Wang Hao, who began selling clean energy solutions abroad more than a decade ago, has seen a surge in business in the last month.
"Our independent clean energy solutions show explosive growth of 3-4 times." As the founder and CEO of Xiamen Yituo Energy Technology Co., Ltd., Wang Hao told first finance that their business on eBay, a B2C cross-border e-commerce platform, has been growing at a compound growth rate of 40% ~ 50% in the past three years. With the recent changes in the international situation, the European energy crisis and high energy prices have highlighted the advantages of clean energy and increased people's demand for the establishment of an independent energy system, This has become the node of the sudden outbreak of the market.
Wang Hao's feeling is not an individual case. Data from several platforms show that there has been a significant growth in clean energy products in overseas markets, especially in Europe and the United States. China's clean energy with strong supply capacity is ushering in a long-term historic opportunity under the "black swan" and the global trend of carbon reduction.
not just a short-term surge
According to the data of Alibaba international station, a B2B cross-border e-commerce platform, the energy crisis in Europe has led to a strong demand for clean energy. In the first week of the new trade festival in March, household roof photovoltaic in the new energy industry achieved 100% business opportunity growth; The category of wind power generators gained 52.7% business opportunity growth. Among them, Germany, Italy and other European countries have the most obvious procurement growth.
Wang Hao also pointed out that the fastest growing business in the last month was Europe, which made the proportion of the European market exceed the original largest market of the company, the United States.
An important reason for the surge is that the energy crisis has led to a surge in capacity expansion and emergency demand of European consumers. However, the growth momentum of clean energy is not only recent.
As countries around the world have put forward the "double carbon" goal, people's attention to carbon emission reduction and green products continues to rise.
"In the past two years, we have seen the rapid growth of clean energy sales led by Cecep Solar Energy Co.Ltd(000591) on the platform." Zhang Qiying, manager of household and horticulture category of eBay's international cross-border trade division, told China business that with the world's emission reduction targets such as "carbon neutrality", the demand for renewable energy has increased, and the clean energy category represented by Cecep Solar Energy Co.Ltd(000591) has also ushered in opportunities in the field of cross-border e-commerce.
According to the background data of eBay, Cecep Solar Energy Co.Ltd(000591) board, inverter, lithium battery, controller and portable outdoor energy and other clean energy products have shown a rapid upward trend in the European and American markets, and the market share of Chinese sellers has increased steadily. From January to February this year, the United States, the largest single volume market of clean energy category, continued to maintain double-digit high-speed growth after two years of strong growth, of which the growth of portable outdoor energy storage nearly doubled; In the UK, the inverter has nearly tripled; In Germany, the increase of Cecep Solar Energy Co.Ltd(000591) board and Cecep Solar Energy Co.Ltd(000591) energy storage lithium battery doubled.
Taking Germany as an example, relevant data from eBay show that since the outbreak of the epidemic, German consumers have paid more and more attention to the keywords of recyclability, resource conservation, no micro plastics and climate neutrality when searching for products. By the end of February this year, the goal of "completing 100% renewable energy supply and giving up fossil fuels" was advanced to Germany by 2035, which also enabled Chinese photovoltaic module companies to receive more consultation from channel providers in the near future.
Zhang Kuo, President of Alibaba international station, said that since October 2021, Chinese sellers have basically achieved triple-digit growth in green energy and new energy related tracks. In the first two months of this year, including the Spring Festival, the growth rate has also maintained a leading position, and the sales of wind turbines, light energy converters, energy storage and other equipment are significantly increasing.
Gan Lei, general manager of Beijing dongke United Technology Co., Ltd., which is engaged in the field of new energy, told first finance that the company's foreign trade business accounted for 30%. Affected by the epidemic, more than 70% of its foreign trade business has been transferred to B2B cross-border e-commerce platforms such as Alibaba international station. Since the second half of last year, the company's foreign trade business has more than doubled in explosive growth.
According to the statistics of the customs, in 2021, China's total exports of photovoltaic modules reached 88.8gw, with a year-on-year increase of 35.3%. The European market is the largest overseas market for China's photovoltaic module exports and the main source of growth. According to the data of China Chamber of Commerce for import and export of mechanical and electrical products, in 2021, China exported 45.3gw of photovoltaic modules to Europe, with a year-on-year increase of 54%, accounting for about 45% of the total export.
The independent clean energy solution made by Wang Hao company integrates clean energy power generation equipment and energy storage system dominated by Cecep Solar Energy Co.Ltd(000591) and has successively transformed from the original traditional trade form to a B2C cross-border e-commerce platform such as eBay in recent years. In his view, both the household energy storage system and the independent clean energy system are just starting, and the market saturation is less than 10%. In the context of global carbon reduction, the independent clean energy system dominated by Cecep Solar Energy Co.Ltd(000591) as an important branch will usher in a golden period of rapid development in the next five years.
