Seeing Ma Yang's look, Feng Yu sighed: "Director Ma, aren't there two directions for solar power? We are already leading the world in crystalline silicon solar energy. Do you think that even if other places can do it, doesn't it mean it's a duplication? Investment? Not a waste of resources?"
"Thin-film solar power also has its own advantages. For example, in areas with weaker sunlight, the power is better than that of crystalline silicon modules. It is also more temperature-insensitive and has more advantages in areas with large temperature differences."
"Abroad, there are solar power plants that mix crystalline silicon and thin film. The economic benefits are also very good. Thin film cells also have more room to improve conversion efficiency than crystalline silicon cells. If other places want to launch solar power projects, it is better to go there. Do research on thin film solar energy."
Ma Yang looked confused. Feng Yujing talked about the advantages of thin-film solar energy, but the disadvantages were more obvious.
For example, the output power is only about half of that of crystalline silicon solar energy, which requires a larger floor area, more supporting components, more troublesome transportation and installation, and higher costs.
Now it seems that crystalline silicon solar energy has more advantages.
However, they have also studied that thin-film solar power stations will not disappear, and the technology is rapidly improving.
And what Feng Yu said makes sense. Taihua Crystalline Silicon and Taihua Battery are making crystalline silicon solar power, and the scale is so large. If they still compete, it will cause a waste of resources. And in fact, it’s really hard to compete.
Those technologically advanced foreign countries are also studying both methods at the same time, and they cannot give up on the other direction.
"Director Ma, do you think I'm deceiving you?" Feng Yu smiled, "Let's put it this way, we will become the world's largest solar cell manufacturer and export our products to the Asian, European and American markets. Do you think those places will Are you looking at us monopolizing the market?"
“The last time we let the price of crystalline silicon rise, it caused some trouble. If some other crystalline silicon photovoltaic companies emerge in our country, we will monopolize the market in solar power projects. Will other countries make some Fight back?"
"We are not afraid of any country, even if it is the United States, I don't care. But if many European and American countries jointly fight back, can we withstand it?"
In the previous life, China's crystalline silicon photovoltaic companies were affected by this. Europe and the United States have launched anti-monopoly and anti-dumping investigations into China's crystalline silicon photovoltaic companies and imposed sanctions.
For example, the price of crystalline silicon has dropped sharply, causing domestic crystalline silicon photovoltaic companies to enter debt mode.
At that time, many domestic crystalline silicon photovoltaic companies were simply operating with debt. Then in two or three years, we will raise shares and go public. Taking advantage of the soaring stock price, raising shares again to obtain funds for development is a typical borrowed-chicken-egg model.
When the price of crystalline silicon dropped sharply, the stock prices of these companies also plummeted, and those who lost money were the stock investors, most of whom were domestic investors.
The rise of any industry should not be rushed in all at once, otherwise it will become a mess.
By concentrating on Taihua Crystalline Silicon and Taihua Battery, the ability to resist risks will be greatly improved, and there will be no competition between one's own people and one's own, and it will not be easy to be sued for anti-dumping.
And even if the price of crystalline silicon eventually falls, the impact on Taihua Crystalline Silicon and Taihua Batteries will not be that big. Anyway, most of the crystalline silicon is made into semiconductor components, and many do not need to be exported at all. These domestic companies themselves It was digested.
With fewer companies, market saturation will slow down, making the industry's expansion period and stability period longer.
"Mr. Feng, can our research on thin film and crystalline silicon hybrid electricity be put together?" Ma Yang asked tentatively.
"In fact, we are already working on a combination, that is, we are cooperating with the national xx Research Institute. In some areas, thin-film solar power is indeed more suitable, and that market is enough for some companies to survive."
"Director Ma, even if we, Taihua Crystalline Silicon and Taihua Battery, don't have this crystalline silicon solar energy project, I wouldn't recommend launching so many polycrystalline silicon solar companies."
"Haven't you discovered that the larger the scale of the enterprise, the more competitive it will be? If it is smaller, it will not be competitive at all. Large scale is not only easier to manage, but also can effectively reduce costs, including production costs, publicity costs, and management costs. cost, etc., which greatly enhances competitiveness.”
"Look at the companies under the Taihua Holdings Group. Which one is not a large-scale operation? Even if we sell drinks or pork, we are still large-scale. After we achieve scale, look at how much tax we pay every year? "
"What's more, Taihua Battery also has state-owned shares. When we make money, the country also makes money. And we can make the country more worry-free. Isn't this a good thing?"
After the Taihua City Group appeared in China, many large and small markets appeared across the country, some with only one store, and some with chains.
Their numbers add up to far Taihua City Group. But their profit margin is far less than that of Taihua City Group. As for brand awareness and reputation, it is far from comparable to that of Taihua City Group.
Relying on the brand of Taihua City Group, they also built Taihua Home Furnishing Hypermarket, which is a kind of derivative development and has also become a leader in the country.
Even Taihua City has the strength to overwhelm most of the domestic chain stores, but it just doesn't do that.
When Ma Yang heard what Feng Yu said, his mentality changed a little. In fact, this is good, as their energy company also saves money, and can use the money to do other projects.
And since Taihua Battery also has their affiliated research institutes involved, he can also take some of the credit, which is not a loss for him.
If he really goes against Feng Yu, even if he loses money, even if it is a trivial matter, his position may not be guaranteed. After all, in the minds of the superiors, Feng Yu was definitely more important than him.
Ma Yang picked up the wine glass: "Mr. Feng, Bu Zhang, I didn't think carefully. Thank you very much for your advice today. I dedicate this glass of wine to you."
Ma Yang drank a glass of Wuliangye, and Feng Yu also drank a glass of beer in a dignified manner. Well, this is really a big deal.
After dinner, Ma Yang left first, while Feng Yu and Zhang Ruiqiang sat on the sofa drinking tea and chatting.
"Feng Yu, I remember that you and Kirilenko purchased a lot of minerals abroad, right?"
Feng Yu nodded: "What's wrong?"
"Can we sell some to China? The prices of many minerals are soaring now. We can sign a long-term contract, do you think it's okay?" Zhang Ruiqiang looked at Feng Yu expectantly.
Feng Yu refused directly: "No, because this will cost the country!"
… (To be continued.)