Solar energy as a clean energy for sustainable use, development and application has great potential. Through the promotion of solar photovoltaic technology, to gradually improve China's energy consumption structure, and to some extent, ensure energy security. However, as currently the world's largest toshiba pa3536u-1brs battery, toshiba pa3537u-1brs battery producer of solar cells and modules, China's photovoltaic industry is facing a "two out, controlled by others," the plight of the industry chain. Pressing the face of a foreign state, as the market entered by the Chinese companies, how to find a situation of inherent adverse development is related to the PV industry structure optimization of important issues.
First, the industrial chain dilemma: glossy dark under
Since 2007, China ranks first in the world solar cell production. In 2009, the total global solar cell constant accounts for 40%. However, the manufacturing country is not the same in the major industrial countries. As the world's steel production, and can not hide on the pricing power of Chinese enterprises in a comprehensive defeat of iron ore; the world's first vehicle production, did not breed popular in China and Chrysler. Under the glossy surface of the photovoltaic industry, hide the plight of the industrial chain and business has no choice.
Solar PV industry chain can be divided into five parts, from top to bottom were: solar grade silicon ingots and asus a32-f3 battery, asus a33-f3 battery wafers, cells, components, system integration, and ultimately act on the market side, the realization of photovoltaic power generation . The whole industry chain, the upstream preparation of crystalline silicon, sliced part of the highest technical threshold, the maximum returns, while the lower reaches of the battery, component manufacturing sector, the technical threshold lower, less returns. Particular component part, the cost of the most competitive, risk-resisting ability of enterprises is also the lowest.
However, it is precisely China's enterprises concentrated in the middle and lower reaches of the battery industry chain, component manufacturing sector. Upstream of the crystalline silicon material primarily for Europe and Japan monopolized by the traditional seven companies in 2008, the total global supply of polysilicon materials, 70% or more. Downstream of the PV market, mainly in Europe, the installed capacity of PV systems accounted for nearly 80% of the global Jubilee. Can be seen in China, the so-called "solar power" is only "production manufacturing country", put it more precisely, are merely "the battery and component manufacturing power." In such a new industry dell inspiron mini 10 battery, dell inspiron mini 12 battery, the country still failed to get rid of "world factory" role. Capital, technology, market and other strategic high ground to stay in the overseas, low value-added downstream products of the manufacturing sector, the introduction of China.
Second, the "two out": the difficult dilemma
Crystalline silicon material upstream and downstream power generation market, "two out" the plight of our country's PV industry formed a "bargaining power", "anti-risk ability of the low" and "double low" situation.
Upstream point of view, to foreign companies, led by the traditional seven crystalline silicon material suppliers, faced with a large number of cells, components manufacturers, with more bargaining capital. Although the "pro-silicon is king" situation, with the collapse of the outbreak of the financial crisis, but it does not change the nature of crystalline silicon from the preparation link in the photovoltaic industry leading position in the chain. The availability of a stable silicon supply channels sony vgp bps8 battery, sony vgp-bpl8 battery, a large number of cells, modules and core issues of concern to manufacturers.
Downstream point of view, in recent years, China's PV market despite accelerated pace of development, but still the world's major markets in Europe, the United States and Japan. The rapid decline of the Spanish market, and this year cooling trend of German policy, the direct result of the global PV market slowdown, which affected the first, is the most competitive in the industry chain, the lowest threshold of the component technology and battery manufacturing link. A year ago, the financial crisis, China's closure of a large number of PV module manufacturers have a large extent, explain the problem .
Third, after the entrant strategy: Chinese enterprises break through the road
For the development of photovoltaic industry in China, will have to achieve optimization of industrial structure, industrial structure optimization, you must rely on the enterprise as an entity. As a late entrant to the market, our PV business models, mainly through three strategies to achieve optimization of the layout of the industrial chain.
First, capital-driven model. Some companies have strong capital strength, smuggle large amounts of capital into the photovoltaic industry, can focus from comprehensive, synchronized to multiple aspects of investment, in a relatively short period of time, to build a relatively complete industrial chain of photovoltaic hp pavilion dv6000 battery, hp pavilion dv9000 battery and shaping the competitiveness of enterprises and anti-risk ability. Adopt this mode of business, mostly previously in a traditional industry, has formed a superior strength, with steady cash flow to maturity of the business supply photovoltaic business. Mainly in Baoding Tianwei Group, Shenzhen CSG Group representative.
Second, the cost-driven model. Although the battery, component part of most competitors, the lowest level of profit, but for growth companies, this is also the PV industry in the lowest part of barriers to entry. To this part of the entry point for the progressive development, for crystalline silicon material to the upstream and downstream direction of expansion of system integration, enterprises can bring stability to the raw material supply and market demand. Adopt this mode of business, most of the photovoltaic business is the main industry growth as a single enterprise, the lack of traditional business of the provision. Mainly Suntech company, Changzhou Trina company representative.
Third, technology-driven mode. The so-called "process-driven" refers to crystalline silicon industrial equipment from the manufacturing sector cut, through the crystal furnace, polycrystalline furnace, cutting machines and other types of industrial equipment square test, demonstration dell studio xps 1645 battery, dell studio xps 1647 battery, small-scale production of silicon ingots, in While sales of equipment, process parameters through the accumulation of long-term, continuing to improve product stability, and gradually expand the production scale, from the equipment, experiments and demonstrations, the size of the silicon ingot production changes, from top to bottom to achieve chain extension . It is with the greatest difference between the first two modes, from the smallest side chain cut into the entrance, in the early stage of requirements on financial capacity of enterprises is relatively low, especially for traditional precision machinery processing enterprises, based on the technology in the transformation of the original. China's two major manufacturers of crystalline silicon industrial equipment - Jiangsu Huasheng Tianlong, Beijing Jingyi Century, after all belong to the traditional mechanical processing enterprises category. This model, mainly on behalf of Beijing Jingyi Group.
Therefore sony vgp-bps15 battery, sony vgp-bpl15 battery, capital-driven model for financial strength, before entering the photovoltaic industry, with at least one traditional advantage of the business, to provide continuous supply of capital, or outstanding external financing capacity, to obtain substantial financing large enterprises . Cost-driven model for cost control ability, more efficient use of capital enterprises. The technology-driven, the most suitable basis with precision machinery manufacturing enterprises, through the introduction of high-end technical talent, to achieve industrial restructuring. Especially for enterprise risk aversion, this model can be in the photovoltaic industry, precision machinery and equipment and traditional devices, to achieve production capacity of the public, of the shock in the industry, products can be accomplished quickly switch to reduce the negative impact of the external environment.
Although the starting point of three models and development paths vary, but the premise is the integration of industrial chain, improve enterprise competitiveness and risk resistance as the core purpose. Finally, with the long-term development of renewable energy planning gradually clear, electricity price subsidy policy to promote the implementation of the realization of China PV industry from the "two out", the "world factory" role, to the "Out", "vertical integration" by leaps and bounds hp probook 5310m battery, hp probook 5320m battery.
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