Based on this prediction, Wang Hao prepared the goods in overseas warehouses last year until June this year, which also made him not out of stock in the surge of business brought by "black swan". According to the judgment of the market, eBay listed Cecep Solar Energy Co.Ltd(000591) clean energy as the core expansion category of this year last year.
supply chain transformation
Under the new pattern of "double cycle" and the goal of "double carbon", China's supply chain is participating more in the global trade competition through the innovation of green technology, and also providing power for the high-quality transformation of foreign trade and the "sea" of Chinese manufacturing.
"From low unit price to high unit price, from low added value to high added value, from the original cost priority to innovation and quality priority, this is a major development direction of China's foreign trade." Zhang Kuo believes that next, businesses that can represent China's excellent productivity, integrate more Chinese supply chains, and provide efficient services are the representatives of real made in China and will usher in the largest increment.
Not only Cecep Solar Energy Co.Ltd(000591) , in the field of wind power and lithium battery, more and more Chinese enterprises are also playing an increasingly important role in the development of new energy in Europe and even the world. Among them, vision technology group's intelligent fans and intelligent energy storage products have been exported to Europe, Latin America, Asia and other countries and regions, and have maintained an average growth rate of more than 40% for many consecutive years.
In addition to the electric vehicles made in China, yijiete has become a net star in the European electric vehicle market. Weilai and Xiaopeng also regard Europe as their first stop at sea. Vision power, Contemporary Amperex Technology Co.Limited(300750) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , honeycomb energy, Byd Company Limited(002594) , AVIC lithium battery and other six China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprises have identified or started to build factories in Europe.
Under the challenges of rising raw material prices and chip supply shortage, China's supply chain, which is increasingly closely related to green and sustainable, will also obtain greater opportunities and resilience in the international market.
As an upstream supplier of lithium batteries and electric vehicles, Gan Lei said that the cost of raw materials of the company has increased by 20% ~ 30% compared with that before the Spring Festival, and is expected to show an upward trend in the future. Therefore, their R & D investment in recent years has increased year by year. On the one hand, they have increased technological innovation and product optimization and upgrading, and made more differentiated and high value-added products to increase profits. On the other hand, They are also trying to find greener alternatives to raw materials to fundamentally reduce the pressure caused by rising raw material prices and supply shortages.
"In 2003, the quotation of Cecep Solar Energy Co.Ltd(000591) board exported to Europe was US $3.5 ~ 4 per watt, and now it has been reduced to US $0.35 ~ 0.4 per watt, a decrease of about 90%." As a veteran of Cecep Solar Energy Co.Ltd(000591) power generation, Wang Hao witnessed the dramatic change of Cecep Solar Energy Co.Ltd(000591) power generation from high power generation cost to only about 20% higher than traditional energy power generation. Under the European energy crisis, the costs of the two are almost flat. The driving force for the sharp decline in costs is inseparable from the vigorous development of China's photovoltaic supply chain.
What Wang Hao is doing now is to increase innovative research and development and continue to reduce the power generation cost of independent clean energy. In his view, clean energy is subject to the prices of commodities that are bound to fall, while the prices of non renewable energy are subject to its non renewability and rising environmental protection costs, so they have greater advantages. In addition to Cecep Solar Energy Co.Ltd(000591) , they also integrated lithium batteries into the scheme of independent clean energy. "With the expansion of lithium battery capacity of Chinese enterprises, after the demand for lithium batteries for automobiles is met, the production cost of lithium batteries for energy storage can be reduced by 50% ~ 60% on the existing basis, which is clearly foreseeable".
As a foreign trade enterprise that exports all through cross-border e-commerce, Wang Hao believes that the cost including sales and after-sales service can be reduced by 30% ~ 40% through B2C cross-border e-commerce platform, which is also conducive to their better development of global business.
In addition to foreign trade, Chinese enterprises with greater global layout ambition have also played a big chess in the field of zero carbon. In October last year, vision built the world's first zero carbon industrial park in Inner Mongolia Eerduosi Resources Co.Ltd(600295) to form an intelligent power supply system through wind energy, Cecep Solar Energy Co.Ltd(000591) and energy storage, and develop upstream and downstream integrated industrial chains such as power and energy storage batteries, battery materials, electric heavy trucks and green hydrogen production in the park. It is expected to create 100 billion output value and reduce carbon emissions by 10 million tons. Such a zero carbon industrial park model is being exported to Singapore, the United Kingdom, France, Spain, Australia, the Middle East and other places. In April this year, the first batch of zero carbon products produced by vision in Inner Mongolia Eerduosi Resources Co.Ltd(600295) Zero Carbon Industrial Park will also be imported into Europe along the Asia Europe railway.
