{"id":787,"date":"2009-07-19T09:23:35","date_gmt":"2009-07-19T09:23:35","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/07\/19\/le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique\/"},"modified":"2012-07-12T11:45:14","modified_gmt":"2012-07-12T11:45:14","slug":"le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/07\/19\/le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique\/","title":{"rendered":"Le \u00ab\u00a0profit warning\u00a0\u00bb de Q-Cells illustre les difficult\u00e9s des industries allemandes du photovolta\u00efque"},"content":{"rendered":"<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; L&#039;Allemand Q-Cells membre du TOP 3 des industries du photovolta\u00efque dans le monde vient de publier un avertissement sur r\u00e9sultats au deuxi\u00e8me trimestre qui malheureusement \u00e9tait attendu (<a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/grandeur-et-decadence-du-leader-du-photovoltaique-allemand.html_.png\" title=\"Q-Cells cours\">LIRE<\/a>). Dans un March\u00e9 en plein chamboulement qui a connu successivement la crise financi\u00e8re, l&#039;arr\u00eat brutal des subventions espagnoles, la p\u00e9nurie de cr\u00e9dits&#160;et surtout la formidable acc\u00e9l\u00e9ration chinoise et ta\u00efwanaise, la mise \u00e0 jour de larges surcapacit\u00e9s de production a engendr\u00e9 une&#160;rapide chute des prix du Silicium, des wafers, des cellules et des modules. Les produits \u00e0 base de Silicium polycristallin, point fort de Q-Cells, se sont \u00e9galement trouv\u00e9s concurrenc\u00e9s par les produits issus des techniques en couche minces, moins performants mais beaucoup moins on\u00e9reux.<\/p>\n<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; Le d\u00e9sarroi de Q-Cells qui vient d&#039;ouvrir de nouvelles unit\u00e9s de production en Malaisie est illustr\u00e9 par son incapacit\u00e9 de chiffrer son activit\u00e9 pour 2009. Pour&#160;quantifier la gravit\u00e9 du probl\u00e8me et les errements pr\u00e9c\u00e9dents de la profession il suffit de suivre&#160;dans le&#160;temps, le ratio Chiffre d&#039;Affaires (Meuros) \/ Productions de cellules (MW) qui est globalement indicatif du CA en euros par Watt produit (FIG.).<\/p>\n<p><a href=\"http:\/\/clabedan.typepad.com\/.a\/6a00d83451b18369e201157123b4da970c-pi\"><img decoding=\"async\" alt=\"Q-Cells-CA-par-watt-2009-Q2\" class=\"at-xid-6a00d83451b18369e201157123b4da970c \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e201157123b4da970c-450wi.jpg\" \/><\/a>&#160;<\/p>\n<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; On peut constater que dans les ann\u00e9es 2005, 2006, 2007 et m\u00eame 2008 (durant la premi\u00e8re partie de l&#039;ann\u00e9e), le CA\/Watt, en contradiction avec toute courbe d&#039;exp\u00e9rience qui aurait d\u00fb voir lentement d\u00e9cro\u00eetre ce ratio, a connu une croissance anormale d&#039;un business largement subventionn\u00e9 et artificiellement maintenu en surchauffe. Il faut maintenant d\u00e9chanter, le temps n&#039;est plus h\u00e9las! Le cours de l&#039;action Q-Cells \u00e0 10,75 euros Vendredi avait encore perdu 15% dans la semaine.<\/p>\n<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; En raison de l&#039;inertie d&#039;investissements en cours en particulier en Asie, les surcapacit\u00e9s de production mondiales vont se poursuivre en 2010, 2011 et m\u00eame 2012&#160;(<a href=\"http:\/\/www.leblogenergie.com\/2009\/06\/photovolta%C3%AFque-mondial-les-capacit%C3%A9s-de-production-seront-sous-utlilis%C3%A9es-durant-plusieurs-ann%C3%A9es.html\" title=\"PV surcapacit\u00e9s de production\">LIRE<\/a>). Il faut donc s&#039;attendre \u00e0 de dures remises en question dans l&#039;industrie du photovolta\u00efque mondial, en particulier en Europe.<\/p>\n<p><a href=\"http:\/\/www.q-cells.com\/medien\/ir\/praesent_u_telefonkonf\/09_07_14_presentation_q2_preliminary.pdf\" target=\"_blank\" title=\"Q-Cells-Q2-estimation\">VOIR<\/a> les premiers chiffres de Q-Cells pour le T2<\/p>\n<p>Le 19 Juillet 2009<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; L&#039;Allemand Q-Cells membre du TOP 3 des industries du photovolta\u00efque dans le monde vient de publier un avertissement sur r\u00e9sultats au deuxi\u00e8me trimestre qui malheureusement \u00e9tait attendu (LIRE). Dans un March\u00e9 en plein chamboulement qui a connu successivement la crise financi\u00e8re, l&#039;arr\u00eat brutal des subventions espagnoles, la p\u00e9nurie de cr\u00e9dits&#160;et surtout la formidable acc\u00e9l\u00e9ration [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":20617,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-787","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>Le &quot;profit warning&quot; de Q-Cells illustre les difficult\u00e9s des industries allemandes du photovolta\u00efque - 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\/2009\/07\/19\/le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Le &quot;profit warning&quot; de Q-Cells illustre les difficult\u00e9s des industries allemandes du photovolta\u00efque - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; L&#039;Allemand Q-Cells membre du TOP 3 des industries du photovolta\u00efque dans le monde vient de publier un avertissement sur r\u00e9sultats au deuxi\u00e8me trimestre qui malheureusement \u00e9tait attendu (LIRE). Dans un March\u00e9 en plein chamboulement qui a connu successivement la crise financi\u00e8re, l&#039;arr\u00eat brutal des subventions espagnoles, la p\u00e9nurie de cr\u00e9dits&#160;et surtout la formidable acc\u00e9l\u00e9ration [&hellip;]\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e201157123b4da970c-450wi.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Raymond Bonnaterre\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/07\/19\/le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique\/\",\"url\":\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/07\/19\/le-profit-warning-de-qcells-illustre-les-difficultes-des-industries-allemandes-du-photovoltaique\/\",\"name\":\"Le \\\"profit warning\\\" de Q-Cells illustre les difficult\u00e9s des industries allemandes du photovolta\u00efque - 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