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
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. China
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
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
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,
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. China
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
and other places, and
by the limited supply to raise prices, resulting in a greater gap in domestic
demand, the vacuum tube prices are estimated to rise possible. Turkey
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.