Recently, with regard to the crisis in the new energy industry, China's photovoltaic industry has been “overwhelmed by misery†for a night. The nuclear power industry has also been hit hard by the Fukushima incident. The performance of domestic wind power companies has changed face, and the wind power industry has experienced an inflection point. The room became a "street rat" and everyone shouted.
With the emergence of a new energy crisis, PE's enthusiasm for investment in new energy has plummeted. Contrary to the previous behavior of swarming into the new energy industry, PEs are now unavoidably unaware of new energy companies, but I am still optimistic about the new energy industry. .
Winter Cold Energy
For many years engaged in PE investment, the new energy industry has always been the focus of attention, also invested in nearly 10 new energy and related projects with new energy. It can be said that I have witnessed the growth process of domestic new energy industry from small to large and from weak to strong.
In fact, over the past few years there have been signs of sluggish growth in individual new energy companies. However, this year's new energy industry has seen a large-scale outbreak of the crisis for the first time.
The first is the photovoltaic industry. The data provided by the Zhejiang PV SME Alliance cited in the article “China's Photovoltaic Industry Is Overwhelmed by the Night†shows that at least 50% of the 374 medium and small photovoltaic companies in Zhejiang are in semi-discontinued state. With regard to slicing and other sectors, the number of enterprises that have ceased to work has reached 70% to 80%, and there are even a few companies that have gone bankrupt.
Followed by the wind power industry, according to "wind power performance" face change" wind power industry encounter "cold" in advance, a paper said that domestic 49 wind power sector listed companies in the third quarter of 2011, the average gross sales margin was 18.71%, compared to 19.21% this year's mid-hour report. MoM fell by 0.5% MoM, down 20.55% from last year's 3 quarterly quarterly report, down 1.84% year-on-year. Its 2011 third-quarter average trade receivables reached Rmb2.6 billion, up by Rmb200 million from the previous quarter's quarterly report of Rmb2.4 billion. At the time of the quarterly report, the 1.6 billion yuan rose by 63% year-on-year. Under the background of the downturn in the development of the wind power industry, the sharp decline in gross profit margin and net profit has been the common predicament faced by wind power companies.
The rumored crisis industry also has nuclear power. In March this year, Japan suffered a strong earthquake. After the Fukushima Daiichi nuclear power plant suffered a serious nuclear leak, the Chinese government announced on March 16 that it would suspend the approval of nuclear power projects. Nuclear power and nuclear power equipment manufacturing companies are undoubtedly a major hit.
"The mountain rain has come to the building", the new energy industry is generally sluggish, and the stocks of new energy stocks in the stock market have also generally suffered. PE's enthusiasm for investing in new energy has suddenly cooled down. I remember when I was investing in the first wind power equipment project five years ago, experts from the American-Chinese Chinese, such as Dr. Bao Yihe, said to me: “Wind power has just begun in China. We will never finish our projects in this area in the future.†Within a few years, the crisis has emerged. He met Professor Yang of Nanjing University some days ago. His views are very clear: At present, new energy investment in China should be cautious. There are not a few domestic experts and scholars who hold this view.
However, I still firmly believe that the new energy investment crisis is temporary. In the new energy investment forum organized by the Shenzhen Venture Capital Investment Association earlier on, many scholars and investors share the same views with me. We are still optimistic about the development of new energy industries and new energy sources. Business investment.
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