European dual threat lifted high JA Solar is not much chance of expansion willingness 2013,2014 years, but will do minor adjustments according to market demands flexibility for module production, before the European double reverse ruling, web instagram the expansion will be the third country As an alternative plan. But for now, the possibility of double reverse does not hold high, so a third of manufacturing solutions enable unlikely. Chen Deyin think 47.8% of the tariff just unrealistic political slogans, solar electricity is in accordance with European countries over the past two years, the cost structure of Chinese suppliers to develop appropriate price, it has also become a key factor in defining module prices, If you add half of the tax on the original price on the basis of the module, for investors is that the trading loss, so the private sector is very strong opposition, investors scaled web instagram back will lead to the demise of the market, the EU will eventually shooting himself feet. At the same time because no investment, resulting in 2020 the proportion of solar energy accounts for less than 20% of the target, but also smashed his own signature green revolution. Within 12-18 months web instagram will appear benign industry consolidation JA Solar believes the industry within two years of benign integration, several manufacturers of the industry will become more powerful complete the formation of industrial basic pattern, but also conducive to the development of the industry. web instagram Integration is based on two factors: first, in 2014, 2015 solar installations around the world have high growth, demand will pull scale development; Second, the results of the competition would have to integrate to a certain stage, from now on to the 2014 mid-term is the integration of the industry. In fact, after two years of phase-out, two-thirds of small factories have been out, and the remaining third are already on the verge of bankruptcy, the final Ebb Tide down businesses if they can further vertical integration of enterprises, is a good thing. Do not focus on the pursuit of market share and gross margin to improve financial controls, according to EnergyTrend observation, under the current market web instagram conditions with shipments financial situation has a very close relationship, the largest shipments, bear the greatest losses. Chende Yin said, JA Solar in a tough industry consolidation period, the most important strategy is to ensure web instagram that the industry can survive the winter to become one of the world's top few companies, it will give priority web instagram to ensuring a financially sound, able to cope with the financial situation in the next, and save The key strategic customers. Shipments JA Solar 2013 fiscal year will be flat with 2012, in order to moderate scale. JA Solar module manufacturers, said from the perspective of Maori to reach at least 12% to flat operating expenses, and the current price of modules has fallen to the bottom, there is not much margin space, so also through the development web instagram of JA Solar Power Plant to expand profit web instagram margins, now in its infancy, the future will be to maintain this vertical integration process. Vice President Chen Deyin said: "The transition to the downstream actually not an easy thing, basically power plants abroad by local companies to undertake domestic enterprises is difficult to compete with the local indigenous companies, but can not give up because of difficulties in this way, because basically pure fabrication reach high gross margins, but also by virtue of overseas listed companies to develop power plants web instagram to achieve higher gross margins. "Source:. JA Solar three pillars of efficient markets, financing is still the focus in the market, JA Solar will mainly Global emerging web instagram markets into China and the Asia-Pacific, North America, the European market. Under existing resources, JA Solar will first consider web instagram the strategic importance of the regional market, then decide portfolio based on market demand. Japan as the representative of the Asia-Pacific market will be JA Solar pursuit of profit the most important market, followed included the United States, Canada, the North American market, but also because of the complete energy policy planning, JA Solar minds become suitable for the development of solar energy market. Traditional European markets, although the situation becomes clearer as the double reverse, JA Solar does not specifically expand the scale and maintain only one of Europe's leading suppliers to maintain its market position. web instagram European markets 60% -70% of the mainstream business is the roof, the roof project based in Japan, so JA Solar by efficient products will come to dominate these markets. What role will talk about emerging markets, Chen Deyin said: "The vendor will simply enter a lower risk, but through communication with customers face to face, after understanding the needs of customers found that due to commercial banks and electricity subsidies After the grid is to recover the money, so when the power plant contractors often lack the funds to start building the project, the need to develop cooperation with the module plant power plant, which would put pressure on the module web instagram factory. "according to the situation to the product line requirements products, JA Solar Technology Roadmap think of a business is often associated with the overall situation in the industry, is currently the largest investors consider the cost per kWh of solar power, if the return on investment in the current state of the system side of the good, the downstream products would not have a mutation type of requirements, so JA Solar will be determined according to the situation requires product line. To change the future of the solar industry still lies in two core: one is the advances in technology, web instagram if the conversion efficiency of products each year could increase by 3% to 5% based on the original, then the cost savings is considerable. Second, the scale of operation, industry consolidation will be achieved to a certain extent, the scale of operations, will be able to post higher profits appear highly centralized, although the cost of the current module compression space may seem small, but as the industry concentration, web instagram but also Accessories will produce significant changes in the supply chain. Supply chain accessories manufacturers still hold dominant profits, once centralized solar industry to a certain extent, it will have control of the supplier. Therefore, the more integrated the more health costs in order to compress it. In terms of brand management, although in the past few years, a large part of the module businesses to invest web instagram resources in brand promotion, but the actual results, the current field in the module has not yet demonstrated a strong brand, which is the industry into a price war anarchy One important reason. Prior to 2010, JA Solar is a specialized manufacturer of solar cells, with higher conversion efficiency, better product quality and production scale laid a global leader in solar cells. Because cells are the core modules, the performance will determine the performance of solar cell modules. 2010 began, JA cells by leadership and technological advantages into the downstream module field, since the introduction of after been widely recognized by customers, it ranks among the well-known first-tier module brands out a short time. In the long run, JA's goal is to build a strong leadership brand worldwide. Of course, to increase web instagram brand awareness on a global scale, and establish a strong leadership brand, but also requires a longer period of time, continue to invest more resources. EnergyTrend view JA Solar's financial structure compared to other Chinese first-tier manufacturers, are more robust a business. During the interview, JA Solar for financial control and product and market planning are oriented to long-term development, the implementation of the concept of long-term development. Development of solar energy industry compared to other industries is still short, but more severe fluctuations in the cycle, and how "alive" and "sustainable development" are the two most important development of the core. Under the current situation, stronger than the market share of the profit-oriented orientation, while technology upgrades, quality improvement web instagram are the company's most solid growth foundation. Observe the development of solar energy industry, the fall of the enterprise, regardless web instagram of Europe or China, will face the situation once overstretch "big but down" is. JA Solar flexible but not impatient transformation, will be the key this wave of turmoil in sustainable development. Looking after 12-18 months of integration, I believe JA Solar will still be one of the market leader.
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