The Goldwind executives departure Tide iron triang
Following boarded the new installed capacity of the National Champion in 2011, 2012 Xinjiang Goldwind Science & Technology Co., Ltd. (002202.SZ/02208.HK, hereinafter referred to as Goldwind) continues to lead the new installed capacity of 2,521.5 MW; United Power beyond Sinovel (601588.SH), China's wind power runner.
Part of the power inverter
person interviewed said Goldwind's market position and its long-term robust style.
The these departing staff said the exodus is mainly derived from the internal corporate governance issues, has little to do with the crisis in the industry. Currently, the majority of them are still engaged in work related to wind controller
Many respondents said that, after this round of personnel changes, to maintain the Goldwind previously healthy development of the internal atmosphere no longer exists.
But the Goldwind financial data are not encouraging. The 2012 semi-annual report shows that its total operating revenue and profit fell 32.93% and 90.76%, respectively. The third quarter of 2012, net profit of 32.4388 million yuan, the first loss of a single quarter since 2008.
At the same time, Goldwind like a revolving door of executives undergo. Last month, Goldwind announcement,solar panel
and appointed Wang Haibo
Maybe it must be started with external funding to
Distributed power converter projects itself does not attract capital? Germany's case, at least, is worth us pondering and learning.
2000, Germany launched the first edition of a feed-in tariff act, which
is the industry relishes the EEG act, has made clear subsidising the
feed-in tariff model, bill market in more than 40% compound growth after
January 2004, modified and Germany has issued a new "renewable energy
law, which regulates the" priority interconnection, full acceptance of
"new wind turbine inverter policy, and subdivide the various types of power feed-in tariff.
In June 2008, Germany introduced the third version of the bill of EEG.
Every policy adjustment, bring the installed fast.
If a feed-in tariff bill is the source of German grid tie
inverter rapid development, the financial innovation is the catalyst.
a feed-in tariff bill mechanism is arranged, in Germany, as a
representative of national power grid enterprises, and intermediaries,
to the user distribution electricity price subsidies, and the
corresponding management and measurement.
so is that the main benefit of power grid enterprises represents a
national level of credit, distributed photovoltaic (pv) power generation
project is equivalent to a debt, because reliable income return, for a
while, the financial investment institutions funds into in great
quantities, Germany distributed photovoltaic projects become a seller's
market, buyers take money waiting for the project.
the catalysis of financial capital, the whole pv market is a feed-in
tariff in Germany law rapidly on the basis of the blowout.
Overseas misgivings photovoltaic power converter
Why overseas photovoltaic power converter has a huge market demand, and a large number of unsold, overseas power plant investment exactly what are the potential risk?
day the sun (002506, shares) to chairman "ni lu suspected to run road"
of continuous fermentation, caused great shock in the photovoltaic
Downstream of building, the slightly strange
industry-specific vocabulary, with the drive of subsidy electricity
price become hot, has been more and more components dealer as a
digestive surplus capacity, optimize the preferred way of configuration
and asset allocation.
Although the company many times to clarify, but overseas arising from the sine wave inverter building and selling risk is more and more attention.
is no denying the fact that in the current global new energy
development background and industry environment pressure, pv power
station is not only the current global yields the most stable and
considerable investment in fixed assets, and as the core part of tandem
upstream production and terminal application, to promote the new energy
industry upgrade and application popularization bear the key hub role
From the perspective of the specialty of
building business grid photovoltaic power station and the normal power
generation, which means that the value of the asset and returns on IRR
model the basic form.
But from the point of the grid tie inverter business, the investment risk to the backend more loans must be quit or sold as a whole.
Plant assets transaction for component business cash flow is the key to the success or failure of building.
downstream of photovoltaic power station building, although there is no
lack of in the photovoltaic industry pioneer and advocate, but in the
huge benefits to be expected and unexpected risks in front, the industry
is always filled with a kind of delicate.
So, after the
completion of photovoltaic power station, really can sell smoothly?
Exactly what kind of power station can be represented by European Banks
and new energy fund approved the terminal holder? Those who can't sell
smoothly plant and there is the hidden trouble which technology?
The policy execution, after more than a year into
In 2011, using crystalline silicon components demonstration project
allowances for 9 yuan/tile, adopting amorphous silicon thin film
components of 8 yuan/watt.
