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題名 太陽光電產業經營競爭分析
Crisis and Opportunity: Competitive analysis of Photovoltaic industry作者 蔡孟妤
Tsai, Angeline貢獻者 張大為
Chang, David
蔡孟妤
Tsai, Angeline關鍵詞 太陽光電產業
強弱危機分析
新冠病毒
財務分析
photovoltaic industry
SWOT analysis
COVID-19
financial analysis日期 2021 上傳時間 2-Sep-2021 16:30:43 (UTC+8) 摘要 Photovoltaic manufacturing industry is one of the most important new energy industries in Taiwan, however, global photovoltaic manufacturers have expanded market actively and the fierce cut-price competition between countries cause negative impact on Taiwan`s photovoltaic manufacturing industry. The research purpose is to provide references and recommendations to Taiwanese photovoltaic manufacturers; therefore, I choose three companies, Canadian Solar Inc., Jinko Solar and LONGi Green Energy, which have higher bankability level to conduct case analysis. By knowing those companies’ risk response and success model, I hope can put forward suggestions as reference to Taiwanese photovoltaic manufacturers. Besides, I use SWOT analysis to evaluate Taiwan’s current industry pros, cons and opportunities. COVID-19caused a global pandemic and brought several huge negative impacts to photovoltaic industry, including the postponement of financial cycle leading to the financial difficulty, the logistics stagnation leading to the rise of delivery risk and the deterioration of global commercial environment and international trading policies leading to the future demand fluctuation. Some policy and management suggestions for COVID-19 are proposed based on the conclusions of the study. 參考文獻 [1] Canadian Solar Inc. (2015). Canadian Solar Inc. 2015 Annual Report. [2] Canadian Solar Inc. (2016). Canadian Solar Inc. 2016 Annual Report. [3] Canadian Solar Inc. (2017). Canadian Solar Inc. 2017 Annual Report. [4] Canadian Solar Inc. (2018). Canadian Solar Inc. 2018 Annual Report. [5] Canadian Solar Inc. (2019). Canadian Solar Inc. 2019 Annual Report. [6] LONGi Green Energy Technology. (2015). LONGi Solar 2015 Annual Report. [7] LONGi Green Energy Technology. (2016). LONGi Solar 2016 Annual Report. [8] LONGi Green Energy Technology. (2017). LONGi Solar 2017 Annual Report. [9] LONGi Green Energy Technology. (2018). LONGi Solar 2018 Annual Report. [10] LONGi Green Energy Technology. (2019). LONGi Solar 2019 Annual Report. [11] Jinko Solar Holding Co., Ltd. (2015). Jinko Solar 2015 Annual Report. [12] Jinko Solar Holding Co., Ltd. (2016). Jinko Solar 2016 Annual Report. [13] Jinko Solar Holding Co., Ltd. (2017). Jinko Solar 2017 Annual Report. [14] Jinko Solar Holding Co., Ltd. (2018). Jinko Solar 2018 Annual Report. [15] Jinko Solar Holding Co., Ltd. (2019). Jinko Solar 2019 Annual Report. [16] Ding, M., Xu, Z., Wang, W., Wang, X., Song, Y., & Chen, D. (2016). A review on China’s large-scale PV integration: Progress, challenges and recommendations. Renewable and Sustainable Energy Reviews, 53, 639–652. [17] Liu, J., & Liu, X. (2019). Empirical analysis and strategy suggestions on the value-added capacity of photovoltaic industry value chain in China. Energy, 180, 356–366. [18] Liu, Y., Shuai, C., & Ding, L. (2016). Financial risks of solar photovoltaic companies: Do managerial power and ownership concentration really matter? Empirical evidence from China. Journal of Renewable and Sustainable Energy, 8(4), 045901. [19] Mehta S. 2010. PV Technology, Production and Cost Outlook: 2010–2015. Greentech Media: Cambridge, MA. [20] Moslehi, S., & Reddy, T. A. (2019). A new quantitative life cycle sustainability assessment framework: Application to integrated energy systems. Applied Energy, 239, 482–493. [21] Tsai, P. H. (2020). Strategic evaluation criteria to assess competitiveness of the service industry in Taiwan. Journal of Policy Modeling, 42, 1287–1309. [22] Zhao, Z. Y., Zhang, S. Y., & Zuo, J. (2011). A critical analysis of the photovoltaic power industry in China—From diamond model to gear model. Renewable and Sustainable Energy Reviews, 15, 4963–4971. [23] 王孟傑、陳志洋、石蕙菱、楊宛蓉、林晏平、陳怡靜 (2020)。新興能源產業年鑑。新竹市：工研院產科國際所。 [24] 陳怡靜(2020)。2020年太陽光電產業發展趨勢與展望。2020新能源市場與產業發展趨勢研討會。新竹市：工業技術研究院。 描述 碩士
