Chapter 730: Pluck Feathers From Passing Geese, Collect Unicorns From Passing Dragons (Third Update, Extra Update for Guo Jiuxing)
May 2012.
After the financial crisis...
China's photovoltaic enterprises did not take a breath, but fell into deeper business disputes.
The shadow of [anti-dumping] has always been hanging over all photovoltaic enterprises...
The US Department of Commerce announced the preliminary anti-dumping ruling. Yingli, Suzhou Deshang, and Tianhe Photovoltaic will be levied 31.18%, 31.22%, and 31.14% anti-dumping duties respectively. The tax rate of Chinese photovoltaic enterprises that did not respond to the lawsuit was 249.96%. This preliminary ruling decision quickly attracted responses from European countries. Overnight, Chinese photovoltaic enterprises, which were already swaying in the wind and rain, were further hit...
………………………………
[Bosch Technology].
After 2012, [Bosch Technology]'s battery and battery industries won a new wave of growth.
In the first quarter of 2012, the total revenue of the lead-acid battery industry was 32.5 billion yuan, an increase of 20.7% compared with the same period last year;.
[Veiwin] and [Liwei], two leading companies, took the lead in launching a price war in December last year. This price war was so fierce that it once forced [Bosch Technology]'s batteries into a corner. Although [Bosch Technology] was unwilling, it had to fight.
This war lasted for nearly 4 months. By April this year, [Veiwin] and [Liwei] gradually began to be overwhelmed.
[Hongwei Technology] and [Bosch Technology] have completed a deep bundling. One makes batteries and the other makes battery cars. The two companies are originally under the same group, and even some installation industry chains are interconnected. Because of the interconnection, the cost can be reduced to the limit. Coupled with subsidies from some countries, [Bosch Technology] has won an absolute advantage in this price war.
"The total turnover of the lead-acid battery industry in the first quarter was 32.5 billion yuan, of which [Bosch Technology] accounted for 6.3 billion yuan, [Liwei] 5.6 billion yuan, [Veilen] 5 billion yuan... We successfully reached the top!"
"But the profit is still low. Our profit is about 630 million yuan. Putting aside the operating expenses and a series of other expenses such as bonuses and taxes, our company's real profit is only 100 million yuan... Among them, the after-sales system is the biggest part, accounting for about 30% of our profit..."
"..."
In the office of [Bosch Technology].
Chen Mengting looked at this data, and her emotions were slightly complicated.
In 2009, they established [Bosch Battery], and it has been almost four years since then.
In the past four years, [Bosch Battery] has changed a lot almost every year, from the initial training base, to gradually becoming a school-enterprise, to slowly getting various subsidies and various supports, step by step, opening branches across the country, growing step by step, and sales have also rushed into the top 20, top 10, top 5 in the country. Finally, in May of this year, it officially became the NO1 in the field of [lead-acid batteries].
"Mr. Chen, in May, the total sales of lithium batteries of [Bosch Technology] nationwide was 52.5 billion, most of which were in the digital industry. Our [Bosch Technology] sales of lithium batteries were not high, only about 2.5 billion. Putting aside various expenses, our lithium battery business lost about 50 million. Most of the lost funds were for our factory expansion, and of course, there were also scientific research funds..."
"..."
Chen Mengting nodded.
Let the assistant leave the office.
After the assistant left, Chen Mengting stayed in the empty office, silently looking at the current situation of China's photovoltaic industry.
When Zhang Sheng left in February, he asked her to pay more attention to China's photovoltaic industry. Chen Mengting never knew what Zhang Sheng meant by paying attention to the photovoltaic industry.
She looked at a piece of news again.
This news was even worse.
In May, the price of polysilicon per kilogram fell from a high to $40.
The price of photovoltaic raw materials fell, but it did not do any good to the photovoltaic industry.
Basically, Chinese photovoltaic companies and overseas raw material companies sign 10-year sales contracts with quantity requirements.
They have two choices at this moment.
One choice is to continue to buy polysilicon at a high price at a loss, and the other choice is to breach the contract!
However, whether it is a breach of contract or the original price, photovoltaic companies have to pay a large sum of money!
When seeing this, Chen Mengting shook her head.
This year's photovoltaic industry is worse than last year...
If the photovoltaic industry in the past was the industry's cold winter, then this year's photovoltaic industry can be described as [doomsday].
The few photovoltaic companies that survived the financial crisis did not win the spring. Instead, they heard about their bankruptcy, losses, compensation, breach of contract and other news every day.
It is almost in a precarious situation!
[Bird's Nest Law Firm] has been taking international photovoltaic orders recently. In April, they went to Europe to argue with those European guys...
In May, Chen Mengting received a news of [losing the case]...
Although they produced a lot of evidence, and although they ran around and cooperated with the review, in the end, they still lost!
This situation made Chen Mengting fall into deep thought for a long time.
Since Mr. Zhang asked her to pay attention, there must be a reason for her to pay attention...
What should Mr. Zhang do?
During this period, she has been thinking about this problem.
[In this great era, you must always maintain a clear mind, and always think about what you want to do and what you should do]...
Such a sentence came to Chen Mengting's mind.
Until today, there seems to be some answer to this question.
Two words appeared in her mind [Integration]!
