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Zhongdian Photovoltaic CEO Dr. Wang Runsheng
“He looks like Wang Shi of Vankeâ€, which is the first impression made by Dr. Wang Runsheng, CEO of Nanjing Zhongdian Photovoltaic. However, unlike Wang Shi’s experience as a worker, peasant, and soldier in the 1980s, Dr. Wang Runsheng is a truly “returneeâ€. Yale mechanical engineering degrees, the University of Chicago MBA, Motorola and NEC and many other well-known companies experience makes him answer the questions clearly organized and quite affinity.
Once upon a time, the solar photovoltaic industry was born Shi Rongrong, the richest man in China, and numerous wealth myths. However, at present, the domestic photovoltaic industry has shown a depression under the impact of the financial crisis. The "bubble speech" and the "shuffle reorganization theory" have been heated up by the media. On December 18, 2008, the production line for four high-efficiency SE solar cells (Selective Emitter Solar Cells) was officially put into operation in the third phase of China Light Power Photovoltaics, which was quite unusual in this harsh winter. “The development of CLP is a long-term job. A short-term crisis cannot change the company's development strategy,†said Dr. Wang Runsheng. “A healthy and well-functioning company should have long-term development considerations.â€
The opening of the word "crisis" means "having chance to have danger". At present, many industry insiders think that the opportunity brought by the financial crisis is to squeeze out the "bubble" and reduce the price of raw materials related to photovoltaics. In the photovoltaic industry, the cost of silicon material accounts for an average of 70% of the total cost. Taking CEPV as an example, in Q1 2008, the cost of wafers was 88.4%, and Q2 accounted for 90.3%. The profits from technology updates were almost drowned by the price of expensive silicon materials. In Q4 2008, the shortage of polysilicon and silicon materials, high selling prices, and difficult quality assurance were alleviated, creating conditions for reducing the cost of solar power generation. "Stable conversion efficiency is based on high quality silicon wafers. When silicon shortages are no longer a constraint, obtaining good quality, undoped silicon wafers allows us to take advantage of our technological advantages," said Dr. Wang Runsheng. , "In the past, the photovoltaic industry was silicon-heavy, but now it is the king of technology. The leading technology can bring about the sustainability of corporate development."
During the site visit of the new four SE production lines, the author was impressed with the orderly operation of the large production workshops, and the processes of texturing, diffusion, etching, deposition, screen printing, and testing were well-organized. China Light & Power PV is the first company to use PVD to deposit SiN thin films in the manufacture of solar cells. It also owns the Chinese invention patent for the N-type silicon solar cells of the State Intellectual Property Office. It shows its determination to stay ahead of the technology.
The "dark battle" between crystalline silicon and thin-film solar cells has been one of the hot topics in the photovoltaic industry. Dr. Wang Runsheng believes that "crystal silicon solar cells have great advantages in terms of efficiency and reliability. With the decline in the price of silicon materials The advantages of the second-generation thin-film solar cells will gradually subside,†said Dr. Wang Runsheng. "The installation cost of thin film solar cells is high and the application range is limited. Today, generally, the conversion efficiency of <10% is still difficult to contend with crystalline silicon solar cells." It is reported that crystalline silicon solar cells consume an average of 6 grams of silicon per watt, and their silicon materials At a cost of about $0.18/W, its production costs from the silicon to the battery to the entire supply chain of the module can compete with thin-film batteries, and its conversion efficiency is much higher than for thin-film batteries. At present, the average conversion efficiency of SE high-efficiency batteries of China Light-Tec PV reached 17.5%, and the average conversion efficiency of HP improved solar cells reached 17%. However, Dr. Wang Runsheng also believes that the biggest competitor of solar photovoltaics is traditional power generation, not competition between the industry. Now the cost of photovoltaic power generation is still higher than the cost of electricity (Grid Parity). Only when the cost of photovoltaic power generation is equal to or lower than the cost of utility power, can we realize the “solar photovoltaic access price†and the photovoltaic market can really develop.
As the financial crisis struck, the news that governments of all countries have tried to save the market has been heard. However, in the Chinese government's 4 trillion bailout plan, the photovoltaic industry has not been involved. This is not so much a surprise as it is regrettable. So for companies in the photovoltaic industry, how to cross this ridge is the "Eight Immortals Crossing the Sea." In addition to establishing a technology-leading strategy, the reasonable distribution of overseas and domestic sales markets also enables the company to have certain resistance to risks. In addition, the establishment and implementation of corporate core values ​​have also played a cohesive role in resisting severe winters.
It is often said that the operation of the company is like driving a car. Driving on a flat road, speed is the only bright sign. However, on the bumpy gravel road, driving technology is the key to driving the car. In the photovoltaic industry in today's situation, perhaps technology is the panacea for companies to take a good step.
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