Reborn in 2012, building a new energy empire
Chapter 17 Analysis of the Photovoltaic Industry
On the other hand, Jiang Haoran unfolded another sheet of paper and began to sketch a longer-term picture, conducting an in-depth analysis of the current photovoltaic industry in China.
Jiang Haoran took the current real difficulties of the domestic photovoltaic industry as a starting point, combined with a clear technological iteration roadmap in his mind for the next few years, and worked backward.
He astutely focused on two inevitable trends: the technological migration from P-type to N-type cells, and the decisive role of reducing silicon material costs in overall cost reduction.
In discussing the latter, he did not directly offer the answer to the future, but rather convincingly deduced the limits of existing technological approaches.
And "coincidentally" combined the structural advantages of monocrystalline silicon wafers with the steep curve of cost reduction to write a forward-looking report entitled "Empirical Analysis of Vertical Integration and Key Technology Breakthrough Points of China's Photovoltaic Industry Chain under Anti-dumping and Countervailing Duties Pressure".
The core of this report lies in the fact that it "naturally" derives the optimal path for cost reduction in the industry over the next few years and expands the advantages of monocrystalline silicon using a solid model based on currently available data.
The article uses irrefutable process comparisons and cost calculations to demonstrate that the marginal benefits of "improving cell conversion efficiency" will soon reach their peak, while "reducing silicon material loss" is the decisive factor.
He "coincidentally" closely linked the technological advantages of monocrystalline silicon wafers and their steep cost reduction curve as one of the most crucial arguments supporting the entire conclusion.
This report, filled with specific technical parameters, cost details, and supply chain logic, was delivered to Professor Sun Zhigang of the School of Materials Science and Engineering.
Professor Sun Zhigang specializes in photovoltaic materials and devices and is no stranger to the industry.
He flipped through the document for a moment, then looked up at Jiang Haoran, his eyes filled with inquiry: "The modeling here regarding the relationship between photovoltaic material process losses and silicon wafer costs, the data sources and assumptions are very sophisticated, not something that could be drawn from simply consulting literature. Have you had any experience working on the production line?"
Jiang Haoran answered humbly and rigorously: "My family has related industries and understands some of the actual situation. I have cross-verified the information by combining publicly available financial reports of listed companies with industry technology white papers."
Professor Sun Zhigang nodded, asked no further questions, and simply placed the report beside him: "The perspective is unique, and the entry point is very practical."
"The photovoltaic industry, at its core, is still manufacturing, and cost reduction and efficiency improvement are perpetual themes. Your analytical framework is valuable."
Jiang Haoran's goal was clear and efficient.
He wasn't just randomly handing out resumes; he was meticulously creating a "resource map" of the campus.
Professor Wu Weizhen represents the bridge between macroeconomic policies and the capital market, while Professor Sun Zhigang connects cutting-edge technologies with industrial applications.
He aims to leave his mark at these crucial junctures with impeccable professional skills and industry insights far exceeding those of his peers.
The name "Jiang Haoran" must be firmly associated with the labels of "able to solve practical problems" and "possessing an industry-level vision".
This is not a student-style attempt to please, but a professional investment based on long-term future benefits.
The changes first appeared in the circles closest to him.
When Jiang Haoran began to frequently visit the buildings of the School of Management and the School of Materials Science and Engineering, and when his computer screen was no longer a game interface but filled with incomprehensible industry charts, real-time futures data, and obscure industry reports.
The person who felt this "sudden change in style" most directly was naturally Fatty Li Guangcai, who hung out with him all day.
Once, Li Guangcai got up in the middle of the night to get a drink of water and glimpsed Jiang Haoran still at his desk. The light from the screen illuminated his focused profile, on which was a complex, dizzying graph about the cost structure of a certain material.
Fatty Li rubbed his eyes, and after holding it in for a while, he finally couldn't help but mutter in a low voice, "Brother Hao, you've come back from your leave this time... you seem like a completely different person?"
"You did an amazing job on that roll! The brothers are under a lot of pressure too!"
Jiang Haoran looked away from the screen, glanced at Fatty Li, smiled faintly, offered no explanation, and casually tossed him a can of drink.
Some changes need no words; the actions themselves are the best announcement.
The cognitive barriers and professional image he is building will inevitably distance him from ordinary campus life, and this is just the beginning.
These changes were also noticed by Gao Qian without exception.
At first, she was annoyed by Jiang Haoran's "indifference" and interpreted it as a low-level attempt to play hard to get.
However, news about Jiang Haoran began to seep in from her unnoticed in another form.
First, my roommate came back from the School of Management and casually mentioned, "Hey, Gao Qian, there's a pretty handsome guy in your class named Jiang Haoran, do you know him?"
"I sat with Professor Wu Weizhen in the faculty coffee shop for a long time this afternoon. Professor Wu actually listened to me the whole time, and he looked quite serious."
Gao Qian paused almost imperceptibly as she applied lipstick in front of the mirror.
Then, she saw the following message on the college's intranet forum: "It's so hard to work under the big boss. Professor Sun Zhigang gave us a severe scolding during the group meeting this morning."
"They also mentioned that an undergraduate student named Jiang Haoran wrote a decent industry analysis with solid viewpoints... Are undergraduates this impressive nowadays?"
Later, even her best friend, who was always arrogant and preparing to apply to prestigious foreign universities, suddenly asked her while having milk tea: "By the way, isn't Jiang Haoran from your class pretty amazing?"
I heard from a senior in the student union's publicity department that Professor Wu Weizhen noticed his paper on some new energy industry analysis and recommended it for publication in our school's journal. It's likely to be published next month, and he even said he'd take him to a provincial academic conference.
Her best friend stirred the pearls in her glass, her tone slightly incredulous, "Professor Wu Weizhen is such a big shot, it's not easy to get his appreciation."
These fragmented pieces of information initially did not attract much attention from Gao Qian; in fact, she scoffed at them, thinking they were just a new trick Jiang Haoran pulled to save face.
But as the number of times increased, the sources of information changed from ordinary classmates to professors and graduate students, and the content changed from "discussion" to "being mentioned by professors" and "being recognized." The strange feeling that she had deliberately suppressed finally surged up uncontrollably.
The Jiang Haoran she knew seemed to be sliding into a completely unfamiliar track at a speed she couldn't comprehend, and... gaining the attention of authoritative figures on that track.
This realization, more than a simple cold rejection, made her feel a sense of uncontrollable anxiety and a vague unease.
She saw the boy who used to come running at her beckoning, now walking hurriedly with a deep gaze, speaking confidently and calmly with the professor.
The focused and powerful aura he exuded was completely different from the sophisticated charm she cultivated while juggling different men; it was unfamiliar yet possessed a fatal attraction.
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