In 2012, it was not ****, but the domestic solar energy industry, represented by photovoltaics, had almost reached the end of the day.

“I bought Suntech at $4 and thought it would go up to $200 when it was 80 dollars. Finally, we cleared the dollar at $1.” This was a real investment experience that an investor told reporters in September 2012. When the industry is conceptualized with "high-tech and new energy," the stock price of $ 200 is not excessive. When "high debt, serious excess" becomes the first impression, even the stock price of $ 1 can not attract the interest of capital.

No matter whether it is Tailai, after September 2012, the photovoltaic industry that fell into the bottom of the valley has reversed. First of all, high-level officials have adopted a series of heavy policies to support them through the “special handling” policy. The high-level meeting mentioned many times that in 2013 it cultivated a new batch of consumption growth points, among which the solar energy industry ranked among them. Second, as a new energy source. Representatives of the industry, the solar energy industry is currently China's relatively mature and relatively advanced technology industry. It is also seen as an entry point for cultivating China's strategic emerging industries with independent competitiveness in the world. Finally, Ebb Tide is in development and competition. To achieve the survival of the fittest in the industry, so as to cast a high-quality new energy company influential in the international competition.

Multiple favorable factors re-established the confidence of the market and investors. The order of leading companies was obviously warmer. The cumulative increase in PV index in US stocks over the past month was more than 70%. The stock price of Hong Kong stocks' photovoltaic leading stocks has doubled.

With the “City of Dongfeng” government initiating the domestic demand market, the government has launched a series of policies to start the domestic market, launched a package of grid-connected and subsidized supporting policies, opened up the domestic distributed photovoltaic market, forced photovoltaic power generation to connect the grid, and encouraged private and individual investment in the construction of photovoltaic power stations. Wang Sicheng, a researcher at the Institute of Energy Research, has repeatedly stressed on many occasions: “Let them (European and American) go against it, as long as domestic policies are done in time and full and rapid opening of the domestic market is enough to absorb excess production capacity and put the original production capacity overseas. absorb."

Here, the orders of the leading company Suntech Power in the past six months may be more convincing. Suntech Power shut down several production lines in September 2012, and the company can be said to be in hot water. "No order won't be sent to live, and then pay cuts." Suntech an insider told reporters. In the winter, the industry has felt the power of the policy "a fire." In the case of Suntech, the number of orders has increased significantly, "the other major photovoltaic companies are basically close to full production."

During the visit to Suntech in August last year, several production lines were almost shut down. The guards also sneaked at reporters and were reluctant to talk about employees' dissatisfaction. In the recent contact with Suntech employees, the employee’s mental status was completely different. “There is another phenomenon of overtime rushing orders. This year's holiday, the company headquarters, factories have sent two boxes of Red Fuji. No other, it will send Red Fuji, meaning the coming year is booming!” Suntech, a front-line employee told reporter.

"Under the government's policy of vigorously promoting 'photovoltaic foreign aid', Suntech has connected several single 'non-mainstream' orders. After the largest customer in Europe and the United States closed its doors to China, Africa became the most promising market. Since last December, the company has The two PV power plants in South Africa provided orders for about 100 MW of solar modules, becoming the largest supplier of solar photovoltaic panels in Israel, and also signed a 25 MW PV module supply contract with a well-known Italian solar project developer.” Suntech's insider told reporters.

Suntech's recovery is not entirely a self-healing process, mostly relying on external forces. This external force is policy support. At the end of 2012, State Councilor and Secretary General of the State Council** went to Jiangnan to research the photovoltaic industry. Among the three companies delineated, there was Suntech.

It is reported that this policy formulation has also been considered by the outside world to be the closest to the market. Beijing’s first landlord who submitted personal distributed data to the network was very pleased to exchange his opinions with reporters. “When the State Grid made access for me, it initially stated that it would charge 1.7 million yuan each. Fees, and finally the basic fee reduction under the coordination of all parties.” His wish is to hope that he will become a mature sample of the future of distributed Internet access.

