294. Photovoltaic layout, blue light energy (four more)

December 26th.

On Fenghuang Road, after Yuan Ze came to the company in the afternoon, he was hugging Han Bing, the secretary of life, to think about something.

After chatting with Chen Dehuai about the photovoltaic field a few days ago, Yuan Ze asked Hao Yong to set up a new company specializing in photovoltaic modules.

The company was named Blue Light Technology Co., Ltd., with a registered capital of 1 billion.

Yuan Ze himself holds 35% of the shares, and the remaining 65% of the shares are the cakes he intends to share.

Of course, it's not so much a cake to be shared, but rather a preparation for collecting money and cashing out.

According to his vision, Blue Light Energy Technology Company is a company that was launched to serve as a shield for Blue Whale Energy Company.

The company's core business is to purchase photovoltaic cells with a photoelectric conversion efficiency of 32% from Blue Whale Energy, and then assemble and sell them.

At present, the cell has been named 'Blue Whale Type 1 Photovoltaic Cell', and there are nine other storage technology models.

Through the supply and price of Blue Whale Energy on the cell side, the assembled Blue Whale Type 1 photovoltaic modules will definitely be favored by the market.

At that time, as long as the production capacity of Blue Whale Energy can keep up, as short as one or two years, or as long as three or five years, Blue Solar Energy Technology's revenue will be able to exceed 100 billion, and even expand to hundreds of billions.

As long as it maintains a certain compound annual growth rate, valuations can also rise.

When the time comes, if you go public with a little operation, you can find a reason to cash out and withdraw money at any time.

At the same time, the biggest gain must be Blue Whale Energy.

For every 1W Blue Whale type 1 photovoltaic module sold, Blue Whale Energy can obtain the corresponding sales revenue according to the supply price.

As long as the production capacity can keep up, the cost of the Blue Whale type 1 photovoltaic cell production line will be tens of billions or even hundreds of billions of profits every year!

Of course, the issue of production capacity has to be left to luck and the halo of the protagonist.

But Yuan Ze thinks that the problem should not be big, because plug-ins have always been very powerful in this regard.

Take Zhuyan Ling as an example, there was only 1 printer at the beginning, but a few days ago, 1 Zhuyan cream printer was brushed off from Zhao Lusi's head.

So far, the total number of printers has reached 8.

In addition, when it comes to the cost of Blue Whale type 1 photovoltaic cells, it is more interesting.

At present, the Blue Whale type 1 photovoltaic cell project has been officially put into production.

Each line has a capacity of about 46MW per day, while three lines have a capacity of 138MW.

According to what Yuan Ze learned from Blue Whale Energy Company yesterday afternoon.

At present, the production cost of the Blue Whale type 1 photovoltaic cell is very low, only 0.05RMB per 1W!

Yes, without considering the cost of production line equipment, the cost of every 1W of photovoltaic cells with a photoelectric conversion efficiency of 32% is only 5 cents!

At present, the shipping price of mainstream topcon batteries and HJT batteries on the market is generally above 1.2RMB/W, even if the price of PERC batteries is slightly lower, the shipping price per 1W is still above 1RMB.

In addition, the production cost of their cells, limited by the price of silicon wafers, is basically above 0.8RMB/W.

Blue Whale Energy's cost of 0.05RMB/W is compared to it.

Hehe, it's just a heaven and an underground.

Such a huge difference in cost is mainly due to the gap in science and technology, after all, it is 100 years ahead of the world.

According to the mainstream production steps in today's world, if you want to produce photovoltaic cells, you can't do without silicon wafers as a substrate.

Of course, perovskite cells do not need silicon, but the market share is not high, and there are many problems.

Silicon wafers belong to the upstream industry of the photovoltaic cell industry chain, and some leading companies in this field currently firmly control the shipment price of polysilicon.

This alone accounts for the vast majority of the cost of photovoltaic cells.

Therefore, for the photovoltaic companies on the market now, as long as the price of silicon wafers does not fall, the cost of photovoltaic cells will not go down.

It's a hard injury, no way.

However, the three production lines of Blue Whale Energy directly bypassed monocrystalline silicon wafers.

The raw materials are ordinary graphite and silica, as well as some other elements.

With the help of black technology, as long as the electricity is sufficient, the finished product of the cell can be printed.

