In January 10, 2022, President Sun Yuemao of Risen Energy Co.Ltd(300118) accepted an interview with the China Times reporter. Yan Jin, calm and capable is the first impression Sun Yuemao left to reporters. This occupation manager from Taiwan, China, tells us about his own industry experience, understanding of the enterprise, and the idea and reflection of the industry. "Shanghai"
force hjt, set a record three times a year
At the end of 2021, Risen Energy Co.Ltd(300118) disclosed a new investment framework plan. The total investment of the source network load storage integration demonstration project (phase II) of incremental distribution network in Guyang Jinshan Industrial Park is preliminarily expected to be 44.65 billion yuan. The project is divided into two parts: one is the manufacturing part (i.e. load end): annual output of 200000 tons of metal silicon + 150000 tons of high-purity silicon + 10gwn type high-efficiency crystal drawing + 3gw components; Second, the power generation sector (i.e. power supply side): 3.5gW photovoltaic power plant project + 1.6gw wind power plant project + energy storage project. The specific investment and construction arrangements will be implemented in batches after performing the corresponding approval and decision-making procedures.
Recently, several power station assets have been transferred at a high premium, so that Risen Energy Co.Ltd(300118) has sufficient capital reserves and has more confidence to expand production. Sun yuemao revealed that with the production capacity of Chuzhou and Malay production bases reaching the production capacity, the company's production capacity will increase significantly, and the shipment volume will also increase. The organization of the enterprise has made some adjustments, the operation system has been strengthened, and the profitability will be greatly improved in the future. Therefore, we are more confident in the future financing ability.
At the business level, now Risen Energy Co.Ltd(300118) has formed a photovoltaic industrial chain agglomeration effect. The company's industrial chain includes the integrated layout of photovoltaic industrial chain capacity, such as crystalline silicon, silicon pulling, photovoltaic cell, photovoltaic module related product manufacturing, photovoltaic power generation, energy storage and so on.
In the face of the problem of whether to supplement the capacity of some silicon wafers, sun yuemao said that whether to expand production depends on the market. If there is demand in the market, it can be considered. However, at present, the core business of Risen Energy Co.Ltd(300118) is batteries and components, and the upstream business is developed strategically and targeted.
In recent years, the technology of photovoltaic industry is changing with each passing day. TOPCON and hjt technologies are becoming more and more mature, and a new round of technological change is imminent. Risen Energy Co.Ltd(300118) focused its business on the research and development of hjt high-efficiency battery module technology. The latest data show that the maximum power of Risen Energy Co.Ltd(300118) high-efficiency heterojunction series components reaches 721.016w, and the component efficiency is as high as 23.65%. It has refreshed its own hjt world record three times in a year.
At present, Risen Energy Co.Ltd(300118) has become a leading front-line enterprise of heterojunction technology in the industry. Sun yuemao firmly believes that according to some continuous research in the past few years, there will be some new R & D breakthroughs in the last half of the year. We are very sure that hjt technology will lead the industry. 2022 will be the first year of hjt, and there will be great breakthroughs in technology.
embrace change and establish the core competitiveness of enterprises
According to the latest data of PV tech, Risen Energy Co.Ltd(300118) ranked sixth in the global component shipment ranking in 2021. With the continuous expansion of enterprise scale and entering the fast lane of development, Risen Energy Co.Ltd(300118) has risen in the global component shipment ranking. Sun yuemao had previously worked in several leading photovoltaic enterprises and led an enterprise to rise rapidly to the first in the industry. His joining undoubtedly injected strong development power into the development of Risen Energy Co.Ltd(300118) .
In early September 2021, sun yuemao officially assumed the post of president of Risen Energy Co.Ltd(300118) . On September 23, Lin Haifeng, the founder of Risen Energy Co.Ltd(300118) , returned to serve as the chairman of the company again. The return of the founder and the addition of sun yuemao, who has successful trading experience, undoubtedly give great confidence to the enterprise and the market.
Sun yuemao said that the management of Risen Energy Co.Ltd(300118) has been adjusted recently, but the big strategy of the enterprise has not changed. At present, the deepening adjustment of the internal system is still being done. The first step is to step steadily, and then do a good job in the products to establish the core competitiveness of the enterprise. It is natural to improve the ranking of the enterprise.
"We clearly understand what we are facing in the next stage." When it comes to the future changes of the industry, sun yuemao directly pointed out, "the photovoltaic industry will move towards centralization in the future. If we don\'t enter the top few in the industry, we won\'t have the right to speak in the future. Therefore, we should be aware of this industry trend and make different preparations at different stages. In the face of drastic changes in the industry and market, we should know how to deal with it."
Talking about his performance in the past few months since taking office, sun yuemao said that no one is perfect. If you are completely satisfied with yourself, it may be the beginning of failure. Photovoltaic is a very interesting industry and an industry with great prospects. We should constantly improve ourselves and hope that the future team can make better achievements under the leadership of the founder. In 2021, there are many difficulties in the photovoltaic industry. No matter how unreasonable or frustrating the difficulties are, we should also face them, and establish a more perfect mechanism to deal with greater risks in the future.
"We should always maintain a sense of crisis. Whether in the photovoltaic industry or other industries, we must seriously think about the future and eliminate some hidden dangers at a particularly smooth time, because it is usually not our competitors that beat us, but ourselves." Sun yuemao said.
Once an industry observer said that the photovoltaic industry is easy to make the richest man, and it is also an industry without stories. Looking back at the development of the whole industry, Suntech Shi Zhengrong, Saiwei Peng Xiaofeng and hanergy Li Hejun, if you want to ensure the evergreen of the enterprise, you need the enterprise to be sober all the time and make correct decisions.
According to sun yuemao, the biggest difficulty of the last wave of photovoltaic enterprises was in 2012. The European double anti policy had a great impact on Chinese photovoltaic enterprises, but many enterprises survived. All enterprises have to be tempered. It is not particularly good if they have not experienced setbacks and are making rapid progress all the way.
Sun yuemao sighed: "there is no real enterprise that will never fail. The previous photovoltaic enterprises that go down from the peak can not say that they are not good enterprises. The contribution of each stage, person and enterprise of the industry is very great. No one will deny Dr. Shi Zhengrong's contribution to the industry. Therefore, the industry depends on generations of entrepreneurs (developed) , they can move forward bravely for the uncertain future, which is the most important. "
