Jingke Energy Chairman Li Xiande: Be prepared for the possibility of the current cycle becoming normal
红花少年压
发表于 2024-7-26 17:13:34
1230
0
0
On July 26th, China Net Finance reported that a seminar on the review of the development of the photovoltaic industry in the first half of 2024 and the outlook for the second half of the year was held in Wenzhou, Zhejiang on July 25th. Chinese photovoltaic industry entrepreneurs gather together to discuss the current severe situation and response strategies in the photovoltaic industry.
As is well known, China's photovoltaic industry is currently facing severe challenges. The mismatch between supply and demand has led to a significant drop in industry chain prices, polysilicon prices have fallen below the cost line, component bidding prices have continued to decline, and losses for companies in the industry have intensified.
Data shows that in the first half of 2024, the development of the domestic photovoltaic industry can be described as "two extremes". The production of polycrystalline silicon, silicon wafers, cells, and modules increased by over 32% year-on-year, but the prices of polycrystalline silicon and silicon wafers fell by over 40%, and the prices of cells and modules fell by over 15%.
Different companies have expressed different opinions on how long this round of photovoltaic cycle adjustment will last. The official WeChat account of Jinko Solar released the opinion of Chairman Li Xiande:
Due to unforeseen circumstances, I missed the Wenzhou conference, but I can still feel the heaviness of the air thousands of miles away. The flowers are similar year by year, but the difficulties are different from year to year.
Be prepared for the possibility that the current cycle may become normal.
Under structured thinking and expression, everyone has fully summarized the reasons for the current situation in the industry: excessive involvement of local governments and capital, lack of respect for patents, excessive storytelling of ineffective technology, the chicken feathers left by new disruptors, and the fierceness of anti globalization than imagined... However, there seems to be no clear idea on how to prescribe and treat it for the time being. How difficult can this industry be? Instead, I asked myself a few questions:
Redefine overcapacity, no matter how cheap your components are or how efficient your power is, the future production capacity that will not be needed is overcapacity. So what kind of production capacity will be needed in the future? Local manufacturing, green energy manufacturing, supported by local service teams, and one-stop solutions for light storage are the types of production capacity that are needed.
In a contradictory industry that hopes to have technological patent barriers and also hopes that technology can become mainstream, be followed by peers, form a large-scale ecological chain, and thus be more economical, how to make good use of patents as a weapon, not only to form patent deterrence and achieve patent monetization, but also to avoid a patent war that harms both sides? Patent authorization and paid authorization may be the best approach, but we support resolute crackdown on the practice of "using it without prior notice".
In a theater, only two types of people are needed: actors and audiences. The creator is the actor, the user is the audience, and the others are irrelevant. Clear the stage as soon as possible, restore purity to the industry, and give the enterprise autonomy.
Don't exaggerate and exaggerate while urging companies to accelerate the elimination and closure of outdated production capacity. It is recommended that entrepreneurs uninstall WeChat, turn off WiFi, and "don't be shameless, don't worry, don't be afraid, trust yourself". You can win steadily.
Innovation is not just about technology, innovation is about cognition and consciousness. If we must go out, then we should adopt a different posture and approach. Be confident, you already have a lot of chips.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Chairman running away, back stabbing fat coming east? Response from well-known supermarkets →
- Yonghui Supermarket clarifies rumors related to "Miniso's investment": Chairman Zhang Xuansong's equity ratio has not changed
- It is true that some of the special supply products from Pangdonglai in Yonghui Supermarket are out of stock. Pangdonglai staff: still in the supply cycle
- Is the chairman running away and stabbing Pang Dong? Yonghui Supermarket responds →
- Senior employee reports misconduct of IBM Greater China Chairman Chen Xudong, company responds with investigation
- 26 year old employee reports chairman in 15 page internal letter, IBM Greater China responds
- GSK China's' New Handsome 'Talks about How to Grasp the Chinese Market Through the Cycle
- Unilever China completes industrial and commercial changes, with Chen Ge appointed as chairman
- Guozheng International: Yum! Brands China is resilient enough to weather the cycle
- Huang Renxun: The normalization of "AI employees" in the future will bring growth and returns to enterprises
-
知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
- caffycat
- 12 小时前
- 支持
- 反对
- 回复
- 收藏
-
每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
- star8699
- 前天 19:48
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
- goodfriendboy
- 前天 20:09
- 支持
- 反对
- 回复
- 收藏
-
人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
- 3233340
- 6 小时前
- 支持
- 反对
- 回复
- 收藏