Recently, the reporter learned that China's largest solar inverter manufacturer, Sunlight Power, has joined hands with IBM to use solar power as an international company. This move has aroused widespread concern in the domestic new energy industry. In response, Cao Renxian, general manager of Sunshine Power, said in an interview with reporters: “Sunlight Power is doing the right thing at the right time. At this time, we are working together with IBM to establish business operations and internal management capabilities that are compatible with global business development. , improve the company's core competitiveness."
The elimination rate of the industry is very high According to the reporter, there are two or three hundred companies in the global inverter industry, but the top ten global companies account for more than 95% of the global market share, among which, Sunlight's ranking in global companies. About tenth. As the only company in China that possesses the core technology of inverter independent innovation, Sungrow Power was selected as one of Forbes' “Top 100 Potential Companies in China†and “Top 30 New Energy Companies in China†in 2010. Although Sunshine Power is in China's inverter industry, In an absolutely leading position, but in the interview, Cao Renxian, a scholar, is still exposed to a sense of crisis in the development of the industry.
Although the market share of the industry is highly concentrated in the hands of several major companies, in fact, the threshold for entering this industry is not high, and many small businesses have chosen to enter this industry in the early stage of new energy development. However, it is worth noting that because the inverter products are of low value and are key technical components in the photovoltaic industry chain, the elimination rate of the industry is very high. Cao Renxian said: “It is not difficult to make a product, but it is not easy to do it well. This is why the top few companies in the world have been monopolized by German companies for a long time. Solar power is not excluded, we are always in this crisis. ."
Cao Renxian said: “The threshold of this industry seems to be somewhat low. In fact, only by bringing together a series of links such as R&D, innovation, marketing, technology, and services can a strong core competitiveness be formed. The changer is simple when it is produced as a hardware product, but as an ambassador to deliver clean, efficient electricity." He said, "As a setter, we must have a good saddle. We regard the company as a saddle. It's not about being a horse, so we're positioning ourselves to focus on doing well with access plans, which is like buying an iPhone's MP4, which seems to be just an MP4, but what people think of is a fashion and beauty. What we need to do is that when people see the inverters of sunlight power supply, they can think that we are using the most effective and best technology to deliver clean energy to millions of households."
The development needs of private enterprises are fast and steady in the Chinese market. Sunlight power has a large market share, but competitors are involving in it. In particular, the participation of many global and multinational companies, such as GE, ABB, and Siemens, has begun. Strategic transformation, transfer to renewable energy. Sunlight Power is therefore clearly aware that the company has reached a new stage of development.
Cao Renxian said: “Under the overall environment, how can private enterprises truly take root and global strategy is very important. The goal of globalization is to diversify our market and not just focus on a single market. Enterprises are in critical stages of development. All of them are walking on thin ice and listening to the spectators’ warnings is of great benefit if they cannot see clearly.The cooperation with IBM is based on this kind of consideration.It can be said that this cooperation with IBM means that our company can not only go faster , but also to stabilize. Do not think this is a pair of contradictions, the aircraft not only runs fast and very stable, the tractor runs very slowly but very much."
Cao Renxian also said with emotion: "New energy and photovoltaic industry development together, some private companies have joined the sunrise industry. But now, many private enterprises are still too young, nothing to accumulate. From the surface point of view, business development is still very promising Well, it's hard to hide many companies that have died with halo. So in the critical period of competition, every move is very important. At this time, it is most afraid of mistakes and detours."
Domestic and International Markets Stress Both the Renewable Energy Market and the International Market in China are in a period of rapid growth. Does the company's global strategy at this time mean that it will focus its development abroad? In response, Cao Renxian said: “The Chinese market is crucial to the development of the company. In fact, the global strategy of Solar Power’s strategy for Asia is a very important part of the Chinese market. It’s hard to imagine that if the home market is lost, the company still How long can it persist?"
Undoubtedly, China's photovoltaic market is still trapped in the "two out" situation, China's solar photovoltaic panels are exported 95%. Cao Renxian said: “It is not difficult to understand this phenomenon. At present, the global renewable energy cost is similar. At the initial stage of the entire industry, domestic companies have many opportunities to 'go out'. For example, from the manufacturing cost point of view, It is not only possible to 'go out' but also to 'go out'. If we do not have an advantage in aircraft manufacturing or in many other areas, then in the area of ​​renewable energy where all starting blocks are similar, companies 'going out' The probability is very large.Overall, the carrying capacity of China's current consumption of renewable energy is still relatively low, so companies need to develop at a global level. Sunlight Power sells 200MW in Europe this year."