"The overall series of policies sums up: expansion and subsidy. Expansion is to absorb excess capacity, but the key to the policy is still 'money' or subsidies." Lin Boqiang, director of the Energy Research Institute of Xiamen University, said very straightforwardly: "There is no way to make money. !”

An industry analyst said that the current expansion of the photovoltaic industry, subsidy policy still remains to solve the industry itself. From a long-term strategic perspective, the industry will learn more from the expansion of domestic demand and the construction of new urbanization, combining energy conservation with consumption—starting the application of solar energy products to the countryside and launching self-sufficient solar energy products will truly stimulate Market potential.

Guotai Junan’s investment report pointed out that the construction photovoltaic engineering market will reach about 6GW in 2013, and the growth rate will reach over 200%, and a large market of 60 billion will appear. After the parity of industry and commerce, the market space will be more extensive, and the construction photovoltaic engineering company There are investment opportunities.

Backed by "beautiful China", the photovoltaic industry can strengthen and refine China's photovoltaic industry As China's most mature and mature new energy industry, it is the need of the industry to become bigger and stronger. It is also a major path to strengthen the use of clean energy and implement "beautiful China." At the annual solar industry conference at the end of 2012, the reporter contacted Huang Ming, chairman of Huangming Solar Energy Group, the protagonist of “industry exposure”, and also had face-to-face communication with “Xianmengqian” Sunrise East Chairman Xu Xinjian. Huang Ming told reporters with some excitement: “As a businessman, profit-making is understandable, but it should not be just to make money and make money, not to resort to making money!”

Compared with Huang Ming, who has a large number of emotional ups and downs, there are also some pragmatic businessmen. “There are problems in the industry that cannot abandon the industry. The low-cost route does not mean that there are quality problems.”

According to Mr. Meng Xianyu, vice president of the China Renewable Energy Society, an industry leader who is involved in the technical guidance of Oriental Sunrise Corporation, “I am more confident in the strategy for future development of the company. The technology needs further improvement, but there are no serious problems.”

In response to a question from the reporter “China's photovoltaic technology and other new energy technologies, how is the gap with foreign countries?”, a photovoltaic company official said from the bottom of his heart: “I cannot say that China’s new energy technologies are among the top in the world. Yes, but at least not worse than Europe and the United States, we do not have the most advanced technology, but to say that China's technology is very bad, it has completely failed to investigate the company."

One thing is indisputable facts, whether it's worth mentioning or holding, the development of the solar energy industry, and the determination of the country to establish a benchmark emerging industry. The series of high-level initiatives also repeatedly emphasized the "Jianghu status" of the strategic emerging industries in the solar energy industry. From the Jiangnan Research to the Executive Meeting of the State Council, special mention was made to boosting the five major measures of the photovoltaic industry. Before the retrospective, senior officials introduced a number of policies to support the development of the photovoltaic industry, and the industry received “special special approval” treatment.

An insider of the Ministry of Energy told reporters that after the country has delineated seven strategic emerging industries, there is currently no development to develop a very strong one. This time, the rescue of photovoltaic companies has exceeded the significance of supporting the industry itself, but hopes to borrow it. The machine has nurtured strategic emerging industries with benchmarking significance. The solar industry has become an incision to establish a strategic emerging industry.

In an interview with this reporter, Meng Xianzhe said, “China is now in a time when it is necessary to develop energy-saving industries. *** Propose the construction of 'beautiful China' and vigorously promote the construction of ecological civilization. Under this backdrop, the future will be certain. It will flourish."

The newly released "2012 China Energy Saving and Emission Reduction Development Report" predicts that in the next 3-5 years, the output value of China's strategic emerging industries such as energy conservation and environmental protection is expected to maintain an annual growth rate of more than 20%. This is undoubtedly an important part of the solar energy industry, which is an energy-saving and environmental protection industry.

