Editor's note: in 2020, will enter the market for photovoltaic industry, expansion has already or not, is a lot of photovoltaic enterprises will face the problem, how to choice still need thoughtful photovoltaic enterprises.
” Actively expanding dead, no expansion is the passive waiting to die. ” This sentence is very popular in pv manufacturing joke, may also be a lot of entrepreneurs in the industry every year will face one of the tangle.
by wave after wave expansion in the moisture out of the rhythm of industry development, step by step wrong is the abyss or move on to the straight qingyun, seem to be all the ordinary things. Industry leading enterprises and between enterprises, dried shrimp looks as if he is only a difference & other; Spread throughout the &; The distance of the word.
so, enlargement and expansion is no longer a problem, because everyone in the expansion, because leading expansion more crazy, because don't enlarge was thrown out by the opponent is likely to ten street distance & hellip; …
so, with or without power, regardless of whether the market can be given to whether technology got the time to verify, just right, and solar power net, because expansion is the industry into Wang Zhidao and melody, but others are blatantly, someone is & other; Quietly into the village counterblows don't & throughout; 。
when you have the conditions in which no conditions on the create conditions also want to advance wave upon wave expansion, the volume of capacity, industry settle competition heats up continuously, product prices are falling fast, a lot of profits into a sunk cost. And then, more and more companies make money, no longer the old leader began to decline, the new leader began to rise & hellip; …
so, the cycle.
nothing seems to be able to change the trend, installed in the domestic market increased by 40 gw shrinking to not less than 30 gw. A lot of people think, installed in 2020 will return to 40 gw, even more than 50 gw and 60 gigawatts (gw), as many people believe that in 2007 A shares will be tens of thousands of points.
most of the analysis and discussion, and even the policy adjustment, the solar portal, all around the production capacity and index and subsidies, which one may be more should be thinking about but neglected & ndash; — Has infinite parity pv applications, why can't see the stars in the vast new world of the sea, not only solar power network, further market shrinking situation facing instead?
for over a decade to parity goal struggle of several generations of photovoltaic (pv) and photovoltaic enterprise, have reason to be disappointed and humbled. But more is needed is a thought, why the west of the ground station or later distributed in the east haven't come out a sustainable development of the market-oriented model?
no full flowering marketization, solar panels, there is no freedom for the development of market environment, relying only on index under the baton of franchise mode, a large-scale photovoltaic application development will be meaningless, I'm afraid. It may be a real problem.
before the effective solution to this problem, photovoltaic manufacturing & other; Roller coaster quotation & throughout; Could be occurs, the faster the industry capacity expansion, leading enterprises to fall faster, also the industry risk of systemic risk will also increase.
so, expansion and expansion, it is not the problem, rich wayward along with you. But as Mr Famous pv experts wen-jing wang puts it, no matter what technology, has its historical role and the life cycle, entrepreneurs must have a sober understanding to this, don't put all worth betting on it.
but also understand that this is a not the end of the runway, is a not the end of the run. , the only way to win a, that is, first of all to live, and could have been run down.
otherwise, it is possible to be with the global telecom giant los heartland of collapse when the company President said: over the years we have not done anything wrong, but we lost.
2020, as a key for photovoltaic industry, may also be difficult for a year, China solar energy network, like that before the dawn, is the most dark, but it is also the most close to the light.
the original title: expansion or not enlarge? Photovoltaic industry marketization in 2020 ways