Data is a treasure
Data treasure
Fry a little trouble
Speak of industry of smooth hot season, capital market personage is mostly witting these two things.
It is Shanghai exceeds incident of day bond beak a contract. This civilian battalion business that pursues production of solar energy smooth hot season earlier, issued the deadline that put add to be 5 years in March 2012 " 11 exceed day of debt " , because of cannot on schedule payment of interest, make market of our country bond case of first debenture break a contact.
2 it is not to have Xi Shangde to go bankrupt incident. This in former days big boss of industry of domestic solar energy, its author Shi Zhengrong receives in glory Chinese head for a time rich, on March 20, 2013, because the company is insolvent debt of 7.1 billion yuan of a huge sum, be ruled to go bankrupt by the court reforming.
These two things are lain between so that do not calculate far, but the shock that brings to industry of smooth hot season is extremely tremendous, a fleeing army's suspicion of danger at the slightest sound of true it may be said, talk approximately " volt " color changes. Nevertheless, in this industry revolution, some enterprises along " martyr " the travel before footmark continues, pass technical innovation, defend so that the cloud opens a month to go out eventually, connect power share is representative sample.
Regard traditional feed as aquaculture, power why does share cross a bound to enter industry of smooth hot season? Power share president Liu Hanyuan tells us, he is read in Beijing University brilliance more than 10 years ago when industrial and commercial management learns a doctor, begin to ponder over big question of strategy of national energy resources, try those who do a few clean the sources of energy to compare research. He is judged at that time, solar energy smooth hot season generates electricity to become the protagonist among prospective cleanness the sources of energy likely, tried investment to produce per year 1000 tons polycrystalline silicon project 2007 then, change through ability next, optimize technological process, be sent and cannot close, crop is climbed ceaselessly litre, attain 20000 tons of scale now; Be in industry of smooth hot season is very small confuse 2013, swim downward industrial catenary is outspread, the batteries of the LDK Hefei that buys be in hot water piece factory, already developed nowadays make world battery piece industry celebrity.
Liu Hanyuan writes newly in its " reframe old structure (revolution of the sources of energy: China leads the world) " in, from the angle of great history, illuminate oneself are right the reflection of revolution of Chinese the sources of energy. Chen Changzhi of former vice-chairman of standing committee of countrywide National People's Congress writes in the preface: "10 years ago, industry of our country smooth hot season lags behind at the world, raw material and market ' both ends is outer ' , core technology masters in foreign enterprise hand, but be in 10 years short after today, we were finished overtake in the round. We were finished overtake in the round..
This is sea of industry of domestic smooth dog days 10 years when clean out sand, billow has fallen on the beach before, billow is being swept across and come after that, battle meaning You Han. 10 years, what to produce after all?
According to economics principle of the basiccest volume capital and profit, cost is enough low, ability is advantageous can earn. A the directest data is: Cost of electric outfit opportunity reduces the Guang Fufa in 10 years considerably, domestic every kilowatt builds cost from 4, 50 thousand yuan fall to 4000-5000 yuan, have original 1/10 only. Answer relatively with this, in last few years machine of outfit of bend over of domestic new add lustre to appears " blowout " situation, rank the whole world a few years continuously the first.
Technology, it is this changes basically shove a hand. "We cannot find any industry, mere 10 years of time, from do not have have, arrive as a child big, the technology of 95 % above, our Chinese masters entirely; At present the production end of 70% is produced can, our Chinese is done, pass two years again, this scale may be achieved 90% . " rise abruptly what mention profession of smooth hot season afresh, connect power Yan Hu of share assistant president is proud full.
Of course, the flying development of industry of smooth hot season, cannot leave national industry policy to give aid to. We also notice, the allowance that the country generates electricity to smooth hot season progressively pare, the allowance of every degrees of report reduced 5 minutes of cash on average this year, and the final examination that course of study of smooth hot season is faced with is: If the country is complete " ablactation " , realize par to get online namely, how is future met?
Industry is forecasted generally, pass more than two years again, arrive namely by 2020, smooth hot season generates electricity to be able to realize par to get online. To this time inflection point, liu Hanyuan thinks " basically do not have uncertainty " . His explanation says, arrived this year in March in May, electrovalency of Guang Fuzhong mark already fell reach 0.31 yuan - level of 0.39 yuan of prices, comparative about with the electrovalency of coal to decoke of seat area. Did not come two years, cost of system of Guang Fufa cable still can continue to drop, at the appointed time of area of the eastpart part generate electricity cost is in 0.3 yuan for the most part - 0.4 yuan, the place with good illumination is met western low reach 0.2 yuan - 0.3 yuan, can realize par basically to get online, so everybody is in now with time race.
Future already came, although industry of smooth hot season already walked out of haze, always also be sunshine by no means bright. The analysis thinks, "Stand in distributed a place with a draught, fool can make money " the times ended. From industrial catenary port -- domain of polycrystalline silicon production looks, the whole world shuffles still undertaking in, the enterprise outside be in profit and loss to balance a few near the line famous seas still does not wish to let go. With respect to technical level character, as similar as chip photograph, must use the technical research and development that earns the money that come to throw next generation to leave next generation even. Can say, this is the marathon contest of a capital and technology, have a bit inadvertent, shanghai of possible serious step exceeds day and the track of an overturned cart of the Shang De that do not have stannum, and continue to stay on circuit, ability is shown " remnant person for king " ray.
Data treasure
Data treasure (Shujubao2015) : Media of former innovation of intelligence of negotiable securities times.
