Investor corner

The pv magazine investor corner contains articles from prominent market analysts and industry news, and updates on metal and stock prices. Click the links or scroll down for more information.

Latest headlines

Europe's solar PV pipeline holds immense promise, says IHS Markit

Solar installation in Portugal.

A post-slump solar recovery could arrive in Europe as early as 2018 should policy support sufficiently smooth the path for dormant solar pipelines on the continent, says IHS Markit.


JinkoSolar steady on Q2 shipments and revenue, downstream activity surges

JinkoSolar rooftop solar array.

Vertically integrated Chinese solar firm increases sequential module shipments by 7.3% and revenue by 8.9%, while solar power projects generate 55.5% revenue increase over same period.


ReneSola revenue and margin falls in Q2 on slow domestic demand

ReneSola HQ.

China's second half slowdown drags module shipments down 19.5% sequentially, while lower wafer ASPs cause revenue contraction despite increased shipments.


Brazil mulls request for amicable cancelation of 670 MW of solar awarded in first tender

Sao Paulo.

Following the devaluation of the Brazilian real against the U.S. dollar, six companies that won PPAs in 2014 may now be able to cancel the solar development contracts. Small penalties likely to apply.


GCL-Poly posts 28% revenue increase for H1

CGL polysilicon factory in China.

The polysilicon and wafer producer reports strong first half financials, growing revenue by 28%, gross profit by 66% as income more than doubles in space of a year.


Japanese government agency funds $9.7m Nigerian solar project

Abuja, Nigeria.

The Japan International Cooperation Agency has donated to the Nigerian federal government funding for the execution of a 1.2 MW solar PV development project at the Usman Dam Water Treatment Plant.


Trina Solar back to sequential growth with revenue and sales increases

Cell manufacturing at Trina Solar.

The Chinese PV manufacturing powerhouse posted another set of impressive quarterly results, which saw significant sequential and year/year growth in revenues and sales, during a quarter in which the company broke a number of cell...


Yingli increases Q2 shipments, but low module ASP drags down gross margin

Yingli Solar

Chinese Tier-1 solar firm ships 662 MW of modules in Q2 but overexposure to lower-cost domestic Chinese market delivers gross margin contraction. Q3 guidance lowered to reflect straitened conditions.


Hanwha Q Cells' Q2 profit soars to $151 million

Hanwha Q Cells.

An 88.8% year-on-year increase in revenues underpins a strong quarter for the Korean solar company, with positive figures across the board.


Surges in stock purchases of SolarEdge during quarter

SolarEdge Nasdaq

Recent SEC filings show that a number of investment firms have been taking large chunks of the Israeli power optimizer specialist, not least NN Investment Partner Holding who made a $4.5 million stock purchase, in the face of a...


Xian Longi Silicon increases H1 profit as it announces new Malaysian fab

Malaysian solar.

The Chinese moncrystalline silicon firm enjoys huge increase in profit and revenue for the first half of the year, reveals plans for large Malaysian manufacturing facility producing silicon ingots, wafers, cells and modules.


SolarWorld lodges an appeal against court judgment in Hemlock dispute

SolarWorld logo.

A revision request has now been received by the appropriate court in Michigan. SolarWorld has meanwhile filled further protective letters against Hemlock to various courts in Germany, as a precaution to prevent possible...


Voltalia acquires Martifer Solar

Martifer Solar headquarters.

The French renewable energy developer finalized the deal at the end of last week, which will see Martifer Solar integrated into its business and will help the company continue to diversify its energy mix.


The pv magazine weekly news digest

Another busy week in solar draws to a close, with Chile, Argentina and SolarCity on the PV podium.

Massive movement in LatAm as Chile lowers the PV price bar and Argentina sets its solar sights high. Elsewhere, SolarCity continues to grab the headlines.


Singulus plays the waiting game as large orders booked too late for H1 financials

Singulus HQ.

The late placement of a EUR 110 million tooling order muddies the water for the German production equipment supplier's second half forecast. Sales down year-over-year, but order intake looks healthy.


Sky Solar signs LOI for sale of 152 MW solar assets in Japan

Sky Solar PV installation

Sky Solar Holdings has signed a Letter of Intent (LOI) with Solar Partnership Capital for the potential sale of 152 MW of solar projects at different stages of development in Japan, with an intention to invest further in solar...


EU ProSun survey finds EU solar installers open to keeping trade barriers against China

EU ProSun Milan Nitzschke. Image by SolarWorld.

The survey, on behalf of the SolarWorld-backed organization, found that a majority of more than 500 EU installers backed the extension of trade measures against Chinese PV manufacturers, if the Chinese companies are found to be...


Stock price index

The solar energy stock prices for October 2015 have been published. Strong China volume growth and upward guidance from some U.S. heavyweights drive index bounce back.

Module price index

The latest photovoltaic module prices for November 2015 have been published.  With broadly stable prices, the markets in Germany and Europe saw, at best, a slight improvement from September to October, but on the whole it is still at a disappointing level.

Grid parity monitor

A grid parity update for September 2015 is now available. The results of the ninth issue of the study shows that PV generation parity is an economic reality in Chile and Morocco and is close in Honduras.

Chile investment guide

Investment guide, "Photovoltaics in Chile," published by Solarpraxis AG, in cooperation with Eclareon and law firm Dominguez, Ossa, Lon (DOLM), is available to download for free. The publication provides country-specific information on such issues as legal and political frameworks, permitting procedures, site acquisition and project financing.

Poland investment guide


Investment guide, Photovoltaics in Poland, is now available to download
for free. The main frameworks for the Polish photovoltaic market have been outlined.

Ukranian investment opportunities

On the back of FIT cuts and maturing markets, investors are looking for new opportunities in south east Europe. Ukraine is presenting one logical and very interesting investment alternative, according to Ilko Iliev, CEO of Inea Consulting.

Read the full article