Volume Seven, Section One Hundred and Thirty-six, Learning and Absorbing
"Zhengyang, what do you mean is that although China Overseas Silicon Industry settled in Qindu and became a star in Qindu, its production capacity has suddenly increased from ten tons to hundreds of tons, but there are still people trying to do the same thing?" Su Lunkang was naturally very human, and immediately captured some meanings from Sha Zhengyang's words.
"Well, it's almost the same. Although China Overseas Silicon Industry started with 200 tons of polysilicon, and it will also be aiming for a thousand tons of production capacity in the future, I want to say that everyone has underestimated the strong demand in the domestic market in the early stage of the overseas market in the later stage." Sha Zhengyang answered the other party with certainty: "In three to five years, the demand for solar photovoltaic modules in overseas, especially in Europe, will see a surge. The current energy structure of Germany, Spain, the Netherlands and other countries has a lot to do with the energy structure of Germany, Spain, the Netherlands and other countries. Their domestic environmentalists have criticized the consumption of fossil energy from the perspective of environmental protection. In order to cater to this voice, their government will promote the replacement of fossil energy by increasing its actions. This is an opportunity for the domestic solar photovoltaic industry."
"So do you think that even if China Overseas Silicon Industry has reached the production capacity of their third phase construction, it still cannot meet the needs?" Su Lunkang thought about it.
"Of course." Sha Zhengyang smiled silently.
Compared with more than ten years later, if every company does not have a polysilicon production capacity of 10,000 tons, you are embarrassed to say that the scale of the font size is now, the domestic polysilicon production capacity is indeed pitifully weak, of course there must be a process.
However, the explosion of European market demand in the next few years will indeed bring the domestic polysilicon and solar photovoltaic module industry to a super explosive period. What Sha Zhengyang needs to do is to facilitate Hanchuan Province to seize this industrial opportunity in this regard and just take a share of the pie.
Compared with Jiangsu and other provinces in their previous lives who had a lot of money on this area, Hanchuan Province is nothing to eat. After all, Jiangsu's economic provinces are really not short of this.
"So, we can still attract investment in this area and attract them to invest in our photovoltaic industrial park?" Su Lunkang was very moved.
Polysilicon investments often start tens of millions of yuan. As long as three or five companies come in, as Sha Zhengyang said, investing 200 million to 300 million is really nothing.
"Brother Kang, you have to work hard on supporting industrial chains. China Overseas Silicon Industry has just started construction, but they are already contacting some relevant upstream and downstream companies. I think you can take the initiative to help them improve in this area. This will not only help them quickly complete the layout of the entire industrial chain, encourage them to continue to increase investment, but also solve your own investment promotion problem. Moreover, this can drive more points with one point. One company may attract multiple companies to come in..."
Sha Zhengyang said seriously: "For example, to develop the photovoltaic industry, it also involves downstream industrial chains, such as silicon wafer slicing, which is also called silicon wafer manufacturing, and then silicon wafer production into solar cells. In this area, China Overseas Silicon Industry has all involved, but it also involves photovoltaic modules. As far as I know, China Overseas Silicon Industry does not intend to intervene, but plans to develop by supporting some partners. This is also your Qindu opportunity."
Since she is specifically responsible for this work, Su Lunkang naturally will not know nothing about the photovoltaic industry and nodded: "I know that China Overseas Silicon Industry plans to cooperate with some domestic companies with relevant manufacturing capabilities to encourage them to invest in development in this area, mainly because the technical threshold in this area is relatively low, and labor costs are an advantage for us..."
"In fact, what we need to pay attention to is whether Chinese companies can quickly open up the European market, especially Germany, Spain, Portugal and Italian markets. If a breakthrough can be achieved, I estimate that this industry will grow rapidly and its scale may exceed everyone's imagination." Sha Zhengyang was relieved and picked up a chopstick and threw it into the hot pot. "Come on, try it, the fresh yellow throat, it will be particularly crispy when it comes to scalding, crispy and chewy."
"But I heard you still have great uncertainty in the development of the photovoltaic industry?" Su Lunkang asked directly.
"Yes, the photovoltaic industry seems to be relatively large in the European market, but this is mainly based on subsidies from European governments to encourage development, so the market has expanded rapidly. In fact, the cost gap between photovoltaic power generation, coal-fired power, and hydropower is still relatively obvious. This requires a process to continuously achieve the decline in photovoltaic power generation costs, and it must be reduced to a level comparable to thermal power, hydropower and even nuclear power costs. This is a very long process. The only benefit it can bring is that photovoltaic power generation does not need to consume fossil energy and gain benefits from environmental protection costs."
