China PV industry overcapacity like a disorderly competition, a few degrees after the shuffle, barely survived the size photovoltaic companies are still seeking a path of self redemption, however, the future seems to be still unpredictable.
In February 17th, is located in Shandong Linyi Shandong juhuang Photoelectric Technology Co., Ltd. (hereinafter referred to as "giant king photoelectric") headquarters conference room, 15 photovoltaic enterprises still use the day before the topic, in the industry situation is at a low, corporate profits is grim, these come from more than ten photovoltaic enterprises in Xiamen, Hunan the person in charge, Anhui to "Baotuan heating", set up a super large enough to approach the energy group -- "Asian American energy investment group".
In fact, since the end of 2011, similar to the known to create photovoltaic industry aircraft carrier has already can be heard without end, in Zhejiang, Jiangsu, Shandong and other PV enterprises gathered in Wuxi, industry leader Suntech to many struggling in the edge of bankruptcy of small and medium-sized enterprises, not to shout out "consolidation" slogan, but cut in the European Union subsidies, American double reverse survey multiple under pressure, the domestic photovoltaic enterprise's survival condition always escape depression haze, integration of the road also did not see effect.
From the time point, restructuring moves the giant king photo initiated seems to further promote the photovoltaic industry "reshuffle" cycle process, but more than people in the industry and photovoltaic enterprise official in an interview with this reporter said, in the competition, enterprise level uneven confusion in photovoltaic industry, corporate restructuring is to represent the general trend, but the pace of integration "the present is still only the preheating of the industry reshuffle."
"Now the enterprise integration and just for survival consideration, the so-called 'photovoltaic carriers' some speak in superlatives." China Renewable Energy Association vice chairman Meng Xiangan an interview with this reporter said.
Temporary strategy
"Setting up a joint body not for long-term planning, but temporarily Baotuan heating for a slim chance of survival."
By the winter of bitter Chinese photovoltaic enterprises, especially small and medium-sized enterprises are faced with the choice of a in a dilemma, or continue to choose the adventure alone, or select "search trees and habitat".
In the integration of the tide coming in, the play "big brother to take the lead in" the role of juhuang photoelectric is very representative.
According to the giant king photoelectric chairman Li Jingan introduction, 15 enterprises including giant king photoelectric, intends to set up a company called "new Asian American energy investment group", the parties will operate in the form of equity.
But the reporter noted, were included in the list of 14 enterprises integration of photovoltaic industry, most are small and medium enterprises. Compared to the relative strength of strong enterprises, the lead party juhuang photoelectric also however is a total staff of less than 400, R & D team only 50 small companies.
Points out that a giant king optoelectronics industry executives interviewed, giant king photoelectric business mainly in the field of photovoltaic power station, and is located in the foreign market, but according to its own strength, trying to take over large projects are not fully grasp.
In this regard, giant king photoelectric chairman Li Jingan to Polaris solar photovoltaic network reporter said, "cooperation in energy investment group" and other 14 enterprises, the more "organic integration", rather than the hard landing. Between the enterprises is more like a cooperative partnership, get photovoltaic projects, enterprises can take the price plan, finally formed a strong competitive advantage EPC price. From "Inner Asian American energy investment group", the enterprise is like a EPC program, on the outside, "Asian American energy investment group" is an organic whole. Thus, not only the cooperation between enterprises can operate independently, but also can play the advantages of group "combat".
Reporter noted that 14 enterprises, not all of them in the PV industry chain, the operation in the capital market has 5. This is confirmed by Li Jingan's statement. At the meeting, Li Jingan said: "the Asian American energy investment group" does not exist too much anxiety in the fund, because today we have engaged in real estate and logistics capital relatively strong enterprises.
"This is similar to the small and medium-sized companies to set up joint bodies not for long-term planning, but temporarily Baotuan heating for a slim chance of survival." The executives said.
Giant king photoelectric chairman assistant relaxation is expresses to our newspaper reporter, giant king photoelectric preparatory to form a new company for more than half a year, 14 enterprises in most with the giant king photoelectric business dealings, but he also admitted that, although the group the articles of association of the company, the scale of investment and other relevant details have not yet been finalized, but "finally pay enterprise probably only four or five home."
"The February 18th agreement, about two weeks to new company will enter a substantive operation stage." Zhang said.
Although the giant king photoelectric integration steps to the wind, but the intention of a large also show without involuntary discharge of urine.
The reporter understands, with 14 companies in communication, the photoelectric current exploration around the giant hand order is one of the important issues of the parties. This also means that, in the quantity of most enterprise order badly shrunk, participants in stock soup also let other companies to find common interests.
Relaxation to disclose to the reporter, 2011, giant king photoelectric took orders for a total of 200 multi megawatt. At present, with the intention of orders at home and abroad enterprises has signed more than 500 mw. "The company is currently the project is one of the formation of the new company's motives."
But for the giant king photoelectric only force to move for the occasion in front of, the business executives pointed out that, due to the integration of the main body