Thin-film solar and wind energy
Shao Jun 18 in China (Wuxi) International New Energy and Industrial Summit gave a new energy venture for the view. He said that in the photovoltaic field, is very optimistic about the core of thin-film solar and photovoltaic equipment manufacturing hp Pavilion dv6 battery enterprises, in the wind field, will select a strong ability of independent innovation, product reliability, and maintenance services to a strong integration capability and strong industry chain “top three “Enterprise, for new energy vehicles, the recent optimistic about hybrid cars, pure electric vehicles midline attention, long-term aim of fuel cell cars.
Shao Jun previous successful investments leading photovoltaic companies Suntech Power, the nation’s largest manufacturing companies in the fan blades Air Teng-hui, as well as other leading new energy enterprises in the field of new energy venture capital experience.
Shao Jun that, now, the new investment in the energy sector has been the pursuit of innovative technology from the previous stage of transition to more and more from the industrial point of view the problem as well as the technology is mature stage, so that, at present, as well as wind power or solar power is most likely to large-scale alternative to thermal power of the new energy industries.
According to reports, the last decade the development of solar energy boom, capacity of 120 megawatts by 1997 peak of 4,000 megawatts by 2007 peak, with an annual compound growth rate of more than 40%, Europe currently accounts for 70% of installed capacity, from the battery pack parts production point of view, China has become the world’s largest solar cell producer, accounting for 30% of global production.
For today’s photovoltaic investment, Shao Jun believes that photovoltaic energy sources to replace traditional energy sources, the key is to lower electricity costs, the photovoltaic power generation industry, is currently the most profitable chain in the upstream, but technical barriers are higher. “However, in China, the hottest casting of silicon and silicon wafers link already facing overcapacity problems. The risk of the investment community, capital markets are very concerned about the development of new silicon purification technologies and innovative techniques, In addition, the exhaust gas recycling recycling technology is also a focus of attention . ”
Shao Jun pointed out that the investment community is very concerned about is not a simple homogenization of launched projects, but in the related core equipment, a breakthrough, although China has a lot of solar cell manufacturers, however, that they can developed equipment manufacturers is very limited The. In the upstream poly-silicon casting furnace and other concerns, in the downstream, cells and modules in China is mainly concentrated in the polysilicon products, from the lower cost of power generation is concerned, thin-film solar products are the major cause for concern.
For the wind power industry, according to presentations, technical barriers to large-scale fan manufacturing high design and manufacture is very complex, involving many academic frontiers of knowledge, not only need a number of professional components technologies, but also rich practical experience. Thus, the global wind power equipment industry was highly concentrated, the top ten equipment manufacturers accounted for 96%. Although China has a number of machine manufacturers, but most are imported technology from abroad in the country for machine assembly and integration, lack of core competitiveness.
Shao Jun view that we should strongly support independent research and development at the same time, through cooperation, joint ventures, mergers and acquisitions, actively introduce the core technologies, and make domestically. “The integration of machine manufacturers is imperative to the final winning must have: a strong ability of independent innovation, product reliability, and maintenance services to a strong industrial chain integration capability, which ‘Big Three’ has become the choice of our investment community wind power investment target of the investment guidelines. In addition, emphasis should be on the spindle hp F3172A batterybearings, blades and spare parts R & D and industrialization, the wind turbine harsh operating environment, operation and maintenance costs rising, the investment also need to very concerned about the manufacturing process innovation in order to ensure the production of high-quality components and reduce fan operation and maintenance costs. ”
For the new energy vehicles, Shao Jun believe that a purely electric and fuel cell vehicles in theory be able to achieve zero emissions, is the ultimate goal, but at present there are still technical and cost barriers and problems. New motor vehicles for the three mainstream: hybrid cars, pure electric vehicles, fuel, electric-powered vehicles, in view of the technical maturity, cost levels and degree of industrialization, the recent optimistic about hybrid cars, pure electric vehicles midline concern, in terms of long-term I hope the fuel-powered cars can be much development.