China's new labor-intensive energy companies to re-take the old path of low-price competition
Chinese energy companies to guard against advances of the new development, re-take the "dummies" export old, "laptop battery grab the
market, lost the future"
Text / "Outlook" Newsweek reporters Wang Pan and Wu Tao Sun Ga intern
"Export price less than $ 1,100 in electric bicycle, lithium battery imports accounted for $ 1,000 costs." A new person in charge of energy companies face the "Outlook" Newsweek, filled with emotion that the surface appears to be technology dominant new industry, or labor-intensive to go deep down, low-cost competition, "dummies," the old road.
Reporter at the just concluded 108th Canton Fair that, at present China's booming energy industry around the new, electric cars, solar PV, the new exhibition hall full of energy lighting and other products. However, they conceal the appearance of the brilliant deep concerns: many companies lack core technology, not brand awareness and other reasons, product homogeneity serious, canon BP-512 battery and soon sank into a low-level redundant construction and haphazard open play "price war" vicious competition being.
The photovoltaic industry, for example, presented "one high and one low", "ends out" phenomenon. High solar cell production, installed capacity is very low. In the first producer of solar cells in China, installed capacity is less than ten percent of production; the production of solar cells in China are mostly to be exported, while the main raw materials are imported. How to prevent new industry to "grab the market, lost the future", is timely and relevant departments should become a hot issue of regulation. canon BP-511 battery
No "heart" of the high-tech products
This year's trade with electric vehicles, LED, solar photovoltaic panels for the representative of the new energy industry is undoubtedly the most beautiful in the industry. In this regard, the Chinese Chamber of Commerce and Minerals and Chemicals Association of Electrical and responsible person to the "Outlook" Newsweek said, in addition to the newly created small enterprises, a large number of traditional manufacturing industries in transition to new energy, new energy industry in China is caused by "explosive" important reason for growth.
The rapid increase in international market demand, but also to promote the cause of the solar energy industry booming. New Energy Co., Ltd. Zhejiang Juli pay, general manager of domestic sales of
light told our reporter in early 2009, Juli Juli Group was formed a new Energy Co., Ltd., mainly engaged in the current solar modules and project export business, the company's goals by 2015
annual sales of more than ten billion yuan. This is good business for two years,
Canon Camcorder battery the component in short supply, and now sales have reached 20 billion, at the
current rate, less than 2015 target to complete more than ten billion.
However, the front line of indications from the market due to low entry barriers, lack of core technology, new energy industry in China has clearly showed low-level redundant construction, rely on open play "price war" to fight the vicious competition in the export situation.
In the Canton Fair, the Jinan Qingqi Motorcycle Co., Ltd. Deputy General Manager Cao Xincheng reporter pointed to the recent launch of several businesses, said electric vehicles, cost less than $ 1,100, of which imports accounted for the cost of lithium batteries $ 1000 or so, "even the bone cracks (water) are drained."
In his view, the main reason for this situation is that most enterprises do not have to master the core technology of lithium batteries, poor product design, panasonic NV-GS10 Battery "rushed into the market many are blind to each other that price, the results also sold 1,200 last year worth of products, earlier this year dropped to 900 dollars, 700 dollars and now someone shouted, planing and other costs to the battery is basically. "
Embarrassing situation of electric vehicles in the new energy industry are also common in other areas. Accept the "Outlook" Newsweek interview, Golden Sun Electronic Technology Co., Ltd. Quanzhou, president of sales and marketing, said the high birthday to photovoltaic panels, for example, the cut-throat competition and rising costs of basic low-end products are now struggling in cost, high end products can only be maintained up to 10% of the profits. Engaged in the manufacture of new energy lamp beads Haiduomingli ten years manager of New Energy Co., Ltd. Wu Huan said that corporate profits are now less than 10%, mainly due to the homogenization of the product competition is too fierce. panasonic VDR-M50 Battery
"More seriously, the low level of competition, imitation and copy, and also allows the industry at a standstill, progress in production design capacity is weak. Many companies before entering the Hangdang transition, also found that the industry did not, as thought, began to consider restructuring do anything else. "Wu Huan of the reporter stressed.
Zhejiang Baolite respondents Sales Manager New Energy Co., Ltd. increased sharply Lim said the new energy industry is a capital and technology have been "double-intensive" industries, a result, many Chinese enterprises only spent a lot of capital to build the production line, but the lack of the ability to master core technologies and panasonic SDR-H20 battery personnel, which led to the development of crisis-ridden industry.
European and American markets "dependency syndrome"
This session of the Canton Fair from indications that China enterprises to actively join the new energy industry, on the one hand the support and guidance of national policy, on the other hand is subject to government subsidies in Europe and America and other developed countries through the effect of the formation of the market. However, the lack of fully developed in the domestic market situation, with Europe and the United States on related industries in China's rapidly growing trade friction measures, how to avoid the market in these countries highly dependent on our business has been hit hard, cause for concern.
