为什么直接到美国设厂？这家新能源企业谈中企出海

Core Insights - The core advantage of Chinese companies, particularly in the renewable energy sector, is their comprehensive competitiveness, which includes technology development, cost control, production processes, standard systems, supply chain management, and talent cultivation [1][2][4] Group 1: Advantages of Chinese Renewable Energy Companies - Chinese renewable energy companies, especially leading firms, have established mature solutions in technology research and development, cost control, and supply chain management [1][2] - JinkoSolar has achieved over 100 GW of production capacity through vertical integration and has extensive experience in overseas factory establishment [1][2] - The company emphasizes the importance of mastering domestic competitive advantages before expanding internationally [1] Group 2: Technological Leadership - Technology is the most critical factor in the renewable energy industry, with battery efficiency directly impacting cost per kilowatt-hour [3][4] - JinkoSolar has broken the world record for battery efficiency 30 times over the past decade, showcasing its commitment to continuous technological iteration [4] Group 3: Reasons for Going Global - The reasons for Chinese companies to expand internationally have evolved; unlike other industries driven by domestic market saturation, the solar energy sector is motivated by geopolitical factors and local manufacturing demands [5] - Countries are increasingly seeking to establish their own supply chains and production autonomy, especially those with strong intentions to transition to low-carbon energy [5] Group 4: Importance of Bilateral Relations - The bilateral relationship between China and target countries is crucial for the sustainable operation and development of Chinese factories abroad [6] - JinkoSolar prioritizes countries with strong political ties to China, such as Malaysia, Vietnam, and Saudi Arabia, for establishing manufacturing facilities [6] Group 5: Operational Insights in the U.S. - JinkoSolar's factory in the U.S. has a limited capacity of 2 GW, which is small compared to its overall production capacity of 100 GW [7][9] - The company is closely monitoring U.S. policies, including tariffs and the "Buy American" provisions, which significantly influence its strategic decisions in the U.S. market [7][8] Group 6: Manufacturing Strategy - The ideal strategy for JinkoSolar is "local manufacturing, local supply," which is considered safer as long as local market demand can support production capacity [8] - Currently, overseas production accounts for nearly 20% of JinkoSolar's total capacity, with no immediate plans for further expansion [9]