The forge and dilemma of quasi -first -line photovoltaic enterprises

In this global tide of unprecedented energy transformation, companies in it are looking for opportunities and space on their respective tracks. Under the opportunity of the industry's floating and infinite opportunities, the opportunity to promote the "dominance" of the enterprise may only condense for several years.

At the moment, after any sub -section of the new energy industry, countless capital and enterprises are extremely active to participate. It is certain that in it, no company will miss this new energy "feast". The bottleneck of breaking the indicator or the late person is the driving force for every photovoltaic company to work hard.

Of course, in the ups and downs of the industry for many years, some companies have returned to their heads, and more companies are constantly exploring more suitable roads and directions. I hope that under the "glory" of the times, the prosperity can be reshaped. Among them, the quasi -front -line companies represented by the east -Ri Rising are the "epitome" of many companies in the photovoltaic industry and continuous development.

"Knowing"

Since 2017, it has been among the top ten component manufacturers in the world, and Dongfang Risheng has been chasing his goals step by step. "It's not like eating a fat man. Our goal is to make a little progress every year." A senior employee of Oriental Risheng revealed in a previous chat. In fact, Oriental Risheng has also been well practiced this goal.

From 2017-2021, Oriental Risheng Global Components' shipments have been fighting from the eighth step to sixth. In fact, since the listing of Oriental Rising, the industry has been steadily moving forward for ten years, and it is not easy to steadily advance to companies that have been steadily eliminated by the market, especially in the fierce photovoltaic industry.

This seemingly self -knowledgeable strategic goal comes from the experience of the photovoltaic industry for many years. The self -knowledge of Dongfang Risheng is also reflected in the performance of the contract. As we all know, the data data of Dongfang Rising in 2021 is very poor, and the gross profit margin is only 6.61%, and the net profit is even negative.

"Since the second half of 2020, in addition to participating in the customer collection quotation, sales are more energy and time spend on the issue of communicating with customers. There is no advantage in cost control. But for the eastern Risheng, customer relationships are very important. Even if some orders are profitable or even flat costs, we will do our best to deliver part of the delivery, so that customers can complete the annual tasks of the year ", The above sales supplemented.

As we all know, as a battery component manufacturer, the decline in profits in the past two years is not only a problem of the Oriental Rising Family, but the common situation of the industry. Even the component links of some head companies are losing money. In the past two years, the changes in the photovoltaic industry chain have been overwhelmed. The rapid rise in the price of upstream raw materials has almost eaten the profit of the middle and lower reaches. Only a few companies with relatively complete layout have maintained normal profit growth.

"Make up" shortcomings

For photovoltaic companies such as Dongfang Risheng and high professional division of work, the biggest "lesson" given by the industry in the past two years is the necessity of integration of production capacity. Because of this, after two years of supply chain risk, Oriental Risheng also tried to make up for shortcomings to a certain extent.

Since 2020, Dongfang Risheng has gradually increased the planning volume of the battery link while expanding component production capacity. According to the plan, by the end of 2022, the production capacity of the Oriental Rising battery sheet will be increased to 21GW, and the component production capacity will be increased to 30GW.

In addition to the increase in the battery, Dongfang Risheng spent only 200 million yuan in 2020 to acquire the concentrated silicon industry in Bayannuer City, Inner Mongolia. At that time, the industry believed that the price of polycrystalline silicon was only a short -lived price, but now I look back at the 12,000 -ton polysilicon project of Oriental Rising. 300 yuan/kg.

After transformation and upgrading and reorganization, in the first half of 2022, the Bayannaoer Doping silicon project has handed over the preliminary answer sheet -revenue of 977 million yuan and a gross profit margin of nearly 60%. In the past two years, under the dilemma of the shortage of silicon and silicon wafers, Dongfang Risheng has also contributed operating profit and production capacity guarantee for the 12,000 tons of polysilicon silicon projects.

In fact, in the photovoltaic industry in the past two years, whether it is horizontal or vertical, integrated exploration has never stagnated. In the past, there were related equipment manufacturers of upstream enterprises, and component companies acquired tracking brackets, energy storage and even border auxiliary materials, investment glass companies, etc. Multi -directional exploration was also the product of the full competition of the photovoltaic market.

Dilemma is still

Although it is constantly revising and perfecting strategies and directions, for the eastern rising, the road is still bumpy. On the one hand, the TOP 5 major manufacturers are slightly better than the brand premium, production capacity or financing capacity, or financing capacity. In the face of existing market share, they are also jealous. Efforts to "inner rolls". On the other hand, in the existing market structure, in the face of the broad development space of new energy, there are also more and more cross -border capital and enterprises eager to try, and the market competition in the photovoltaic industry has become increasingly fierce.

At the same time, the current industry is at the turning point of battery technology upgrade. For the top companies, technology upgrade is a key node, and it is risky to have a big tail. When this can refer to the struggle between the film and the crystal, the single crystal, and the polycrystalline of the year, several companies have disappeared in the long river of history. On the other hand, for Oriental Risheng, how to maintain the stable financial situation of enterprises is also a major challenge to the company with a higher asset -liability ratio. However, on August 17 this year, Dongfang Rising Plan was officially approved by the Shenzhen Stock Exchange, and the total amount of funds raised was not more than 5 billion yuan, which was also a great encouragement for the industry layout of Oriental Risheng.

Looking at the world, photovoltaic is undoubtedly one of the fastest growth rates in the global industry. From 102GW of global photovoltaic installed capacity ten years ago, it is expected to break through 1TW in 2022. The industrial scale of the photovoltaic industry has increased by about 10 times in ten years. However, it is seen outside the industry that the rapid growth rate of the photovoltaic industry, and for companies in it, the European and American double anti -anti -, financial crisis, Xinjiang -related issues, subsidy policies ... Ten years of bitter tears are not empty words.

In the component session, the first dispute between the first shipment in 2022 is still very arrogant. This is enough to show that compared with other manufacturing industries, photovoltaic is still a young and competitive industry. The position of the head can be sat up today. Maybe it will be pulled down tomorrow. "Gene.

Tracing back to history, Oriental Risheng is almost a photovoltaic company that can set up a time with Wuxi Shangdeby. In the global photovoltaic market, the exploration and forge of East Risheng are also a history of development in the photovoltaic industry. In fact, the current situation of Dongfang Risheng also reflects several small and medium -sized photovoltaic companies to continue to break through the innovation situation under the general trend of global energy transformation. Technology, products, quality, strategy, profit, production capacity ... In the new energy era, any company has the opportunity to stand on the stage, which is both wonderful and cruel.

Disclaimer: The above content is reproduced from photovoltaic people, and the content issued does not represent this position.

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