Is the timing of the "shuffle" of the solar industry mature?

At present, “home appliances going to the countryside” as an important measure for promoting the building of a new socialist countryside, improving the quality of life of farmers, and contributing to rural consumption, and coordinating domestic and foreign markets are generally welcomed by farmers' friends and the role of the market is increasingly prominent. "Solar countryside" as an important part of "home appliances to the countryside", from the introduction of the policy to today's rural products to market, the market situation has undergone tremendous changes, the solar industry situation is very good, despite the global financial crisis is still spreading, but the solar industry in China Still growing at a high rate of around 30%.

So, will "home appliances go to the countryside" trigger industry reshuffle? As we all know, the industry reshuffle is an inevitable trend for the industry to reach a certain stage, but the development of the solar industry is less than 20 years old. From the aspects of the industry status, market development, and industry prospects, I think the timing of “shuffle”. Not yet mature, the industry has not yet reshuffled the basics. “Home appliances going to the countryside” will not trigger industry reshuffle.

The new forces have emerged and become increasingly powerful. They have impacted the old forces so that the old structure will no longer exist. A new pattern will emerge, called the reshuffle. An industry is composed of a number of companies. Within a certain period of time, the size of the enterprise, the size of the enterprise, the amount of resources occupied, and the market share occupied by the enterprise are certain. It is possible to discharge one or two or three years and compete after a certain period of time. These companies may undergo great changes, and some may even be eliminated. At this time, the company's strength will have to be re-ranked, this re-ranking is vividly called the industry reshuffle.

The short development time of the industry has determined that there will be no shuffle in the near future. The solar industry is a new sunrise industry. It has not been developed for more than 20 years and the timetable is short. Many aspects have yet to be standardized. The solar energy industry currently has thousands of large and small enterprises. In 2008, the entire industry output value was less than 45 billion yuan. At present, there have emerged a number of large enterprises like Linuo, Sangle, Huangming, Sun Rain, Huayang, Tsinghua Sunshine, Four Seasons Mu Ge, Sangpu, Sangxia, Wuxing, etc. , Tongji Sunshine, Yuansheng, Gaodele, Steel, Hyundai, Liyuan, Rilita, Zhongke Tianquan, Tianfeng, Yitong, Bederite, Sunbao, Double Energy, Zhongke Lantian, Oss Special brands, such as Shentai, have a number of brands with the most potential for development, as well as a number of "home appliance solar energy companies" with home appliance backgrounds such as Haier, Shine, Aucma, Rongshida, Meiling, Yangzi, Panda, Midea, Vantage, Wanjiale and Galanz. Prominent.

But after all, the industry is still very young and industry standards still need to be improved. Unlike the home appliances industry with a long history of development, it has mature management experience and market experience, and there is no “giant” with hundreds of billions of annual output value of the home appliance industry. . “Home Appliances to the Countryside” does promote the development of the solar energy market. The role of the solar energy market is undoubtedly huge, but it will not set off an industry reshuffle in the solar energy industry. Compared with the mature home appliance industry, solar energy currently does not have the ability to reshuffle. condition.

“Home Appliances to the Countryside” is an important stage in the development of the solar energy market, but it cannot change the solar market structure. Like the famous Chinese brands, well-known Chinese trademarks, and national exemptions, “home appliances going to the countryside” is one of the important events in the development history of the solar industry. At present, the development of the solar energy market is very good. Although home appliances to the countryside have a certain role in helping the rural areas, they are mainly due to the country’s current emphasis on the new energy industry and good policy support. However, there are reports that: “Since the country announced the first batch of 92 solar energy winning brands in late May, the development of the entire industry has refocused on the network development and market distribution of successful brands. Many solar energy dealers in counties and townships are The distribution brand will be adjusted from non-winning products to successful products, and the living space of unsuccessful brands will be continuously squeezed. “Home appliances to the countryside have indeed brought about market effects, and successful brands have indeed possessed market advertising advantages, but they have reported that they are all The distribution brand will be adjusted from non-winning products to successful products, and the living space of unsuccessful brands will be continuously squeezed."

Since the end of June, the author has visited the markets of Jinan, Zaozhuang, Zhangjiakou, Baoding, Jinzhou, Liaoyang, Dandong, Dalian, Dali, Kunming, Nantong, and Jiaxing, and found that most dealers are more rational and not “will distribute brands. From non-winning products to successful products."

This is because most solar manufacturers have implemented the “one place, one merchant” store policy. Successful bid brands and brands that have not won or have not won the bid have already had dealers in many places. It is undeniable that some companies have not won the bid. Brand dealers appear to be in a blank area of ​​the successful bid brands. However, the successful bidders have dealers. How can dealers who are operating easily let others grab their jobs and jobs?

Unlike home appliances that can be used to move home, such as color TVs, refrigerators, washing machines, and small household appliances, solar energy is still a “semi-finished product.” It needs to be placed on the roof, and it needs to install a set of piping insulation system for water, which must be professional. People operate, after-sales service is also more complex than home appliances. According to 2007, the solar energy volume reached 108 million square meters, which means that there are 40 to 50 million solar water heaters on the market. If people really say that the industry will soon have only a few dozen reshuffles. Enterprises, Imagine that after-sales service These companies can't be too busy with the 24-hour rotation, let alone production meet the growing market demand. In this case, will the industry still develop?

The huge market potential requires many companies to work together. Judging from the market development trend of the entire industry, in the next 3-5 years, the construction of a new socialist countryside will have a market potential of 100 billion yuan, the engineering market will have a market potential of 100 billion yuan, and the urban and rural retail markets will have a market potential of 100 billion yuan. Market prospects Very broad.

Ten years of popular science propaganda, and the implementation of the “Renewable Energy Law of the People's Republic of China” and the “Energy Conservation Law,” the past “restricted installation” has been transformed into the current “forced installation”, coupled with the improvement of people’s living standards. Solar water heaters have been accepted by most people and become the real green home appliances in people's lives.

Solar water heater industry is a sunrise industry, gold industry, coupled with the industry's particularity, requires a large number of SMEs to meet the huge market demand, the solar industry in the next 10 years, will not form the current appliance industry, Haier, Hisense, Changhong, Gree The pattern of Galanz will not form the current pattern of China Mobile and China Unicom in the communications industry, nor will it form the current pattern of PetroChina and CNOOC in the petrochemical industry. More than 90% of solar water heater companies are private enterprises. With a strong vitality, they sustain the industry's sustainable development and progress!

Experts believe that the solar energy industry is still not standardized, the industry foundation is still relatively weak, the degree of concentration is not high, and the market potential of solar water heaters is huge. In 2008, the output value of less than 45 billion yuan could not meet the market demand of hundreds of billions of dollars in the next 10 years. Within, it will not be as large as the home appliance industry.

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