Yingli Green Energy Holding Company formerly YGE
Tag: YGEHY – Yingli
How China Came To Dominate Solar Manufacturing
by Paula Mints
The PV industry is global, and its pricing function has a cultural basis. Particularly as it is dominated by China, without an understanding of China and its market motivations, it is impossible to understand why PV manufacturers today, all rational actors, willingly accept 15% or lower manufacturing margins when margins for like industries are higher.
Examples from other industries include: Coal 40% to 50%, Iron and Steel 20%, Construction ~30%, Appliances 30%, Aluminum 20%, Industrial Machinery and Components 40%, Aerospace 40% and Agriculture 8%.
In the PV industry the average margin is 8%. Congratulations PV, you are on par with agriculture.
Aside from significant government...
List of Solar Farm Owner and Developer Stocks
Solar farm owner and developer stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy. Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain.
This list was last updated on 3/21/2022.
See also the list of Solar Manufacturing Stocks, the list of Residential Solar Stocks, and solar and wind inverter stocks.
7C Solarparken AG (HRPK.DE)
Abengoa SA (ABG.MC, ABGOY, ABGOF)
Acciona, S.A. (ANA.MC, ACXIF)
Adani Green Energy (ADANIGREEN.NSE)
Algonquin Power and Utilities (AQN, AQN.TO)
Atlantica Yield PLC (AY)
Azure Power Global Ltd. (AZRE)
Bluefield Solar Income Fund (BSIF.L)
Boralex (BLX.TO, BRLXF)
Brookfield Renewable Energy...
List of Solar Manufacturing Stocks
This list was last updated on 6/6/2022.
Solar manufacturing stocks are publicly traded companies who develop or manufacture equipment that converts sunlight into other types of useful energy. Includes manufacturers and developers of both solar photovoltaic and solar thermal equipment, as well as their supply chain.
See also the list of Solar Farm Owner and Developer Stocks, the list of Residential Solar Stocks, and solar and wind inverter stocks.
5N Plus Inc (VNP.TO, FPLSF)
Amtech Systems Inc (ASYS)
Array Technologies, Inc. (ARRY)
Apollo Solar Energy (ASOE)
Ascent Solar Technologies Inc (ASTI)
Canadian Solar (CSIQ)
DAQO New Energy Corp. (DQ)
First Solar Inc (FSLR)
GCL-Poly Energy Holdings Ltd. (3800.HK)
Guggenheim Global Solar ETF...