Volume VII Section 136 Learn and Learn, Learn, Learn, Learn, T
"Zhengyang, do you mean that although Zhonghai Silicon Industry has settled in Qindu and become a star in Qindu, its production capacity has suddenly increased the national polysilicon production capacity from ten tons to hundreds of tons, but there are still people who try to do the same thing?" Su Lunkang is naturally very human, and immediately captured some meanings from Sha Zhengyang's words.
"Well, almost, although the China Shipping Silicon Industry started with 200 tons of polysilicon, and the future is also rushing to the production capacity of 1,000 tons, but I would say that everyone still underestimates the strong demand in the overseas market in the early stage and the domestic market in the later stage. Sha Zhengyang replied in the affirmative: "Within three or five years, the demand for solar photovoltaic modules overseas, especially in Europe, will skyrocket, which is currently related to the energy structure of Germany, Spain, the Netherlands and other countries, and their domestic environmentalists from the perspective of environmental protection, the future of fossil energy consumption criticism is increasing, and the government in order to cater to this voice, so in the promotion of solar photovoltaic power generation to replace fossil energy action will also be bigger, which is also an opportunity for the domestic solar photovoltaic industry." ”
"So do you think that even if China Shipping Silicon reaches the production capacity of their third phase of construction, it will still not be able to meet the needs?" Su Lunkang thought.
"Of course. Sha Zhengyang smiled dumbly.
Compared with more than 10 years later, if every company says that you don't have 10,000 tons of polysilicon production capacity, you are embarrassed to say that the scale of the word, and now the domestic polysilicon production capacity is indeed pitifully weak, of course, there must be a process.
However, the explosion of market demand in Europe in the next few years has indeed ushered in a super explosion period for the domestic polysilicon and solar photovoltaic module industry, and what Sha Zhengyang has to do is to promote Hanchuan Province to seize this industrial opportunity in this regard and share a spoonful of the pie.
Compared with Jiangsu and other provinces in the previous life, they ate a lot of fat in this area, and now Hanchuan Province has nothing to eat, after all, there is really no shortage of economic provinces like Jiangsu.
"In this way, we can still attract investment in this area and attract them to invest in our photovoltaic industrial park?" Su Lunkang was greatly impressed.
Polysilicon investment often starts at tens of millions of yuan, as long as three or five companies come in, then, as Sha Zhengyang said, two or three billion yuan investment is really nothing.
"Brother Kang, you have to do a good job in supporting the industrial chain, China Shipping Silicon has just started, but they are already contacting some relevant upstream and downstream enterprises, I think you can take the initiative in this area, help them improve, so that they can quickly complete the layout of the whole industry chain, encourage them to continue to increase investment, and solve your own investment problem, and this can be a little bit to drive more points, a company may be able to attract a number of enterprises to come in,......"
Sha Zhengyang said: "Like the development of the photovoltaic industry, it also involves the downstream industrial chain, such as silicon wafer slicing, which is also the so-called silicon wafer manufacturing, and then silicon wafers are made into solar cells. ”
Since he is specifically responsible for this work, Su Lunkang naturally does not know anything about the photovoltaic industry, and nodded: "I know that China Shipping Silicon intends to cooperate with some domestic enterprises with relevant manufacturing capabilities to encourage them to invest in the development of this area, mainly the problem of photovoltaic modules, because the technical threshold of this piece is relatively low, and the labor cost is an advantage for us,......
"In fact, what we need to pay attention to is whether Chinese companies can quickly open up the European market, especially the German, Spanish, Portuguese and Italian markets, if they can make a breakthrough, I estimate that this industry will grow rapidly, and its scale may exceed everyone's imagination." Sha Zhengyang picked up a chopstick and threw it into the hot pot with a calm heart, "Come, taste, fresh yellow throat, it is extraordinarily crispy when it is scalded, crispy in the mouth, and chewy." ”
"But I heard you say that there is still a lot of uncertainty in the development of the photovoltaic industry?" Su Lunkang asked directly.
"Yes, the photovoltaic industry looks relatively large in the European market, but this is mainly based on subsidies from the European government to encourage development, so the market is rapidly expanding, in fact, the cost gap between photovoltaic power generation and coal power, hydropower is still relatively obvious, and this requires a process to continuously achieve the reduction of the cost of photovoltaic power generation, until it has to fall to and thermal power, The cost of hydropower and even nuclear power is quite high, which is a rather long process, and the only benefit is that photovoltaic power generation does not need to consume fossil energy, and benefits from environmental protection costs. ”
Sha Zhengyang patiently explained that he needed to let Su Lunkang understand the risks in between, so that they could be compensated for in other ways, whether from the perspective of enterprises or the government, there must be a certain strategy to deal with the risks.
