Chapter 967: The outlook is very good
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"The child has no mother, it's a long story-" Mentioning this question, Fan Wuxian couldn't help but pause.
"Then you'll make a long story shortβ" Shen Ying urged from the side.
"At home, there are no trade secrets involved, right?" Fan Heng also said.
"It's not a trade secret, but it's important to us." Fan Wuxian smiled bitterly, "Don't talk nonsense after you go out, otherwise it will be easy to disrupt my industrial layout." β
After a pause, Fan Wuxian said to everyone, "In fact, I did not announce our technical achievements to the public, mainly because of the strategic consideration of the industrial chain, and I think that this is not the time to invest in the photovoltaic power generation industry on a large scale." β
"Why?" Shen Ying asked curiously.
"Because of the problem of raw materials, we have not completely solved it yet." Fan replied.
In the photovoltaic industry, it is necessary to have a stable supply of raw materials, with the increase of production capacity, and then carry out different promotions to increase sales channels.
It is undeniable that no matter how other materials change, photovoltaic cells with silicon as raw materials are still the mainstream of the entire photovoltaic industry, even if major companies strive to develop thin-film photovoltaic cell technology, it is impossible to replace the market position of silicon cells in a short period of time.
It is conceivable that obtaining sufficient silicon materials at a reasonable price is an indispensable and necessary condition in this fast-growing photovoltaic industry, that is, if the company cannot stabilize the supply of silicon materials, then let alone production capacity.
Although silicon is the second most abundant element in the earth's crust, with abundant mineral reserves and relatively easy to mine, there is no reason for shortage, but silicon materials are not only raw materials for photovoltaic cells, but also essential raw materials for the semiconductor industry such as LCD liquid crystal televisions and computer chips.
In the past, almost all silicon materials were supplied to the semiconductor industry, and only a small part was supplied to the photovoltaic cell industry. However, in recent years, the semiconductor industry such as computer chips, LCD liquid crystal televisions, etc., has developed rapidly, and the demand for silicon materials has been increasing.
At the same time, the photovoltaic industry is also developing rapidly, and the amount of silicon used is expanding year by year, and in recent years, the consumption has soared, and it has begun to gradually approach the demand of the semiconductor industry, and even exceed the growth of silicon production capacity, resulting in a shortage of silicon materials and rising silicon prices.
"The price of solar-grade silicon has risen from $8 per kilogram to $18 per kilogram this year, and while manufacturers are expanding their production capacity, the shortage will not be resolved until a decade from now." Fan Wuxian explained to everyone, "So what are the ways for photovoltaic companies to stabilize the supply of silicon materials? To put it simply, there can be two main approaches, one is to work with upstream companies, such as signing long-term pricing agreements to ensure future raw material supply; Another approach is to get involved in the upstream business according to the corporate strategy. Japan's Sharp, for example, is planning to develop its upstream business with its long-term strategy and use its own strengths, and will set up a plant to produce silicon materials in the next few years, and it also intends to sign long-term wafer supply contracts with leading upstream companies, such as Norway's REC, through Sumitomo Corporation. β
What Fan means is that only after ensuring an adequate and stable supply of raw materials will they actively expand their production capacity to ensure that there are enough finished products to meet the huge market demand.
In fact, according to Fan Wuji's estimates, as long as their raw material supply can be fully guaranteed, the production capacity will reach one million kilowatts in the first year, or more.
"Only one million kilowatt-hours of electricity a year? That's too little, right? Song Qing didn't know much about this, and asked a little surprised when she heard this, "Is the total amount of solar power generation so low?" β
"Come on, you just didn't figure it out." Fan Wuxian glanced at Song Qing, "The unit of electricity consumption is kilowatt-hours, if our production capacity is one million kilowatts, these products can provide one million kilowatts of electricity within an hour, do you calculate how much electricity can be provided in one day?" β
"That's 24 million kilowatt-hours of electricity a day?!" Song Qing was taken aback when she calculated it, if she calculated it like this, it would be tens of billions of kilowatt-hours of electricity in a year.
"Oh, it can't be calculated so simply, after all, this must be effective when there is sun, and there is naturally no way to generate electricity at night - plus what windy, rainy, snowy, cloudy or something, it would be nice to be able to make a four-fold discount." Fan Wuxian explained.
"Oh, that's pretty powerful, even if it's four billion kilowatt-hours of electricity a year, it's equivalent to the electricity consumption of 100 million ordinary families for a month." Shen Ying said after a rough estimate.
