2013, a time when the Chinese change of
government in the first year, despite the "steady growth" alternative
"capital growth" argument, but the economic situation is still not
optimistic. New energy is less than 10%, the proportion of China 's energy
consumption accounted for 90.2% of the traditional fossil energy. From a global
view of the overall situation, the development of new energy has only just
begun, and broad prospects for the development of new energy. The premise is
that how solar energy companies in 2013 crossed the following six hurdle.
The first hurdle: the human cost of
increased year by year.
Including middle and senior staff salaries
tend to rise. According to Cai Fang, director of the CASS Institute of
Population and Labor Economics, predicted the 2013 disappearance of a turning
point in China 's demographic
dividend, when near the end of China 's
demographic dividend, there will be labor shortages, rising wage costs, wages
everywhere to continue to rise coastal areas rising pressure will be greater,
the Midwest or relative ease. Well, the same
in our solar panel industry will also appear this case, we may wish to advance
prevention.
The second hurdle: logistics costs are also
high.
Logistics, including transportation,
storage, handling, transport, packaging, distribution processing, distribution,
information processing and other sectors. According to statistics, China 's
logistics costs accounted for about 18% of GDP, far higher than most developed
countries 8-10% proportion. In other words, each produce 100 products in China,
from the raw materials collected into finished output shelves until eventually,
it takes in circulation costs $ 18, while Europe and the United States need
only 8 to 10 yuan. Currently, most of our solar dealer in the county and rural
majority, then logistics is not a small sum of expenses.
The third hurdle: the cost of capital to be
increased.
In 2012, the central bank to raise the
deposit reserve ratio. 2012, also cut the deposit reserve ratio twice
unprecedented tension, but at the same time shift the promissory margin of the
three parts of the bill of exchange, letters of credit, letters of guarantee
deposits into turned over areas, making the 2012 bank funds. With many
enterprises in the market capital chain tension, lending rates have gone up,
the 2012 bank loan bears interest generally be floating and banking, but also
need to have a very good friendship to lend paragraph. As a result, lead to the
popularity of private lending, borrowing rate of the eastern coastal areas of
up to 180%. For the banks, when the mortgage business is no longer high-yield
business, banks put eyes on the enterprise. In 2013, the real estate policy is
not yet clear, if it works as Ren Zhiqiang, said the property market in short
supply, solar SMEs and enough to drink a pot.
Fourth hurdle: the cost of raw materials is
generally rising.
Generally higher raw material prices in the
last two years, is the irreversible nature, the objective situation. Vacuum
tube solar
cell water heater cost about 25%. Vacuum tube is a core member of the
solar water heaters, and the raw material of the vacuum tube is high boron
silicon greensheet tube, while the the high borosilicate main component is
boric acid, borax. It is understood, of boric acid, borax main sources
dependent on imports from Turkey
and other places, and Turkey
by the limited supply to raise prices, resulting in a greater gap in domestic
demand, the vacuum tube prices are estimated to rise possible.
The fifth hurdle: the transaction costs
will be pulled.
Currently, the retail market to take the
amount of the solar water heater or a human wave tactics, through on-site
promotional activities to stimulate consumers to buy. Rent space, advance
publicity, activities, performances, and so on, buy one get one free gifts from
small appliances to upgrade as refrigerators, washing machines and other home
appliances large, these intangible transaction costs being pulled, had to
repeatedly depress sales profits.
The sixth hurdle: the cost of maintenance.
Recently, in line to see such a news, said
that according to the higher requirements, wood Yan Road, Shunyi District,
Beijing Beiwu town along installed over 1000 solar charge controller street light, a street lamp
cost is 9800 yuan, but battery life of only three years, while the change the
battery of a lamp and it takes more than 1000 yuan. Because streetlights things
inside the town every year to put in more maintenance cost of hundreds of
thousands of dollars. An industry predicted: solar water heaters installed
after the peak in the past few years, many users faced with nowhere to repair
the predicament. Solar water heater maintenance personnel in maintenance, are
losing money doing, do not charge labor, fees, sales and support after-sales
service, the maintenance of the road gets difficult.
This series of rising costs of enterprise
development challenges, on the one hand, the relevant government departments
should be enacted as soon as possible to the policy of reducing the burden for
enterprises, the actual tax burden borne by the Chinese enterprises have more
than 30%; hand, enterprises should do "addition" jumped out to change
the mode of thinking do "subtraction".
I believe that, do subtraction likened
addition is more difficult, but certainly is an ultimate way out. Split a
complete industrial chain, industry segmentation and specialization is a
subtraction; bulk of pipeline personalized custom task to maximize the benefits
to win, not to uplift the number and enhance the added value of the monomer,
which is a subtraction; design make things Jane, get rid of the "gimmick"
design, to give consumers a practical, easy to operate, back to basics is
subtraction.
Experience in 2012, there is no surprising
at total also did not flee the human imagination. It can be concluded that the
technological revolution of the solar industry is yet to come, a real
technological revolution, that is reasonable, and unexpected.
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