Solar water heater industry undergoes transformation

Since the 1990s, China's solar water heater industry has maintained rapid growth for about 20 years. In 1992, the annual production of solar water heater industry in China was only 500,000 square meters. By 2011, the total output of solar water heaters in China reached 57 million square meters.

After the photovoltaic industry, the domestic solar water heater industry is experiencing a turmoil. If the decline of the photovoltaic industry is more due to the constraints of external market factors, the solar water heater industry is more likely to originate from the internal wash of the industry. brand. After more than a decade of rapid development, this industry is undergoing changes that break the pattern, push back, improve the threshold, and survive the elimination of the fittest.

Ten years of rapid growth, facing bottlenecks

The solar thermal utilization industry has been developing for nearly 30 years, especially in the last 10 years. It has achieved rapid growth. The annual growth rate of the industry is above 30c/o, ahead of other industries, and the output value has grown to 670 billion yuan. According to incomplete statistics, there are about 1,000 solar water heater manufacturers and more than 100,000 solar energy distributors.

According to statistics, since solar products went to the countryside in 2009, they have gradually been recognized by the rural people. From the city to the urban and rural areas and rural areas, the market has already reached several billion yuan in capacity. According to incomplete statistics, the output value in 2009 increased to 57.85 billion yuan, reached 73.5 billion yuan in 2010, and jumped to 93.5 billion yuan in 2011.

After more than 10 years of rapid development, solar energy has entered a period of slowing growth. Compared with the 30% growth rate of the solar industry in previous years, the growth rate in 2011 was only 17.6%.

At present, although solar energy companies continue to be strong, there are only four solar thermal companies that entered various stock markets in 2012, especially Sunrise East's listing on the Shanghai A-market board, which has made the industry's practitioners a strong shot. Heart needle. However, the small businesses have started a wave of shutdowns and shutdowns. Dealers have begun to shake in the face of “more gluttony”, some have changed brands, and others have simply withdrawn from the market. The development of the industry has encountered an unprecedented bottleneck.

Industry reshuffle accelerated, old boss out

"Much brand-name, market chaos" is a portrayal of the current solar market. The annual output of solar water heaters in our country is about 50 million units, of which more than 80% are various small brands. Because the set technical threshold is too low, those companies that are not qualified and do not meet the technical standards can come in. This disorderly competition has led to today's vicious circle. Accompanied with the acceleration of the industry reshuffle, some companies that could not keep up with the market development have begun to be gradually washed out. Experts said that this figure will exceed 50% in the next 3-5 years.

It is worth mentioning that once the industry leader, Huang Ming, announced in a high-profile this year that he would “escape” the water heater and transform it into a “climate improvement mall”. According to understanding, in the past three years, through the “Sun City Convention”, Emperor Ming has extended his tentacles to exhibitions, hotels, and tourism. However, actual profitability is not large. One of the micro hotel hotels suffered a loss of 4420 in the first three quarters of last year. Ten thousand yuan. In addition to its own mismanagement, the industry's competition has also put Huang Ming under great pressure.

The reporter found from the financial data of Huangming Holdings, the controlling shareholder of Huangming shares, that the net profit of the consolidated statements of Huangming Holdings was 197 million yuan, 109 million yuan, 0.75 yuan at the end of September, 2009, 2010, and September 2011 respectively. Billion yuan and 0.28 billion yuan. From this set of financial data, it can be seen that the profitability of Emperor Ming Holdings has significantly declined in recent years. Huang Ming has stated frankly in his bond-raising book. "As the competition intensifies, the pressure on the company to face declining market share continues to increase."

Former leaders used this "high profile" approach to call off the solar water heater industry. With the ever-increasing competition in the industry, this reshuffle will also accelerate. “This is not necessarily a bad thing for the industry.” In the words of industry experts, “Let enterprises that no longer meet the market go out and let good companies gradually increase their market size through mergers and acquisitions, which will be conducive to the overall healthy development of the industry.”

The trend of environmental protection and the bright future of the industry

For the prospects of the solar energy industry, many experts and companies have given high hopes. At the just-concluded economic forum, Zhang Shuguang, a researcher at the Chinese Academy of Social Sciences of China, made a special speech on “The prospect of the solar energy industry is very bright.” He thought it was a beautiful Chinese construction. important question.

Experts pointed out that the future of technology and innovation is the direction of the development of the industry. Only companies with these two advantages will become bigger and stronger. At present, mainstream manufacturers have introduced innovative products and strategies, such as Sunrise East's micro energy technology strategy upgrade, Tsinghua Sunshine's "waterless pipe" products, and the promotion of low-temperature application of nano-high temperature from Norit. The application of these technologies has undoubtedly played an important role in raising industry barriers and promoting the development of the industry.

In this regard, as the first listed company in the industry, Sunrise East has its own deeper understanding, it is understood that as early as a few years ago, it will take technology research and development as a strategic goal of enterprise development. After years of development, the company's light-to-heat conversion efficiency and heat preservation coefficient are much higher than the national industry standards. It is a leading position in integrated application technology. The process equipment is designed by itself and has a complete industrial chain. With advanced technology innovation and production technology, the products are exported to more than 100 countries and regions. For the development of the industry, the relevant personnel stated that under the background of the national energy-saving emission reduction policy, the industry will usher in a broader space for development. In 2012, the production value of over RMB 100 billion has no suspense. The solar energy industry after shuffling will be more mature and healthy.