Some people said that in 2012, Chinese photovoltaic enterprises had no heroes, only careerists
in the face of the "double anti" (anti-dumping and countervailing) stick of European and American countries, the crazy expansion of overcapacity, poor enterprise management, malnutrition, a large proportion of pledged equity, rampant internal strife and other disasters, Suntech crisis continues, Savi is on the verge of collapse, and the haze of the super day is not over. A number of photovoltaic enterprises have staged a real version of "lost"
according to the announcement released by Hairun PV on January 15, the company plans to invest 220million yuan to set up Power Investment Co., Ltd. in Shanghai, Jilin and Shandong respectively, responsible for the investment of solar photovoltaic power station projects at home and abroad and in the region. Some commentators pointed out that under the background of overcapacity and fierce competition in the photovoltaic industry, Hairun photovoltaic still continues its capacity expansion plan of photovoltaic power stations regardless of the market consequences, which is tantamount to surpassing the sun and killing itself
however, some photovoltaic enterprises have found their own way. The accuracy of the "golden sun" experimental force, which has never been favored by large enterprises: 2% ⑴ 00% projects, has found its own positioning
the European and American dual anti strong enterprise hope power station project
the data shows that in November 2012, the United States' final decision on the "dual anti" of photovoltaic products to China was implemented, and the United States imposed anti-dumping tariffs ranging from 18.32% to 249.96% and countervailing tariffs ranging from 14.78% to 15.97% against relevant Chinese production and export enterprises. Almost at the same time, the European Commission officially announced that it had launched a countervailing investigation on silicon wafers, batteries and modules imported from Chinese photovoltaic enterprises. So far, the European Union has followed the example of the United States and conducted a "double anti" investigation on Chinese photovoltaic products
a senior person from Suntech told Tencent finance that Chinese photovoltaic enterprises have been heavily dependent on overseas markets since the beginning of their development, and the main exporting countries of domestic photovoltaic enterprise products are Europe and the United States. This move by Europe and the United States is intended to defeat more than 80% of China's photovoltaic enterprises and take the opportunity to bargain hunting, and Chinese enterprises are about to lose the markets of the United States and the European Union
"upstream products lose competitiveness, which forces many photovoltaic enterprises to turn their business to power station projects", the person pointed out, "power stations also have problems, the approval is troublesome, and it is difficult to obtain state subsidies, which is really helpless."
in fact, photovoltaic enterprises have long been aware of this problem. Zhang Yuxin, general manager of Chaori sun, said publicly earlier, "the strategic direction of investing in 'overseas power station projects' is not a problem in itself, but a forward-looking strategic transformation of the industry. At present, the photovoltaic industry, including listed companies in the industry, are optimistic about this direction"
generally speaking, most of the investment in overseas photovoltaic power stations comes from LCD bank loans, but the European debt crisis and European economic recession have led to the tightening of local bank loans for power station construction, the reduction of loan proportion, and the delay in lending speed, which makes the domestic solar energy enterprises that have earlier begun to transform to photovoltaic power station developers bear the brunt, At the same time, the receivables collection cycle of domestic photovoltaic enterprises whose main customers are European power stations has also been significantly extended
"it is difficult to invest in both domestic and foreign power stations, but if you have to do so, you can't wait to die", a person from Suntech continued, "the collection cycle of power stations is too long, and the money invested by enterprises is difficult to recover, which is a vicious circle"
is it possible to save lives by investing in power stations? We don't know yet
enterprises dislike low returns, and the "golden sun" is dim.
according to the data, the "golden sun project" began in 2009. It is a policy of the state to support domestic efforts to promote technological progress and large-scale development of the photovoltaic power generation industry and cultivate strategic emerging industries
on July 21, 2009, the Ministry of finance, the Ministry of science and technology and the National Energy Administration jointly issued the notice on the implementation of the golden sun demonstration project, and decided to comprehensively adopt the methods of financial subsidies, scientific and technological support and market pull, aiming at accelerating the industrialization and large-scale development of domestic photovoltaic power generation
the national energy work conference held on January 7, 2013 also proposed that China should vigorously develop distributed photovoltaic power generation in 2013, with a new installed capacity of 10 gigawatts of photovoltaic power generation throughout the year, which is 2.5 times the new installed capacity in 2012. However, in the 2012 "golden sun" demonstration project catalogue (the second batch) jointly released by the Ministry of finance, the Ministry of science and technology and the national energy administration, there are few other large photovoltaic enterprises except Yingli group. Why do these photovoltaic bosses never eat this fat meat
"the return is too low, and it is too difficult to collect money", said Suntech
quxiaohua, chairman of atlas, told Tencent finance and economics, "at present, there are the following problems in the domestic photovoltaic industry: first, many national policies have not been refined, and the time of the introduction of specific policies is not clear; second, who settles the electricity charge of photovoltaic rooftop power stations? Third, how to consume the electricity generated by photovoltaic power stations? These need to be improved."
