Former photovoltaic star company Suntech suffered and suffered for nearly two years, and the two latest news seem to announce that Suntech is about to reborn. The first is to purchase Suntech Suntech with Sunray Optoelectronics Co., Ltd. to invest RMB 3 billion; second, Wuxi Guolian intends to inject 150 million US dollars into Suntech Power (parent company) listed in the United States. Although everything has not yet been settled, the hope of the creditors of the Wuxi government, including banks and various suppliers, to “activate†Suntech's wishes has finally come true.
Capital market enthusiasm
In fact, the rise and fall of Wuxi Suntech all explained the development of the photovoltaic industry. Among them, capital plays a crucial role in the development of the industry. The industry is good, capital has flocked to it; the industry is not good, and the capital is frosty. Nowadays, capital is revisiting Suntech, and the market is active. Photovoltaics seems to have re-entered the eyes of the capital market.
“Since the second half of the year, photovoltaics have been very active in the capital market,†Zhou Xuhui, an analyst at Shenyin Wanguo, said in an interview with reporters that the photovoltaic industry as a whole has entered a recovery cycle driven by favorable policies.
In the third quarter of this year, the photovoltaic sector can be described as a fire in the capital market. Data show that in the first three quarters, A-share 26 photovoltaic companies realized net profit attributable to shareholders of listed companies totaling nearly 1.6 billion yuan, with an average value of 61.08 million yuan, an increase of approximately 95% from 31.33 million yuan in the same period of last year.
The U.S. share listed companies will also perform well in the third quarter. Following the profit of Jingke in the second quarter, Altus and Yanhui became the two companies most likely to make profits in the third quarter. According to an analysis agency, several leading Chinese PV module manufacturers, including Yingli, Altus, and Trina Solar, achieved shipments or record highs in the third quarter.
“The enthusiasm for the investment and development of solar power plants is currently high. This is because after the introduction of state subsidies and encouragement policies, the yield of power plant investment has increased significantly. In addition, the long-term development goals set by the country give the market a huge imagination, making photovoltaics The company has injected great confidence.†Shu Hua, executive director and chief executive officer of GCL-Poly Energy Holdings Co., Ltd. explained the reasons for the recent hot market.
Next, the "Distributed Photovoltaic Power Generation Project Management Measures" and the introduction of China Development Bank's photovoltaic financing rules will continue to stimulate and inspire the photovoltaic market.
Distributed power station "as in the throat"
Looking at the development of global photovoltaics, it can be divided into four cycles: the first cycle is dominated by Germany, the second cycle is dominated by Spain, the third cycle is led by Italy, and the fourth cycle will be led by China, the United States, and Japan. . Among them, China's growth and increase are the most rapid.
"This year, China's installed capacity for photovoltaics is expected to be around 10 GW. Large-scale ground power plants and distributed power plants account for 70% and 30%, respectively," said William Tao, senior analyst at SOLARZOOM.
In 2013, China's photovoltaic market still dominated the installation of large-scale terrestrial power stations. Distributed photovoltaics are currently at an exploratory stage because of subsidies, financing channels, exit mechanisms, and the convenience of grid access.
William Tao told reporters, "From the end of August, the subsidy opinion was introduced to the present, and we have not seen anyone who has received a subsidy of 0.42 yuan. Without seeing the money, everyone has no desire to invest and the project is difficult to move."
"In addition, is the 0.42 yuan enjoyed by the demonstration area or is it all distributed? This is a key issue."
Insiders pointed out that the pursuit of corporate investment is short-term, but the government wants to establish a long-term benign system. The most direct conflict between these two ideas is the return on investment. "This issue is not resolved. Talking about distributed development is like a fantasy."
“The personal roof investment value is not large, there is no investment impulse in the public roof, there are considerable uncertainties in the property roof and the life span of the plant roof, and many risks are hidden in the operation process.†The development of distributed power stations faces embarrassing situation, such as being in the throat.
It has been suggested that the development of China's distributed photovoltaic power plants needs to continue to explore and introduce, digest, absorb, and innovate in mature foreign business models so as to build a civilian distributed photovoltaic power plant with Chinese characteristics.
"China Photovoltaic Power Plant Transaction and Finance Summit"
According to Hong Wei, chief photovoltaic researcher and director of the Photovoltaic Research Center of the China Academy of Energy Economics, photovoltaics are quietly entering the financial era from the industrial age. “The success of Suntech in Wuxi Suntech is a success of capital awareness and capital measures. The issue of investment and financing must be a major issue for China’s photovoltaic industry in the future and whether the industry can accelerate growth.â€
If an enterprise wants to become bigger and stronger, and wants to have the advantage of market competition, the capital or capital market factors increasingly highlight its importance and urgency. It has also become a problem that private photovoltaic companies urgently need to solve.
Jinko Energy CEO Chen Kangping once said at the two sessions this year that to form a mature business model, only marketization is not enough, and capitalization is also an important prerequisite for a successful business model. Capitalization includes two important aspects. The first is to solve the problems of the industry's early investment, and the second is to solve the long-term financing problems of enterprises and projects.
The profitability of capital is inherent, and investment in photovoltaics is obviously for short-term or long-term profits. The problem of investment yield and investment age cannot be solved and it cannot attract the enthusiasm of the capital.
At the same time, the photovoltaic industry also needs an innovative power plant investment and financing model and a reasonable and effective exit mechanism to create a business model suitable for the development of China's power plants. It will trigger close attention and capital entry in the capital market, and will also promote the industry more effectively. The rapid development and virtuous circle.
The forthcoming "China Photovoltaic Power Plant Transaction and Financial Summit" to be held on December 19-20 will provide confidence on how to boost market confidence, how to reduce financing costs, how to attract more funds to enter the market, and how to ensure the return of investors and other stakeholders. A thorough and in-depth analysis of issues of concern and urgency. Not only that, at the conference site, the participating companies can register on the spot the power station information that needs to be transferred or sold. The meeting of the capital and industry matchmaking held at the same time will help investors and power station holders to reach a deal. The convening of the “China Photovoltaic Power Plant Transaction and Financial Summit†can be said that the organizers SOLARZOOM and PGO Photovoltaic Green Eco-Cooperative face the hot and difficult difficulties in the industry.
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