bayedsolid Page 298
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According to the mainstream production steps in the world today, it is impossible to produce photovoltaic cells without silicon wafers as the substrate.
Of course, perovskite batteries do not require silicon, but the market share is not high and there are many problems.
Silicon wafers belong to the upstream industry of the photovoltaic cell industry chain, and some leading companies in this area are currently firmly controlling the shipment price of silicon materials.
This alone accounts for most of the cost of photovoltaic cells.
Therefore, for photovoltaic companies currently on the market, as long as the price of silicon wafers does not drop, the cost of photovoltaic cells will not go down.
This is flawed, there is no way.
But the three production lines of Blue Whale Energy directly bypassed monocrystalline silicon wafers.
The raw materials are ordinary graphite and silica, and some other elements.
With the help of black technology, as long as the power is sufficient, the finished battery can be printed.
The cost of raw materials is very low, and the expensive ones are mainly electricity and manual handling fees.
Even due to the high energy consumption, as long as the three production lines are started, according to the price of industrial electricity, the daily electricity bill will exceed 300 million RMB.
Of course, Blue Whale Energy also has a good solution to the problem of electricity bills.
That is, directly assemble the produced photovoltaic cells to form a complete photovoltaic module, and then install it in an area with abundant sunlight to form a distributed power station, and then connect the generated electricity back to the factory.
Under normal circumstances, less than 1GW of photovoltaic cells is needed to meet the daily power consumption of a production line for 20 hours.
However, there are two difficulties here.
The first is that the price of building a photovoltaic power station is very high. Even if you own the cells, you need a lot of money for other components.
In addition, the construction of a power station also requires inverters, distribution boxes, cables, and smart grid platforms, etc., all of which require money.
Calculated according to the current market price, building a 1GW distributed photovoltaic power station requires at least 40 billion RMB, which is too expensive.
The second problem is that photovoltaic cells do not generate electricity at night, and there is also a problem of insufficient electricity generation in rainy days.
Therefore, although photovoltaic power generation is called green power, it is actually garbage power because the power generation is unstable.
To solve this problem, there are only two ways.
First, if the energy storage technology is developed, batteries will definitely not work. At present, the more mature methods include pumped hydro storage, gravity storage and lava storage.
Two, directly bypass the earth and go to space, or build a photovoltaic belt on the moon's equator.
In this way, sunlight can be received 24 hours a day, so that there is electricity 24 hours a day.
Of course, the cost of producing photovoltaic cells at Blue Whale Energy is already very low.
Self-sufficiency in power generation is fine, even in the short term, self-sufficiency in power generation is possible, because building a power station is too expensive, and it will increase the cost instead.
Of course, in the long run, it will definitely reduce costs, but this is not a must-do project at present.
Therefore, the production cost of 0.05RMB/W is too low for Blue Whale Energy.
With such a low price, compared with the cost of 1RMB/W on the market, there is a gap of [-] times.
For this alone, other companies cannot compete with Blue Whale Energy.
After all, technology is 100 years ahead, so they can't help but be dissatisfied.
Of course, the cost price of 0.05RMB/W must never be announced to the public. Anyone who knows it has signed a non-disclosure agreement.
Therefore, the supply price of the Blue Whale I photovoltaic cells still has to be determined according to the market price.
However, because the production cost of cells is only a few tenth of that of other photovoltaic companies.
This makes Blue Whale Energy have enough strength to cover the bottom line for Blue Solar Energy Technology Co., Ltd. on the component side, and is not afraid of price wars by other photovoltaic companies.
After all, in the case of leading photovoltaic companies in the entire industry chain such as Longji, the production cost of their photovoltaic cells is 0.8RMB/W.
However, Blue Whale Energy Company dared to set the supply price of the photovoltaic cells of Blue Solar Technology Company to 0.7RMB, 0.6RMB, or even 0.5RMB per watt.
Do they dare?
Maybe for a moment for the price war, dare!