The cost of raw materials is very low, and the most expensive ones are electricity and manual handling.

Even due to the high energy consumption, as soon as the three production lines start, according to the price of industrial electricity, the daily electricity cost will exceed 3 million RMB.

Of course, for the problem of electricity bills, Blue Whale Energy also has a good solution.

That is, the produced photovoltaic cells are directly assembled to form complete photovoltaic modules, and then installed in areas with abundant sunlight to form a distributed power station, and then the electricity generated is connected back to the factory.

Under normal circumstances, less than 1GW of photovoltaic cells are needed to meet the daily power consumption of a production line for 20 hours.

However, there are two difficulties here.

The first is that the price of building a photovoltaic power station is very high, even if the cells are your own, but the other modules require a lot of money.

In addition, to build a power station, you need inverters, distribution boxes, cables, and smart grid platforms, and so on, all of which require money.

According to the current market price, it takes at least three or four billion RMB to build a 1GW distributed photovoltaic power station, which is expensive.

The second is that photovoltaic cells do not generate electricity at night, and there is also the problem of insufficient power generation on rainy days.

Therefore, although photovoltaic power generation is called green electricity, it is actually garbage power because the power generation is unstable.

There are only two ways to solve this problem.

First, energy storage technology is up, the battery is definitely not good, at present, there are more mature methods, there are pumped storage, gravity storage and lava storage.

Second, go directly around the earth, go to space, or build a photovoltaic belt on the moon's equator.

In this way, you can receive sunlight 24 hours a day, so you can have electricity 24 hours a day.

Of course, the cost of producing photovoltaic cells at Blue Whale Energy is already very low.

It is okay to be self-sufficient in power generation or not, and even in the short term, to be self-sufficient in power generation, because building power stations is too expensive and will increase costs.

Of course, in the long run, that will definitely reduce costs, but it is not a necessary project at the moment.

Therefore, the production cost of 0.05RMB/W is too low for Blue Whale Energy.

Such a low price is 20 times the difference between the cost of 1RMB/W on the market.

This alone makes it impossible for other companies to compete with Blue Whale Energy.

After all, technology is a hundred years ahead of the place, and they can't help but be unconvinced.

Of course, the cost price of 0.05RMB/W must not be announced to the public, and those who know it have all signed a confidentiality agreement.

Therefore, the supply price of Blue Whale type 1 photovoltaic cells still has to be determined according to the market price.

However, because the production cost of cells is only a few tenths of that of other photovoltaic companies.

This makes Blue Whale Energy have enough strength on the module side to support Blue Solar Technology Company and not be afraid of price wars for other PV companies.

After all, for example, for example, a leading photovoltaic enterprise in the whole industry chain such as LONGi, the production cost of their photovoltaic cells is 0.8RMB/W.

However, Blue Whale Energy dared to raise the supply price of photovoltaic cells to 0.7RMB, 0.6RMB, or even 0.5RMB per watt.

Do they dare?

Maybe for the sake of a price war, dare!

But how long can it last?

Can you fight for a lifetime?

Apparently not.

However, Blue Whale Energy can!

Therefore, what is the cost, what is the price, these are not things that Yuan Ze is worried about at present.

Photovoltaic science and technology, which is 100 years ahead of the world, has directly established a technical barrier that contemporary photovoltaic enterprises cannot overcome.

It's just that science and technology, in this land, is not omnipotent, and many times it has to be governed by human feelings.

Yuan Ze's main concern at present is actually the problem that Baitian Technology Company has faced before.

The photovoltaic industry is a key industry in the 14th Five-Year Plan, and it is linked to the right policy.

And the purchaser is either Y or G, and there are very few private enterprises.

The water in it is no shallower than in the field of environmental protection.

Therefore, if you want to become bigger and promote the market, technology alone may not be enough, you have to know how to divide the cake.

This point is not to use the escrow agreement on the surface and disperse the shares, but to let some interests out.

Because this matter is not facing ordinary business competitors, but Y and G enterprises like Huaguang Environment Group.

In this regard, Yuan Ze has also made certain plans and preparations, and the main cake is concentrated on Blue Light Technology Company.

"In any case, anyway, the production and manufacturing of photovoltaic cells of Blue Whale Energy Company must not allow outsiders to participate in the cake.

