按照BHF銀行Goetz Fischbeck的說法，為期一周的漢堡光伏展商，降價是一個主流的話題。

考慮到需求的下降和組件庫存水位依舊很高，大陸一線組件制造商從展會開始的報價0.89歐（合1.21美金）降到最后的0.76歐（合1.04美金），而到最后一天，二線制造商已經(jīng)開始報出低于0.7歐（合0.96美金）的價格了。

在展會開始的論壇上，來自LDK的Stuart Brannigan表示他堅信許多系統(tǒng)集成商從展會一開始就在等待組件價格能夠報出地板價，而BHF銀行Goetz Fischbeck也分析，所有來自中國大陸一線的制造商都愿意將2012年的出貨價格壓在低于0.7歐（合0.96美金），但這個價格是很難達(dá)讓每個企業(yè)都做到盈虧平衡的，所以歐洲的企業(yè)難免在這樣一波價格壓力下遭受重創(chuàng)。

Fischbeck總結(jié)說，這場價格戰(zhàn)剛剛開始，只有哪些有充足現(xiàn)金流并且能忍受可能長達(dá)2年虧損的企業(yè)才有可能存活下來。

所有的企業(yè)都表示現(xiàn)在都在重組運營方式以降低成本，德國的Conergy也剛剛宣布會關(guān)閉自己位于德國基地的硅片和電池廠，只保留組件的運營。

而德國本土的設(shè)備制造商也難免受到這場價格戰(zhàn)帶來的沖擊，上周初，一份來自德國設(shè)備制造商協(xié)會的報告稱，三季度設(shè)備訂單與去年同期相比已經(jīng)下降了56%。設(shè)備商Centrotherm和Manz都表示對未來訂單持樂觀態(tài)度，但Fischbeck則顯然沒有那么樂觀，因為他們也在面對來自大陸設(shè)備商日益增加的競爭壓力，分析認(rèn)為來自大陸本土的設(shè)備供應(yīng)商已經(jīng)從大陸一線制造商那兒搶到了30%的市場份額，而在二線或者三線的制造上的市場份額更高。

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Cold winds off the harbor blew hard as the 26th EU PVSEC closes in Hamburg. Visitor numbers were stagnant and many reported slow business and observed massively slashed module prices.

With visitor numbers not increasing, EU PVSEC has witnessed module prices falling rapidly. Image: EU PVSEC.During the week-long trade fair, according to Goetz Fischbeck from BHF Bank, falling prices was the major story.

Due to slow demand and high inventory levels, Chinese Tier 1 manufacturers lowered their prices during the show from 0.89 euro cents per watt peak (p/Wp) on the Monday to 0.76 p/Wp by Thursday. By the final day of the show, Tier 2 manufacturers were selling their modules below 0.70 euro cents p/Wp.

At the first business forum held at EU PVSEC, Chinese manufacturer LDK's Stuart Brannigan said that he believed that many integrators were waiting for prices to hit rock bottom before committing.

BHF’s Fischbeck, in his analysis, continues that at these pricing levels, for 2012 deliveries, "all top manufactures from China agree that prices for modules will be below 0.70 euro cents p/Wp," which is less than breakeven prices. European manufacturers may also suffer under these price pressures.

"The shakeout of the photovoltaic manufactures has just begun," concludes Fischbeck. "Only the companies with the strongest balance sheets that can endure potentially two years with significant losses stand a chance to survive."

Companies are currently reorganizing operations to reduce costs. Conergy announced today that it will shut down its wafer and cell operations in Germany, affecting around 300 workers.

German equipment manufacturers haven’t been spared the pain. At the beginning of the week, a report by the German equipment manufactures association (VDMA) has shown orders in third quarter of 2011 have fallen year-on-year by 56 percent.

"I’m optimistic that orders will pick up again soon," Peter Fath, spokesman from the VDMA photovoltaic section and CTO Centrotherm told pv magazine. Manz also reported that while orders were not flowing in, good interest was shown in its Copper Indium Gallium (di)selenide (CIGS) thin-film turnkey line.

Fischbeck is less optimistic for the German equipment suppliers, because they are facing increasing competition. "Chinese equipment suppliers have been able to capture up to 30 percent market share with the Tier 1 manufacturers from China and even higher shares with Tier 2 and Tier 3 manufactures."