Sha Zhengyang patiently explained that he needed to let Su Lunkang understand the risks in this way, so that it could be compensated in other ways. Whether from the perspective of enterprises or the government, there must be certain strategies to deal with risks.
"European countries value this more, and China will also value this in the future. Therefore, at a certain period of time, the European government will no longer subsidize, and the market will be greatly hit and will affect the domestic photovoltaic industry. This requires the Chinese market to take over. If the combination is separated by a few years, it may become a reshuffle process for the survival of the fittest in the photovoltaic industry."
"From your tone, I seem to predict that the reshuffle will be very tragic?" Su Lunkang picked up a chopstick of spicy beef and threw it into the pot. He then picked up the plate and put a plate of coriander balls, and then drank a glass of wine with satisfaction.
"Imagine that if the market is soaring and developing too hard, the market will shrink and prices will plummet, and someone will inevitably jump off the building." Sha Zhengyang said carelessly: "You must be mentally prepared to build a company, and the government must also have countermeasures in industrial development. How to help companies survive this level may be another spring."
"To achieve this, the government's services can really be called a service-oriented government." Su Lunkang was very moved.
"Brother Kang, the future competition between governments is actually a competition of service concepts and a competition of service environment. How can you provide enterprises and investors with a better and more suitable environment for their development? Then you can win the victory of the competition. For a long time in the future, China and even local party committees and governments at all levels must firmly grasp the premise of focusing on economic development as the key means to improve people's living standards. If a place wants to stand out, it must do this job to the extreme, so that our leading cadres and government officials at all levels must truly deliver the concept of public servants of the people, rather than just lying it, but actually regard themselves as the person who manages others."
Sha Zhengyang finally put an end to his argument, and Su Lunkang, who had been working in Qindu for several months, also had some understanding of Sha Zhengyang's view.
To improve the single economy of Qindu, two to three new pillar industries must be cultivated, but Qin is not as good as Handu, and how can it be cultivated under the blank space?
The competitive concept mentioned by Sha Zhengyang does make some sense. Qin Du’s competition targets are cities like Fugang, Zhaoyang, Wuyang, Anxiang and Wanzhou. Besides, larger ones are cities with similar conditions to Qin Du, that is, the future third- and fourth-tier cities. You have to show your advantages so that these industries can grow and develop healthily and gain reputation, so that they can win this competitive battle for a long time.
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The next day, Su Lunkang reported to Zhu Fenghou and Cao Zhongcheng about the situation he talked about when he met Sha Zhengyang for dinner. It was the Spring Festival soon. However, after hearing this, Zhu Fenghou and Cao Zhongcheng did not neglect and immediately convened relevant leaders to hold a meeting, which was to study how to continue to explore related industrial introduction and development issues based on China Overseas Silicon Industry.
Zhu Fenghou and Cao Zhongcheng both knew very well that a simple China Overseas Silicon Industry, even if China Overseas Silicon Industry may involve silicon rod cutting and making silicon wafers, or even further downstream production into solar cells, it will not really make the solar industry prosper in Qindu.
As Sha Zhengyang said, this requires a relatively large ecological system, polysilicon production, silicon rod slicing, solar cell manufacturing, and then the production of solar photovoltaic modules, and ultimately, key components such as inverters, and even the real formation of photovoltaic power stations and application systems component products.
In addition, Qindu also needs to provide such an emerging industry with a relatively relaxed and superior application environment for photovoltaic power generation, that is, you need to be an attempted breakthrough experimental base so that the entire industrial chain of this industry can take root and develop in Qindu, so that you can truly win the victory of this competition.
For this reason, the Qindu Municipal Party Committee and Municipal Government have indeed made some preparations. Qinghe, Mushan and Xiayuan counties in the north are located on the Loess Plateau, with strong light and dry climate. Especially some areas are barren mountains and ridges, which are also the most suitable area for the development of photovoltaic power stations. When Sha Zhengyang proposed to develop a photovoltaic power generation industry based on polysilicon, he won Zhu Fenghou's recognition, mainly considering that this area can be used as a test field.
Su Lunkang elaborated in detail at the meeting about an industrial ecology view proposed by Sha Zhengyang, believing that if Qindu wants to defeat other domestic competitors and act as the number one base of domestic photovoltaic industry, then he must make a fuss about this industrial ecosystem. Not only should he be the most perfect, comprehensive and efficient in all aspects of the investment service environment, but he should also take the initiative to solve all kinds of difficulties in the industrial chain supporting and even the market for these settled companies, so that they can truly feel how comfortable, safe and safe the development in Qindu is.
This is also the "three-heart" strategy summarized by Su Lunkang from Sha Zhengyang's point of view.
Chapter completed!