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JinkoSolar Qian Jing: Supply chain flexibility and integration will determine the key to the future
April 27, 2021 Author: Xiaobei
Reporter: What are the specific short-term strategies of JinkoSolar?
Qian Jing:The first is to expand the scale. There is no scale and no influence. Therefore, the company will continue to increase capital investment and R&D investment while maintaining a reasonable level of debt.
Second, strengthen the degree of integration. The importance of integration is not limited to Enhance the ability to resist supply chain risks and the advantages of cost and yield controllability are also in the possibility of commercialization of new technologies. Photovoltaics is different from semiconductor chips. It is divided into pure design and pure manufacturing. Photovoltaics is not manufactured. Your battery silicon wafers They are all outsourcing, so your R&D technology is just on paper. Your product can only depend on what kind of mainstream products the professional upstream company provides you. So you can see that Jinko's capacity plan is to grow silicon wafers, cells, and modules uniformly. Module production capacity will slow down a bit, while the upstream speed will increase a little bit, which is different from other companies' expansion and downstream.
Reporter: Speaking of the supply chain, what trends do you think the photovoltaic supply chain has?
Qian Jing: There are fewer and fewer links in the oligarchic profiteering situation. Capital and non-industry companies will pay more attention to photovoltaics. Any profitable link will be diluted by new entrants to increase competition and cooperation. Silicon wafer is an example. Silicon materials are not rejected, and they are beginning to be absorbed by traditional chemical companies. In the medium and long term, globalization, greening, and digitization of the supply chain are also trends. As the international trade situation changes and the requirements for green procurement are tightened, what happened this time The imbalance between supply and demand is also related to the lack of digitization of upstream and downstream, insufficient integration of information fragmentation, and insufficient data transmission.