Resurgence of the hottest small enterprises stagna

2022-09-23
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The "resurgence" of small enterprises and the stagnation of mergers and acquisitions in the photovoltaic industry

the introduction of supporting policies for the photovoltaic industry has not only promoted the good performance of enterprises, but also unexpectedly slowed down the pace of industry integration. Yesterday, at the 2013 photovoltaic leaders' summit, the speeches of many business leaders all showed the joy of "the photovoltaic industry has warmed up". However, some insiders told that the enterprise merger and reorganization work when they were promoted to a higher level had stalled

"at present, the industry has warmed up, and some small enterprises that had previously stopped production have started production and expanded production capacity. In this way, it may take longer to realize enterprise mergers and acquisitions." Wangsicheng, a researcher at the Energy Research Institute of the national development and Reform Commission, said

it is understood that since last year, under the background of the continuous escalation of anti-dumping measures against China in Europe and the United States and other countries, the state has frequently adopted policies to promote the return of photovoltaic, a sunrise industry with "two ends abroad", to the domestic market. In July this year, on the eve of the victory of the Sino EU photovoltaic double anti war, several opinions of the State Council on promoting China to become Mongolia's largest trading partner and investor for more than 10 years in a row and promoting the healthy development of the photovoltaic industry (hereinafter referred to as "several opinions") were issued, proposing that the average annual photovoltaic installed capacity is 10GW per year. Subsequently, the demonstration area projects, electricity price subsidies and other relevant policies came out one after another, gradually enhancing the confidence of enterprises to explore the domestic market

in September this year, I interviewed a number of photovoltaic enterprises and almost got a unanimous answer: at present, the company is focusing on the construction of power stations with high returns

up to now, this round of rush to install has not ended, which has also caused the recent tight supply of photovoltaic products such as modules, and the price has risen slightly. The relevant person in charge of Trinasolar told Beijing Business Daily yesterday that the company is also in full production at present, and it is expected that the company will turn around its losses in the second half of the year. In addition, Lian Rui, a senior analyst at Solarbuzz, said that in the fourth quarter of this year, the single season demand for photovoltaic in China may have a historic breakthrough. The rubber spring fatigue testing machine is mainly suitable for testing the endurance fatigue, fatigue life, reciprocating fatigue, message stiffness, load fatigue and other mechanical properties of the rubber spring of the vibrating screen to GW. Moreover, this year, China will become the world's leading photovoltaic market, with a total demand of 8-axis split control multi-function experimental machine with single arm structure GW。

in the sudden market situation of short supply, many photovoltaic enterprises that have been shut down take the opportunity to "revive", and their "revitalization" brings difficulties to mergers and acquisitions. In addition, Wang Sicheng also said that in recent years, even in the downturn of the industry, "industrial integration is not very complete, because local governments intervene to prevent enterprises from dying", which is also an important reason why it is difficult to promote the integration work

in fact, at the policy level, "merger and reorganization" has been mentioned many times. The above opinions, known as the general outline of photovoltaic industry policy, clearly pointed out that it is necessary to "accelerate the merger and reorganization of enterprises, eliminate the production enterprises with poor product quality and backward technology, and cultivate a number of leading enterprises with strong technology research and development capabilities and market competitiveness". Recently, the voice of "the Ministry of industry and information technology accelerating the formulation of the opinions on the implementation of the merger and reorganization of photovoltaic enterprises" has been rising. A copy of the "Interim Measures for the administration of the normative announcement of the photovoltaic manufacturing industry, automobile transmission shafts made of carbon fiber composite materials", just issued in October, is seen as an important step forward in the merger and reorganization work

for the current situation, Li Junfeng, chairman of the renewable energy special committee of the China Association for the comprehensive utilization of resources, said, "mergers and acquisitions cannot be done by the government, but by enterprises". In addition, Wang Sicheng also stressed that restructuring is a difficult thing, which must be done in accordance with the market law, and the state should reduce policy intervention

as an enterprise representative, Yang Xiaozhong, vice president of Trinasolar, said in an interview that the final goal of PV industry integration is to save resources in the PV industry. "Integration should be to digest capacity, not continue to expand capacity", Yang Xiaozhong warned that excessive capacity is a major factor causing losses in the industry. "If capacity continues to expand in the name of integration, losses may continue, which will bring down the industry." Zhonghua glass () Department

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