The new wisdom drive: This article comes from Reuters, author Nichola Groom, translated by the new wisdom drive.
After four years in the fiercely competitive new energy market, SolarCity finally relied on the Tesla giant tree, but now it seems that the company has once again set foot in an uncharted waters.
After receiving a purchase price of 2.6 billion U.S. dollars, SolarCity became an important part of Tesla's second-phase blueprint. In the future, Musk will integrate SolarCity's solar power generation technology with its own Powerwall energy storage battery to install solar roofs for various households. The plan looks very good, but analysts think that Silicon Valley Iron Man's strategy is a bit too advanced. In addition, SolarCity has some experience in this area.
In the context of the government’s continuous tightening of emission policies for power generation enterprises, it is indeed advantageous to send solar panels to households. The energy generated by solar energy during the day is sufficient for users to use at night.
In the eyes of SolarCity, it is indeed good to change the name of Tesla.
“We finally have a good partner, and it is the most innovative manufacturer and product development company in the world,†said Solar City spokesperson Jonathan Bass. At the same time, he said that the combined company "will integrate renewable energy and battery storage through a one-stop solution to accelerate the spread of clean energy throughout the world."
However, the reality is always very edgy. Due to the high cost, the home energy storage battery is still uncertain. After all, for ordinary families, spending thousands of dollars to install such a system is not worth it. In addition, investors and analysts believe that Tesla’s influence is limited at the moment and that in the future its battery sales must reach a certain order of magnitude in order to realize its own dreams.
"In the long run, we are believers of Musk, and the combination of solar energy and storage batteries is indeed a major trend in the future," said Shawn Kravetz, chairman of Boston Marina Investment Corporation, one of the shareholders of SolarCity. "But before realizing the dream, SolarCity will be under enormous pressure on both capital and time. This is definitely an inescapable factor."
An industry in a profound transformationIn recent years, the development of the solar energy industry has a good momentum. Many countries have established large-scale solar power systems. Through its own advantages, solar energy is challenging traditional fossil fuel power plants. Britain’s solar power generation in July was even two-thirds higher than that of coal.
According to data from the American Solar Energy Industry Association, 900,000 solar rooftop power systems have been installed in the United States, and SolarCity has monopolized the residential market. In the past ten years, the installation price of the system has dropped by 70%, and its attractiveness to users is gradually increasing. At the same time, the funds invested in this area have also increased from 1.4 billion U.S. dollars in 2006 to 17 billion U.S. dollars last year.
However, compared with the scale of traditional power generation companies, solar power generation is still an insignificant role. The bankruptcy of many star companies has also forced investors to tighten their moneybags.
In addition, SolarCity's rapid expansion in the residential market is also a matter of borrowing from the government subsidy policy (covering 30% of the installation fee). Once fickle managers change their minds, the fiery market may quickly change.
In fact, at the beginning of the 2012 IPO, SolarCity began its own fate, in order to boost investor confidence in the solar energy industry, it had to drop 40% of its stock price. "They will grow with SolarCity," said Lyndon Rive, the company's CEO.
Initially, SolarCity did it. In early 2014, their share price rose by 90 US dollars. However, the honeymoon period between the company and investors did not last long. The era of low oil prices in 2015 made SolarCity's share price plummet and its prospects began to change. confusing.
"When the stock price surged forward, SolarCity's business didn't swell. But when the share price collapsed, its business wasn't as bad as the outside world thought," Kravetz said. SolarCity is more like a plane flying in level.
When Tesla issued a tender offer in June of this year, SolarCity’s share price has fallen by more than half from the beginning of the year, and it has shrunk by about 70% from the highest point of its share price.
Stepping up to the transition of SolarCityMost analysts believe that SolarCity needs to change its business direction, but they are generally skeptical about the integration of Tesla's energy storage batteries and solar power. After all, the period of 3-5 years is too short.
"The time for this plan is too tight and it does not meet our expectations," said Shayle Kann, vice chairman of Greentech Media. "If you want to find out the maximum slot of this plan, then the time is too tight to be absolutely first."
In addition, SolarCity plans to develop large-scale solar power plants and energy storage products also face enormous challenges. Right now, the industry already has giants such as SunPower and First Solar, which are different from SolarCity's survival in the retail market. The two companies pay more attention to the enterprise market.
Kann said: “The road to a consumer market is understandable, but SolarCity is more like a residential company from whatever point of view.â€
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