一年一度的光伏产业盛会--2013 SNEC已经结束,国内外1500多家企业带着新品前来参展。在欧洲和北美光伏市场大门被栩栩关闭的同时,另一块新兴市场--中国,吸引了全世界的目光。
消化库存,出台补贴政策、设立准入门槛是展会期间听到最多的话题。寒冬是考验企业创新力的时间,龙头企业会在这个时间段进行产业升级,稳步过冬。而那些准备赚一笔就走的企业恐怕会面临骑虎难下,败走滑铁卢的窘境。展会期间,本网记者对光伏设备制造商领军企业库迈思(Komax Group)中国区总经理弗德列·罗潘进行了独家专访。
记者:What is the key products and service in the solar industry that Komax pays the particulate emphsis on? And at this SNEC,what is the flash point of Komax showed?库迈思精密机械在太阳能领域主要侧重那些产品与服务?此次SNEC展会,库迈思有何亮点呈现?
罗潘:Equipment for the module production, especially stringers, layups, laminators and testers.At this SNEC: the new Stringer X2 turbo with 1500 cells per hour; the new HIP technology, which is a new and concept for low cost and high performance cell interconnection of back contact cells.我公司主要是生产用于制造太阳能组件的设备,尤其是串焊机,铺设机,层压机,检测机。在这次SNEC展会上,我们展出了新款X2 Turbo串焊机,该机器每小时能焊1500片电池片。还有新的HIP技术,采用了新的设计理念来实现对低成本和高性能的背接触式电池片的连接。
记者:In the past 2012 ,the Komax's performance seems not good. The reason may be the over capacity in the whole solar industry. As an leader of PV Equipment manufacturers, what do you think about this low status of the market?2012年,库迈思太阳能的业绩似乎也不理想,原因可能有太阳能光伏业整体的产能过剩。作为领先的光伏设备商,您如何看待这一市场的低迷状态?
罗潘:After years of overheated growth, this is now a necessary phase of industry consolidation, even though very unpleasant for all players in this industry. It will lead to a more mature PV industry giving a positive future to all leading companies.经过多年的膨胀之后,这个产业有必要经历一个收缩的过程,即使是通过一种对大家来说都是阵痛的方式。但最终会把行业内领先的公司带入到一个成熟的光伏产业。
记者:Some industry forecasts show that the recovery of the PV industry is in 2014, while the recovery of the equipment manufacturers will have to further lag behind the module manufacturers? So can you please also do for us next 2-3 years the market forecast?有业界预测,光伏行业复苏在2014年左右,而设备制造商们的复苏则要更远滞后于电池组件公司。请您也为我们做一个未来2-3年的市场前景预测?
罗潘:Assuming a further growing module market, our view is that the supply demand balance will level out approximately in 2015. If by then also the cash situation of the module manufacturers has improved substantially, then we think that 2015 will see the market recovery for the equipment suppliers and more steady growth rates in the years to follow.假设组件市场未来能够向好的方向发展的话,我们认为到2015年,组件的供给将会达到平衡。随着组件厂商资金情况的好转,届时设备制造市场也将逐渐复苏起来,并且会在接下来的几年里稳定的增长。
记者:We see Komax actively involved in a number of domestic and international exhibitions, only said in Shanghai, besides SNEC, and some other Shows. How do you see the value of the show?我们看到库迈思积极参与一些国内国际展会,就说上海一地,除了SNEC,还有其它一些展览等。你如何看待展会的价值?
罗潘:We see trade shows as a valuable platform to network with our customers as well as to promote new technologies or products.我们把参展看做是一个非常有价值的行业交流机会,这相当于为我们和客户之间搭建起了推广新产品、新技术的网络平台。
记者:China's PV market is also growing rapidly, as a back-end module assembly equipment manufacturers, whether you optimistic about the market?中国的光伏市场也是在快速成长,作为后端模块组装设备商,您是否看好这一市场?
罗潘:As a leader in module production equipment, our view is that China is and will remain an important market for Komax Solar.作为组件生产设备制造的领先企业,我们认为中国目前是,将来也一定是一个重要的市场。通过与罗潘的交流感觉到,库迈思看好光伏市场,并且有信心去迎接下一次的市场大爆发,也会坚持致力于设备供应端的创新与服务。