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At the “International Summit on Clean Energy†held recently, the reporter interviewed a number of investment professionals and found that after the wind power equipment and polysilicon industry were classified as “overcapacity†by the National Development and Reform Commission, the temptation of these industries for investment was greatly weakened. .
Despite this, Li Feng, head of the investment and finance department of the China Renewable Energy Society, believes that new energy companies with innovative core technologies and product pricing rights can still be favored by investors. Technology research and development needs government's substantive policy encouragement.
The reversal of investment fever has greatly increased the enthusiasm for investing in the early stages, and the nationwide wind power and photovoltaic project companies have seldom seen the issue of “money†so quickly.
A polysilicon maker said that the government’s judgment on the overcapacity of the new energy industry chain has led to a reduction in the financing channels of many companies in the industry. In the past, all kinds of venture capital and funds that “greet with smiles†have become ineffective. Even stay away.
According to Jin Yudan, partner of Softbank Safaris, at present, the monocrystalline silicon and polysilicon projects dare not cast anymore, and the risk of complete machine manufacturing in wind power equipment is also relatively large.
According to statistics, at present, there are nearly 70 wind power generators in China and more than 100 wind power equipment component manufacturers. There are only 50 blade manufacturers.
Zhuang Jun, deputy president of Defengjie Investment Company, believes that even if it is necessary to invest in the wind power industry, careful screening will be carried out. For example, the field of wind power castings has become almost the same, and wind power bearings can also be one of the company's investment options.
According to Jin Yudan, the company may currently focus on wind power bearings, clean coal, and electric vehicles, and have insufficient confidence in the current investment in other areas of new energy.
He said that the main reason is that the current market value of several domestic companies that have been listed on Nasdaq and other foreign exchanges has shrunk dramatically. For VCs, if they want to invest in new energy, they can go to the secondary market. These company stocks help companies overcome difficulties, and there is no reason to look for new energy companies that have not been listed yet to invest, because such investment risks are even greater.
Technical research and development need to support Zhuang Wei concluded that there are three major reasons for the short-term setbacks in investment in the clean energy sector. First, there are problems with the technology line. They are either quickly replaced or chased by other people’s footprints; second, insufficient market development; and third, integration. Power is not strong. For new energy companies, it is necessary to strengthen their technological R&D capabilities, seek opportunities to develop international markets, and when conditions are ripe, integrate upstream and downstream to reduce costs.
Wu Kezhong, the founding partner of Advantage Capital, stated that reducing costs in the short-term will certainly benefit new energy companies in winning the living space, but more importantly, there are several companies in the country that have to obtain the pricing power of their products, that is, have the core technology, instead of still looking at others. The complexion acted."
In fact, both investors and operators are aware of the importance of improving the R&D level of core technologies for new energy companies, but there are still various problems in their implementation.
Jin Yudan stated frankly that, in the current domestic market environment, if it is not advisable to advocate technological innovation and encourage R&D to have sufficient follow-up policy support, it will be difficult to implement it. On the one hand, the current protection of intellectual property rights is very weak; on the other hand, the cost of technology research and development is very high and the profits are crowded out. At present, the domestic “low-price competition†is not conducive to the existence and development of R&D companies; besides, PV or wind power has more or less unspoken rules for winning at low prices.
Therefore, in the process of improving the research and development capabilities of new energy companies and prompting them to emerge from the crisis as soon as possible, the government needs to provide substantial policy incentives for the research and development of new energy companies.
Despite this, Li Feng, head of the investment and finance department of the China Renewable Energy Society, believes that new energy companies with innovative core technologies and product pricing rights can still be favored by investors. Technology research and development needs government's substantive policy encouragement.
The reversal of investment fever has greatly increased the enthusiasm for investing in the early stages, and the nationwide wind power and photovoltaic project companies have seldom seen the issue of “money†so quickly.
A polysilicon maker said that the government’s judgment on the overcapacity of the new energy industry chain has led to a reduction in the financing channels of many companies in the industry. In the past, all kinds of venture capital and funds that “greet with smiles†have become ineffective. Even stay away.
According to Jin Yudan, partner of Softbank Safaris, at present, the monocrystalline silicon and polysilicon projects dare not cast anymore, and the risk of complete machine manufacturing in wind power equipment is also relatively large.
According to statistics, at present, there are nearly 70 wind power generators in China and more than 100 wind power equipment component manufacturers. There are only 50 blade manufacturers.
Zhuang Jun, deputy president of Defengjie Investment Company, believes that even if it is necessary to invest in the wind power industry, careful screening will be carried out. For example, the field of wind power castings has become almost the same, and wind power bearings can also be one of the company's investment options.
According to Jin Yudan, the company may currently focus on wind power bearings, clean coal, and electric vehicles, and have insufficient confidence in the current investment in other areas of new energy.
He said that the main reason is that the current market value of several domestic companies that have been listed on Nasdaq and other foreign exchanges has shrunk dramatically. For VCs, if they want to invest in new energy, they can go to the secondary market. These company stocks help companies overcome difficulties, and there is no reason to look for new energy companies that have not been listed yet to invest, because such investment risks are even greater.
Technical research and development need to support Zhuang Wei concluded that there are three major reasons for the short-term setbacks in investment in the clean energy sector. First, there are problems with the technology line. They are either quickly replaced or chased by other people’s footprints; second, insufficient market development; and third, integration. Power is not strong. For new energy companies, it is necessary to strengthen their technological R&D capabilities, seek opportunities to develop international markets, and when conditions are ripe, integrate upstream and downstream to reduce costs.
Wu Kezhong, the founding partner of Advantage Capital, stated that reducing costs in the short-term will certainly benefit new energy companies in winning the living space, but more importantly, there are several companies in the country that have to obtain the pricing power of their products, that is, have the core technology, instead of still looking at others. The complexion acted."
In fact, both investors and operators are aware of the importance of improving the R&D level of core technologies for new energy companies, but there are still various problems in their implementation.
Jin Yudan stated frankly that, in the current domestic market environment, if it is not advisable to advocate technological innovation and encourage R&D to have sufficient follow-up policy support, it will be difficult to implement it. On the one hand, the current protection of intellectual property rights is very weak; on the other hand, the cost of technology research and development is very high and the profits are crowded out. At present, the domestic “low-price competition†is not conducive to the existence and development of R&D companies; besides, PV or wind power has more or less unspoken rules for winning at low prices.
Therefore, in the process of improving the research and development capabilities of new energy companies and prompting them to emerge from the crisis as soon as possible, the government needs to provide substantial policy incentives for the research and development of new energy companies.
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