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PV leader base is the country led the large base project, both for equipment manufacturers or investors, to participate in the PV leader of the project on behalf of enterprises in the technical level, economic strength, management level and other comprehensive strength in the national leading level.
From the beginning of 2016, the size of the leader base began to become an important part of the scale of ground photovoltaic power plants, the leader of the project becomes hot. A leader base generally contains 5 to 12 projects, to attract seventy or eighty, or even more than 90 enterprises to bid; tender prices have become the industry's most popular topic. Beginning in 2016,
On the other hand, the local government to apply for the leader of the base of the enthusiasm is also unusually high. It is understood that since the "PV leader" program has been carried out, at present, there are already more than 60 cities planning the PV leader base program, about 40 cities to complete the pre-assessment work. According to reports, compared to the second batch of 5.5GW, 2017 will be approved by the third batch of photovoltaic leader is expected to reach 6-8GW scale, the base number will remain at 8-10 or so.
On the basis of the leader, there are a lot of people put forward the concept of "super leader", that is, cutting-edge technology demonstration base plan. According to reports, the super leader of the relevant technical standards are still being explored. To declare the forefront of technology demonstration base, including Inner Mongolia Hohhot, Ordos, Jiangsu Funing and Heilongjiang Daqing.
Technological progress is our continuous pursuit, never-ending.
However, our business in the pursuit of "technology leader" at the same time, whether to think about how to become "industry long run"
Second, who can become a photovoltaic industry, "long runner"
1 PV industry is a young industry Photovoltaic industry large-scale development should be from the 2009 after a concession tender. The end of 2009 the country's total installed capacity of only 0.35GW; only after 7 years, the end of 2016 installed capacity has reached 77.42GW, 221 times in 2009! Visible, the photovoltaic industry is indeed a young industry!
When the company introduces its own components and inverters to the customer, it declares that my component (inverter) can be used for 25 years or even 30 years. However, now the mainstream equipment business, how many enterprises in the life of 25 years or more?
Jin Yiming, chairman of Wang Yiming said: "Inverter enterprises to undertake the follow-up warranty service, most companies provide 5 years, 10 years warranty, and some companies even provide 25 years warranty. Jin Lang up to only 10 years warranty Not a lot of confidence in their own products, but we do not want to do a lot of things longer than their own business year, because they do not have real data.Jin Lang was established 12 years, we do not Jinlang inverter more than 12 years Running data.Therefore, engaged in scientific research rigorous point of view, in fact, did not experience, are unknown things.
More than 225 years of photovoltaic enterprises in the CCTV before the "dialogue" column, Artes chairman Zhai Xiaohua said that the life of photovoltaic power plants is 25 years, Artes at least survive more than 25 years. However, the PV industry life in more than 25 years of the enterprise very few. 2012 Shanghai SNEC show, the inverter manufacturers up to 439; to 2013 only 286, and in April 2013 so far, also appeared in the domestic photovoltaic inverter procurement tender has only 40 companies , While active in more than 50% of the domestic tender project enterprises have been numbered. In the inverter and the entire photovoltaic industry, market competition is very cruel
Not just a photovoltaic industry, Chinese enterprises generally shorter life expectancy. According to the US "Fortune" magazine reported that the average life expectancy of small and medium enterprises in the United States less than 7 years, the average life expectancy of large enterprises less than 40 years. While China, the average life expectancy of small and medium enterprises is only 2.5 years, the average life expectancy of group companies only 7-8 years. The United States each year about 10 million enterprises, and China has 1 million, 10 times the United States.
3 short-lived industry leader PV industry is a myth of the industry, creating a number of domestic richest man. Industry leader is also a revolving door, then you Changba me debut. Let us look at those who have the industry boss.
1) Suntech, Wuxi
Wuxi Suntech created the photovoltaic industry's first domestic richest man - Shi Zhengrong.
Suntech was established in 2001, 2005, became the first in the United States listed on the New York Stock Exchange of Chinese private high-tech enterprises, the stock was once ascribed to 85 US dollars, the highest in the same industry shipments; Chairman Dr. Shi Zhengrong To 18.6 billion worth of China's richest man.
2012, Wuxi Suntech "precarious". The international experience of the United States "double reverse" barriers hit, the stock has been plummeted to 0.6 US dollars, 540 million US dollars convertible bonds is about to expire; domestic loans amounted to 7.1 billion yuan, owning suppliers 4 billion yuan; 2013, Wuxi Suntech Enforces Bankruptcy Reorganization.
2) LDK LDK
LDK LDK has created the photovoltaic industry's second domestic richest man - Peng Xiaofeng.
