Solar photovoltaic profits era has ended business model to be updated

In the past few months, more than 50 solar energy companies have fallen in the country, and one-third of the companies are in semi-discontinued state. Faced with the dilemma faced by emerging industry companies, the Economic Herald reporter visited a number of Shandong photovoltaic companies and energy companies. They all stated that the market sales situation and industry prospects are indeed putting pressure on them. Faced with the status quo of the photovoltaic industry, Xu Honghua, deputy director of the Institute of Electrical Engineering of the Chinese Academy of Sciences, told reporters that although the photovoltaic industry is a new industry, it still follows the old business model, so SMEs need to learn from international experience and use professional people. Do professional things. Say goodbye to the era of profiteering, "after 2020, China's photovoltaic installed capacity will reach half or more of the world's. Of course, this can only be achieved after the realization of a cheap PV on-grid tariff. The government needs to give a long-term perspective of the industry. With further development direction, it is impossible for companies to develop through huge profits,” said Ben, vice president of Pune Solar, told the reporter. Zheng Rongfa, marketing director of Shandong Yiyi New Energy Co., Ltd., told the reporter that the direct beneficiaries of benchmarking on-grid tariffs are power plant developers. Only the power plant developers will benefit, and the photovoltaic industry's market can achieve large-scale development, so that manufacturers can achieve sustainable development. For the entire industry, the return rate of PV manufacturing will drop to 10% or even lower. Xu Honghua told reporters that most domestic PV companies use price as a means of competition, through continuous expansion of production scale, and lower prices of PV modules to open up markets. This has caused excess capacity in the photovoltaic market this year, and benefits have also been compressed along with competition. It became the past. Low threshold high pollution Lu Wei, director of the economic and technical management department of the China Electronic Materials Industry Association, said that serious overcapacity has led to the current production of some small companies close to the break-even point, the possibility of being merged or closed next year will increase. In the next two to three years, there will be a round of industry reshuffle in the photovoltaic industry, and more than 30% of photovoltaic companies, especially small ones, will face the fate of being eliminated. “At present, there are pollutants in many parts of the photovoltaic industry. The current situation is that most photovoltaic companies are small in size. To save costs, they have not adopted the most advanced production processes and equipment and have not conducted harmless treatment of pollutants. This has led to a series of environmental problems." Shen Hongwen, a research fellow of China Investment Advisor New Energy Industry, told the reporter. Shen Hongwen revealed that to eliminate the pollution problem in the photovoltaic industry, technology is not the key, and costs are the core of the problem. Encouraging Innovation Liu Hanyuan, executive vice president of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce, said that the government's encouragement of innovation in the photovoltaic industry includes innovation in business models in addition to technological innovation, so as to integrate various social resources including capital and technology. The real start of the domestic market is not just the development of photovoltaic manufacturers. With the introduction of international projects, the project can be launched to enable domestic solar photovoltaic products to be truly "exported to domestic sales." Liu Hanyuan stated that China's PV industry, especially SMEs in the industry, needs integration and alliances, otherwise the future outlook will still face uncertainties.