國立政治大學
國際經營管理英語碩士學位學程(IMBA)
108933021資料來源 http://thesis.lib.nccu.edu.tw/record/#G0108933021 資料類型 thesis dc.contributor.advisor 張大為 zh_TW dc.contributor.advisor Chang, David en_US dc.contributor.author (Authors) 蔡孟妤 zh_TW dc.contributor.author (Authors) Tsai, Angeline en_US dc.creator (作者) 蔡孟妤 zh_TW dc.creator (作者) Tsai, Angeline en_US dc.date (日期) 2021 en_US dc.date.accessioned 2-Sep-2021 16:30:43 (UTC+8) - dc.date.available 2-Sep-2021 16:30:43 (UTC+8) - dc.date.issued (上傳時間) 2-Sep-2021 16:30:43 (UTC+8) - dc.identifier (Other Identifiers) G0108933021 en_US dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/136900 - dc.description (描述) 碩士 zh_TW dc.description (描述) 國立政治大學 zh_TW dc.description (描述) 國際經營管理英語碩士學位學程(IMBA) zh_TW dc.description (描述) 108933021 zh_TW dc.description.abstract (摘要) Photovoltaic manufacturing industry is one of the most important new energy industries in Taiwan, however, global photovoltaic manufacturers have expanded market actively and the fierce cut-price competition between countries cause negative impact on Taiwan`s photovoltaic manufacturing industry. The research purpose is to provide references and recommendations to Taiwanese photovoltaic manufacturers; therefore, I choose three companies, Canadian Solar Inc., Jinko Solar and LONGi Green Energy, which have higher bankability level to conduct case analysis. By knowing those companies’ risk response and success model, I hope can put forward suggestions as reference to Taiwanese photovoltaic manufacturers. Besides, I use SWOT analysis to evaluate Taiwan’s current industry pros, cons and opportunities. COVID-19caused a global pandemic and brought several huge negative impacts to photovoltaic industry, including the postponement of financial cycle leading to the financial difficulty, the logistics stagnation leading to the rise of delivery risk and the deterioration of global commercial environment and international trading policies leading to the future demand fluctuation. Some policy and management suggestions for COVID-19 are proposed based on the conclusions of the study. en_US dc.description.tableofcontents TABLE OF CONTENTS 1. Introduction 1 1.1. Research background and purpose 1 1.2. Research Scope 1 1.3. Research Process 2 2. Overview of Global Photovoltaic Industry Development 3 2.1. Taiwan Solar Photovoltaic Industry Introduction 3 2.2. Variation of Global Main Photovoltaic Manufacturer 5 2.3. Research Targets Selection 6 3. Overall analysis of photovoltaic industry of Taiwan 7 3.1. SWOT Analysis 7 3.1.1. Strengths 7 3.1.2. Weakness 7 3.1.3. Opportunity 8 3.1.4. Threats 9 4. Photovoltaic Manufacturers Case Analysis 10 4.1. Canadian Solar Inc 10 4.1.1. Company Background 10 4.1.2. Operation overview 11 4.1.3. Competitive Advantage 12 4.1.3.1. Focus on Premium Rooftop Product 12 4.1.3.2. Strategic Partnership 13 4.1.3.3. Complete risk assessment process before operation 13 4.2. Jinko Solar Holding Co., Ltd. 14 4.2.1. Company Background 14 4.2.2. Operation overview 15 4.2.3. Competitive Advantage 17 4.2.3.1. Rapidly response to unexpected impact 17 4.2.3.2. Highly invest in Research & Development process 18 4.2.3.3. High quality and Brand reputation 18 4.3. LONGi Green Energy Technology 18 4.3.1. Company Background 18 4.3.2. Operation overview 19 4.3.3. Competitive Advantage 21 4.3.3.1. Perspective strategy and efficient execution capability 21 4.3.3.2. Complete Research & Development System 22 4.3.3.3. Increase oversea