LDK was established in July 2005, April 2006 put into operation, then completed sales of 950 million yuan. LDK has created numerous glory: one of the world's largest silicon companies, one of the world's top five polysilicon companies, one of the largest US companies in the United States, China's new material industry in 2006 the most growth of enterprises.
September 30, 2016, LDK Solar Energy High-tech Co., Ltd. reorganization plan was Jiangxi Province Xinyu City Intermediate People's Court compulsory enforcement. National Bank of China, Bank of China, China Merchants Bank, people's livelihood and other 12 banks 27 billion yuan of huge high-debt funds can only be paid in proportion to 6.62%.
3) Hannon Group
LDK LDK has created the photovoltaic industry's third domestic richest man - Li River Jun.
Hanneng Holding Group Co., Ltd. was established in 1994, in the field of hydropower is a leader in private enterprises. In 2011, Han can enter the photovoltaic industry. At the time of the two sessions held in March 2014, Hannover's thin-film power generation rose sharply, with a market capitalization of HK $ 218.8 billion. Equivalent to 4.5 times the market value of the first US First Solar.
However, only 1 year, May 19, 2015 Hannon shares in 20 minutes near the waist cut, after the emergency suspension, has not yet resumed trading.
4) Yingli Group
Yingli Group was established in 1987, 1998 into the solar photovoltaic industry, in June 2007 in the United States listed on the NYSE. 2010 World Cup in South Africa, "China Yingli" 4 box Chinese characters and the world's top brands at the same time appear in the billboard on the pitch, let Yingli famous for a while. "China Yingli" quickly became the major search engine hot words, Yingli shares rose 3.8 US dollars, the total market value of pure 560 million US dollars. After the World Cup in South Africa, Yingli orders up to 4GW, and to achieve product premium, prices rose 3% -5%.
Yingli in 2012 Yingli took the lead in the bid to significantly reduce the price of PV modules, triggering PV module price war, was dubbed the photovoltaic industry, "price killer" in the name. However, although the price of low-cost components, but did not change Yingli performance continued to decline momentum. Beginning in 2011, Yingli has been losing for four consecutive years, 2015 loss of $ 866.6 million, the debt problem slowly emerged.
In August 2015, Yingli Green Energy received a NYSE delisting warning. Yingli at the time despite the debt far more than the plight of the assets, but with the Hebei Province, Baoding City, Hebei Province, together with efforts to avoid bankruptcy, has taken the sale of assets, mergers and other business efforts, and use of stock and other financial means to enhance the stock price. Thanks to China's first quarter of 2016 in the photovoltaic power plant rush, Yingli a substantial increase in performance in the first quarter. Yingli green energy to avoid being delisted. However, when the sponsorship of the World Cup scenery is no longer.
These once the industry boss, no one company can maintain the leading position for more than 5 years. Not just the boss, the other photovoltaic enterprises there are similar problems. Before the article "PV companies face reshuffle?" Some have done a good but the crisis of the enterprises have done a report.
This phenomenon is the problem of individual enterprises, or the whole industry?
4 high corporate debt ratio enterprises to sound development, the financial situation should be robust. Had done before the "30 PV listed companies financial data summary", part of the financial situation of enterprises worried. Based on the financial statements for 2015:
Statistics of 30 companies, debt ratio between 23% to 82%. Among them, the debt ratio of more than 75% of the 8 companies, accounting for 27%; debt ratio of less than 40% of the enterprises only six, accounting for 20%. As follows.
Table: 30 corporate debt ratio
Third, the conclusion
PV industry is the future can dry 100 years of industry. To achieve the industry development of the century plan, there must be a hundred years of business to support. If the PV industry's general life of less than 25 years, who would protect our 25 years of power plant life?
Prior to the discussion with the person in charge of the sun power, and now the old power plant technical work, has become a very large source of their business. Many projects of the inverter, although there is no warranty period, but the enterprise has closed down; once the key parts of the problem, there is no way to replace, only the whole machine replacement, the cost is far more than the original expectations. As a focus on the inverter business, solar power now into the first 21 years, a rare industry longevity enterprises. Therefore, the sun power inverter into a number of technical transformation of photovoltaic power plant of choice.
"Advanced technology" and "corporate health" as the composition of the two barrels of barrels, less that piece of industry can not have developed by leaps and bounds.
PV industry to grow rapidly, the early realization of parity Internet access, must have a leader; but to healthy growth, the achievements of a hundred years of photovoltaic industry, but also need long runners!
Photovoltaic industry needs leader, but also need long runners!
