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DIGITIMES Research pointed out that although the European market by the new concessions in Italy and Germany is still uncertain, leading to wait-and-see atmosphere, but the recent market spread by the 311 earthquake caused by the nuclear issue, the Japanese government does not rule out the new budget, Supporting the occurrence of strong earthquakes in the northeastern region, the installation of about 1 billion watts of solar energy system, solar energy industry, said, is closely watching the news trends. In addition, the European market affected by the Japanese nuclear disaster, has begun to rise in electricity prices, solar photovoltaic development space will also be improved, the industry expected, the recent battery-side production and price reduction is "the dark before dawn."

Although the European market by Italy and Germany, the new subsidies are uncertain, leading to wait-and-see the impact of strong demand, bargain grab and cut the issue began to ferment, but the solar industry, said the market situation is not necessarily pessimistic, new demand has not slowed the sprout.

With the Japanese OEM orders of the solar cell factory revealed that the recent spread of the Japanese government has caused the earthquake led to nuclear disasters, causing nuclear energy, power, re-power, to strengthen the rapid growth of renewable energy industry and other issues, recently to be strong earthquake, Tsunami spread in the northeastern region of the additional budget, estimated about 1 billion watts of solar roof demand is expected to come into being. At present, it is still impossible to determine the mode of operation of the strategy, Japanese customers have been invited to pay attention to follow-up cooperation.

 In addition to the Japanese market, the Italian market is also estimated around 10 is expected to announce a new subsidy policy, the solar industry believes that the Italian market wait and see lead to the main reasons for the gradual decline in demand, from the bank side of the loan problem, because there is no new subsidy rate It is impossible to estimate the rate of return on investment in the new system, due to concerns about the rate cut more than expected, many banks have to reduce capital loans to wait and see the new rate and then make a decision, the system installed funds are further due to bank attitude To freeze, once the new strategy baked, but also on behalf of the system side of the funds to thaw, start running.

In addition, the solar industry analysis, regardless of the Italian market subsidies cut how much, as long as the establishment of subsidies to install the ceiling (Cap), the current maturity of the Asian solar energy industry supply chain, should have sufficient strength through the price cuts to make up for government subsidies , The lower return on investment (IRR).

One of the most dramatic should be the German market, affected by the Japanese nuclear disaster, the original anti-nuclear awareness that the German government, the rapid closure of seven pre-1980 nuclear power plant, a comprehensive security check to appease the people, the German government also Strengthen the amount of renewable energy subsidies, in particular, to increase the offshore wind energy as a replacement power supply for the closure of seven power plants, in addition, also strengthen the basis of solar photovoltaic grid structure.

However, the recent German local elections or by the Japanese nuclear disaster, so that the anti-nuclear German Green Party victory, is expected to compete with another opposition party Social Democratic Party, won the Baden-Württemberg regime, a serious impact on Merkel (Angela Merkel) next election election, highlighting Merkel to keep the regime, to restore the people of the cure, may be renewable energy policy, and will be implemented in July the new solar subsidy policy, it may bear the brunt.

In addition, foreign reports, affected by the Japanese nuclear disaster, including Germany, Austria, the Czech Republic, Poland and other European countries in response to the traditional price hike, showing the traditional power generation and solar power generation cost (Grid-Parity) milestone closer, perhaps Solar photovoltaic industry, the recent cut and bargain is "the dark before dawn."