High birthday said that at present most of the new energy industry,panasonic CGR-D16S battery export-oriented enterprises. On the one hand, people in developed countries such as Europe and the United awareness of energy conservation and government subsidies, consumers are more willing to buy energy-saving products; the other hand, although the future of the domestic market has great potential, but energy prices to be higher than the average product prices Many consumers tend to choose cheaper and more traditional products, the domestic market development is still some way off.
With electric cars, for example, Cao Xincheng said that the domestic market, the main use of lead-acid batteries of electric cars, pollution, recycling is difficult, and the use of new energy lithium battery more environmentally friendly electric cars though, but the price nearly a thousand dollars easily in the domestic basic there is no market, only exports to the European and American markets, as these markets given the high government subsidies, "Next year the EU to cut subsidies that I heard, that our industry would be a great impact." panasonic CGR-D08 battery
Fu Liang told the reporter, the development of solar PV panels are not very good domestic market, many companies turned to export development, "now 95% of the domestic component factory for export, and foreign markets if the change, the domestic manufacturers to death a large area. "
Such concerns are enterprises may gradually become a reality. Science and Technology Development Co., Ltd. Jiangsu Yadi Qu Tengfei anxiously Area Manager of the correspondents said, "The lack of national standards, domestic enterprises are in accordance with European standards or specifications to imitate huh production in Taiwan by other countries, market discipline is obvious, but also 'abducted' by our own technical standards setting space, the long-term view, the risks are not small. "
Reflect the number of enterprises, since 2009, by the economic downturn and the recovery of domestic employment and other factors, some countries for the protection of the domestic market, has begun to reject China's new energy products. Fu Liang said that at present some countries have begun to solar panels for the Chinese anti-dumping cases. By Lim added, the international financial crisis, European and American demand for new energy sources and policies are changing,panasonic NV-DS30 battery the United States by the end of October for the survey of 301 out of clean energy is an example, "superimposed under a variety of factors, not excluding the United States do not want to China to seize the commanding heights of the consideration of new energy industries. "
Deep low-end value chain
The photovoltaic industry, for example, a business manager for the correspondents on China's new energy industry in an awkward position.
China is developing rapidly, but not in the value chain, the international financial crisis, the potential risks explicit. In recent years, China's PV industry is often subject to the upper reaches of the silicon material, equipment, industrial chain link in the vacant phenomenon. At the same time of rising prices, upstream firms control the power of strong, often making it cost more than 50% of the entire component.
Basic grasp of polysilicon materials manufacturers in the hands of a dozen countries. Since polysilicon supply and demand gap has always existed,panasonic PV-BP17 battery the high-end materials prices remain high, a huge investment, prompting many companies around them into polysilicon production. According to incomplete statistics, as of the end of 2007, China's under construction and preparation of polysilicon production capacity to 116,720 tons, more than 100 billion investment.
According to the current 10 tons of Chinese / MWp calculation, the amount of silicon solar cells corresponding to about the 11GMWp. But China is still in the low-end silicon technology, backward technology, energy consumption ratio was higher than the world advanced level, while there are some pollution, competition, rapid technological development, the domestic PV market is active, these are potential risks.
From 2006 the cost of the international value chain distribution, battery technology, system installation and components package is part of higher added value. However, component packaging technology and equipment is relatively simple, small investment, quick start, low risk, while labor-intensive aspect of the limited profit margin, its future must be compressed space, it is difficult to become a strategic link in the value chain, but it fit China's relatively low labor cost advantage, and therefore attracted a large number of Chinese companies to enter, greatly lowered the profit of China in this aspect. From 2007 the whole industry chain, China's business is focused on the battery / components and silicon ingots / wafers links, panasonic VW-VBD210 battery sales revenue accounted for 90% of the entire PV industry.
Of course, the domestic production of solar cells has made great achievements or ,2006-2007, in succession a total of 10 Chinese PV companies in the overseas market. Technical level and the international equivalent, but still remains in the introduction, digestion and absorption levels, independent research and development capability is weak.
System integration, the domestic market, many manufacturers, is still the forefront of foreign firms, China's technology is not inferior to foreign countries, China's most independent and 100 ~ 150KW PV system and network system controller / inverter is the basic to achieve national self-development and manufacturing.
Thus, at present the majority of our vendors have failed to grasp the value chain, independent innovation capability is weak. This low-end value chain of China's industry position, as the international financial crisis, making the potential risks become a reality. Polysilicon prices due to cycle, there fell, making the stock decline in value of many companies suffered huge losses, and financing difficulties. Meanwhile, the effects of changing cycle most certainly those of non-strategic areas. According to statistics, since the fourth quarter of 2008, panasonic CGA-DU21 battery China already has about 350 components of corporate bankruptcies, now only 50 or so.
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