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After 150 exchanges, Davos ended. The author has fallen into thinking: the so-called high-firing activities, the voice of photovoltaic companies is weak. Whether it is from the mainstream media reports or website communication, entrepreneurs have not received enough attention and can not get too much voice. What went wrong?
What is the reason for not being able to get through Davos’s “Dian Du Ermai�
In the 25,000 “Davos†on-site news, the number of times that Chinese PV companies were reported was very few. One of the on-site PV company staff told the author that there were not many media to find the door to interview. The author found that some topics are difficult for people to think of new energy and think of photovoltaic people.
One of the highlights of Shining in Davos is "innovation." Frequent flyers of the conference---Taihe Guangeneng (TSL.NYSE) Chairman and CEO Gao Jifan, the new entrant---Shunfeng Clean Energy CEO Luo Xin, did not make a deeper interpretation of this theme. After reading all the interview records of Gao Jifan, the author only found a paragraph that “the company still invested nearly 500 million yuan in research and development of new products in 2012 and 2013â€.
The bosses can't talk about this topic, they can't form the focus of discussion, and may be related to the length of the meeting and interview. The deeper reason is that the industry innovation is still on the surface of the “upgrading†of products, and the subversive technology seems to be Not yet emerging.
At the China PV Conference CPVC in December 2014, 14 innovative academic achievements were separately revealed: The Chinese University of Hong Kong was successful in sub-micron CIGS batteries with an efficiency of 17.5%; Sanan Optoelectronics was 500 times. Under the concentrating condition, the photoelectric conversion efficiency can exceed 42%. In the next one to two years, PERC and N-type single crystal technology in high-efficiency component technology will also become popular. Among them, the photoelectric conversion efficiency can reach 21% by increasing the PERC technology of light absorption to enhance the battery. However, this type of technology is also not perfect. Although it can improve battery efficiency at a limited cost, there is still light decay.
Ma Yun bought a large number of companies, shareholding culture and media industry. LeTV began not only creating mobile phones, but also selling TVs. It will even launch cars next year; countless people have resigned their jobs and moved to different fields. The “innovation†of photovoltaics is still limited to technological upgrading and changes in financial cooperation. Rarely see special business models and production management models, and there is not much change in collaboration. I don't want to let PV friends get laid off, they all do their own business, but they are thinking, is there anything in the end, and let the traditional industry that has been gone for more than ten years a bit of vitality?
Of course, at present, China does not have the same preferential policies and housing conditions as the United States where Solarcity is located. Therefore, it is impossible to realize the desire to install solar energy in the short term. After all, a similar business model needs to be created. But there are not many other new patterns in the Chinese PV industry. Chint Solar's innovative factory, which has achieved high robotic operation at its German base, is less common in China.
With the disappearance of China's demographic dividend, one day, the competitiveness of Chinese PV companies will suddenly drop: work efficiency is not as high as the surrounding countries, machine automation has not kept up, then we can only look at the overseas counterparts Sitting on the profit, and the old weapons in your hands are difficult to wave.
When the forum was spoken, Luo Xin said a few words about "innovation": "The annual meeting of Davos conveys an important message to all people that innovation needs to be accomplished through a collaborative spirit. This collaboration includes not only individuals and individuals. The collaboration between the industry and the cross-border collaboration between industries, such as traditional energy and new energy, and more importantly, the collaboration between the state and the country. Innovation is the innovation of all human beings, not one or a certain enterprise, Innovation in a certain industry.†At least this paragraph no longer limits innovation to the “technical†level, but with more extended interpretation.
Internet economy and stock market and other topics are difficult to respond <br> A website summarizes several key words of the conference: economic growth, stock market, state-owned enterprise reform, new normal, RMB exchange rate reform, Internet economy and robotics. "Economic growth, the new normal, and the exchange rate reform of the renminbi" can be regarded as the favorite of the government level and the economics community. We will not delve into it here. The two major topics of the Internet economy and the stock market seem to make the PV entrepreneurs talk about it, but this is not the case.
The correct way to open the "Internet economy" and the energy industry is naturally the "energy Internet." In the A-share market, at the end of the most bubble-breaking period from the end of last year to May of this year, major companies have blown the concept of "energy Internet" to the utmost, and others have ignited it. Now it seems that it is to raise the stock price. Struggling for a fight.
However, how many people really understand the meaning of the "energy Internet"? To make this concept clear, where to find?
Remember an article entitled "When talking about the energy Internet, what is the energy circle talking about recently?" In the article, the definition of the energy Internet was explained in a round. For example, the famous American scholar Jeremy Rifkin predicted that the energy Internet can emerge with the deep integration of new energy technologies and information technology.
"One thousand Romeo hearts, there are a thousand Juliet." This is the status quo of the domestic industry in defining the concept of "energy Internet." Some believe that it is "a strong smart grid with the UHV grid as the backbone grid, the transportation of clean energy as the leading factor, and the global interconnection ubiquitous." Some evaluate that the energy Internet is used to realize family and society through intelligent terminals. The intelligence of electricity use. But when it comes to photovoltaics, it seems that this topic can't continue: no company can give an industry-recognized answer. Naturally, when Davos is involved in the topic of "internet", people who come from new energy companies will find themselves lacking strength and talking on paper.
Look at the rental car industry. Although there are various competitors such as Drip, UBER, Tick and Carpool, this "user demand + Internet + vehicle" three-way combination has reached a basic consensus in the industry, the car rental industry has been subverted, the heavy assets in the traditional car rental field The low-profit situation has also been changed.
Do not deny that the "energy Internet" involves a very complex field: power generation side, power sales side, equipment vendors, monitoring, energy storage, etc., which links can be separately formed, and currently Sunshine Power, Green Energy and other companies try to build and Different business models change the inherent thinking. And this is also the premise of getting through the future of Davos, creating topics and having a common language with more entrepreneurs present.
Another big hot topic this year is the "stock market." This is good, PV companies are avoiding it. why? Not to mention the companies that play in the Chinese stock market, only a group of strong companies listed overseas, the stock price has fallen to "no friends."
Opening the screen of the stock market, these K lines that spread on small computers can only be described as a "terrible" word. It’s hard to pick up a bit in the past two days, but it’s even worse than the decline in the previous months.
Some people objected that China's A-share market has fallen into disrepair. Whether it is a mother or a mother, it will not help; how the US stocks fall again is not as bad as the A-shares.
Don't forget, even if the turmoil is not as big as China's, but a "medium stock" with a market value of only a few hundred million US dollars seems to add up to the first solar energy of a US listed company, and then change the solarcity of an alien ElonMusk. It is similar. There is no significant progress in the technological breakthroughs of Chinese enterprises, and there is no significant progress in the business model. If individual companies cannot rely on “yieldco†to make changes in the future, the days of new energy “wearing birds to return home†will not be far behind.
The PV company bosses have not been focused by the media, do not blame Davos, do not blame the reporter, think about it from another angle: bystanders also have their own fun. Going back to practicing hard work, it’s okay to come back to Japan.
Why is photovoltaics left in Davos?
Abstract The World Economic Forum (hereinafter referred to as “Davosâ€), which has many years of reputation, is the audio-visual event of more than a thousand elites in the business, finance and academic circles. People rushed to Dalian from all directions.
The World Economic Forum (hereinafter referred to as "Davos"), which has many years of reputation, is the audio-visual event of more than a thousand business, financial and academic elites. People rushed to Dalian from all directions, expanding their own volume inside and outside the venue, and the collision of ideas and ideas was everywhere.