Cao Renxian said: "Since the on-grid tariff is relatively low, there has not been a formal on-grid tariff, and the domestic market launch will be a very long process. In the immature market environment, companies still need diversified and internationalized development. To ensure leadership in the industry."
The elimination rate of the industry is very high According to the reporter, there are two or three hundred companies in the global inverter industry, but the top ten global companies account for more than 95% of the global market share, among which, Sunlight's ranking in global companies. About tenth. As the only company in China that possesses the core technology of inverter independent innovation, Sungrow Power was selected as one of Forbes' “Top 100 Potential Companies in China†and “Top 30 New Energy Companies in China†in 2010. Although Sunshine Power is in China's inverter industry, In an absolutely leading position, but in the interview, Cao Renxian, a scholar, is still exposed to a sense of crisis in the development of the industry.
Although the market share of the industry is highly concentrated in the hands of several major companies, in fact, the threshold for entering this industry is not high, and many small businesses have chosen to enter this industry in the early stage of new energy development. However, it is worth noting that because the inverter products are of low value and are key technical components in the photovoltaic industry chain, the elimination rate of the industry is very high. Cao Renxian said: “It is not difficult to make a product, but it is not easy to do it well. This is why the top few companies in the world have been monopolized by German companies for a long time. Solar power is not excluded, we are always in this crisis. ."
Cao Renxian said: “The threshold of this industry seems to be somewhat low. In fact, only by bringing together a series of links such as R&D, innovation, marketing, technology, and services can a strong core competitiveness be formed. The changer is simple when it is produced as a hardware product, but as an ambassador to deliver clean, efficient electricity." He said, "As a setter, we must have a good saddle. We regard the company as a saddle. It's not about being a horse, so we're positioning ourselves to focus on doing well with access plans, which is like buying an iPhone's MP4, which seems to be just an MP4, but what people think of is a fashion and beauty. What we need to do is that when people see the inverters of sunlight power supply, they can think that we are using the most effective and best technology to deliver clean energy to millions of households."
The development needs of private enterprises are fast and steady in the Chinese market. Sunlight power has a large market share, but competitors are involving in it. In particular, the participation of many global and multinational companies, such as GE, ABB, and Siemens, has begun. Strategic transformation, transfer to renewable energy. Sunlight Power is therefore clearly aware that the company has reached a new stage of development.
Cao Renxian said: “Under the overall environment, how can private enterprises truly take root and global strategy is very important. The goal of globalization is to diversify our market and not just focus on a single market. Enterprises are in critical stages of development. All of them are walking on thin ice and listening to the spectators’ warnings is of great benefit if they cannot see clearly.The cooperation with IBM is based on this kind of consideration.It can be said that this cooperation with IBM means that our company can not only go faster , but also to stabilize. Do not think this is a pair of contradictions, the aircraft not only runs fast and very stable, the tractor runs very slowly but very much."
Cao Renxian also said with emotion: "New energy and photovoltaic industry development together, some private companies have joined the sunrise industry. But now, many private enterprises are still too young, nothing to accumulate. From the surface point of view, business development is still very promising Well, it's hard to hide many companies that have died with halo. So in the critical period of competition, every move is very important. At this time, it is most afraid of mistakes and detours."
Domestic and International Markets Stress Both the Renewable Energy Market and the International Market in China are in a period of rapid growth. Does the company's global strategy at this time mean that it will focus its development abroad? In response, Cao Renxian said: “The Chinese market is crucial to the development of the company. In fact, the global strategy of Solar Power’s strategy for Asia is a very important part of the Chinese market. It’s hard to imagine that if the home market is lost, the company still How long can it persist?"
Undoubtedly, China's photovoltaic market is still trapped in the "two out" situation, China's solar photovoltaic panels are exported 95%. Cao Renxian said: “It is not difficult to understand this phenomenon. At present, the global renewable energy cost is similar. At the initial stage of the entire industry, domestic companies have many opportunities to 'go out'. For example, from the manufacturing cost point of view, It is not only possible to 'go out' but also to 'go out'. If we do not have an advantage in aircraft manufacturing or in many other areas, then in the area of ​​renewable energy where all starting blocks are similar, companies 'going out' The probability is very large.Overall, the carrying capacity of China's current consumption of renewable energy is still relatively low, so companies need to develop at a global level. Sunlight Power sells 200MW in Europe this year."
Cao Renxian said: "Since the on-grid tariff is relatively low, there has not been a formal on-grid tariff, and the domestic market launch will be a very long process. In the immature market environment, companies still need diversified and internationalized development. To ensure leadership in the industry."
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