20 1 1 The photovoltaic industry with low technical threshold, low investment and short construction period will stage a strange cycle of "grabbing money and overcapacity". Since 2009, with the recovery of the European market, a large number of foreign orders have once again triggered the crazy pursuit of photovoltaic cells and components by capital.
In terms of shipments, in the second quarter of this year, Suntech's institutional shipments increased by192% year-on-year; Yingli's year-on-year growth151%; Jin Gao increased by 304% year-on-year; Artes increased by 276% year on year. In terms of net profit, these leading enterprises turned losses into profits in the first half of the year, and Trina Solar's net profit increased by 9 times year-on-year. Compared with the second half of 2009, Yingli increased by 440%; Jin Gao increased by 256%; Saiwei rose 136%. In terms of gross profit margin, the average gross profit margin increased from 2.2% in the first half of last year and 65,438+04.5% in the second half of this year to 65,438+08.6% in the first half of this year. In terms of battery and component capacity, the component capacity of Wuxi Suntech 20 1 1 reached 1.8GW, up by 29% year-on-year; The battery capacity of Jiangsu Artes reached 1.3GW, up 63% year on year. The production capacity of Trina Solar modules will reach 1.5GW, up by 58% year-on-year; The production capacity of Jingao photovoltaic cells will reach 1.8GW, up by 33% year-on-year; The component production capacity of Yu Hui, Zhejiang Province will reach 600MW, up 60% year-on-year.
However, the gross profit in the middle and lower reaches of the industrial chain has recently declined, and early warning of risks has begun. Yao Feng of LDK said, "The gross profit of batteries and components was high in the first half of the year, but the gross profit of silicon materials and wafers was high in the second half of the year, and the gross profit margin of batteries and components was low." Insiders of Hengdian Dongci, which has invested nearly 3 billion yuan in the photovoltaic field, admit that from now on, the photovoltaic cell field cannot flourish forever. After all, the technical barriers are not high, and the supply of upstream silicon materials is also a bottleneck.
Cai Hua's point of view:
Cai Hua experts are deeply worried about the current situation of photovoltaic industry in China. After in-depth study of photovoltaic industry and related consulting projects of photovoltaic enterprises, they put forward the following suggestions for the development of photovoltaic industry in China:
1, the basic idea of energy development in the Twelfth Five-Year Plan has been formed, and the new energy industry is the development focus in the next five years. For the photovoltaic industry, we should effectively grasp the national industrial support policies and promote the upgrading of industrial internal structure.
2. The technical barriers in the field of photovoltaic cells are not high. The sales volume can't go up, and vicious competition leads to a continuous decline in prices, which has caused a "double kill" situation for photovoltaic enterprises. Therefore, for powerful photovoltaic enterprises, they should integrate the industrial chain upwards to form an integrated business model of silicon materials, silicon rods, silicon ingots, silicon wafers, batteries and components, and increase the added value by controlling the high-profit links in the industrial chain.
3. Because most photovoltaic enterprises are concentrated in the field of batteries and components, they invest less in the application of photovoltaic, and some photovoltaic enterprises can expand their industrial chain to application fields, such as photovoltaic water heaters.
4. Photovoltaic industry is an industry that needs strong advocacy and support from * *. In recent ten years, many countries have successively issued many policies to encourage the development of photovoltaic industry. China should introduce more policies to support the development of photovoltaic industry, especially in photovoltaic application, and get rid of the situation of "reconstruction without reuse" of photovoltaic projects.
5. Photovoltaic enterprises should combine their own advantages and the development trend of the industry, make clear the future development direction, and make necessary adjustments to their own market positioning and product structure.
6. The photovoltaic industry is highly competitive. Photovoltaic enterprises must give full play to the role of capital leverage, and consider realizing leap-forward development through the combination of industry and finance through stock listing and bond financing.
7. Powerful photovoltaic enterprises can build large-scale industrial bases through strong alliance with local * *, and form a comprehensive urban area featuring cultural leisure and "photovoltaic-low carbon".
8, through the innovation of core technology (such as the third generation photovoltaic technology-concentration technology), improve the industry entry threshold, improve the competitive level of photovoltaic enterprises.
9. Photovoltaic enterprises need to build a strategy-based management and control system, and achieve strategic goals through the improvement of internal control.
10. The whole industry needs to improve the awareness and level of risk management, pay close attention to the changing trend of international upstream and downstream markets, and minimize the impact of international exchange rate changes on the photovoltaic industry.
Experts in Cai Hua believe that despite the rapid development of photovoltaic industry in China, there is no breakthrough in photovoltaic application. At the same time, domestic photovoltaic enterprises are basically in the middle and lower reaches of the industrial chain, subject to the supply of upstream raw materials and changes in foreign markets and exchange rates. Therefore, the photovoltaic industry must speed up the process of industrial upgrading and get rid of the dilemma of "double killing" of supply and marketing. At the same time, as a typical new energy industry, Cai Huaqiang called on the state to reduce the production and technology application costs of enterprises with more policy support, encourage technological innovation of enterprises, and promote the development of photovoltaic industry in China.