in fact, from 2009 to 2011, large photovoltaic enterprises including Suntech Power, Atlas and Trinasolar also invested in some "golden sun" projects, but the actual evaluation of the projects was not good, which directly affected the confidence of photovoltaic leaders
Suntech Power invested in a solar power project in the secondary school affiliated to Yangzhou University in 2010, and directly donated the project to the school after the completion of the project. After the completion of the project, Gong Xuejin, vice president of Suntech, said, "although the project is over, there are still a series of problems in the actual operation of the power generation project."
the "golden sun project" of Yingli group was carried out in an orderly manner. Wang Zhixin, a staff member of Yingli group, commented on the "golden sun" that "a series of new policies of the government are all significant benefits to the industry, among which the" golden sun "is the most direct and effective". It is reported that the second batch of "golden sun" projects in 2012 must be completed by the end of June 2013, which means that Yingli group will build and complete 15 projects within half a year, except for those affecting jaw misalignment. Based on the investment cost of 10 yuan per watt, Yingli group needs about 2.98 billion yuan in the second batch of "golden sun" projects. After deducting the subsidy of 5 yuan per watt given by the state finance, it also needs about 1.5 billion yuan of investment
the relevant person of hanergy group also said, "the time given by the second batch of 'golden sun' is relatively urgent. As soon as we got the news, we immediately started the organization of application materials, and the company attaches great importance to it."
in this regard, some critics believe that the "golden sun project" is becoming a powerful weapon for photovoltaic enterprises to stand firm in the cold winter and stand on their own in the industrial reshuffle
"facts have also proved that this is true. At least at present, Yingli group's financial situation is better than Suntech, Savi and Chaori sun", a photovoltaic industry insider said, "many photovoltaic enterprises aim at overseas markets just to make money, but once they are hit by 'double opposition', they can't handle it and collapse instantly, which is worth thinking about."
Hairun PV bucked the trend and built a plant to seize the domestic market share
Hairun PV also saw business opportunities from the "golden sun". Photovoltaic enterprises that should have reduced their production capacity continued to build factories against the market, and Hairun PV became an "anomaly"
according to the data, Hairun photovoltaic currently invested 200million yuan in Shanghai to establish Hairun photovoltaic (Shanghai) Co., Ltd., which is engaged in the research, development and sales of polysilicon solar cells, components, monocrystalline silicon solar cells and components; Research, development and sales of solar system integration; Investment and operation of solar power stations. In addition, Jilin Hairun Power Investment Co., Ltd. and Shandong Hairun Power Investment Co., Ltd. were established in Changchun and Jinan with an investment of 10million yuan respectively. Expand the solar engineering, photovoltaic power station and other businesses of Hairun in the two provinces, further strengthen the market share of the company's domestic photovoltaic power stations, and pave the way for the subsequent application and approval of photovoltaic projects in the region
according to the third quarterly report of Hairun PV, Hairun PV achieved an operating revenue of 3.656 billion yuan and a net profit loss of 199 million yuan in the first three quarters. However, Hairun PV received government subsidies in a row, which reversed the decline of performance to a certain extent. On December 18, 2012, Hairun PV received a 48 precision 7 million yuan reward from XuXiake town government; On December 19, Hairun photovoltaic was approved as the golden sun demonstration project of the Ministry of science and technology, and is expected to receive a subsidy of 170million yuan. On December 21, Hairun photovoltaic said that it received a total of 80million yuan from the scientific research funds and industrial support funds of Taicang's national R & D center
according to the data, Hairun PV and Suntech are located in Wuxi, and their target markets are mainly in Europe and the United States, as well as emerging markets such as South Korea, India and Australia
"the current construction of Hairun against the trend undoubtedly sends a signal: seize the domestic market share. After all, the domestic photovoltaic market prospects are still good, and taking the 'golden sun' express may really be able to achieve their wishes", the above photovoltaic personage told Tencent finance and economics frankly. Zhonghua glass () Department