Now that the photovoltaic industry has entered a cold winter, stocks have fallen to a desperate level, and countless people are intimidated. So, if at this time, a company comes over and takes action to reintegrate the entire industry, then when the cold winter passes , the next ecological niche belongs to them.
but……
Chen Mengting fell into hesitation for a long time.
On the one hand, the money in the [Bosch Technology] account has never been much, and sales seem to be strong. However, due to the excellent welfare benefits and bonus system, coupled with the money-splitting business wars last year, the funds in the company's account have been reduced. There are only about 500 million yuan.
Chen Mengting didn't dare to touch about 500 million yuan. Tang Wu, Teacher Tang walked into his office almost every day some time ago, asking for money without saying a word.
In the past year, Zhang Sheng and his colleagues [Bosch Technology] subsidized Tang Wu's research laboratory with a total of nearly 1 billion yuan. As a result, nothing was researched. Instead, Tang Wu complained about lack of money every day...
The only good thing is that since the establishment of [Deli Sheng] company, Tang Wu's research fund [Deli Sheng] company has also allocated a sum of money to jointly develop and enter the battery industry. This has allowed Tang Wu to calm down a little. He is like a ghost asking for his life, coming here to ask for money every day.
Spend 500 million to integrate an industry and merge it into the new energy field of [Boshi Technology]?
How to integrate?
Are you kidding me, stuffing my teeth between my teeth?
And Chen Mengting doesn’t dare to take 500 million to gamble on the future of [Doctor Technology] this time...
"It would be great if I were Mr. Zhang..."
Chen Mengting looked at the [China Photovoltaic Industry Report 2011] and let out a long sigh.
As long as Mr. Zhang’s golden sign shines in that direction, a steady stream of funds will flow forward...
And she...
Chen Mengting sighed quietly, and suddenly felt a sense of powerlessness rising up.
After a long time, she began to think about what Mr. Zhang would do and what his attitude would be if he faced such a situation...
But the brain is blank.
She finally took out her cell phone and dialed the number she had been unable to get through for nearly three months...
This time, quite unexpectedly, the phone that had always been turned off was suddenly connected!
"Hello? Senior sister, what a coincidence, I just turned on the phone and you called me?"
"Mr. Zhang, Mr. Zhang, great, we finally got through!"
Zhang Sheng on the other end of the phone was very surprised.
After answering the phone, Chen Mengting seemed to have found her backbone, and she was so excited that she was a little incoherent.
"Don't be impatient. Speak slowly. What's wrong?"
"I don't know if my idea is right, Mr. Zhang, I would like to ask you about our future photovoltaic industry in China, what do you think..."
"Come to [Huaqing University] and let's talk."
"ah?"
"Come to the [Semiconductor Research Institute] next to [Huaqing University], I'll wait for you here... Tomorrow [Huaqing University] will discuss some academic issues with overseas experts... Come with me to find some people …”
"ah?"
After making the call, Chen Mengting stared at the phone, a little confused.
Poaching?
Who are you poaching?
………………………………
"Mr. Zhang, our future research direction is [optoelectronics]. Of course, in addition to semiconductors and other fields, the photovoltaic industry is also included..."
"But our team currently has too few people..."
"We need some auxiliary teams for research and development. That is, we hope that research colleagues in other fields can work with us to complete some topics and projects..."
"This is the [project] list I brought you..."
"..."
"By the way, in addition to the [project list] we need, this is the talent information our team needs..."
"..."
"According to my understanding, there will probably be a group of overseas talents coming to the academic exchange meeting the day after tomorrow..."
"..."
【Huaqing University】20 kilometers away.
Inside the [Bird's Nest Research Institute].
Zhong Bai took out two pieces of information seriously.
One of the information is the [Project List] that needs to be researched next, and the other is the personnel information sheet for the [Huaqing University] academic exchange meeting the day after tomorrow.
Zhang Sheng nodded and looked at the information sheet.
"Mr. Zhang, if you can get those people on the red line to join our team, I think it will be very helpful for our future breakthroughs..."
"Okay, I know, you go ahead and do your work."
"Okay, Wei Yang and I will take stock of the experimental equipment first..."
"good!"
Zhong Bai left the office.
Zhang Sheng looked at the names on these information sheets.
A weird smile appeared on the corner of his mouth.
Just as he was about to think about his next arrangements, his phone rang.
Telephone……
It was Xu Guolong who called.
"boss Zhang……"
"Dean Xu?"
"Mr. Zhang, I have reported your cooperation plan to the top. Well...Mr. Zhang, please don't make trouble for the academic exchange meeting the day after tomorrow..."
"It won't affect your academics, and I'm not qualified to influence it..."
"That's good. Also, Mr. Zhang, please stop secretly calling our researchers to talk about dreams. I hope you can have a big picture. I said that I will actively consider cooperating with your unit. You are talking about dreams like this. Isn't this using capital to corrupt academics? Who can stand this?"
"..."
"Mr. Zhang, are you listening?"
"I am listening, Dean Xu, don't worry, I won't secretly call, I have a big picture." Zhang Sheng nodded.
"That's good. By the way, Mr. Zhang..."
"What?"
"The collective resignation of our research institute's security guards is related to you?"
"No, how could it be..."
"..."
(Today, I will continue to update three times, for Guo Jiuxing, and there are 9 more updates! I will try my best to pay it back!)