sales office 22 4.3.3.4. Financial Wellness 22 5. Analysis of Financial Indicators 23 5.1. Debt Ratio 23 5.2. Profit Margin 24 5.3. Revenue Growth Rate 25 5.4. Operating expenses 26 5.4.1. CSI 26 5.4.2. Jinko 27 5.4.3. LONGi 28 6. The Influences of COVID-19 30 6.1. Overall impact of COVID-19 on photovoltaic industry 30 6.2. Impact Factors of COVID-19 on photovoltaic industry 31 6.2.1. Causing financial difficulties 31 6.2.2. Supply chain stagnation and delivery risk 32 6.2.3. Global fluctuation of price and demand 33 7. Conclusion and Recommendation 34 7.1. Overall Conclusion and Recommendation 34 7.2. Suggestions for COVID-19 Issue 35 7.3. Suggestions for Waste Treatment 37 8. Reference 39 zh_TW dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0108933021 en_US dc.subject (關鍵詞) 太陽光電產業 zh_TW dc.subject (關鍵詞) 強弱危機分析 zh_TW dc.subject (關鍵詞) 新冠病毒 zh_TW dc.subject (關鍵詞) 財務分析 zh_TW dc.subject (關鍵詞) photovoltaic industry en_US dc.subject (關鍵詞) SWOT analysis en_US dc.subject (關鍵詞) COVID-19 en_US dc.subject (關鍵詞) financial analysis en_US dc.title (題名) 太陽光電產業經營競爭分析 zh_TW dc.title (題名) Crisis and Opportunity: Competitive analysis of Photovoltaic industry en_US dc.type (資料類型) thesis en_US dc.relation.reference (參考文獻) [1] Canadian Solar Inc. (2015). Canadian Solar Inc. 2015 Annual Report. [2] Canadian Solar Inc. (2016). Canadian Solar Inc. 2016 Annual Report. [3] Canadian Solar Inc. (2017). Canadian Solar Inc. 2017 Annual Report. [4] Canadian Solar Inc. (2018). Canadian Solar Inc. 2018 Annual Report. [5] Canadian Solar Inc. (2019). Canadian Solar Inc. 2019 Annual Report. [6] LONGi Green Energy Technology. (2015). LONGi Solar 2015 Annual Report. [7] LONGi Green Energy Technology. (2016). LONGi Solar 2016 Annual Report. [8] LONGi Green Energy Technology. (2017). LONGi Solar 2017 Annual Report. [9] LONGi Green Energy Technology. (2018). LONGi Solar 2018 Annual Report. [10] LONGi Green Energy Technology. (2019). LONGi Solar 2019 Annual Report. [11] Jinko Solar Holding Co., Ltd. (2015). Jinko Solar 2015 Annual Report. [12] Jinko Solar Holding Co., Ltd. (2016). Jinko Solar 2016 Annual Report. [13] Jinko Solar Holding Co., Ltd. (2017). Jinko Solar 2017 Annual Report. [14] Jinko Solar Holding Co., Ltd. (2018). Jinko Solar 2018 Annual Report. [15] Jinko Solar Holding Co., Ltd. (2019). Jinko Solar 2019 Annual Report. [16] Ding, M., Xu, Z., Wang, W., Wang, X., Song, Y., & Chen, D. (2016). A review on China’s large-scale PV integration: Progress, challenges and recommendations. Renewable and Sustainable Energy Reviews, 53, 639–652. [17] Liu, J., & Liu, X. (2019). Empirical analysis and strategy suggestions on the value-added capacity of photovoltaic industry value chain in China. Energy, 180, 356–366. [18] Liu, Y., Shuai, C., & Ding, L. (2016). Financial risks of solar photovoltaic companies: Do managerial power and ownership concentration really matter? Empirical evidence from China. Journal of Renewable and Sustainable Energy, 8(4), 045901. [19] Mehta S. 2010. PV Technology, Production and Cost Outlook: 2010–2015. Greentech Media: Cambridge, MA. [20] Moslehi, S., & Reddy, T. A. (2019). A new quantitative life cycle sustainability assessment framework: Application to integrated energy systems. Applied Energy, 239, 482–493. [21] Tsai, P. H. (2020). Strategic evaluation criteria to assess competitiveness of the service industry in Taiwan. Journal of Policy Modeling, 42, 1287–1309. [22] Zhao, Z. Y., Zhang, S. Y., & Zuo, J. (2011). A critical analysis of the photovoltaic power industry in China—From diamond model to gear model. Renewable and Sustainable Energy Reviews, 15, 4963–4971. [23] 王孟傑、陳志洋、石蕙菱、楊宛蓉、林晏平、陳怡靜 (2020)。新興能源產業年鑑。新竹市：工研院產科國際所。 [24] 陳怡靜(2020)。2020年太陽光電產業發展趨勢與展望。2020新能源市場與產業發展趨勢研討會。新竹市：工業技術研究院。 zh_TW dc.identifier.doi (DOI) 10.6814/NCCU202101274 en_US
