Already began to smell "price
competition" the global photovoltaic (pv) began to rational thinking while
"turned to" domestic "healthy profit + quality +" way to
go.
"We don't like some enterprises expand
momentum, we need one step at a time, with solid propulsion mode; we each do a
DC TO AC
, of course, first of all to guarantee the quality of the power
plant, to ensure that the power station of power performance and the owner.
Don't because of scale expansion, and this
is the lack of rational", to swim, robust "turn" may be more
important.
At present, including components and
inverter current situation is very difficult, "alive" is the first
job of the enterprise.
Always think, power station is the place
where only profit in current pv industrial chain.
Take global photovoltaic (pv), a few years
ago in Germany for power plant EPC's profits is 28%, domestic the first 4 years
can reach 25%, and now the domestic photovoltaic power plant EPC has been
compressed to 10-15% of the gross.
Total said, profit margins decline shows
that photovoltaic industry strategic return will enter the era of spell power
for five years.
"Power" is not spell it assets,
but spelling is moderat, service, quality, etc.
Domestic road?
In the current pv dilemma,
"shifted" way what go? Total points out, this need in the domestic
policy environment reengineering marketability of photovoltaic products,
photovoltaic products to reduce costs, improve product efficiency, optimize the
environment of the domestic market, to eliminate the pv exports and domestic
sales in the business model, trade obstacles existing in the method of payment,
etc.
Although the domestic market, in the eyes
of many companies is a "safe haven", but in the eyes of the global
photovoltaic Li Wei swim this "safe haven" still has a lot of
periphery environment need to improve.
The current power plant EPC contractor or
power station owners care about most or business model and profit model.
"In Germany, the subsidy policy has
its continuity - subsidies gradually, but at home sometimes too radical, sometimes
too conservative, and the content of the policies outlined is not clear,
affects the profit pattern of curing.
Distributed, for one, if the relevant
national subsidies policy for 25 years, 10% - 15% of the profit margin of this
profit model can be formed, it is rational for the entire pv industry cycle.
Under this premise, the EPC contractor in
the pursuit of power plant power generation efficiency is enough, don't need
too much attention to profit.
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