Source: Bloomberg
Pan Jianfeng squeaks on the whiteboard when drawing a chart on the whiteboard.He first drew a black line, representing the surge in consumption, and then a blue line, and the high continued rising, eventually exceeding the black line.
He explained that this line is supply.
Pan Jianfeng managed a medium -sized copper processing plant in a manufacturing town in China. When China advocates a high -tech supply chain, he and others learned a reason after paying the price: demand does not mean everything.
Pan Jianfeng said in a factory near Yiwu Industrial Zone that the competition in the past two years is too fierce.Many companies will pour a growing industry.At some point, there will be a large sieve, and only the strong can survive.
When the Zhejiang Garden New Energy was established in 2017, Pan Jianfeng's goal was to seize the huge demand for ultra -thin copper foil for electric vehicle batteries and electronic circuits.His judgment was correct and consumption increased.Garden New Energy is supplied to Chinese giants such as BYD and Ningde Times.
The problem is that many other companies also have the same ideas. Previously, the government also saw the same way to help reshape the economy and lead other industries in the future.
This dilemma is obvious in the green energy manufacturing industry.Photovoltaic battery board manufacturers have fallen into a crisis of excess supply, causing major losses to the enterprise, and forced to start the brutal weakness and weakness.In terms of battery, China's production capacity is enough to meet all global needs and even exceed.
For those such as gardens, companies like Garden New Energy have to try to make good use of the focus of Beijing's attention. However, when the government promotes "new productive productivity", it must also avoid unsuccessful profits and be harmed first."Productivity" is the ancient concept of Marxism. "New productive productivity" is slightly fine -tuned. In practice, the power of the country must be used to accelerate all aspects from nuclear technology to electric vehicle production.Eventually achieve economic growth.At the Third Plenary Session in Beijing next week, this vocabulary may be referred to.
Theoretically, copper should benefit a lot.Goldman Sachs said that China's "green" demand for copper this year and next year will increase by more than 10%, and there are almost no growth in other fields.
But the experience of new energy in the garden clearly shows that the consequences of economic imbalances are far -reaching, and even those who are at the forefront of those at the forefront of development.
