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更具體，如何以自身產(chǎn)品與解決方案獲取更多的項(xiàng)目標(biāo)的？這對(duì)各路光伏企業(yè)而言，
Photovoltaic has entered an unprecedented "era of competition and cooperation"
Competition at the same link in the industrial chain has intensified, and stampedes have occurred in large numbers.
In the past one and a half years, leading enterprises such as Jinkoko, Longji, Zhonghuan, TRW, Solar, Dongfang Risheng, Chint and so on have invested billions of dollars and rushed toward vertical integration under the intense game of supply chain.
Some are "active", some are "passive", but as a whole, integration becomes a reality and profoundly affects the future of the competition.
Generally, there are no more than two options for integration, one is risk control, the other is benefit. The so-called risk control type is that I invest in this link may not be able to make money, but it can avoid the risk of my industrial chain.
The other is the benefit type, that is, I can do better than others in this link, can be the first, can generate social value, so why don't I do it?
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In the slightly longer term, what are the results of "integration"?
First, many enterprises are as thick from head to toe, accelerating the expansion of capacity in different industrial chains and accelerating overcapacity in different links.
Second, every enterprise in different links of the industrial chain wants to fight for the first place, fight for the top three, competition intensifies.
Third, everyone protects the moat of the supply chain, and different links fight with each other, tread on each other, and cruel competition is bound to emerge. Fourthly, with the dynamic change of competition pattern, the lack of competitiveness of some links of "integration" may become a burden for some enterprises and affect their overall competitiveness.
How to view the competition under surplus? Not long ago, Li Zhenguo, the founder and president of Longji Shares, said in an exchange with Fudan's "Management Vision" : in terms of the upper and lower supply chain, there will be some challenges in stages, such as last year's glass and this year's polysilicon material shortage.
But in the long run, whatever human beings can produce, the shortage situation must appear in stages, the surplus will be normal. Therefore, what Longi has been building for so many years is the competitiveness in the surplus state.
"How do we survive in surplus? That's what we're more focused on. As long as human beings can produce products, are surplus, this is a constant law. Unless monopoly - clearly can surplus, I will not surplus, I want to monopolize. This is not in the interest of society."
Four, note that central state-owned enterprises are not only the absolute force of power station development, central enterprises are also accelerating into the photovoltaic manufacturing link, which will inevitably increase the intensity of competition in the manufacturing end. At the same time, more and more crossovers enter the photovoltaic field, impacting the inherent competition pattern.
As we have analyzed in the previous content, central enterprises and local state assets have made rapid progress in the field of power plant development, and occupy the absolute main position in this link. But now we need to pay further attention to the accelerated layout of state assets in the field of photovoltaic manufacturing, which is bound to impact the competitive pattern of manufacturing links.
The latest news is that on November 26, Guangxi Branch of Huaneng Group signed a cooperation agreement with Zhongnan Optoelectronics to invest in intelligent production lines such as photovoltaic modules, inverters, aluminum frames and brackets, and to build an intelligent technology industrial park of new energy photovoltaic power generation equipment.
On November 21, Huaneng Jiangsu Energy Development Co., Ltd. planned to invest a total of 10GW high-efficiency photovoltaic cells +10GW high-efficiency modules.
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On the equipment supply, in addition to self-investment or investment mode, central state-owned enterprises and photovoltaic manufacturing enterprises "group" is a blowout.
According to the statistics of Polaris Solar Photovoltaic Network, only in 2021, 18 manufacturing enterprises such as Longji, Trina, JA, Jinko, Sun Power and Huawei signed strategic cooperation with central state-owned enterprises, covering equipment supply, photovoltaic project cooperation and development.
In addition, over the past year and a half, some companies that have nothing to do with PV have started to cross over into PV.
Even, these "crossover", even appeared Geely Group and other vehicle manufacturing enterprises. According to the latest statistics of Energy One, a total of 73 external industry companies are stepping into the photovoltaic new energy sector this year.
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According to Energy One's analysis, a large number of companies have crossed over into the distributed industry. There are some famous listed companies and group enterprises such as C&D, Longyuan Construction, Jingdong, SF Holding, Sinoma International and so on.
Five. Photovoltaic 14 or 15 for what? In addition to the expansion and competition of the international market, the domestic market focuses on the distributed space led by the "promotion of the whole county"; The competition for large ground power stations led by the "big base" plan. Are companies ready for the new competition?
From the perspective of investment subjects, the investors of large-scale ground power stations under the guidance of the "whole county promotion" and the "large base" planning are all state-owned enterprises as the main force.
For manufacturing enterprises mainly owned by private enterprises, what kind of products and solutions to win the bidding, how to form a new cooperative relationship with central state-owned enterprises, and how to play their respective advantages to complement each other.
More specifically, how to obtain more project targets with your own products and solutions? For PV companies,
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