Otherwise, one step back will be step by step, and it is easy to be seized by others if you engage in it, well, this is the bottom line.

The core technology has to be held in your own hands, and it doesn't hurt to share some of the other cakes......"

Yuan Ze secretly pondered:

"At that time, Blue Light Energy can be listed as the company planned by the 'Great White Shark Pharmaceutical Sales Company'.

In that way, if there are many people involved, even if it is a Blue Whale type 1 photovoltaic cell, it will have a subversive impact on the industry.

It will not cause anything wrong, but will ...... Applause! ”

Blue Whale Pharmaceutical Company, in China, has initially formed its own industrial chain.

Let Yuan Ze share the cake again, he will definitely not be happy.

However, the photovoltaic industry involved in Blue Whale Energy Company, if you want to become bigger and stronger in China, eating alone must be a dead end, which you know with your toes.

"Blue Light Technology has been established, and we can bring in some people to cooperate.

Chen Dehuai is interested in this, he is counted as one, but who should the other people choose?

Zhang Lang has to be counted as one, with his background, even if the photovoltaic sector is under pressure in the future, he will go up first.

Peng's Group can also be counted as one, in addition, Ge Chengye, Kang Lei and Hu Xu said that they would take them to make a fortune, since they have the opportunity, they can't break their promises. ”

Thinking about this, Yuan Ze's plan in the photovoltaic field has been preliminarily finalized.

If it can be implemented, there will be many allies who can help him share the pressure in the photovoltaic sector.

And to be honest, for him at present, money is basically just a string of numbers.

What he wants is no longer simply to make money and make a fortune, but something else.

For example, a sense of security.

"Speaking of which, relying on others to give a sense of security is not a long-term solution after all, because what protection is limited by what......

Now, let's continue to endure for now!

When the strength is enough and the situation allows, sooner or later I will have to jump out of this quagmire and build a world that belongs to me! ”

Recently, he has experienced a lot of things, and Yuan Ze's mentality is gradually changing.

In the past, he wanted to be a good citizen and make a fortune honestly.

But now, he has gradually matured and has some new ideas.

Of course, now that his basic plate is still in China, he still has to work hard here.

Gathering his thoughts, Yuan Ze glanced at the little secretary in his arms, and saw that she was doing something to herself, a little helpless.

"What are you doing, are you in arrears?"

"I see that Mr. Yuan has a sad face, and I want you to be happy."

"Qubble, I think you just don't clean up, look at how I clean you up!"

"Ah, Mr. Yuan, you bully people, don't don't, there are still people outside, I'll cry!"

"Excuse me, then you can cry, if you don't cry, your salary will be deducted!"

Yuan Ze pressed her to the table as he spoke, and then cleaned her up for a while, Han Bing was startled, and hurriedly begged for mercy.

Her delicate voice fueled the anger in Yuan Ze's heart, and she vowed to teach her a good lesson.

After teaching the secretary Han Bing.

Yuan Ze made an appointment with Chen Dehuai again, and after signing a confidentiality agreement with him, he took him to Blue Whale Energy Company for a turn.

Then he handed him a photovoltaic panel that had just been assembled in the past few days and asked him to take it back for inspection.

At noon the next day, Chen Dehuai hurriedly called him and excitedly said that he would use all his net worth to invest in Blue Light Technology Company.

Yuan Ze laughed when he heard this, and said don't, because the current blue light energy technology company is just starting out and is in the first round of financing, and it can't afford Chen Dehuai's billions of money thrown in.

In the end, after some negotiations, Chen Dehuai invested 3 billion RMB and obtained a 12% stake in Blue Light Technology.

As a result, the first round of financing of Blue Light Technology Company ended, with a total capital of 4 billion RMB and a valuation of 25 billion RMB.

Among them, Yuan Ze holds 35% of the shares, Chen Dehuai holds 12%, and the remaining 53% of the shares are waiting for other investors to buy shares.

Of course, in the next round of financing, the company's valuation will definitely be more than 25 billion RMB.

Because Chen Dehuai was very interested in this company, he volunteered to become the CEO of Blue Light Technology Company.

Yuan Ze trusted his management ability and naturally supported this.

In addition, in terms of the equity holding of Blue Whale Holding Company, Yuan Ze also asked Chen Dehuai to help hold 3% of the shares, and Chen Dehuai did not refuse.

……