On December 10, Xu Zhiqun, chairman and general manager of Gaojing Solar Energy, published a letter to all employees on the company's official micro-blog entitled "Keep Stubborn, Return to Zero". Mentioned
in the letter, photovoltaic overcapacity is inevitable, from the perspective of enterprises, what can be done is nothing more than through their own efforts to make it bigger! In front of the window of
opportunity, for the new Gaojing, Xu Zhiqun believes that time is really the straw that can save lives.
Recently, everyone is talking about the photovoltaic industry 's three ups and four downs in a five-year cycle. Is five years a rule or a coincidence? I don't know, but between the ups and downs, there are prosperity, singing and dancing to promote peace, but also the shaking of the earth, the collapse of the sky, the old photovoltaic people should be vivid. As a result, the upsurge of rapid development and the overwhelming torrent triggered by it have always made heroes laugh and tears interact.
So, after the founding of Gaojing, investors seem to have made an appointment to ask me the same question, that is, whether there will be excess photovoltaic capacity, and my answer is honest below the horizon: definitely! In fact, the general direction of 3060 is clear, and on the track that both inside and outside the industry are optimistic about, the competition of hundreds of ships and thousands of sails is what it should look like, just like the color TV and refrigerator in those years; under the background of the rapid growth of the industry, the stage scarcity, stage surplus, structural scarcity, structural surplus, magic like magic, is also what it should look like. As far as we are concerned, to find the right stage and the right structure, and to firmly grasp it, there are elements of hard work, the blessing of luck, contingency and inevitability. What we have done is nothing more than to expand our inevitability through our own efforts!
Three years ago today, at the Guangdong-Macao Industry Summit, I felt a little guilty when I declared to the outside world that I would pull and slice 50GW in three years. Others might think it was a boast, because at that time the world was less than 300GW, and the "gun" of 50GW was really a bit big! Although the N-type large-size sheet at this time is certainly a window for both stages and structures, the high threshold of capital, technology, management and market in the industry is really not a decoration.
In front of the window of opportunity, for the new Gaojing, time is really the straw that can save lives. Then beat the time. Our team is very cute when they are stubborn. As a result, everything that affects speed has become the target of the team's fight to the end: no more day and night, no more winter and summer, no more north and south, no more rain and sunshine; no more weekends, no more holidays; no more containers, no more camp beds.
As a result, continuous running has become the habit of the team, although often too late to tie shoelaces, buttons, looks a little silly, but never lost that strength. As a result, from construction to production, the number of days is becoming less and less, and "high speed" has even been written into the Report on the Work of the Government. The 80GW production capacity that is about to be achieved has not failed to live up to the "high speed", and the Haikou that was boasted three years ago is not a cowhide.
At the beginning, he rashly broke in without asking how long the window period was, but he was favored by God for nearly three years. At the end of every year in the past, the fluctuations in the photovoltaic market and the experience of simulated examinations have indeed made us more robust, more solid and more resistant. I understand that this is another kind of God's favor for us. Half a year ago, the big names predicted that most of them would disappear, leaving a small half. Whether others believe it or not, I believe it anyway! Today, the "fourth fall" is the prelude to the game of "the surplus is king". In the legend of
Zhen Huan, the plum blossoms are "blooming with frost", and the wind and frost will only make them more beautiful, so there is no need to pray that "if you go against the wind, you will not be easily destroyed". Wind, frost, rain and snow are really not "destruction" for us, but nourishment and encouragement, gifts and tempering.
The so-called three ups and four downs, really do not have to care too much, this is just a little bit of wind and rain, snow and frost, the most important thing is to take stock of your past success, do you still eat this set? It doesn't matter if you can't figure it out for the time being. "Return to zero" may be a good way. Past achievements or failures, first unload, let oneself and the past do a "break away", like computers, mobile phones to clear the cache, press a Reset, free and easy.
Then, on the way up the hill, keep that stubbornness and keep running. This time, we should tie our shoelaces, button our buttons, carry our shoulder bags, easily, vigorously, elegantly and firmly..
Xu Zhiqun December 10
2023
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