Abstract On March 16, the Chinese PV industry ushered in the "new army." On this day, a famous "big Mac"-style company first spread its news that it will cross the border into the photovoltaic market, its...
On March 16, the Chinese PV industry ushered in the "new army." On this day, a famous "big Mac"-style company spread the news that it will cross the border into the photovoltaic market for the first time. It is the "leading" of China's construction machinery industry - Sany Group (listed company Sany Heavy Industry) Controlling shareholder).
As a “header†to announce its entry into the photovoltaic market, a 3.180MW distributed photovoltaic power station of Sany Beijing Nankou Industrial Park was officially connected to the grid. It is said that the relevant person in charge of the Sany Group has interpreted this. In the future, Sany plans to invest 30 billion yuan for investment and operation in the field of distributed solar power generation, and will create a smart microgrid and energy Internet cloud platform.
The reporter interviewed Cheng Weihua, deputy director of the presidential office of Sany Group, for the first time. He confirmed to reporters the truth of the above news and introduced that the strategy and positioning of Sany's marching into photovoltaics are all based on their own advantages. "We do plan to invest 30 billion yuan in photovoltaics in the next five years. It is now clear that we are not involved in the construction of large-scale ground power stations, but in terms of distributed photovoltaics, we not only invest, build, but also operate and provide Post-maintenance services will cover both domestic and overseas markets."
More critically, Cheng Weihua revealed to reporters that "in the future, this part of the PV assets may be listed on the market with clean energy assets such as wind power, and may also be listed separately."
Great advantage in distributed photovoltaics
It is understood that after the 3.318MW distributed photovoltaic power station of Sanyin Industrial Park in Beijing was officially connected to the grid, the accumulated clean electricity supply exceeded 100,000 degrees in one week, and the average power generation was 10% higher than the estimated power generation.
Cheng Weihua revealed to reporters that in the second half of 2015, Sany officially put the development of the photovoltaic industry on the strategic agenda, set up a solar energy preparation team, and set the first station in the Nankou Industrial Park, gradually replacing external power with distributed solar energy. At the same time, the company also invited experts from the State Grid to review the overall plan and conducted a lot of training.
"Sany has a principle in building distributed power plants, which is to do fine products." Under the reporter's questioning, Cheng Weihua said frankly, "At this stage, we have no plans to intervene in the photovoltaic manufacturing terminal, but in terms of photovoltaic modules, inverters, etc., we I would rather spend more money and choose only the top five suppliers in the industry."
As a signal that Sany will take action in the field of new energy, Liang Wengen, chairman of Sany Heavy Industry, said that the domestic economy has entered the “new normal†and the construction machinery industry is in the process of adjustment. Therefore, the company is actively seeking transformation. As one of the three core strategic sectors of the “New Sanyâ€, the new energy sector will be “unswervingly created into a world-class brandâ€.
People familiar with the PV market can roughly imagine the advantages of Sany entering the PV market. For example, Sany's construction machinery market at home and abroad, huge sales system and so on have a high degree of coincidence with distributed photovoltaic development and construction; secondly, Sany is good at remote control technology of engineering machinery, and this is precisely a lot of distributed today. Photovoltaic developers are expected to have an advantage that is not available.
Cheng Weihua affirmed the reporter's judgment and added that from the perspective of distributed photovoltaic projects, Sany has a plant roof of 5 million square meters and will build distributed solar power plants in batches. It is reported that in addition to the Nankou Industrial Park, industrial parks in Zhuhai, Changsha and Lingang have been started or actively prepared. In the first half of this year, Sany plans to complete the grid-connected power generation of the 100MW distributed power station on the roof of the industrial park.
“On this basis, Sany has more than 100 offices overseas, and the customer scope can also replicate the above model. At the same time, there are tens of thousands of business teams on the traditional channels of Sany, without increasing the cost, they It can carry out the development and construction of distributed photovoltaic projects well, and provide customers with post-operation and maintenance services, etc." Cheng Weihua said.
Clean energy assets or packaged or listed separately
"Our approximate investment rhythm will be worth 1 billion to 1.5 billion yuan in 2016, 3 billion to 500 million yuan in 2017, 7 billion yuan to 8 billion yuan in 2018, and a cumulative investment of 30 billion yuan in 5 years." Cheng Weihua Introduction, under the leadership of this huge strategy, Sany is not only doing investment and construction of distributed photovoltaic projects, "we also intend to do smart microgrid solution providers (photovoltaic, energy storage, charging stations, etc.) and energy Internet cloud platform".
According to Cheng Weihua, Sany currently has more than 300,000 units of remote control and real-time monitoring functions. In the future, we hope to implement remote control for our distributed photovoltaic power plants. This is not a simple monitoring of power stations. Instead, we need to achieve energy-saving improvements on the demand side. And when we have millions of controller users, we hope to become a big data operator through the establishment of the energy Internet cloud platform.
“With regard to the listing plan, Sany may choose to package the Group's wind power, photovoltaic and other clean energy assets, and may choose to independently market the PV business. There is no clear plan yet.†Cheng Weihua said, “The current Sany is in new energy. In terms of wind power, wind power has already had a strong competitive edge. Last year, the wind power sector achieved sales of about 6 billion yuan to 8 billion yuan in the context of the entire industry chain.
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