Seeing Ma Yang's appearance, Feng Yu sighed: "director Ma, there are two directions for solar power generation? We are already in the leading position in the world in crystalline silicon solar energy. Do you think even if we can do it elsewhere, it is not a reinvestment? Not a waste of resources? "
"Thin film solar power generation also has its own advantages. For example, in areas with weaker sunlight, the power generation capacity is better than that of crystalline silicon components. And the temperature is not sensitive is also better, in the temperature difference big place, also has the superiority
"In foreign countries, there is a kind of solar power station with the mixture of crystalline silicon and thin film. The economic benefit is also very good, and the space for improving the conversion efficiency of the thin film battery is larger than that of the crystalline silicon battery. If other places want to launch solar power projects, it's better to do research on thin-film solar power generation. "
Ma Yang's face tangled, Feng Yujing said that the advantages of thin-film solar energy, but the disadvantages are more obvious.
For example, the output power is only about half of that of crystalline silicon solar energy, so the floor area is required to be larger, the supporting components are more, the transportation and installation are more difficult, and the cost is also higher.
Now it seems that crystalline silicon solar energy has more advantages.
But they have also studied that thin-film solar power plants will not disappear, and technology is also rapidly improving.
And what Feng Yu said is also reasonable. Taihua crystalline silicon and Taihua batteries are making crystalline silicon solar power, and the scale is so large, if they still compete, it will form a waste of resources. And in fact, it's really beyond dispute.
Foreign countries with advanced technology are also studying in two ways at the same time, and they cannot give up another direction.
"Director Ma, do you think I'm fooling you?" Feng Yu smiled and said, "well, we will become the world's largest solar cell manufacturer and export our products to the Asian and European markets. Do you think those places will watch us monopolize the market?"
"The last time we let the price of crystalline silicon rise, it brought some troubles. If some other crystalline silicon photovoltaic enterprises emerge in our country, we will monopolize the market in solar power projects. Will other countries make some counterattack?"
"We are not afraid of a country, even if it is the United States, I don't care. But can we afford to press the United counterattack of Europe, the United States and other countries? "
In the past, the crystalline silicon photovoltaic enterprises of Huaxia have been affected by this. Europe and the United States have launched anti-monopoly and anti-dumping investigations on China's crystalline silicon photovoltaic enterprises, and made sanctions.
For example, the price of crystalline silicon has dropped dramatically, which makes the domestic crystalline silicon photovoltaic enterprises crazy, so they enter the debt mode.
At that time, there were many polysilicon photovoltaic enterprises in China, which were basically in debt operation. Then two or three years of development, on the IPO. Taking advantage of the soaring share price, we will raise shares again to obtain funds for development, which is a typical model of laying eggs on the back of chickens.
When the price of crystalline silicon drops sharply, the stock price of these enterprises also drops rapidly. The investors who lost are those stock investors, most of them are domestic shareholders.
The rise of any industry should not be swarmed up, so it will become a loose sand.
If we concentrate on Taihua crystal silicon and Taihua battery, our anti-risk ability will be greatly improved, and our own people will not compete with our own people, and it is not easy to be accused of anti-dumping.
And even if the price of crystalline silicon eventually fell, the impact on Taihua crystalline silicon and Taihua battery would not be so great. Anyway, most of the crystalline silicon has been made into semiconductor components, many of which do not need to be exported at all, and these domestic enterprises will digest them by themselves.
If there are fewer enterprises, the speed of market saturation will slow down, which can make the development period of the industry longer and the stability period longer.
"Mr. Feng, can we put the film and crystalline silicon together for power generation?" Ma Yang tries.
"In fact, we are already doing a combination, that is, cooperating with XX Research Institute of the state. In some areas, it is more suitable for thin-film solar power generation. That market is enough for some enterprises to survive. "
"Director Ma, even if we don't have Taihua crystalline silicon and Taihua batteries to do this crystalline silicon solar project, I don't recommend going to a polysilicon solar enterprise like Malaysia."
"Didn't you find that a larger enterprise would be more competitive? Smaller, not competitive at all. Large scale, not only more convenient management, but also can effectively reduce costs, including production costs, publicity costs, management costs, etc., greatly enhancing competitiveness. "
"Take a look at those enterprises under Taihua holding group. Which is not large-scale operation? Even if we sell a drink and a pork, we are also large-scale. After the scale is formed, how much tax do we pay each year? "
"What's more, Taihua battery also has state-owned shares. If we make money, the state will make money. And we can make our country more worry free. Isn't that a good thing? "
After the emergence of Taihua supermarket group in China, many supermarkets, large and small, have emerged all over the country, some of them are only one, some are chain stores.
The total number of them is far more than that of Taihua supermarket group. But their profit margin is far less than that of Taihua supermarket group. And brand awareness, word-of-mouth, what's more, is far from compared with Taihua supermarket group.Relying on the brand of Taihua supermarket group, they also made Taihua home shopping mall, which is a kind of derivative development, and also become the leader of the country.
Even Taihua supermarket has the strength to crush most of the chain supermarkets in China, but it has not done so.
When Ma Yang heard Feng Yu's words, he changed his mind. In fact, it's good that they save money on energy chrysanthemum. They can do other projects with money.
And since there are also research institutes affiliated to Taihua battery, he can also take credit to himself, which is not a loss to him.
It's really a small matter to lose money if we work against Feng Yu. His position may not be guaranteed. After all, in the minds of the leaders above, Feng Yu must be far more important than him.
Ma Yang held up a glass of wine: "Mr. Feng, Mr. Zhang Bu, I didn't think about it properly. Thank you for your advice today. I'm respectful to you."
Ma Yang dried a glass of Wuliangye and Feng Yu dried a glass of beer for face. Well, it's a real face.
After dinner, Ma Yang left first, while Feng Yu and Zhang Ruiqiang sat on the sofa to have tea and chat.
"Feng Yu, I remember you and Kirilenko bought a lot of minerals abroad, right?"
Feng Yu nodded, "what's the matter?"
"Can we sell some to the domestic market? Now the price of many minerals is soaring. We can sign a long contract. Do you think it's ok? " Zhang Ruiqiang looks at Feng Yu.
Feng Yu directly refused to say, "no, because this country has lost money!"
…… (to be continued. )