Plans to invest 90 billion yuan to build a 5GW thin-film battery project - this makes the name of the Hanergy Holding Group company shake the photovoltaic industry. However, compared with high-profile publicity, the actual implementation of the project is likely to be lower than expected. Despite the country’s strong support for the development of new energy, it is a general trend for enterprises to gradually increase investment in new energy, but new energy investment should be rational, prudent, and capable, and should not blindly gamble, “small thunder and rainâ€. Otherwise, it is not conducive to the development of the industry but also lays a hidden danger for its own development.
It is understood that Hanergy plans to invest 17.5 billion yuan in Hainan in the next five years to build a 1G-watt thin-film solar cell manufacturing base and a 100-megawatt solar demonstration power station. According to statistics, since the beginning of this year, Hanergy has announced the launch of a total of 5G watts of thin-film battery projects, demonstration power stations and other preparatory work, with a total investment of more than 90 billion yuan.
From the point of view of investment alone, the investment of 90 billion yuan has been more common in traditional industries such as steel, petroleum and petrochemical, and electricity. In the past, most of the photovoltaic power generation projects were megawatts, and the investment amount was no more than several billion yuan. . Today, such huge investments in new energy fields have reflected the increased investment in new energy industries. With the adjustment of energy structure and the acceleration of economic transformation, the scale and proportion of investment in new energy fields will gradually increase in the future, and it is even expected to meet or exceed the investment of traditional industries. Of course, this is very gratifying. However, since Hanergy announced that it has invested in the establishment of thin-film battery factories in Sichuan, Jiangsu, Heilongjiang and many other places, most of the projects are still in the early stage. Hanergy, as a private enterprise, can support 90 billion yuan. Whether the huge amount of investment in the yuan, whether the funds can be used on the blade, there is doubt about whether the project implementation is guaranteed.
In addition to the issue of funding sources, there is also doubt about the level of concrete implementation of the project.
The reason is that, according to the current state of the art, thin-film battery power generation technologies still have some problems that have not been solved, such as low conversion rate and short life span, which directly affect the feasibility of the project investment and investment prospects. Prior to this, there were cases in which domestic and international photovoltaic giants had given up their thin-film battery power generation technology route. The technical risk of Hanergy's investment in betting thin-film battery projects is worrying.
In addition, the total global PV cell production this year is estimated to be about 15GW, and the thin-film cells account for a smaller proportion. This means that Hanergy's 5GW thin-film battery project will occupy a significant international market share once it is put into production, and the technology is still not mature enough. Under the circumstance, under the unfavorable situation that the photovoltaic market is still subject to external control, has the risk behind Hanergy’s large-scale construction of thin-film battery projects been fully evaluated? Can the project be finalized? Have to be observed.
In addition, the core technology of thin-film batteries is still dependent on foreign countries. If China does not achieve a major breakthrough in thin-film battery technology R&D, then the construction of large-scale production plants will inevitably become a cheap manufacturing facility for foreign companies.
In short, new energy investment, whether for private enterprises or state-owned enterprises, requires rational and cautious approach before entering the market. It requires not only financial strength, but also technical strength and market development strength; the scale of investment needs to be sufficient, and it is unfavorable to blindly seek out large projects. It is not conducive to the development of the industry but also lays a hidden danger for its own development; in addition, the investment attitude should be pragmatic, the healthy development of the new energy industry requires down-to-earth doers, not to earn speculation in the name of speculators.
It is understood that Hanergy plans to invest 17.5 billion yuan in Hainan in the next five years to build a 1G-watt thin-film solar cell manufacturing base and a 100-megawatt solar demonstration power station. According to statistics, since the beginning of this year, Hanergy has announced the launch of a total of 5G watts of thin-film battery projects, demonstration power stations and other preparatory work, with a total investment of more than 90 billion yuan.
From the point of view of investment alone, the investment of 90 billion yuan has been more common in traditional industries such as steel, petroleum and petrochemical, and electricity. In the past, most of the photovoltaic power generation projects were megawatts, and the investment amount was no more than several billion yuan. . Today, such huge investments in new energy fields have reflected the increased investment in new energy industries. With the adjustment of energy structure and the acceleration of economic transformation, the scale and proportion of investment in new energy fields will gradually increase in the future, and it is even expected to meet or exceed the investment of traditional industries. Of course, this is very gratifying. However, since Hanergy announced that it has invested in the establishment of thin-film battery factories in Sichuan, Jiangsu, Heilongjiang and many other places, most of the projects are still in the early stage. Hanergy, as a private enterprise, can support 90 billion yuan. Whether the huge amount of investment in the yuan, whether the funds can be used on the blade, there is doubt about whether the project implementation is guaranteed.
In addition to the issue of funding sources, there is also doubt about the level of concrete implementation of the project.
The reason is that, according to the current state of the art, thin-film battery power generation technologies still have some problems that have not been solved, such as low conversion rate and short life span, which directly affect the feasibility of the project investment and investment prospects. Prior to this, there were cases in which domestic and international photovoltaic giants had given up their thin-film battery power generation technology route. The technical risk of Hanergy's investment in betting thin-film battery projects is worrying.
In addition, the total global PV cell production this year is estimated to be about 15GW, and the thin-film cells account for a smaller proportion. This means that Hanergy's 5GW thin-film battery project will occupy a significant international market share once it is put into production, and the technology is still not mature enough. Under the circumstance, under the unfavorable situation that the photovoltaic market is still subject to external control, has the risk behind Hanergy’s large-scale construction of thin-film battery projects been fully evaluated? Can the project be finalized? Have to be observed.
In addition, the core technology of thin-film batteries is still dependent on foreign countries. If China does not achieve a major breakthrough in thin-film battery technology R&D, then the construction of large-scale production plants will inevitably become a cheap manufacturing facility for foreign companies.
In short, new energy investment, whether for private enterprises or state-owned enterprises, requires rational and cautious approach before entering the market. It requires not only financial strength, but also technical strength and market development strength; the scale of investment needs to be sufficient, and it is unfavorable to blindly seek out large projects. It is not conducive to the development of the industry but also lays a hidden danger for its own development; in addition, the investment attitude should be pragmatic, the healthy development of the new energy industry requires down-to-earth doers, not to earn speculation in the name of speculators.
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