"Father and Son Soldier": The inheritance and excitement of photovoltaic photovoltaic

21st Century Business Herald Cao Enhui Shanghai reported on June 19, Father's Day. In this day of gratitude to his father's speechlessness, for some companies in the photovoltaic industry, it also means a inheritance.

In the domestic photovoltaic industry, there are not a few family businesses in the "father and son soldiers". Some of the father's business have already been charged at the forefront of the company; some fight side by side and work together. They are also different in corporate situations, or they are stepping on the wind and the limelight; or they encounter traps and seek to break the situation.

As a result, in the turbulent years, the business stories of the scenes were staged one after another.

1. The years of Zhu Gongshan's father and son, the "second spring" of GCL Group

On June 16, GCL Technology, a Hong Kong -stock company of GCL Group, ushered in a formal production ceremony of a granular silicon expansion project. Zhu Gongshan, chairman of GCL Science and Technology Board, attended the scene of a number of executives, witnessed the era of Grasson Science and Technology Xuzhou base granular silicon capacity into the era of 60,000 tons.

Zhu Gongshan, 64, has still been on the front line to build the "second spring" of this once old -fashioned photovoltaic giant GCLE Group. After experiencing the burden of industry changes, policy changes, and debt pressure, GCL Group, which was lightly played, re -planned the new strategic planning direction of its major listed companies -GCL Technology re -focused on granular silicon, GCLE energy transformation mobile energy , GCL's new energy layout hydrogen energy, GCL integration focuses on components.

However, this is not the forefront of Zhu Gongshan alone. His son and Zhu Yufeng of the "post -80s" also carried the burden of some business sectors of GCL Group.

Up to now, Zhu Yufeng has undertaken the role of two listed companies under GCL Group -the chairman of GCLEngo Ke and the chairman and president of GCL New Energy. Among them, the transformation of GCLEngo has attracted the most attention.

On June 8 this year, GCMECE, which was clearly transformed in the field of mobile energy in 2021, finally took a key step in the landing of product lines. The three core products including passenger cars, shared battery packs, and digital operation platforms all appeared. It is reported that the company has now established 9 passenger vehicle replacement power stations, 4 commercial vehicle power stations, and plans to complete the target of 300 power stations in 2022, covering 30,000 vehicles.

For GCL Group, the former photovoltaic giant has now slowed from the dangerous edge to reshape new vitality. After decades of development, the next decade, the new journey of Zhu Gongshan's father and son is still full of opportunities and challenges.

2. Xu Guangfu's father and son's "money printing machine", Daquan energy seize the silicon ingredients

On the Hurun Rich List in 2021, a pair of father and son rushed into the top 250 with a dark horse -Xu Guangfu, Chairman of Daquan Energy, and Xu Xiang, director Xu Xiang. The 5.5 billion yuan in the previous year soared 373%, an increase of 20.5 billion yuan a year.

The direct reason for the increase in the wealth value of Xu Guangfu's father and son is a significant reason for the increase in the science and technology board in 2021. After Zhenjiang's father and son and the new energy spinning of the United States have been listed in the United States, after returning to the science and technology board, it quickly obtained the hot stir -fry of capital.

On July 22, 2021, Daquan Energy was listed, and the stock price increased by 184%on the first day. The polysilicon enterprise, which is also known as the "Four Heavenly King of Silicon", has the highest market value of the "Four King of Silicon Materials", which has exceeded 170 billion yuan in August last year.

Daquan Energy has been supported by capital, thanks to the imbalance of supply and demand in the industry since the second half of 2020. In the context of the great increase in downstream demand, the supply capacity of silicon materials is limited, the market has entered the seller's market, the price is accompanied by the market, and it has continued to rise. Therefore, the head of silicon materials in the head is full of money.

In 2021, Daquan Energy achieved operating income of 10.832 billion yuan, and its net profit was as high as 5.723 billion yuan, and the gross profit margin of the product was 65.65%, which really showed the horrible "banknote ability".

And it is worth mentioning that since the beginning of this year, the price of silicon materials has continued to rise, and silicon companies have continued to enjoy excess profits. In the first quarter of this year, Daquan energy operating income increased by 389%year -on -year to 8.129 billion yuan, and its net profit was 4.312 billion yuan, an increase of 641%year -on -year.