But how long can it last?
Can you fight for a lifetime?
Obviously not.
However, Blue Whale Energy Company can!
So, what cost, price, these are not things that Yuan Ze is worried about at present.
The photovoltaic science and technology, which has been leading the world for 100 years, has directly established a technical barrier that cannot be overcome by contemporary photovoltaic enterprises.
It's just that science and technology are not omnipotent in this land, and are often subject to the constraints of sophistication.
Yuan Ze's main concern at present is actually the problem that Baitian Technology Company faced before.
The photovoltaic industry is a key industry in the [-]th Five-Year Plan, and it is linked to positive policies.
And the purchaser is either Y company or G company, and there are very few private companies.
The water inside is no shallower than that in the field of environmental protection.
Therefore, if you want to grow bigger and expand the market, technology alone may not be enough, you must know how to divide the cake.
This point is not to use the nominee holding agreement on the surface to disperse the shares, but to let some benefits go out in a real way.
Because this matter is not facing ordinary commercial competitors, but Y companies and G companies like Huaguang Environment Group.
In this regard, Yuan Ze has also made certain plans and preparations, and the main cake is concentrated on the blue light energy technology company.
"No matter what, the production of photovoltaic cells of Blue Whale Energy Company must not allow outsiders to participate in the cake.
Otherwise, if you take one step back, you will step back step by step, and it is easy to be seized by others if you do it. Well, this is the bottom line.
You have to hold the core technology in your own hands, and it’s okay to share the rest of the cake..."
Yuan Ze pondered secretly:
"At that time, Blue Light Energy, a company like the 'Great White Shark Pharmaceutical Sales Company', can aim to go public.
In that way, with more people involved, even the Blue Whale-type photovoltaic cells will have a subversive impact on the industry.
It won't cause any trouble, but it will... welcome applause! "
Blue Whale Pharmaceutical Company has initially formed its own industrial chain in China.
He would definitely not be happy to ask Yuan Ze to share the cake.
However, if the photovoltaic industry involved in Blue Whale Energy Company wants to become bigger and stronger in China, it must be a dead end to live alone, and everyone knows this with their toes.
"The blue light energy technology company has been established, and some people can be brought in to cooperate.
Chen Dehuai is interested in this, he is one of them, but who should the other people choose?
Zhang Lang must be counted as one. With his background, even if the photovoltaic industry is under pressure in the future, he will take the lead first.
The Peng Group can also be counted as one. In addition, Ge Chengye, Kang Lei, and Hu Xu have agreed to make them rich. Since they have the opportunity, they can't break their promise. "
With this in mind, Yuan Ze's plan in the photovoltaic field has been initially finalized.
If it can be implemented, there will be many allies who can help him share the pressure in the field of photovoltaics.
And to be honest, for the current him, money is basically just a string of numbers.
What he wants is no longer simply making money and getting rich, but something else.
Such as a sense of security.
"After all, relying on others to give you a sense of security is not a long-term solution after all, because you will be restricted by whatever protection you receive...
Now, just continue to endure it!
When my strength is sufficient and the situation permits, sooner or later I will jump out of this quagmire and build a world in my own mind! "
Recently, many things have been experienced, and Yuan Ze's mentality is gradually undergoing some changes.
In the past, he wanted to be a good citizen and get rich honestly.
But now, he has gradually matured and has some new ideas.
Of course, his fundamentals are still in China, so he still has to work hard here.
Reining in his thoughts, Yuan Ze glanced at the little secretary in his arms, seeing that she was messing with him, feeling a little helpless.
"What are you doing, are you in need of cleaning up?"
"I see Mr. Yuan, you have a sad face, and I want to make you happy."
"Sophistry, I think you just need to clean up, let's see how I clean up you!"
"Ah, Mr. Yuan, you bully people, don't stop, there are still people outside, I will cry!"
"Jie Jie, then you can cry, if you don't cry out loud, your salary will be deducted!"