To achieve "helping and supporting the strong" through the competition and survival of the fittest In 2008, there were less than 100 photovoltaic companies in China, and now it has reached more than 500 companies. Overcapacity has led to a plunge in the price of a series of photovoltaic products such as polysilicon and further intensified industry competition. This will be a severe reshuffle. In the next 6 to 9 months, the photovoltaic industry is expected to usher in a substantial capacity contraction period and is expected to exceed 1GW. Large-scale production capacity will be withdrawn, and at the same time, the stimulation of domestic demand coupled with the gradual recovery of the external market economy will support the effective growth of global PV demand by 10% to 15% next year, and the relationship between supply and demand will also be expected to improve after the second quarter of 2013. The bottom price is expected to be significant." This is a judgment in a research report of Everbright Securities.

Experts in the solar industry mentioned that the rescue industry does not think that they should be saved. “Helping the best and supporting the strong” is the word they always use.

As long as he interviews Meng Xianyu, he always talks about the situation of companies like Suntech and LDK. “For these companies with technical strength, if the government can help one to overcome the difficulties, it is still very useful for the entire industry. However, for companies that do not have technical content, defrauding subsidies, and withdrawing one vote, they should not be subsidized, but should be the survival of the fittest."

"The low-cost model will kill enterprises, and at the same time it will aggravate the resistance of Europe and the United States and exacerbate the opposition." Lin Boqiang, director of the Energy Research Institute of Xiamen University, said, "So I repeatedly stressed that the government's rescue forces should be concentrated in the end market, R & D, and markets." Bigger, more technical, natural companies have a way out."

The state encourages the development of new energy sources. However, after losing momentum, some companies began to adjust their strategies based on their own characteristics and began to consider exit strategies. When a reporter recently researched several new energy companies in Sichuan, a person in charge of the company’s board of directors told reporters that “from 2009 to 2010, some new energy projects were invested. The raw material prices were too high and the high positions were followed, and then the prices of finished products were further increased. Now that new energy is no longer our main target, we will focus on the development of traditional energy in the future."

Spontaneous adjustment of enterprises is a way of adjusting the industrial structure. At the same time, the country is also developing mandatory industry access rules to accelerate the elimination of backward production capacity.

Sun Guangbin, secretary-general of the Solar Photovoltaic Products Branch of the China Chamber of Commerce for Mechanical and Electrical Imports and Exports, revealed to reporters that the relevant authorities are brewing a compulsory certification and testing system for the photovoltaic industry, which is expected to be launched in 2013. "Compliance with testing standards will be a prerequisite for product subsidy."

In addition, there is further news that various ministries and commissions are waiting for the State Council's division of labor to establish an industry access certification standards, the indicators of this standard include the company's R & D capabilities, production scale and domestic and foreign market share, ownership of intellectual property and so on. If the company cannot meet these certification standards, it will not be able to obtain a bank ** and it will not be able to enter new projects.

The aspirations of the academic and industrial circles are basically in line with the high-level ideas. The five policy measures deployed by the State Council's executive meeting, in addition to the "additional part", also explicitly proposed to encourage photovoltaic companies to phase out production capacity for the first time.

The first of the five major measures is clear: Accelerating industrial restructuring and technological progress. It is adept at using the market's “forced mechanism” to encourage enterprises to merge and reorganize, eliminate backward production capacity, and improve the level of technology and equipment. Strictly control the new polysilicon, photovoltaic cell and component projects that simply increase production capacity.

A number of industry insiders interviewed expressed to this: appropriate subtraction can reduce the burden on the industry. In the next few years, the domestic solar energy industry will expand significantly under the policies of urbanization and expansion of domestic demand. If it can be installed lightly, China’s solar industry in the future will not only It can achieve the world's first share, and it can also achieve the first technology.

For solar energy companies, giving bright sunshine is the current status quo. However, the rebounding path is rough or rugged, depending on the external transmission of heat, but also depends on the improvement of their own innovation and technological innovation capabilities.

Really turning itself into a bright, glowing sun is the right thing for companies to take on the road to counterattack.