Recently Hina Holdings headquarters in Beijing, held a news conference to announce the permission of the Chinese and U.S. governments, the The Hina Group completed 100% of the U.S. Silicon Valley enterprises MiaSolé acquisitions.According to reports, MiaSolé is a global leader in CIGS thin film solar module manufacturers of MiaSolé thin film PV module production conversion rate has reached 15.5%, is expected in 2014, the conversion rate will be increased to more than 17%, and within two years reduce production costs to $ 0.5 per watt.
, Hina thin film solar production capacity has reached 3GW, more than the U.S. First Solar First Solar, the world's largest thin-film solar cell companies. Approximately 10GW of solar power plant construction agreement has been signed with Xinjiang, Qinghai, Ningxia, Jiangsu, Hainan, Shandong, Hebei and other provinces as well as European countries.
Calculated in accordance with industry data, per megawatt CIGS thin film solar panel needs indium 4.67 tons. 3GW put into production, Hina Group annual consumption of about 140 tons of indium Jianzhan agreement the 10GW need indium approximately 420 tons, just this one more than the 2011 annual domestic production of 340 tons of the indium.
According to preliminary statistics, by the end of 2012, the national power installed capacity reached 1.14 billion kilowatts. Hydropower installed capacity reached 249 million kilowatts, 63 million kilowatts of wind power installed capacity reached, the PV installed capacity of 7,000,000 kilowatts. Installed capacity photovoltaic power generation represent only 0.61%, a very small proportion. With the the future vast space for the application of technological advances in the future, to reduce the cost of photovoltaic power generation, will result in indium demand is greater than supply situation in the future.
Indium volume in the world, the amount of the settlement, the largest inventory of pan-Asian non-ferrous metals exchange platform, indium varieties by the early solar applications propulsion and urbanization policy is expected, the price rose to a maximum of 553 yuan per 450 yuan hectogram one hundred grams. Now price of 500 yuan hectogram nearby.
Indium production situation, since the outbreak of the financial crisis in 2007, China's production of indium native is decreasing. Indium rich in natural resources, but exploitation of the the disorder status quo, the domestic government has come to realize indium as the importance of a national strategic resource, from the 2007 export quota system.
We expect that the future government will indium industry to intensify control (improve industry access threshold, to control the total mining, tighter export quotas, to promote the industry consolidation) and the implementation of strategic purchasing and storage, and gradually tighten the supply of native indium.
From the point of view of the indium investment, the future price is mainly influenced by both solar film and LCD. In the case of limited production, the demand for LCD aspects CIGS thin-film solar technology improvement and cost reduction message in particular caught our attention.
Pan Asia's inventory data is also an important concern of indicators, the latest data show that its inventory of 566 tons, close to two years of production across the country, showing the explosive growth of investment demand. Taking all factors, to indium future market worthy of our expectations, concrete or rapid rise to concern the solar applications propulsion speed and the European economic rebound.