Over the past decade, investment in new energy in this gamble, professional gamblers who venture to casino judge feng shui, there are some mistakes in the choice of tables.
Financial capital and industrial capital real large-scale intervention in the field of new energy, new energy is applied into the diesel generator set for the beginning of time not to exceed ten years. Ten years is not long, but China's new energy industry has staged a crazy "Equestrian Games."
Interestingly, the horse gallop when nobody is willing to think how to keep the horse in the end, how to ride, how to race, horse race now paralyzed, is suspended, to kill a horse, or his law? Equine (horse racing) investors, entrepreneurs riding, racing each government ideas.
In today's new energy industry was devastated by the occasion, as a professional gambler who venture capital, but should look back to the past, take a serious look at this "gamble" had mistakes.
First, the casino's feng shui (macro environment) judgment overly optimistic radical, this radical forecast stems from the macro-political and economic environment of ultra-optimistic judgments.
New energy is a challenge to traditional energy pattern and interest groups, so to speak, under the government yet to traditional energy companies to pay a huge carbon tax, new energy technologies have not yet achieved a major breakthrough, a new energy must recognize their own "Little Three "status. A considerable period of time, the new government and traditional energy or diesel generator energy companies to respond to environmental public pressure embellishment. Do you think everyone says (New Energy) pretty gentle, you think you can and the boss (conventional energy) evenly divided, though ugly rude boss, but now have to rely on her breadwinner.
New energy investment path, the foreign background of venture capital and private equity funds first started. Foreign investment in Europe to see the market and return home to find a manufacturer, but foreign investment in new energy investment in 2009, then began cautiously, so foreign to the market's forecast does not make big mistakes, loss of foreign investment mainly in the early investment and technology, they underestimated the new technology in the new energy industry needed industrial cycle.
Domestic background on the new energy investment fund is the biggest loss, they no concept of cyclical, like to follow suit, like to go with the government, like to engage in scale, not industrial research, even if doing can be done, to understand the situation abroad little, swallow the bitter pill is inevitable. For example, Shenzhen, several well-known local PE (private equity) are invariably cast in 2010 and 2011 the number of solar photovoltaic companies, some of them known to the whole industry chain layout, they did so, first, because the year before after 2006 Solar companies investing in the A-share market, and that is a good industry; the second is to be the solar PV industry in 2010 gave a brief spurt deceived, thought it was great climax of several years, the results of the second half of 2011 and it would slip down.
In addition to the casino misjudgment feng shui, there is no election of tables, that there is no choice on the new section of the sustainable energy industry chain. Most of China's new energy investment easiest choice that period: manufacturing. This is like going to the casino aboard before ********* sit, without brains, you can simply moving hands.
Diesel generator sets ---- China's new energy industry staged a
Article Source:Parui Kang Time:2015/4/3 Views:
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