There are different competitive strategies.

Before 2020, why do photovoltaic companies have the same competitive strategy?

Because of the age and industrial background.

The photovoltaic industry before 2020 is an industry that needs to be subsidized. How to obtain and at what cost to obtain subsidy resources will become the only means for photovoltaic companies to succeed. Before the country implemented the "Leadership Plan", photovoltaic companies 'competitive strategies depended on interpersonal resources to obtain the lowest cost photovoltaic power generation subsidy resources; after the country implemented the "Leadership Plan", the photovoltaic companies' competition strategies also rely Integrate social resources and obtain photovoltaic power subsidy resources at the lowest possible price.

After 2020, why must PV companies have different competitive strategies?

Because the times and industrial background have changed.

The changes in the background of the era are reflected in:

The economic era has changed, from the traditional economy to the Internet and digital economy era. The top 20 of the Fortune Global 500 in 2010 were completely energy, automotive and retail companies; the top 20 of the Fortune Global 500 in 2019 were new Internet economy companies such as Apple, Amazon and Samsung. The Internet and digital economy are beginning to lead the times. In the past year, Apple, Microsoft, and Amazon, which represent the new economy, have continuously exceeded the world's highest market value of trillions of dollars in the capital market. On November 26, Alibaba, the representative company of China's new economy, returned to the Hong Kong Stock Exchange. Its market value exceeded HK $ 4 trillion the next day, becoming the eighth largest market capitalization company in the world. .

The background of China's economic development has changed, from high-speed development to medium-speed stable development, from incremental economy to stock economy. In 2010, China ’s GDP increased by 10.3% year-on-year, and in the first three quarters of 2019, it increased by 6.2% year-on-year. Incremental economy is a trend opportunity, everyone is easy to make money, and can "borrow money to gamble on national transportation." Stock economy is a structural opportunity. A few companies make money, and most companies do not make money. Borrowing money may accelerate death. The report of the 19th National Congress of the Communist Party of China clearly stated that high economic growth should be adjusted to high-quality economic growth.

The changes in the background of the photovoltaic industry are reflected in:

Before 2020, the strength of photovoltaic power generation subsidies will determine the market size. After 2020, the cost of photovoltaic power generation + grid capacity will determine the market size;

2020, the installation of photovoltaic power plants is a high-growth market. After 2020, the installation of photovoltaic power stations will have a negative growth to a low-growth market in the short term;

Before 2020, photovoltaic products are in short supply due to structural demand. After 2020, the supply of photovoltaic products will exceed supply;

By 2020, the single-poly line of photovoltaic technology will fade away, and the technological progress and iteration speed will be too fast. After 2020, the single crystal line of photovoltaic technology is the main line. After the competition of enterprises has slowed down, the technological progress and iteration speed will also slow down;

Before 2020, photovoltaic + energy storage is still only a development direction. After 2020, photovoltaic + energy storage is becoming more and more reality, and it has even become an important means to open the competition gap between enterprises.

Before 2020, there will be few PV application scenarios and single business models. After 2020, PV application scenarios will increase and business models will be diversified;

Before 2020, photovoltaic companies will be dominated by domestic competition. After 2020, the international and domestic markets will compete at the same time, and excellent companies will increasingly move to the international market from products to applications;

Before 2020, the domestic photovoltaic market was an incremental market, with capital as the main role. After 2020, the domestic photovoltaic market will be a stock market in the short term, and the role of the organization will begin to emerge;

Before 2020, there will be little difference in the level of financing interest among photovoltaic companies. After 2020, the level of financing interest among photovoltaic companies will be significantly increased, and more companies will not be able to finance their investments;

The result of all the above changes is that the photovoltaic market will mature rapidly after 2020. On the one hand, various market factors that determine industrial prosperity and enterprise development are rapidly maturing. On the one hand, the mature factors will tilt and accelerate the photovoltaic companies that have selected the correct competition strategy, and accelerate the distance between enterprises.

Because the times and industrial background are changing too fast, photovoltaic companies will inevitably face such confusion:

Although the non-marketization discount to realize the value of photovoltaic enterprises before 2020 has been cancelled, market standards such as market standards, pricing mechanisms, trading markets, green certificates, and carbon trading to achieve the value of photovoltaic enterprises after 2020 have not yet been established;

Administrative measures for determining grid-connected standards for photovoltaic power generation before 2020 no longer exist, and rules for grid companies that determine grid-connected standards for photovoltaic power generation after 2020 have not yet been formed. Photovoltaic new energy companies want to share the pressure on the power grid caused by unstable power, but they do not know what standards to share and whether to share;

Although the old and same corporate competition strategy of PV companies before 2020 is outdated, the new and different corporate competition thinking and strategies of PV companies after 2020 have not yet been established.

All of this will bring about such a cruel result: photovoltaic companies before 2020 will be able to survive as long as they do not make big mistakes. After 2020, photovoltaic companies may not be able to survive even if they do not make mistakes.

In such an era and industrial background, how and whether to formulate the correct competition strategy for photovoltaic companies after 2020, "I am too difficult!"

Some reflections on the development of competition strategies for photovoltaic companies after 2020:

Competitive strategy is the establishment of a competitive advantage in a particular industry or market.

Dare to abandon existing thinking and experience. Because the times and industrial background have changed, the past thinking and experience of photovoltaic companies may become obstacles to development in the new era. Drucker said: "The biggest danger in the turbulent era is not the turmoil itself, but still doing things with the logic of the past." In the process of transferring mobile phones from feature phones to smart phones, because they faced the new world with old thinking and experience, Nokia, which had been the world's number one seller for 16 consecutive years, was out. It said with regret: We did nothing wrong. Things, but we lost

Dare to break through stereotyped thinking. Huawei is a very principled company. The first article of the "Huawei Basic Law" has clearly stated: "We will never enter the information service industry", but with the development of the times and the need for vertical integration, Huawei is also changing. Some researchers said: "Take Huawei as an example, there are terminals, chips, equipment, clouds, and To C and To B markets, and there will be content markets in the future;