Betting Whether New Energy Spinning And Weaving Enterprises Can Realize Dreams
Following the Jiangsu sunshine and fir, the world's largest home textile enterprise, Fu Sun Group, has also embarked on the "gold rush" road of photovoltaic industry.
Authorities pointed out that whether the spinning and weaving enterprises can share the feast of the future "solar energy era" will wait and see.
Fu Fu refutes the "pformation" theory that it is affected by the downward trend of the global economy. Although the domestic textile leading enterprise, the group has felt a little chill, it still has great confidence in the future growth of the enterprise.
However, this growth expectation is not from the home textile industry, but the solar photovoltaic industry just put into operation this year.
According to relevant reports, Sun Rigui, chairman of the group, said publicly that the "30th anniversary anniversary of reform and opening up" held in 2009, that the group will stop expanding its scale in the home textile industry.
The next step is to concentrate on the big photovoltaic industry and pform the traditional industry into the high-tech industry as soon as possible.
At the moment when the textile industry is developing at a low level, the home textile giant announces a high-profile "pformation" initiative, which undoubtedly raises worries about the future of the textile industry.
At the time of the "pformation" call to the group, the director of the group office, Qi Zong Zhong, corrected the statement for the first time.
"News reports are biased and inaccurate.
It can only be said that the group has entered the high-tech industry instead of a comprehensive pformation. "
Qi Zong Chung emphasized that pformation means the original home textile industry has not done it, but in fact it is not the case. "Home textiles and photovoltaic are not the same thing, but also operated by different teams."
As early as 2006, Fu Shi group began to investigate the feasibility and rate of return of solar photovoltaic projects. Until the opening day of this year's Olympic Games, the first project of polycrystalline silicon solar cells was officially put into operation.
"It can be said that 2006 is still a good period for the development of the textile industry, but we have seen the plight of the future development of the industry, such as rising labor costs, loan constraints and other factors."
According to Qi Zong Zhong, based on the diversified development of the group, we decided to enter the high-tech industry.
Qi Zongzhong introduced that according to the original business plan, there are two major photovoltaic projects in the group: the first is a joint venture invested by a German company to set up 50% of the EFU photovoltaic Manufacturing Co., Ltd., the first phase of the project invested 200 million yuan.
In October 2nd, the first batch of polycrystalline silicon solar cells worth 240 thousand euros was sold to Germany.
The second is the first phase project investment of 1 billion 860 million yuan, the construction scale of 60MW thin film solar cell research and development and production projects.
"At present, the home textile production capacity of the group has been the largest in the world. Next, the home textile industry will shift from scale expansion to brand building. Photovoltaic industry will be a new pillar industry because of its huge development prospects."
Qi Zong Zhong said.
Why do we all focus on "photovoltaic"? In fact, in the entire textile and garment industry, sun is not the first person to eat crabs.
Among them, the most dazzling is the Jiangsu sunlight, known as the "Silicon king of Asia", and the "Shanshan", known as the "new energy leader".
In addition, in the first two years, there are still a large number of small and medium-sized enterprises in Jiangsu and Zhejiang provinces. They resolutely bid farewell to the traditional textile and clothing industry, and "gold rush" high-tech, high value-added solar photovoltaic industry.
However, so far, for most of the textile and apparel industry, photovoltaic industry is a new term with mysterious aura, and it can not understand why the industry possesses attractive magic power.
Data show that the PV industry chain includes 5 links: silicon material, silicon wafer, battery chip, battery module and application system.
Since the beginning of the new century, the developed countries in Europe and the United States have launched the photovoltaic program successively. In the past two years, with the increasing support of the state for renewable energy, China became the third largest photovoltaic cell producer in the world in 2006.
Zong Chuya told reporters that the decision to adjust the industrial structure of Sun Fu is the decision made by the state in promoting the development of renewable energy technology represented by the use of solar energy.
Saving the resources and high technology of photovoltaic industry is not only a new project contended by local governments, but also the creation myth of the industry has stimulated more hot blooded entrepreneurs. They have flocked to this industry and created the capital market miracle in the past two years.
By the beginning of 2008, China's photovoltaic industry totaled 10 enterprises to achieve overseas listing, and the total IPO financing amounted to more than 2 billion US dollars.
Although the photovoltaic industry has been developing rapidly in China, the main raw material polycrystalline silicon has been monopolized by overseas markets. More than 90% of the polysilicon is dependent on imports, and only 90% of PV products are exported.
According to expert analysis, this "two out of the way" industrial structure is actually a great risk to enterprises involved in the development of photovoltaic industry.
At present, photovoltaic enterprises in China do not grasp the core technology of photovoltaic products, and more simply earn processing fees.
"The polysilicon solar cell project that has achieved output is a joint venture with German companies, which has committed to underwrite products within three years."
In the view of Qi Zong Zhong, polycrystalline silicon is a traditional project of the solar energy industry in China, with the main project being put into operation in the first quarter of next year, with a total investment of 6 billion yuan for thin film solar cells.
According to reports, the profit of the EFU photovoltaic project is not high, only 6-7 points of profit, and thin film solar energy raw materials are mainly copper, selenium and other metal elements, enterprises can solve the phenomenon of relying on imports of raw materials, profits are considerable.
Jiangsu sunshine entered the polysilicon production project in 2006.
At present, the first phase product has not yet been published, but next year, all the capacity has been underwritten by the downstream enterprise Hareon technology.
Jiangsu sunshine related responsible person said: "the original wool spinning business to the present scale, it is difficult to maintain high growth.
So choose to enter the polysilicon industry, in order to get new profit support point.
At present, the industrial pformation has achieved initial success. "
Although most of the view is that the solar photovoltaic industry has a bright future, and once it starts, it will be irresistible.
But the fact that the blind investment of the previous two years is serious, the increase of new projects and the characteristics of long investment and long return make the industry particularly vulnerable.
More photovoltaic industry experts pointed out that highly dependent on overseas markets photovoltaic industry, now the impact of the financial crisis is bigger, the industry inflection point is coming.
If photovoltaic enterprises still can not understand the trend of the international market, they will lose all their money in gambling.
Comprehensive analysis shows that although the profits of the solar photovoltaic industry are attractive, it is conducive to the diversification of strategic layout of textile enterprises and the upgrading of enterprise structure. However, because this emerging industry is not mature, there are also many hidden dangers of development.
Therefore, whether the textile and garment enterprises that are optimistic about the PV industry can share the "solar energy" feast in the future is still unknown.
Yang Jing: editor in charge
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