Equity Research on Trina Solar Limited and JA Solar Holdings Co. Ltd. - Subsidies, Duties, Shakeouts, What This Means for Solar and Specialized Semiconductors
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Companies in the Semiconductor Specialized industry with operations in solar energy activities are being affected by a number of issues recently. One of the biggest problems for the industry and companies such as Trina Solar Limited and JA Solar Holdings Co. has been reduced demand. Get your free reports on and at . There is no commitment to join.
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With the economic turmoil overseas and at home continuing, many companies have lowered sales forecasts for the future. The lower demand has even stopped some companies from constructing new factories until the markets are more favorable.
The industry is also in the middle of a trade dispute over Chinese subsidies to solar companies there. If those protesting are successful, it could mean duty charged on solar equipment which could have a negative effect on companies with operations in China such as Trina and JA Solar. and reports are accessible for free by registering today at or .
The subsidies have brought the price of solar down significantly, but they have also weighed heavily on margins, making it increasingly difficult to turn a profit. Many believe that in the next few years there will be a shakeout in the industry where all but the very best will be driven out of business or absorbed.
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Datum: 11.11.2011 - 13:10 Uhr
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