Lu Mingguang, chairman of China-US Crystallization Group, said the solar energy industry is still volatile and is particularly hard-pressed to compete with the supply chain in mainland China. Therefore, Sino-US crystal will not make further investment in manufacturing in the short term, The best time to come; and, compared to its investment business, including the global out of stock, the potential of new products, automotive diode friends Cheng, solar return on investment is relatively low, but profitable solar energy The system will continue to work hard.Cemetal Group in 2017 to play a strong, especially its semiconductor silicon crystal around the world by the end of 2016 to complete the acquisition of the United States SunEdison semiconductor silicon wafer, followed by the semiconductor Super Cycle (Super Cycle) Of the impact of the product out of stock prices, but also because of the high threshold for expansion of investment, other international peers over the past drastic loss, not easily expanded, so that stockouts are estimated to continue into 2020. While the global crystal 50.8% of the US crystal also followed the ups and downs, Lu Mingguang said that the environment is still volatile solar energy accounts for less than 2% of Sino-US crystal revenue, so the Sino-US crystal by the impact of solar energy environment shock wave is relatively limited and, The main reason for the loss of solar energy from the long-term source contract is also expected to be clear at the end of the first quarter, so the solar energy loss has clearly bottomed .Lu Minguang frankly, its business, the most difficult to control the shock of the solar energy environment, so Even though the United States started the 201 clause and taxed 30% of overseas module classes, many practitioners from both sides of the Strait made active plans to set up factories in the United States. However, Sino-American Crystal did not consider follow-up to set up factories because of its optional over-investment areas , Including semiconductor silicon wafers whose quoted price is promising all along, will actively increase output through bottleneck of production capacity. In the past two years, a car diode plant that is expected to grow by fermenting new products will be developed in Qingdao. The expansion of factories, follow-up does not rule out cross-border mergers and acquisitions, etc. The benefits of investing in these businesses are probably more than the volatile environment is still clear and high solar energy, said that the current US-based crystal alternative investment projects are not limited to In the field of pure solar energy, the solar energy supply chain in Taiwan is still facing the pressure of cost competition in the supply chain in mainland China. However, it is estimated that since the 14th five-year plan (2021) the mainland government has been active in renewable energy Support will be less than in the past, which will make the mainland supply chain changes, as in the past from the impact of the environment, the continued expansion of the situation is expected to change, however, the mainland plant will still play the most important role, mainly it Of the supply chain has a cluster effect, cost competitiveness, but also the mainland domestic appetite is large, to effectively support its growth.So, the United States crystal static braking, silver bullet, at the best time point , And then invest in solar energy.Otherwise, it seems that all areas related to solar energy manufacturing side, the rate of return on investment is difficult to control.Although the investment in solar energy is cautious, but still investing in solar energy system is still profitable, plus As the domestic supply of its own supply chain, which is based on its own layout, is also Taiwan's own domestic demand, the system-side contract of China-US Crystal will reach about 100 MWh by 2018. Lu also agrees that the solar energy supply chain will be affected by the equipment in recent years There will be other new changes in the supply chain, that is, with a higher proportion of new equipment, the greater the chance of winning. 'After the first-arrived' situation is estimated in recent years will In addition, the United States launched the 201 clause in an attempt to attract overseas solar plants to the United States to manufacture, for the United States is probably the dictates, because the United States plant is difficult Cost of the enemy mainland plant competition.