Yuan Ze pressed her against the table as he spoke, and cleaned her up for a while. Han Bing was startled, and begged for mercy in a sweet voice.
Her delicate voice fueled Yuan Ze's inner anger, and he vowed to teach her a lesson.
After teaching Secretary Han Bing.
Yuan Ze made an appointment with Chen Dehuai again, signed a non-disclosure agreement with him, and took him to the Blue Whale Energy Company for a tour.
Then he gave him a photovoltaic panel that had just been assembled in the past few days, and asked him to take it back for inspection.
At noon the next day, Chen Dehuai hurriedly called him, excitedly expressing that he would use all of his wealth to invest in Blue Light Energy Technology Company.
Yuan Ze couldn't stop laughing when he heard this, and said don't do it, because the current Blue Light Energy Technology Company is just starting up and is in the first round of financing, but it can't afford Chen Dehuai's billions of dollars.
In the end, after some negotiations, Chen Dehuai invested 30 billion RMB and acquired a 12% stake in Blue Solar Technology.
As a result, the first round of financing of Blue Light Energy Technology Co., Ltd. is completed. The company's total capital is 40 billion RMB, and the company's valuation is 250 billion RMB.
Among them, Yuan Ze holds 35% of the shares, Chen Dehuai holds 12% of the shares, and the remaining 53% of the shares are waiting for other investors to buy shares.
Of course, in the next round of financing, the company's valuation will definitely be more than 250 billion RMB.
Because Chen Dehuai was very interested in this company, he volunteered to become the CEO of Blue Light Technology Company.
Yuan Ze trusted his management ability, so he naturally supported him.
In addition, Yuan Ze also asked Chen Dehuai to help him hold 3% of the shares of Blue Whale Holding Company, and Chen Dehuai did not refuse.
……
Chapter 294 Tesla Closed, Shen Xinyao's Little Sister
12 month 27 number.
10:30 in the evening.
In Shanghai, in Zhang's villa.
As soon as the U.S. stock market opened, Zhang Lang, who was sitting on the computer screen, clenched his fists excitedly.
Zhang Lang exclaimed: "That's great, the market opened with another 5 points drop!"
Zhang Nankun, who was standing behind his seat, saw this scene, squinted his eyes and said, "Tesla's stock price has fallen below $120 now! Looking at it like this, I'm afraid the $100 mark is about to fall."
Hearing the sound, Zhang Lang was startled, turned his head and saw that it was his elder brother, and hurriedly said, "Damn, brother, when did you come, you scared me...it's so late, are you still awake?"
Zhang Nankun said: "Don't worry, let's talk about it later, how much is your current income from the Tesla ticket?"
Zhang Lang looked at his stock account, and said with a smile, "Hey, it's not much. It's only 19 billion US dollars. Compared with the investments of your Golden Bean Capital, it's just a small amount of money."
When opening a position to short Tesla before, Zhang Lang's cost line was around $192.
Currently, Tesla’s stock price has fallen to $117.
This means that Zhang Lang's current base rate of return has reached 39%.
With a deposit of 10 billion U.S. dollars and a leverage of 5 times, after deducting the corresponding expenses, the profit of his account has reached 19 billion U.S. dollars!
"19 billion dollars, small money?" The corner of Zhang Nankun's mouth twitched twice, and he reached out and knocked Zhang Lang's head twice angrily, cursing:
"Stinky boy, don't get cheap with me and act like a good boy. In just one month, your account has a profit of 19 billion US dollars, which is more than all the investments of Golden Bean Capital!"
Zhang Lang smiled, and then said: "It's impossible for me to get all of this money. You know, I'm cooperating with Mr. Yuan, and I can only get [-]% of the income."
Zhang Nankun said: "Thirty percent is not bad, there are five or six million US dollars, tsk tsk, your boy's investment this time is really right! That Mr. Yuan is really good, you have a good vision this time!"