Throughout the solar Photovoltaic Panels industry trough, JA price once fell below $ 1, facing the danger
of being delisted. Not self-revolution is no way out, JA management innovation
in the internal set off a storm, by the development of new technologies, the
development of emerging markets, and control of financial risk to become an
industry leader, will upgrade to the current price of $ 8 or more.
Change
the world energy map was Chinese solar PV industry giants dream, but in 2011
began the second half cold wave struck them by surprise, a new vision of
limitless energy revolution process marked by a "pause."
Layoffs,
bankruptcy, delisting enveloped the Chinese solar PV industry, the majority of
small and medium enterprises are in photovoltaic production or semi-shutdown
state. How to find a sustainable development of the solar photovoltaic industry
way of existence?
Winter
in the industry and the EU "double reverse" investigation under the
shadow of JA contrarian growth, the industry's Star of Hope. This year, a
quarterly gross margin of 6%, compared with -4.6% in the fourth quarter
increased by 10 percentage points. In a quarterly publication of the next day,
JA Solar shares rose 70 percent, and led the entire solar sector rebounded
sharply, which undoubtedly is in winter in the photovoltaic industry add a
fire.
2012,
JA and where the Crystal Dragon Group sales revenue of 19.5 billion yuan, net
profit of 168 million yuan the whole group. According to Solarbuzz research
report, 2012 JA module shipments ranked eighth in the world, compared with 2011
increased substantially by 7, to become the world leader in the fastest-growing
component.
The
same was in the industry cliff JA, why can achieve contrarian growth?
JA
share price had fallen to less than $ faced delisting cliff, has been focusing
on photovoltaic solar module industry and JA started by semiconductor silicon
crystal dragon Group's parent company did not retreat, the future of the solar
photovoltaic industry is their biggest bets . Instead, the harsh environment of
outer Forced JA carried out a management revolution, the core technology,
emerging markets, financial management to be effective.
According
to public information, JA 2010 shipments of 1.46GW, 2011 Linden 1.69GW, 2012 is
expected 1.7GW. According to IMS and Solarbuzz research institutions and other
international authoritative industry research report, JA 2010 and 2011, global
production of crystalline silicon solar cells ranked first, in 2012 the global
top two. At the same time, JA has been successfully realized main business
components from the battery to the transformation of 2012 assembly shipments
accounted for 55% of total shipments.
Wenduo
photoelectric conversion rate of technological innovation champion
EU's
"double reverse" investigation after the settlement, JA parent
Crystal Dragon Group Executive Vice President Guer Ying said with deep feeling,
China's photovoltaic products in the EU market, the selling price is around €
0.52 per watt. Under the agreement, the minimum price increased to € 0.56 per
watt, the price advantage is obvious, you want to keep the market, expand the
market, we must rely on the quality and technical victory, the same product,
you must have a higher photoelectric conversion rates.
JA
photoelectric conversion rate is to defeat the enemy killer.
August
1, JA announced that the company developed polycrystalline silicon solar cell
conversion efficiency of entrepreneurial circles new record, up 18.3 percent,
higher than the industry average conversion efficiency improved by one
percentage point absolute value, costs can be reduced by 5% to 7%.
JA JA
CTO Yong technology for confident, solar photovoltaic cells is JA's traditional
strengths, high technology content. With the exception of the United States
SUNPOWERD back electrode battery technology and low magnification converging
technologies, and Sanyo's HIT technology, JA is a global technology leader. The
first two techniques are costly, can not see the prospect of decline. JA
successfully developed a number of cutting-edge technology industry, including
two printing technology, Cypress technology, Hirohide technology, times show
technology, MWT technology and black silicon technology, has applied for 147
patents, of which 63 have been obtained national patent Board authorized.
JA
adhere to introduce new products and maintain the photoelectric conversion rate
leading level, even in the most difficult times always maintain R & D
spending this year in order to ensure competitive products, investing $ 120
million grant to upgrade the product. Currently, JA Solar Cell Research Center
developed two polymorphic techniques optical conversion rate more than 18%,
three kinds of single silicon photovoltaic technology more than 20% conversion
rate. Which has two technology products onto the production line. And most of
the enterprises producing monocrystalline silicon solar cells and solar cell
conversion efficiency has to remain at about 17.3% and 18.5% respectively.
Yong
emphasize a key word is "cost of electricity" and reduce the
"cost of electricity" mainly by advances in technology, economies of
scale and lower raw material costs. PV industry now has a relatively
overcapacity scale unsustainable, raw materials prices have dropped sharply
after space has been very small, so the future depends mainly on space
technology. JA has maintained a more than six months with the industry-leading
strengths, and have sufficient technical reserves. Throughout the solar component,
equipment installation costs accounted for 50%, the new technology will not
only greatly increase the amount of power per square meter, but also
effectively reduces installation costs per watt.
Technology
revolution behind the management of innovation. In JA organizational structure,
both production and R & D departments are Yong's CTO, in addition to have a
dedicated R & D department and the team, in order to form a mass rapid
technological production capacity in line at each production base with R &
D personnel, production base is equivalent to the production line process R
& D department personnel to optimize product performance, allowing seamless
integration technologies and products.
Meanwhile,
JA with the world's leading suppliers of joint development of technology,
because JA solar cell technology is always in the leading level, many suppliers
can not meet the requirements. On the basis of the resource sharing, through
collaborative research, JA silicon solar cell technology in high-performance,
low-cost thin-film solar cell technology and third-generation high efficiency
solar cells, and many other aspects of exploration and research breakthroughs
in key technologies related the formation of independent intellectual property
rights, and the industrialization of research results. At the same time, JA and
T? V NEG Company, INTERTEK Intertek Group, the world's most prestigious
independent third-party authority to carry out strategic cooperation. JA also
with the U.S. Department of Energy's National Renewable Energy Laboratory and
other international and domestic leading research institutions and research
institutes to establish a broad, in-depth strategic partnership.
