2012年10月22日星期一

Yingli change and self-help


Yingli employees, thousands lined up to assemble at Yingli Group Headquarters Plaza, Liansheng Miao forever convey on stage with his new strategy, while previous misjudgment of the situation to make the review. "I ignore a problem, is a major error, many countries faces an election this year, the great impact of this on the industry."

Miao, Yingli Group chairman Zhengrong Shi, Gao Jifan, Qu Xiaohua, known as the "four kings" of the Chinese PV industry. The four of them seedlings bold, forthright with that. September 17th, Yingli Group to all staff issued a written proposal to overcome the crisis are all revealed on Miao soldiers atmosphere. "Breakout jump out to blaze a new trail crossed the photovoltaic snow-capped mountains, beautiful spring day in order to meet the photovoltaic industry!"

Like other Chinese PV companies, beleaguered photovoltaic winter and did not let Yingli immune. The group recently published internal publications such period of about: 14 years into the PV, Yingli with other domestic counterparts, has been focused on the rapid expansion, the rapid expansion and competition for market share, but it has accumulated a large number of structural and quality contradiction, resulting in a lack of independent innovation, overcapacity, insecure management infrastructure, a range of issues such as corporate culture diluted, which has seriously hampered the sustainable development of enterprises.

"The current situation in the industry, the companies do not take the initiative to change, full positive transformation and upgrading, there is no way either upgrade or out." Said Liansheng Miao. In fact,
solar panel after 10 years of rapid expansion, Yingli has come to a depth adjustment and integration of the mark.

"334" strategy

Has been recognized as the industry the most complete industrial chain PV companies "Yingli, but now find themselves missing one of the most important part - the power station.

Over the years, as the head of the Miao Liansheng corporate strategy has two taboo: neither do the power station, do not get involved in thin film solar. The production of photovoltaic products from Yingli has for 14 years, has never been one dares to deviate.

Liang Tian, 
​​Yingli Group Director of Public Relations, explained toreporters: power station previously not our core business, and thin-film technology is relatively immature, the conversion efficiency is low, so these two areas had not been involved. "

This time, in the face of menacing PV Storm has always been stubborn, tough to have a soldier Total temperament Liansheng Miao, finally broke the taboos of their own thinking. In order to cope with the situation of current industry slump, Yingli has developed a strategy of "334".

Liansheng Miao explained that the so-called 334 strategy, future Yingli PV products distributed 30% of terrestrial photovoltaic power plants is characterized by large shipments; 30% of the roof system, take the lightweight road, combined with the roof generation high efficiency; 40% is distributed, stand-alone PV systems, fast back section of low-risk. "

In order to adapt to this strategy, Yingli has begun consciously dispatched a group of its production. Yingli expects to double production by 2014, but this year, Yingli or cut a full year PV module shipments target the original 2.4 to 2.5GW, down to 2.1 to 2.2GW.

Yanada Yingli production, it will take a configure-to-order production capacity, and not only production regardless of the ability to sell. "Seller's market-led model does not exist, so must production cost control, production and sales to achieve a reasonable balance."

To cope with the "334" strategy, marketing model, Yingli ongoing exploration of the "one-stop" mode. This model will be user-centric, that let users from mentioning products, self-install, Yingli offers consulting, maintenance and other full-service.

In contrast, the previous model customers buy of 10MW and even 100MW disposable products, and then sold to downstream installers, and "one-stop" mode is to take residents from mentioning the product Self installed.

Currently, Yingli built in Spain, the first demonstration of a center, and their various components, cables, inverters and so put in there, as long as the local residents to "take" to go, you can go home installation. In fact, this is a very slow process of cultivating. After the Spanish pilot, will layout in the world. Yingli has worked out a lot of sales model, such as their co-operation and local banks,
solar cell to do a complete set of the financing system model generation yield model. These modes are good copy. Beginning in September, Yingli has such a "one-stop" mode extended to GermanyItaly, and Greece. Then after will be extended to SingaporeSingapore radiation the whole of Southeast Asia.

As expected, sales of the product of the future "one-stop" mode will account for 40% of the of Yingli total shipments. The second half of next year, Yingli will have a dozen products into supermarkets in Europe, America and Japan.

Technological revolution

In the photovoltaic field, despite the current crises, but the technology is still a pilot. Although LDK facing huge losses, but they still put the technology research and development as a powerful weapon to resist risks. In the beginning of the year, Zevi launch research and development for nearly a year, the efficient M2 polysilicon films, 0.3% to 0.4%, its higher efficiency than conventional silicon wafers. Currently, they have successfully developed the M3 wafers, the efficiency of the use of solar energy is even higher than M2 silicon 1.5. Zevi, chief technology officer Wan Yue Peng said: "This will be our secret weapon in the future market competition."

Like LDK, Yingli also has its own secret weapon. Yingli Technology Innovation Expo on September 25, in addition to the Panda N-type monocrystalline silicon efficient solar cells and large-capacity magnetic levitation flywheel energy storage products, the Tibetan antelope project, MWT battery R & D and technological achievements in exhibition full debut.

While the high-capacity magnetic levitation flywheel energy storage projects have become the biggest bright spot. Previously, Liansheng Miao, has revealed in an internal meeting, the entry point of the Yingli will be intelligent communications and smart grid industry as large energy storage projects, the large energy storage projects as soon as possible industrialization. This also means that Yingli flywheel energy storage project strategic layout: smart communications and smart grid.

The so-called flywheel energy storage, is the use of high-speed rotation of the flywheel energy to kinetic energy in the form of storage. Requires energy, the flywheel is a decelerating operation, the stored energy is released out of advanced physical energy storage mode. The advantage: have high-power, high-capacity, high-efficiency, instant charge, discharge, safe and reliable, green, long life, free from the restrictions of geographical environment advantages. A wide range of services in the smart grid, communications, distributed power generation and other new energy generation system.

Currently, domestic flywheel energy storage research behind about 10 years of foreign intervention by U.S. venture capital, flywheel energy storage device has to do every day consuming only 2% of the energy storage. Yingli flywheel energy storage device technology content Liansheng Miao said, than Europe and the United States, all production equipment is custom, not to buy imported equipment.

Analysts pointed out that to make up for intermittent renewable energy generation and instability defects grid renewable electricity smooth, high-capacity storage technology will be the key to solve new energy power generation and network bottlenecks where. The same time,
solar charge controller the domestic "Twelve Five" period, and building an independent, market volume of distributed photovoltaic power generation system will also provide large-capacity storage to create a huge market demand.

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