Falling behind, along with the grid tie inverter cost, allowances as 7 yuan / 2012 w, then fell to 5.5 yuan/watt.
execute in the process of changing subsidies standards, extremely
complex, in Meng Xiangan point of view, this reflects the government's
grasp of the market "is not allowed.
change seriously lagging behind the market, leading to subsidies and
sometimes almost "package for investment", the resulting problem is
"expenses", or "shoddy", regardless of long running benefit anyway,
"fill" investment cost almost all back, back to multiple one year earn
money in one year, this solid sincerely for those who want to do
distributed dc to ac inverter, is undoubtedly a blow.
More generally, many enterprises, intentionally or not, to delay the construction of the project cycle.
Yang Guoping Long Chi curtain wall engineering co., LTD power converter department manager said, "this is not speculation, is also a kind of trend.
Profit is the nature of enterprise, is the enterprise survival wisdom reasonable use rules.
need capital turnover, at the end of the day is saved for my own
savings, according to the price, for the country may affect smaller,
more influence for enterprise".
May be gradually
realized the subsidy policy, the central government began to
"fundamental", one-time to devolve subsidies smaller and smaller.
Chongwei cites the example of zhejiang province, was 70%, in the first
half of 2012 decreased 35%, 10% in the second half year.
Quality includes the quality of the main equipment
A company to survive the most key is trust
and reputation, a project, how can you convince the parties that in five years,
ten years, the life cycle of twenty-five years, let a person feel your company
will also exist, it is very difficult.
Industry some people said, sometimes wrong,
often even couldn't find a person, or because the company collapse, or because
the head of job-hopping, lawsuits have many questions, no doubt increased the
operational risk of power converter.
If there is no stable maintenance support,
part of the project will be after the meeting with infinite.
Here might as well draw lessons from the
experience of the dc
to ac power inverter, enterprise if can with large
company have good credit records, or mature corporate partners, can reduce
Selection of third party insurance company,
the plant investors can avoid risks to some extent.
At home there is no power station and
insurance company cooperation case, there was a lot of plants have frequent
contact and insurance company, said an official with a feasible cooperation
pattern, is expected in the near future, the insurance company will step in grid
tie inverter, the protection of the rights of owners and power plant related
Fifth, power grid matching problems.
Photovoltaic power station is the biggest problem
to some extent, access to the Internet problem, power networks also have a lot
of problems exist.
A senior plant say: now the most worry
about electricity, not electricity, but rather, in the summer noon 11 a.m. to 2
~ 3 PM, limit the photovoltaic (pv) power generation.
Cross-examine reason, or network problems,
because noon peak power, if the voltage is too big, will lead to power grid
can't afford to, lead to broken network.
Faces the second question is, big five
power group willing to photovoltaic (pv) power, willing to spend how many money
to buy once electricity, which is directly related to plant a lot of investment
in operating profits.
As the domestic pv market maturing,power converter
Sheng power converter
CEO SheHaiFeng told the China electronics news reporter, "because any
one industry, real after entering mature period, who master and terminal
customers, who can control market and voice, photovoltaic (pv)
The German government took 10 years to
cultivate the market, which is mainly composed of photovoltaic (pv)
encourage people to accept a new energy source, and the Chinese
government since 2009, the policy of "golden sun" but less than 4 years.
"China's DC TO AC policy needs to be continuously detailed, simplification, rationalization."
solar energy marketing manager Yuan Quan said in an interview with
reporters, "say so, China's photovoltaic B2C time had really come."
Yuan Quan said, on the one hand, a series of favorable policies for rapid expanding domestic pv market, promote grid tie inverter market is helpful to B2C era.
existing around the personal family rooftop photovoltaic power station
connected to the grid and smooth running successfully, this is the pv
market towards B2C age positive signals and good start.
the other hand, although its New Deal through the interconnection
bottleneck, but the examination and approval of the ministry of finance
and national development and reform commission and subsidies has yet to
form a complete set of rules to follow up, is of great importance to
keep up with the "final step".
To this end, the reporter
calculated brushstroke zhang. Beijing's first family photovoltaic power
station users spend 30000 yuan, in his villa on the installed capacity
of 3 mw photovoltaic power station.