This indicates that in 2022, Daquan Energy may usher in the most profitable year in history.

Unlike Zhu Gongshan's more management power, Xu Guangfu, who is nearly 80 years old, is still in the core of management in Daquan Energy. At present, the main personnel of Daquan Energy Management are composed of the founding veterans led by Xu Guangfu. Xu Xiang, who is "post -70s", is currently only a director and a member of the nomination committee of Daquan Energy. However, at the level of the parent company Daquan Group, Xu Xiang served as vice chairman.

3. Ruan Hongliang's father and daughter's glass business scripture, Flelet's 100 billion market value road

In April of this year, Zhengtai Electric issued an announcement that it wanted to integrate the photovoltaic component manufacturing sector business to the overall sale of the whole. A name appeared in the list of buyers: Ruan Zeyun, who was the deputy general manager and secretary of Flelet, and the daughter of the company's chairman Ruan Hongliang.

Similar to many photovoltaic companies, Flelet is also a family company. The founder Ruan Hongliang's family and the son -in -law are the company's actual controller. The history of Ruan Hongliang also imprinted a strong mark of the times -when "Photovoltaic Godfather" Shi Zhengrong reached the top of the richest man, he had just made up his mind to re -enter the photovoltaic glass. As the earliest batch of private enterprises in the field of photovoltaic glass, Ruan Hongliang became a crab -eating person, and Flerat also enjoyed the localization of photovoltaic glass. At the same time, the capital market also gives Fleter more affirmation.

From landing in the A -share market in 2019 to this day, the total market value of Flyite has increased by nearly 20 times, and it once exceeded 100 billion yuan in August 2021. During the peak, the company's total market value reached 128.2 billion yuan.

In the management of Flryt, Ruan Zeyun, the "post -85s", served as the director's post. In the face of an intensified industry competition, this is not easy to read for the future photovoltaic glass business of father and daughter.

Since the beginning of this year, the expansion of photovoltaic glass has been active. Among them, Flelet rushed to the front. On the evening of June 1st, Flelet issued an announcement that the increase of raising funds of not more than 6 billion yuan was used to build three new photovoltaic glass projects, and at the same time supplemented the company's mobile funds. The above three projects are planned to build nine photovoltaic glass production lines, with a total production capacity of 10,800 tons/day.

As many leading leaders lead the second- and third -line glass manufacturers to expand the production of photovoltaic glass, the production capacity will expand at a high speed in the next two years, and the pattern of supply and demand will be reshaped. Even in some research institutions, this trend is worth warning.

"The excess of photovoltaic glass is irreversible, and the fast and flat cost curve will erode the gross profit margin advantage of the faucet. In the short term, the pressure of various costs will come one after another, causing the short -term gross profit margin and market sentiment to be under pressure." BOC International said The profit growth rate of photovoltaic glass faucets will slow down, so the current valuation level is high.

At present, Flyt's A -share market value has already fallen below 100 billion yuan. When you can return to the peak of the market value, you still need the wonderful hands of Ruan Hong's father and daughter.

4. Nan Cunhui's father and son's photovoltaic transformation, the opportunity and challenge of Zhengtai Electric

The Nancunhui family, who appeared in the rankings of major richest people all year round, is also the existence of a typical private family enterprise in the photovoltaic field.

In 2016, when the Zhengtai Electric, which started with a low -voltage electrical appliance, opened the road of transformation, this old private company embarked on the road of "low -voltage electrical+photovoltaic". Similarly, last year, Zhengtai Electric, which has a certain market share in the field of photovoltaic in the field of photovoltaic fields in the entire county, opened the road of 100 billion yuan in market value.

In early September 2021, the total market value of Zhengtai Electric exceeded 130 billion yuan.

However, since this year, the company's market value has not been able to restore vitality in the valuation of the photovoltaic industry. The stock price has fallen by more than 34%since the beginning of the year, and the latest market value is 75.8 billion yuan. At the same time, the photovoltaic assets that have been stir -fired by capital have also reorganized in the case of rising costs in the photovoltaic industry chain. In April this year, Zhengtai Electric issued an announcement to strip out of photovoltaic component manufacturing business.