"European countries pay more attention to this, and China will also value this in the future, so at a certain time the European government will no longer subsidize, then the market will be hit hard, and it will also affect the domestic photovoltaic industry, which requires the Chinese market to take over the baton, and if there is a difference of so many years with this combination, it may become a reshuffle process of survival of the fittest in the photovoltaic industry. ”
"Listening to your tone, it seems that you predicted that this shuffling process would be very tragic?" Su Lunkang picked up a piece of spicy beef with chopsticks and threw it in the pot, picked up the plate and put down a plate of coriander balls, and then drank a glass of wine with satisfaction.
"It is conceivable that if the development of the rush is too strong beyond the capacity of the market, the market will shrink and the price will plummet. Sha Zhengyang said casually: "Enterprises must be psychologically prepared, and the government must also have countermeasures in industrial development. ”
"If the government's service wants to achieve this step, it can really be called a service-oriented government. Su Lunkang sighed.
"Brother Kang, the future competition between the government, in fact, is a competition of service concept, a competition of service environment, how can you provide enterprises and investors with a better and more suitable environment for their development, then you can win the competition, in the future for a long time, China and even local party committees and governments at all levels must firmly grasp the economic construction as the center as the key means to improve the people's living standards under the premise, then which place wants to stand out, we must do this work to the extreme, so that our leading cadres and government officials at all levels must truly practice the concept of public servants of the people, not just hanging on the lip, in fact, it is a person who manages people. ”
Sha Zhengyang finally put an end to his argument, and Su Lunkang, who had been working in the Qin capital for several months, also understood Sha Zhengyang's view.
If the single economy of Qindu is to improve, it is necessary to cultivate two or three new pillar industries, but Qin is not as good as Handu, how to cultivate under a blank space?
The competition concept mentioned by Sha Zhengyang does have some truth, Qin has to compete for cities like Fugang, Zhaoyang, Wuyang, Anxiang and Wanzhou, and the bigger ones are these cities in the inland areas with similar conditions to Qin, that is, the future of the third and fourth tier cities, you have to show your advantages, so that these industries can grow and develop healthily in your place, and win reputation, in order to win this competitive battle for a long time.
**********
Su Lunkang reported to Zhu Fenghou and Cao Zhongzhong the next day that he and Sha Zhengyang met for dinner, and it was about to be the Spring Festival, but after hearing this, Zhu Fenghou and Cao Zhongzhong did not slack off, and immediately convened relevant leaders to hold a meeting, which is to study how to continue to explore the relevant industrial introduction and development issues on the basis of Zhonghai Silicon Industry.
Zhu Fenghou and Cao Zhongzhong both know very well that a simple Zhonghai silicon industry, even if it is added to the fact that Zhonghai Silicon Industry may involve silicon rod cutting to make silicon wafers, and even further downstream production into solar cells, will not really make the solar energy industry flourish in Qindu.
As Sha Zhengyang said, this requires a relatively large ecosystem, polysilicon production, silicon rod slicing, solar cell manufacturing, then the production of solar photovoltaic modules, and finally the production of key components such as inverters, and even the real formation of photovoltaic power stations and application system module products.
In addition, Qindu also needs to provide a relatively relaxed and superior application environment for photovoltaic power generation for such an emerging industry, that is, you need to make a tentative breakthrough test base, so that the entire industrial chain of this industry can take root and develop in Qindu, so that you can really win the victory of this competition.
For this reason, the Qindu Municipal Party Committee and Municipal Government do have some preparations, the northern Qinghe, Dushan, Xiayuan counties are located on the Loess Plateau, the sun is strong, the climate is dry, especially some areas are barren mountains and bald mountains, but also the most suitable area for the development of photovoltaic power stations, when Sha Zhengyang proposed the development of polysilicon-based photovoltaic power generation industry, it was recognized by Zhu Fenghou, mainly considering that this piece can be used as a test field.
At the meeting, Su Lunkang elaborated on the view of an industrial ecology put forward by Sha Zhengyang, and believed that if Qindu wants to defeat other domestic competitors and act as the number one base of the domestic photovoltaic industry, then it must make a fuss in this industrial ecosystem, not only to achieve the most perfect, comprehensive and efficient investment service environment in all aspects, but also to take the initiative to solve all kinds of difficulties in the industrial chain and even the market for these settled enterprises, so that they can truly feel how comfortable, reassuring and reassuring to develop in Qindu.
This is also the "three-hearted" strategy that Su Lunkang summed up from Sha Zhengyang's point of view.
:。 :