If according to the
0.4 yuan/KWH of desulfurization of coal price sell electricity to power
department, 20 years to recover the cost; If according to the 1 yuan/KWH
of feed-in tariff calculation, benchmarking is only eight years.
light v product life of 25 years, considering the future of government
subsidies, 8 years to recover costs or attractive.
to get 1 yuan/KWH a feed-in tariff, power plant must pass through the
national development and reform commission for approval.
apply for approval need to class a qualifications of engineering
consultancy for the project application report, the preparation need to
urban planning, environmental assessment, land approval report, these
costs will be as high as hundreds of thousands of yuan.
high fees consumers cannot accept obviously let ordinary family,
subsidy policy needs to be refined, simplification, rationalization of
For lowering the cost of photovoltaic power conver
Ministry of science and power converter
over the years has been actively promote solar and other key technology
research and development in the field of new energy and industrial
development, around the pv cell materials, all kinds of photovoltaic
cells, battery production equipment and technology, grid photovoltaic
power station, and key equipment, etc, a series of major deployment, key
projects, has made a series of significant scientific research
achievements and successful industrialization. , vice minister of
science and technology, said cao jianlin will rely on technological
innovation and scale application support industry, rapid and sound
development, comprehensively enhance our capacity for independent
innovation of photovoltaic industry in our country, accelerate the solar
energy utilization technology in China reached the world advanced
level, strive for solar power generation cost reduction within five
years to the preliminary have the compete with traditional energy such
as thermal power, photovoltaic power generation "parity" online as soon
As a key battleground of grid
tie inverter, our country key solar photovoltaic building application.
in 2009 solar roofs plan ", has supported the two batches of 2 years,
210 projects, with a total installed capacity of 180 megawatts.
By organizing demonstrations, in promoting industrial development, activate the domestic market supply and demand, improving pure sine wave inverter building integrated aspects has obtained the good effect.
major, photoelectric building market potential is very huge in China,
if 10% of the roof using photovoltaic products, can be one of the three
gorges power station."
baoxing, a deputy minister of housing and urban-rural development, said
the next step to do a good job of photovoltaic building application
demonstration to organize the implementation, we will further improve
the photoelectric application technical standard system construction,
public application in photoelectric building micro power grid technology
demonstration, support the development of green building.
solve the problem grid-connected photovoltaic (pv), state grid company
to fully support the development of new energy and distributed energy
access, in the power grid construction, grid management, project
demonstration, the respect such as technology research has conducted a
series of work.
state grid corporation deputy general manager said, will further
standardize and simplify the process of interconnection, perfect the
relevant technical standards and management system, online service for
the project units promptly; Implementation of demonstration projects for
spontaneous use policy, the surplus of electricity by the state for
approval of the local desulfurization coal-fired units a feed-in tariff
for benchmarking a full takeover.
Power converter market should be cautious in order
"China electronics news" : a cluster of policy support an investment boom of power converter, component manufacturers are downstream power plant market, temporarily reduce the stress of parts inventory.
we also know that, need inverter, cable, power plant construction of
auxiliary equipment such as borders, it is a big investment, and
photovoltaic power plant development, collection speed is more slow than
manufacturing operations, enterprises will face more risks.
The current situation, to enter and have access to the grid
tie inverter market pv enterprises go from here?
Bohua: in order to meet the needs of industrial development, improve
enterprise competitiveness, some photovoltaic enterprise business scope
gradually from the previous battery components manufacturing to
downstream systems integration even power plant operation to expand.
On the one hand trying to kickstart their PV
inverter construction components sales; Plans through
diversification on the other hand, in power plant investment and
operations in order to get higher yields.
the same time, large power generation group in order to control product
quality and cost, have also started to dabble in different degrees in
the battery manufacturing.
as guodian and CLP vote from silicon has been involved in expected
battery components manufacturing, datang, huaneng, and huadian brewing
into photovoltaic battery manufacturing, it certainly will further
intensifies the domestic pv market competitive pressure.
present, the trend of the development of the downstream industry
obviously, component manufacturing enterprise through the development of
the power station to drive the business development.
addition to economic benefits, it also can make the enterprise know
more about your product, found and which aspects need to optimize and
But as a producer,
or should be preferred to do business, in every link of production and
research and development, on the basis of careful and orderly into the
currently, as the upstream pv manufacturing the serious oversupply of
capacity, enterprise began to enter into the downstream application
market, that is a kind of photovoltaic industry.