31 group: the future package of wind power PV business will be packaged or listed alone
It is reported that 31 of the three steps to enter photovoltaic industry: the investment and operation of distributed solar power generation, and the creation of intelligent micro grid and energy Internet cloud platform.
In March 16th, the Chinese photovoltaic industry ushered in the "new army"
On this day, a giant company launched its first cross-border communication to enter the photovoltaic market, which is the leading group in China's construction machinery industry -- the 31 group (Sany holding shareholder of listed companies).
As announced to enter the photovoltaic market "head", before the 31 Beijing South Industrial Park 3.818MW distributed photovoltaic power plant officially power generation. It is said that the 31 group responsible person has explained this. In the future, the 31 plan will invest 30 billion yuan in the field of distributed solar power generation investment and operation, and will create intelligent micro grid and energy Internet cloud platform.
The Securities Daily reporter interviewed Cheng Weihua, the 31 group president and deputy director of the company for the first time. He confirmed the facts of the news to reporters. He also introduced 31 strategies and positioning to enter photovoltaic industry based on their own advantages. "We do plan to invest 30 billion yuan in the next 5 years on the PV. What is more clear now is that we are not involved in the construction of large ground power stations, but in terms of distributed photovoltaics, we not only invest and build, but also operate and provide late maintenance services, and will cover the market at home and abroad.
More importantly, Cheng Weihua told reporters, "in the future, this part of PV assets may merge with the clean energy assets such as group wind power, and may also choose to go public separately."
A great advantage in distributed photovoltaic
It is understood that distributed photovoltaic power plant formal grid 31 south of Beijing Industrial Park 3.818MW, a total of one week to provide clean electricity to more than 100 thousand degrees, the average ratio of power generation capacity is expected up to 10%.
Cheng Weihua told reporters that the second half of 2015, 31 will be officially put on the agenda of the strategic development of photovoltaic industry, set up a solar preparatory group, and the first station in the South Industrial Park, will gradually replace the external power for distributed solar. At the same time, the company has also invited experts from the national grid to review the overall planning and carry out a lot of training.
"31 in the construction of distributed power stations, there is a principle, that is to do the best." Under the reporter's questioning, Cheng Weihua admits, "at the present stage, we have not intervened in the plan of PV manufacturing terminal, but in terms of PV modules and inverters, we prefer to spend more money and choose only the suppliers in the top five industries."
As a signal for 31 to take action in the field of new energy, Liang Wengen, chairman of Sany, once said that the domestic economy has entered the "new normal". The construction machinery industry is in the process of adjustment, so the company is actively seeking transformation. The new energy field, as one of the three core strategic plates of "new 31", will be "built into a world-class brand unswervingly".
People familiar with the photovoltaic market can roughly imagine the advantages of the 31 marching photovoltaic market. For example, coinciding with the three cloth construction machinery market over home and abroad, a huge sales system with distributed photovoltaic development and construction of the high degree; secondly, the technology of remote control in 31 of engineering machinery, which is now a lot of distributed PV is expected to be built but not available advantage.
Cheng Weihua affirmed the reporter's judgement, and added that, from the perspective of distributed photovoltaic project, 31, with 5 million square meters of factory roofs, we will build a distributed solar power plant in batches. It is reported that, in addition to the current South Industrial Park, Zhuhai, Changsha, port and other places of the industrial park have been started or preparing. In the first half of this year, 31 plans to complete the grid of 100MW distributed power stations on the roof of the industrial park.
"On this basis, there are more than 100 offices in 31 overseas, and the customer scope can also be replicated in the above model. At the same time, there are tens of thousands of business teams in 31 traditional channels. Without increasing too much cost, they can carry out the development and construction of distributed photovoltaic projects well, and provide customers with later operation and maintenance services. Cheng Weihua said.
Clean energy assets or package or separate listing
"Our investment rhythm will probably invest 1 billion yuan -15 billion yuan in 2016, 3 billion yuan in 2017, -50 billion yuan, 7 billion yuan in 2018, -80 billion yuan, and total investment in 5 years is 30 billion yuan. Cheng Weihua introduced that under the guidance of this huge strategy, 31 is not just to build and transport distributed photovoltaic projects. "We are also planning to build smart grid solutions providers (photovoltaic, energy storage, charging stations, etc.) and the energy Internet cloud platform".
Cheng Weihua introduction, there are 31 sets of equipment with remote control, whereas the real-time monitoring function, in the future, we hope to our construction of distributed photovoltaic power plants are the implementation of remote control, this is not a simple sense of the power station monitoring, but to achieve energy demand side lifting. And when we have millions of controller users, we want to become large data operators through the establishment of the energy Internet cloud platform.
About the plan of listing, 31 will probably choose to pack and list the clean energy assets such as group wind power and photovoltaic, and it will also choose to list PV business independently. There is no clear plan at the moment. " Cheng Weihua said, "at present, 31 has strong competitiveness in the field of new energy, and last year, when the wind power sector got involved in the whole industry chain, it achieved a sales volume of about 6 billion yuan -80 billion yuan.
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