" \/><\/a> <\/p>\n<p>Malgr\u00e9 la r\u00e9sistance politique de certains acteurs allemands contre les importations chinoises, au travers de leur instance de lobbying, le BSW, mais sauv\u00e9s par le gong en 2009 en raison d&#039;une tr\u00e8s forte demande locale qui a voulu profiter des derniers tarifs d&#039;achat de l&#039;\u00e9nergie \u00e9lectrique encore attrayants, il est clair que sous les coups de la concurrence chinoise, l&#039;industrie europ\u00e9enne du photovolta\u00efque va rencontrer de plus en plus de difficult\u00e9s \u00e0 d\u00e9gager du cash pour investir sinon pour survivre. L&#039;avenir de cette industrie peut passer soit par une \u00e9volution vers la conception de syst\u00e8mes plus complexes \u00e0 forte valeur ajout\u00e9e, soit par un changement radical de technologie en adoptant les techniques en couches minces et en abandonnant pour l&#039;essentiel la technologie silicium cristallin. Mais pour cela il faudra faire les bons choix technologiques et atteindre une ma\u00eetrise parfaite de ces technologies pour essayer de concurrencer le Silicium sur les applications haut de gamme les plus lucratives.<\/p>\n<p>Les modules photovolta\u00efques appel\u00e9s \u00e0 devenir des composants banalis\u00e9s, ne seront produits dans quelques ann\u00e9es que par une poign\u00e9e d&#039;acteurs mondiaux qui auront su valoriser leur ma\u00eetrise technique et leurs co\u00fbts au watt des modules. Pour l&#039;instant de nombreux acteurs du secteur profitent de relations privil\u00e9gi\u00e9es locales avec de tr\u00e8s nombreux installateurs de taille artisanale. Mais les circuits de distribution eux aussi seront appel\u00e9s \u00e0 \u00e9voluer.<\/p>\n<p>Le 3 Janvier 2010<\/p>\n","protected":false},"excerpt":{"rendered":"<p>La sortie de la crise \u00e9conomique et des errements tarifaires espagnols dans le photovolta\u00efque ont caus\u00e9 de profonds ravages dans les industries photovolta\u00efques europ\u00e9ennes. L&#039;effondrement des prix du Silicium chinois et de celui des wafers a port\u00e9 un rude coup au norv\u00e9gien REC un des leaders mondiaux dans le domaine. Malgr\u00e9 un rattrapage de window-dressing [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":21484,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[114,113,115],"class_list":["post-536","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire","tag-green-business","tag-pv","tag-silicon"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>2009 fut l&#039;ann\u00e9e du photovolta\u00efque au silicium chinois ou ta\u00efwanais - 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\/03\/2009-fut-lannee-du-photovoltaique-chinois-ou-taiwanais\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"2009 fut l&#039;ann\u00e9e du photovolta\u00efque au silicium chinois ou ta\u00efwanais - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"La sortie de la crise \u00e9conomique et des errements tarifaires espagnols dans le photovolta\u00efque ont caus\u00e9 de profonds ravages dans les industries photovolta\u00efques europ\u00e9ennes. 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