2013年2月15日星期五

Chinese solar PV industry needs to adjust to international competition strategy


Hung Wei: Not long ago, I Liansheng Miao, Yingli do a dialogue titled "recognized by the market is the the photovoltaic company's core competitiveness, this is his own word in the dialogue. I feel great, consistent with his habit of thinking and style of language, accurately summarized the development of China PV industry decades judge, so I put it as the title references. This is one of the main contents of the series want to explore dialogue with new energy.

Our point of view is entirely consistent dialogue: PV 
solar panel industry in China after a decade of development is the core competitiveness, as long as through the "double reverse" and industry consolidation, the international competitiveness of the Chinese PV industry will improve and strengthen the future also will do better. 

Weeks Huangyuan: If you think that the current PV industry in China already have the core competitiveness of the future, we will make an optimistic estimate.Unfortunately, I think, is not optimistic about the future. We must not be taken lightly because of the remarkable achievements made in the past in the international market, the problems on the PV industry in China. Comb through history's judgment on the current situation, the core competitiveness of the Chinese PV industry is clearly inadequate.

I've been to a lot of first-class PV 
solar cell companies see there are mostly armed with imported equipment production lines, especially in the precision manufacturing sector barely see the domestically produced equipment. If the Chinese photovoltaic products competitive in the international market, the competitiveness mainly by imports of advanced equipment, cheap labor, and local governments in the land, taxation, financing and other aspects of supportive policies. From this perspective: the core competitiveness of the Chinese PV industry is seriously lacking. 

Of course, I never said PV companies in China do not have the technology. In some aspects of the industry chain, we have already done, and done quite well. I Suntech, Yingli, Artes, GCL enterprise, have seen a large number of domestic equipment, such as package links laminator. Key technology and equipment, compared with foreign advanced level, there are still a big gap.

Hung Wei: the competitiveness of the Chinese PV industry is large part reflected in the cheap labor and the support of the local government, I agree. However, recognizes only 65%
​​of the global market share of China PV mppt solar charge controller industry, does not recognize the core competitiveness is inconsistent with the facts; recognizes only the core competitiveness does not recognize certain technological competitiveness logical barrier. 

The differences in the number of problems or the nature of the problem, I think a number of issues. The early development of the industry, all equipment may rely on imports. As the industry continues to grow, the competitiveness of the Chinese people's own technology and domestic equipment in the share of the market share is also rising, and will continue to accelerate the advancement.

There is an interesting phenomenon: the well-known international manufacturer of crystalline silicon ingot furnace GTsolar recently announced its withdrawal from the areas of production of ingot furnace. This is not only that it is to upgrade the demand is a result of the limited impact of the global equipment needs, the other is also one of the reasons for continuous improvement of its main products demand countries - China, the market share of domestic equipment.

The key point of the problem is that: If the core competitiveness of the Chinese PV industry is just cheap labor and local government support, the "dual" substantial increase in tariffs of the exporting country, the original cost competitiveness should not exist, it would which means that China's PV industry should quit the stage of history? The said core competitiveness of China PV industry how to answer this conclusion? My view is that the "dual" PV industry in China will be more powerful, so in addition to cheap labor and government support, the Chinese PV industry is still strong technology and other factors that constitute the core competitiveness.

1 条评论:

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