Chapter 1641: Pros and cons (subscription)

Seeing Ma Yang's appearance, Feng Yu sighed: "Director Ma, solar power, is there two directions? On the side of crystalline silicon solar, we are already in the lead in the world. Do you think that even if you can do it elsewhere, is it not repeated? Investment? Isn't it a waste of resources?"

Thin-film solar power has its own advantages. For example, in areas where the sun is weaker, the power generation is better than that of crystalline silicon components. The temperature is not sensitive, and it is more advantageous in places with large temperature differences.


In foreign countries, there is a solar power plant with a mixture of crystalline silicon and thin film. The economic benefits are also very good. The thin film battery also has more room for improving the conversion efficiency than the crystalline silicon battery. If other places want to launch solar power projects, it is better. To do research on thin film solar power."
Ma Yang's face is entangled, Feng Yujing said the advantages of thin film solar energy, but the shortcomings are more obvious.
For example, the output power is only about half of that of crystalline silicon solar energy, the floor space is required to be larger, the supporting components are more, the transportation and installation are more troublesome, and the cost is higher.
Now it seems that the apparent crystalline silicon solar energy has more advantages.
However, they have also studied, thin-film solar power plants will not disappear, and technology is also rapidly improving.
Moreover, Feng Yu said that there is also reason. Taihua Crystal Silicon and Taihua Battery are doing crystalline silicon solar power generation, and the scale is so large. If they still compete, it will form a waste of resources. And in fact, it really can't compete.
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 am fooling you?" Feng Yu smiled. "Let's say, we will become the world's largest solar cell manufacturer, and will export the products to the Asian and European markets. What do you think will be those places? Looking at our monopoly market?"

The last time we let the price of crystalline silicon rise, it brought some trouble. If some other crystalline silicon photovoltaic companies emerged in our country, we will monopolize the market in solar power projects, so will other countries make some Counterattack?"
"We are not afraid of a country. Even if it is a rice country, I don't care. If we press the United States and Europe to fight back together, can we live?"
The former crystalline silicon photovoltaic enterprises in China have been affected by this. In Europe and the United States, anti-monopoly and anti-dumping investigations were conducted against Huaxia's crystalline silicon photovoltaic companies, and sanctions were imposed.
For example, the price of crystalline silicon has dropped sharply, and the domestic crystalline silicon photovoltaic enterprises that have been launched madly have entered the debt mode.
At that time, the domestic polysilicon photovoltaic enterprise was basically a debt management business. Then two or three years of development, the listing of shares. When the stock price soared, the stock was raised again, so that funds were obtained for development. It is typical to borrow chicken eggs.
When the price of crystalline silicon dropped sharply, the stock prices of these companies also fell rapidly. The stocks were all stock investors, most of them were domestic investors.
The rise of any industry should not be swarmed up, so that it will become a loose sand.
When the concentration of Taihua Crystal Silicon and Taihua Battery is concentrated, the ability to resist risks will increase a lot, and it will not form a competition between oneself and oneself, nor will it be easily accused of anti-dumping.
And even if the price of crystalline silicon eventually falls, the impact on Taihua Crystal Silicon and Taihua Battery will not be so great. In fact, most of the crystalline silicon is made into semiconductor components, and many of them do not need to be exported. It was digested.
With fewer companies, the market will become slower, allowing the industry to grow longer and the stability period to be longer.
"Feng total, that film and crystalline silicon hybrid power generation, our research, can put together?" Ma Yang tried.

In fact, we are already doing a combination, and we are working with the national research institute. In some areas, it is indeed more suitable for thin-film solar power generation, and that market is enough for some companies to survive.

"Director Ma, even if we don't have Taihua Crystal Silicon and Taihua Battery to do this crystalline silicon solar project, I don't recommend the polysilicon solar energy enterprise."
"Don't you find out that the larger the scale of the enterprise, the stronger the competitiveness? The smaller, the less competitive. The large scale, not only more convenient management, but also can effectively reduce costs, including production costs, publicity costs, management A variety of costs, etc., greatly enhance competitiveness."
"When you look at the companies under the Taihua Holding Group, which one is not a large-scale operation? Even if we sell a drink or sell a pork, we are also large-scale. After the scale is formed, how much tax do we pay each year?

"Not to mention Taihua battery, there are also state-owned shares, we make money, the country will make money. And we can make the country more worry-free, is this not a good thing?"
After the emergence of Taihua Supermarket Group in China, there have been many supermarkets of all sizes, some of which are only one, and some are also chain.
Their combined amount far exceeds the Taihua Supermarket Group. But their profit margins are far less than Taihua Supermarket Group. And brand awareness, word of mouth or something, is far from being able to compare with Taihua Supermarket Group.
Relying on the brand of Taihua Supermarket Group, they also made Taihua Home Furnishings, which is a derivative development and has become a national leader.
Even Taihua Supermarket has the strength to squeeze most of the domestic supermarket chains, but it has not done so.
When Ma Yang heard these words from Feng Yu, his mentality changed a bit. In fact, this is also good, they also save money, energy, you can go to do other projects.
And since Taihua Battery has also participated in the research institutes of their subordinates, he can also take the credit to himself, and he is not losing money.
If you really want to do it with Feng Yu, losing money is still a small matter, and his position may not be guaranteed. After all, in the hearts of the leaders, Feng Yu’s importance is definitely far beyond him.
Ma Yang picked up the glass: "Feng Zong, Zhang, I don't think about it. Thank you for pointing me today. I want you to drink this glass of wine."
Ma Yang dried up a cup of Wuliangye, and Feng Yu also gave a face to the beer. Well, this is really a face.
When he had eaten, Ma Yang went first. Feng Yu sat on the sofa with Zhang Ruiqiang and had a tea chat.
"Feng Yu, I remember that you bought a lot of minerals with Kirilenko abroad, right?"
Feng Yu nodded: "What happened?"
"Can you sell it to some domestic ones? Now the prices of many minerals are crazy. We can sign a long-term contract. Can you watch it?" Zhang Ruiqiang looked at Feng Yu.
Feng Yu directly refused: "No, because the country is losing!"
... (to be continued.)