On June 8, the official micro-blog of Jinko Energy published a signed article by Chairman Li Xiande, "Full of the atmosphere of the hard battle", in which Li Xiande made witty remarks and commented on several focal issues in the current industry.
He said that in the short term, in the next few years " Speaking of integration, Li Xiande said that the scale and efficiency of TOPCon integration must be the competitive strength of the next battle, and the cost of integration is the competitive bottom line of the next battle.
Li Xiande said that at present, the component stage of "market is king" has been reached, "the next step will only be more monks and less porridge, and the abbot will be more rude", and the ability of globalization will be superior. At the end of the article,
he said, " It's time to do something big ." It's quite meaningful!
The original text is as follows:
first of all, eat, eat, sleep, sleep, exercise , eat well, sleep and enjoy yourself, you will have a clear mind to make judgments. Language is very deceptive. Just listen to other people's words. You have to take your own ideas. Just consider two questions. What is your vision? Where is your ability. Competition, fierce competition, which industry is not? But with such a high degree of prosperity, which industry is it?
In the short run , in the next few years, the battery link with the highest gold content in the photovoltaic industry, technology has no variables, it must be N-type TOPCon , which is the consensus expectation. As for what will happen in the post-TOPCon era, let's talk about it at that time. Jinko's battery mass production efficiency was 25.4% in the first quarter and 25.8% in the fourth quarter. After all, it is 28. Of course, the next generation and the next generation of technology are also on the way. There is no need to debate about the size. 2380mm and 3mm are universally applicable to the mainstream of the whole scene. It is a clear card that allows suppliers to save worry, customers to save money and themselves to save effort. As for you want to use larger than board, of course, there is no objection.
Let's talk about integration, top-down or bottom-up, or expanding from the middle to both sides. Now everyone is focusing on integrated production capacity. Of course, integration has advantages, such as scale effect, quality control and traceability, but in the final analysis, for the sake of cost, cost and efficiency, integration will only be a heavy asset burden with low capacity utilization. Integration can not avoid the challenge of low fault tolerance rate, and the choice of technology route and process will directly affect the results of tens of billions of investment and the loss of market opportunities. Therefore, under the integration of cold and warm self-awareness, we look at each other with a smile and feel the same. However, the scale and efficiency of TOPCon integration must be the competitive bottom line of the next battle, and the cost of integration is the competitive bottom line of the next battle.
From "silicon is king" silicon materials, to "supply is king" silicon wafers, to "technology is king" batteries, today finally to "market is king" components. Some people say that under the national components, not to mention the threshold, even the door frame has been removed . It is because of the competition on the supply side, whether there is market power, especially the global market power, is the real thing. In Jinko, at every marketing meeting, I scolded the general manager of sales in China most, with the lowest market share, the lowest ASP, the lowest profit contribution rate and the slowest switching of new products. Once he said to me with grievance, "All the second-tier and third-tier people without overseas marketing power and brand are crowded in this temple. There are more monks and less porridge, and the abbot only looks at the price, not Fanghua." Therefore, there is no grievance, only more grievance, and then there will be more monks and less porridge, and the abbot will be more rude . At this time, the ability of globalization is superior . Over the past decade, I have insisted on the local wisdom of not putting eggs in one basket. Even in the years when the Chinese market is booming and there is a lot of money, Jinko still follows the principle of balanced capacity allocation in eight regions, which seems to be reasonable now. For several years in a row, more than half of the top ten markets in the world are dominated by Jinko, especially in countries and regions that are mainly distribution markets. For many years, exports accounted for 75% or more of Jinko's total shipments.
It's time to do something big.
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