For Nan Cunhui's father and son, the family of low -voltage electrical business may not be familiar with the operating logic of photovoltaic business. After professional affairs to professional people, the inheritance of family businesses is inevitable.

In 2021, Nanli, the eldest son of Nancunhui, began to enter the core management of Zhengtai Electric. At the beginning of January last year, the company issued an announcement saying that it was proposed to be appointed as the company's vice president. The "post -80s" Nander entered the public sight and officially participated in the management decision of Zhengtai Electric.

5. Yang Jianliang's father and son later settled up, and the single crystal "gambling" on the machine CNC

In recent years, as the listed companies in the photovoltaic industry have been stir -fired, the wealth effect of some companies' actual controller's soaring wealth is immediate. Among them, Yang Jianliang and Yang Hao, the "father and son" of the machine CNC, have also become a new face in the front area on the top of the rich list.

In 2021, multiple dark horses emerged in the photovoltaic silicon wafer. Among them, CNC, which started with precision machine tool business, performed cross -border in 2019, and further expanded the photovoltaic single crystal silicon production business through the wholly -owned subsidiary Hongyuan New Materials, forming a double master of "high -end equipment+core materials". Industry model. After more than two years of layout, as of the first half of last year, the company's single crystal silicon reached 20GW, and the 10GW single crystal silicon pierced project was added.

Yang Jianliang is from Wuxi, Jiangsu. In Wuxi, the number of planes he founded was far less well -known in another local clothing company -Hailan House. But in 2021, Yang Jianliang surpassed Zhou Jianping, who founded Hailan House, and became the new richest man in the local area. Since 2020, the stock price of the machine CNC has skyrocketed by 885%.

It is undeniable that Yang Jianliang and his on -board CNC enjoyed the benefits of timely transformation of the photovoltaic industry. However, it is also worthy of recognition that from the relatively fixed traditional machinery manufacturing industry, cross -border has just experienced the photovoltaic industry that has just undergone the industrial cycle, which really requires a certain decision and courage.

Fortunately, Yang Jianliang's photovoltaic "gambling" won. It should be noted that whether this "gambling" can continue to win, it also needs to test the toughness of Yang Jianliang's father and son.

In the core management system of CNC, Yang Hao of the "post -90s" has the only position of directors. However, he serves as the general manager of Hongyuan New Materials (Baotou) Co., Ltd., a core subsidiary of NC CNC. The core subsidiary is the most important carrier of the CNC transformation of the photovoltaic industry. The revenue in 2021 has exceeded 10 billion. This indicates that Yang Hao is still in front line, and Yang Jianliang is only a matter of time.

6. At the difficult time of Wang Baixing's father and son, Zhongli Group was in trouble and seemed to break

Compared with other family -style photovoltaic companies, Wang Baixing's father and son of Zhongli Group may currently be experiencing the most difficult moments.

Today, due to other risk warnings of listed companies, Zhongli Group is ST and is also facing pressure from all parties such as performance and funds.

In recent years, Zhongli Group has always maintained the "dual main business" development model of photovoltaic business and special cable business. From the perspective of revenue structure, photovoltaic components and battery pieces, flame -retardant fire resistance cables, and photovoltaic power stations accounted for among the top. During an institutional research activity in January this year, Wang Boxing, chairman of the company, said that the company will focus on the main industry in 2022.

In fact, when the entire photovoltaic industry made a lot of money in the domestic photovoltaic industry, the focus was moved back to the photovoltaic main industry again. This photovoltaic "veteran" was highly anticipated, and the expansion of Zhongli Group in the field of photovoltaic group also appeared slightly "radical "". In March of this year, the company announced that it would throw 26 billion yuan for the construction of battery, components and power stations.

However, from the perspective of operating in 2021, the photovoltaic business of Zhongli Group has not yet been "result." At the same time, the current company is still in trouble in the issue of non -operating funds occupation of the controlling shareholders.

Among the current management team of Zhongli Group, the 66 -year -old Wang Boxing of the founder is the chairman, and his son and the "post -80s" Wang Weifeng served as the vice chairman and general manager. The position shows that Wang Weifeng has gradually assumed the role of core decision makers. But in the face of the current dilemma, Wang Boxing's father and son may need to strive to live.

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