Of course, this is only the production capacity of the first production year expected by Fan Wuxi, according to the general law of development, within three years, the possibility of quadrupling the production capacity is still very large, especially after the raw materials can be fully guaranteed, this production capacity will expand very quickly, after all, once the technology is mature, the production is easy to expand.
In that case, the photovoltaic power generation products of Fan's Investment Group will be able to provide electricity for ordinary users across the country within about three or four years.
"Of course, there is also the problem of electrical energy storage, which is the most important obstacle." Fan Wuxian said.
Battery technology has always been a weak point in China, for a long time the Chinese people are reusing imported batteries, the domestic related technology is basically in the fault, can only produce ordinary batteries with low technical content and heavy pollution, so Fan Wuxian will say that electric energy storage is a big problem.
"Then since you are already engaged in the photovoltaic industry, by the way, you will also bring the battery technology, anyway, it is a technology in the industrial chain, and it will be beneficial to you to open it up." Fan Heng said to his son.
"I want to too, so the company is now also considering the development of hybrid cars, which can be driven by both fuel and electric power in the future, which requires a high-efficiency battery pack." "If the simultaneous development of solar power generation technology and electric vehicle technology is realized, it will be very helpful to solve the problem of energy shortage in China." β
"You've got a good idea, and it's better to have a set of numbers that are more convincing." Fan Heng was very interested after hearing this, and said to his son, "When the time comes, I will take it to the Standing Committee to discuss it, and strive to give you some tilt in the policy, after all, this is clean energy, and it will have a positive impact on the image of the whole country, and everyone will definitely be very interested." β
Fan Wuxian nodded in agreement.
In fact, he has to worry about far more than what he currently says, and the next link in increasing production capacity is to increase sales. Traditionally, PV companies have strengthened communication with module suppliers, system vendors, distributors and building contractors to understand market needs and increase sales channels.
Of course, this is not enough, because the concept of photovoltaic power generation is not fully popularized in life, so increasing sales in the existing demand is only a passive strategy, photovoltaic companies to take the initiative to increase consumer demand for photovoltaic power generation is the essence of the industry.
As for how to increase consumer demand for photovoltaic power generation? The issue is also complex, and it is often promoted through government actions.
In fact, at present, the concept of photovoltaic is not popularized in people's lives, so the strategy of enterprises is logical to make consumers know and enjoy the advantages of using photovoltaic power generation.
In the current situation of high cost of photovoltaic power generation, generally through the policies and subsidy plans of various governments, large enterprises carry out the installation of large-scale photovoltaic power generation systems, hold public lectures, and expand the application of photovoltaic power generation, so that consumers can enjoy the benefits of photovoltaic power generation at home, at work, and in leisure and entertainment places, so that photovoltaic power generation becomes a part of life unconsciously.
However, no matter where the focus of major enterprises is, it is not difficult to find that their goals are to improve technology and reduce the cost of power generation, and because the cost of the first generation of photovoltaic cells with monocrystalline silicon as the material is limited, it can also be expected that the development direction of photovoltaic cells will be based on thin-film technology, and the application of photovoltaic technology will be infinitely expanded.
Of course, in addition to improving technology, photovoltaic cell companies should also implement corresponding supply chain strategies to meet the needs of the market, consolidate the supply of raw materials silicon to upstream business through long-term contracts or their own development, ensure that silicon materials are endless, and then cooperate with increasing photovoltaic cell production capacity, using the preferential policies of various governments for the photovoltaic industry, increase the public's awareness of photovoltaic power generation to increase the demand for photovoltaic power generation, so as to bring photovoltaic power generation to every bit of daily life.
"In fact, the demonstration role is also very important, I plan to establish a photovoltaic power generation base in Lingxi Province, where the sunshine conditions are relatively good, to provide energy for future metal smelting, which will reduce energy consumption to a large extent." Fan Wuxian finally said.
Fan Heng listened and agreed, because Fan Wuxian informed him about the discovery of new large rare metal deposits in Lingxi, obviously in the future in order to mine, the gap in power demand is very large, in addition to the traditional thermal power generation support, through photovoltaic power generation grid to provide power energy, will play a great role, on the one hand to save energy, on the other hand, save money.
Everyone had finished eating and chatting here, and soon Fan Wuxian received another phone call, but it was a call from his intelligence department in Shanghai, and they said that the miniature monitoring equipment installed in Tong Yushan's office finally captured the picture of Li Jinchuan entering Tong Yushan's office while he was away.
"Well, I'll hear your detailed report later." Fan replied quietly.
"Listen, the tone of the disease-free is becoming more and more like a bureaucrat-" Fan Heng said to Shen Ying and Song Qing with a smile.
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