Zhejiang wants to increase the output value of photovoltaic by 14 times in 3 years

“We are more willing to invest than speculation.” Yesterday, Fang Xuyao, who sat opposite the Evening News reporter, was a Wenzhou boss of a luggage manufacturer. He spoke a thick Zhedong accent and described to reporters that he will be in the photovoltaic field in September. The "big move" was launched: Initial start-up capital exceeded 20 million U.S. dollars, and shipments in January next year are expected to reach 120 MW.

Shen Fuxin, secretary general of the Zhejiang Solar Energy Industry Association, revealed that due to the recovery of the international demand market, Wenzhou merchants entered the industry this year. A number of industry insiders have confirmed to reporters that the current production lines of each company are operating at full capacity.

Chariot restart

After the international polysilicon price deduced the “510 USD-47 USD-73 USD” uptrend curve, Fang Xukai’s enterprise finally survived the “winter winter”. “Our first company has only had a good period of 3 months.” Wenzhou Rijing Energy Technology Co., Ltd., which was established by Fang Xuyi and Wenzhou friends “cluster”, is located in Wenzhou Economic Development Zone. Its date of establishment is 2008. 7 In August, "October to October, our profits were once very high, but after the outbreak of the financial crisis, the price of silicon material plummeted and many private capitals withdrew from the market."

Fang Xuxi told reporters that although the company adopted a hedging strategy on the basis of ''price on a daily basis'', the sharp decline in product prices is an indisputable fact. However, after the price of polysilicon rebounded by 60% from the bottom, the spring of private capital returned. As one of the “big fire rebirths” companies, Fang Xuyi still recalled the various sufferings in the crisis.

For the “spring” of the return, many responsible persons from Suntech Electric and Changzhou Ates, etc. also confirmed to the reporter that due to the international orders are too hot, the company’s employees are now working overtime 24 hours a day. Faced with huge market cakes, Fang Xuyi also appears ambitious: this year's 25MW planned capacity production line will achieve 120MW shipments in January next year.

In addition to the expansion of the middle market, he will also look to the upstream of the industry chain. In order to realize the upstream slicing and production capacity of 120MW of the ingot in the second half of next year, Fang Xuxiong said that it will continue to make substantial additional funds. “Many of my fellow citizens have the intention to enter the field with a share.” Just started in the streetlights of new energy. He, in November 2008, established a joint venture with an overseas Chinese from Wenzhou, Italy. Under the wonderful blueprint drawn from the market recovery this year, all the company's equipment will be installed in the near future.

Rationality, rationality

Regarding the entry of private capital, Shen Fuxin, who has a lot of experience with the industry, stressed to reporters that "requirements are still needed." “Jiangsu and Zhejiang are the 'Gemini' of the PV industry. Jiangsu’s investment in the previous government is large, so large-scale companies such as Suntech Power and Trina Solar have a large number, while Zhejiang’s characteristics are densely funded. It is easy to cause the phenomenon of small-scale, hot money speculation.” Shen Fuxin admitted that some companies’ investment is actually very short-sighted. “It's just the mentality of holding where to make money and investing, and neither the quality nor the technology.”

According to his analysis, after the price of polysilicon goes down the "altar", the country will face a more cruel industry reshuffle. "First, the current decline in polysilicon prices is unlikely to continue in the long term." His view is that the status quo is only a recovery of the market after the crisis. In the medium and long term, the price of polysilicon should be maintained below 100 US dollars. Lin Boqiang, director of the China Energy Research Center at Xiamen University, also believes that this price increase is difficult to sustain because of the dual impact of Europe’s second round of 280MW PV tenders before the company’s purchase of subsidies.

The second reason is from the past. The reporter asked for truth from Shen Fuxin's office, and there are currently only about 30 photovoltaic companies in the solar concentration area in Kaihua County, Ganzhou City. Before the crisis, this number had reached more than 60. “Some of these companies started by producing cement, and some of them converted to printing and dyeing. Due to the lack of core competitiveness, they simply flocked to the market and were eventually eliminated by the market.”

Another sample is Zhang Baoyang, who was originally a Haining traditional strong textile industry. He used to invest a lot of capital to cope with the exuberance of polysilicon, but eventually sold Sun Valley Energy under the name of Jiangxi Jingke Energy Co., Ltd. due to weak support during the crisis.

Create "flagship"

The reporter was informed that, in addition to the “washing” of the market itself, the Zhejiang government will also guide mergers and acquisitions in the policy of blindly entering private capital. "Zhejiang's goal is to form 4-5 leading enterprises. Now the larger ones are Yanguang Solar, Ningbo Solar Power Plant, Zhengtai Sunshine, etc. Some small businesses in the future will be 'informed'." Shen Fuxin told reporters , Zhejiang in 2009 140 billion capacity is expected to reach 20 billion in 2012.

It is worth mentioning that it seems to be a signal of some kind of policy, and some companies have spontaneously taken precautions. In May of last year, four PV companies in Haining, namely Wei Shi Da, Yu Tai, Jian Shan, and Jiu Tai, set up the Jianshan Holding Group to achieve management integration through the “Four in One” initiative. After joining forces, the person in charge of the four companies handed over the management rights of the enterprise, adjusted the original personnel relations, and implemented unified purchasing. “No private enterprise owner will willingly hand over control and feel comfortable to be a shareholder, but in the long run, the photovoltaic industry is a capital and technology-intensive industry. Only by achieving a certain scale can we resist risks.” An observer from the industry told reporters analysis.

“The most important “red line” for Zhejiang's current involvement in setting up the public funds is the environmental assessment, which is basically a one-vote veto system. According to Shen Fuxin’s introduction, Zhejiang’s supportive policies for the country’s 33 projects are quite favorable, except for state subsidies. The Zhejiang Provincial Government has subsidized 7 cents for each electrical subsidy and then subsidized 7 cents for the county and municipal governments.

According to the idea of ​​Zhejiang, the future strategy is to deepen the middle and lower reaches of the industry, especially the construction of power grid projects and power stations, and strive for self-production and self-use. “At present, we have increased investment in technological transformation and plan to establish a photovoltaic industry R&D center.” Shen Fuxin said.