不过,根据VDMA的数据,订单量较10月至12月增加了37%。 该行业协会表示,与新冠肺炎相关的销售额下降趋势持续到了第二季度,比上一季度进一步下降5%,比去年4月至6月下降53%。
第二季度的订单量也有所增加,数额年度同比下降了70%。VDMA光伏生产设备负责人Jutta Trube表示:“由于即将到来的订单减少,光伏机械制造商的前景有些暗淡,但现在中国正在恢复新的生产能力。这引发了谨慎的乐观情绪。”
VDMA预期中国订单在最后一个季度将有所反弹,认为行业有望在7月至今年年底之间实现全面恢复。
中国仍然是德国光伏设备出口商最重要的市场。VDMA报告称,第一季度九成以上的亚洲订单来自中国,尽管第二季度这一数字回落至76%。
在今年的前三个月中,亚洲订单占到了德国这一行业的87%,但是在下一个季度,这一数字下降到了45%。
VDMA的数据显示,4月至6月,德国占太阳能制造设备订单的25%,占销售额的20%。 欧洲电力走廊上各国呼吁欧洲太阳能制造业复兴,以及可能实施本土制造内容要求的讨论——从而减少对中国供应链的依赖——可能有助于进一步提高这些数字。
作者:PETRA HANNEN
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