“A lot of years ago, I had a dream to install photovoltaic panels on the roofs of eligible tenants, which would generate electricity, reduce the environmental pollution caused by fossil fuels, and have an ornamental function.†I always wanted to be a listed company. Zhang Lizhong, chairman of Zhejiang Xinneng Photovoltaic Technology Co., Ltd. (hereinafter referred to as “Core Energy Technologyâ€), had two great wishes on the occasion of the company’s 10th anniversary.
On July 9, Core Energy Technology successfully landed on the Shanghai Stock Exchange and became a new force after the long-term empty window in the domestic PV industry capital market.
Standing on the market, looking forward to the future, Core Energy Technology said that Core Energy Technology is committed to becoming a clean energy service provider with distributed photovoltaics as its core, and is determined to provide users with services such as energy creation, energy conservation and energy storage. In the future, the company will continue to consolidate its distributed business and further consolidate its position in the distributed industry. At the same time, the company will expand the customer base around the distributed business, combining the Internet of Things, big data, and cloud computing to the company's main business-related direction, actively explore the new business model of the photovoltaic industry, integrate various competitive advantages, and realize the company's new The booming in the energy industry.
How to go in the second half of the photovoltaic industry
"Under the new PV policy, enterprises will inevitably be affected, but it is only a pain for the industry leader. In the process of industry shuffling, high-quality enterprises will stand out, which is a good thing for us." The New Deal, Zhang Lizhong said so.
How will the second half of the photovoltaic industry go? Zhang Lizhong boldly predicted that distributed photovoltaics will become the mainstream of the photovoltaic industry in the future. At the beginning of June, the National Development and Reform Commission issued the "Notice on Matters Related to Photovoltaic Power Generation in 2018", called the suspension of ordinary photovoltaic power plants, strictly controlled the scale of distributed photovoltaics, and lowered the on-grid price of newly-operated power stations by 0.05 yuan/kWh.
"This policy is very timely and will guide the photovoltaic industry to become more market-oriented, and it is also a good thing for the long-term development of the industry." Zhang Lizhong believes that with the advancement of technology, the cost of electricity and electricity has dropped rapidly, and subsidies have become an unfair competition means. Reducing subsidies will not only help the industry to establish long-term and orderly competition, but also further push forward technological progress.
As the ground power station became saturated, a large number of capital and enterprises began to flood into the distributed photovoltaic market. The photovoltaic giants such as GCL, Yingli and others also entered the market. In 2017, they were called the first year of distributed photovoltaics.
In Zhang Lizhong's view, the potential market for distributed PV is huge. “We have more than 1.3 billion urban and rural residents, with a total of 350 million households per household. If each household installs 3 kilowatts and 30% of households are installed, the family distributed PV market can reach 300 GW, let alone more. A large number of factory roofs." Some agencies predict that in the next few years, the installed capacity of distributed photovoltaics is expected to grow at an annual rate of more than 20GW.
Zhang Lizhong suggested that in line with the environmental protection requirements for energy conservation and emission reduction, it is necessary to guide the construction of new photovoltaic power plants, and to open the wall of the development of electricity. “Distributed power generation prices are lower than the grid, and the locals are digested by the owners, which can achieve a win-win situation for the company, the owners and the state.â€
Industry competitiveness is obvious
It is understood that as the industry's leading clean energy service provider with distributed photovoltaic as its core, Core Energy Technology has a significant competitive position in the industry.
On the one hand, Core Energy Technology is a leading domestic clean energy service provider specializing in distributed photovoltaics. With high-quality services, the company has won a good reputation in the industry, and has accumulated a large number of cases and rich experience in the photovoltaic segment of distributed photovoltaics, with strong competitive strength.
On the other hand, Core Energy Technology has been involved in the field of distributed photovoltaic power generation earlier, and has certain first-mover advantages compared with other companies in the distributed photovoltaic industry chain. In 2013, the company was keenly aware of the development opportunities in the field of distributed solar power generation services, and began to actively explore and explore the distributed solar power generation service business model. In August 2014, it began to undertake such large-scale business, and the business started earlier. obvious.
It is worth mentioning that Core Energy Technology also has strong roof resource acquisition capabilities. As of December 31, 2017, the company has signed a total of 8.34 million square meters of roof space, involving 523 industrial enterprises, and can build about 830 megawatts of distributed photovoltaic power plants, ranking the forefront of the industry.
“Never underestimate the ability to acquire roof resources, this is the core competitiveness of the company.†The above-mentioned core energy technology insiders explained that the distributed is different from the ground power station, and its core is the acquisition of roof resources, which is a personalized service. Dispersed, small monomer, roof resource owners worry and doubts, need to tirelessly one family to persuade, do work, crack their fears and doubts, can be said to be a hard work, tired. Chairman Zhang of the company has been in good faith management for 30 years in the process of doing business, and it is a creed of good fortune. Core Energy Technology has accumulated good reputation and reputation. It is easy to gain the trust of roof owners and private enterprises are inherently not afraid of suffering. It is not afraid of being tired, and the decision-making mechanism is flexible and fast. Therefore, it has comparative advantages over other enterprises in terms of roof resource acquisition.
According to the insider, Core Energy Technology also has unique advantages in terms of industrial chain integrity and technology. The distributed photovoltaic industry is not only the scale of capital investment, but also depends on various hard powers and soft powers.
As optimistic about long-term gains, Core Energy Technology will increase the scale of its own power plants. "Some people say that our profitability has dropped, in fact, because of the increase in self-sustaining power stations." Zhang Lizhong said that Core Energy Technology has long been optimistic about distributed photovoltaics, and through self-sustaining power stations, the benefits will be converted into long-term stable cash flow and income.
Zhang Lizhong also introduced that in the next step, the company will also rely on self-sustaining power stations to carry out smart micro-grid construction and provide value-added services to customers by optimizing customer power supply solutions.
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