Text | Chinese merchant Tao Strategy Coco
Another trump card of Huawei, surfaced!
"Seize the window of opportunity for the great development of digital energy, pounce on it, and tear it open."
- Ren Zhengfei
On October 29, Huawei held the inaugural meeting of the "Legion" formation in Dongguan Songshan Lake Park, and the four "Legions" of Customs and Ports, Smart Highway, Data Center Energy, and Smart Photovoltaic swayed the red flag, and the red flag swayed, and the video of Ren Zhengfei's on-site speech shook the network.
Today, a more powerful Huawei is quietly rising in the world's industrial transformation, and Huawei's energy projects are becoming Huawei's business "king bomb".
Although Huawei Digital Energy, which focuses on new energy and energy digitalization, was only registered in June 2021, Huawei's layout and fighting in the energy field have been more than 30 years.
Previously, although Huawei's energy project was not the protagonist, it cut through thorns along the way, twice standing up in the moment of Huawei crisis.
At the beginning of its establishment, in order to solve the problem of communication power supply, Huawei could only develop its own power supply technology. After returning to China after visiting the United States, Ren Zhengfei immediately registered Shenzhen Mobek Communication Industry Co., Ltd. to solve the problem of Huawei's supporting power products and solutions.
Ren Zhengfei's Mobeck is very flattering - Huawei promises to set up this company with an annual return on investment of not less than 33%, and the post and telecommunications systems from 21 provincial capitals across the country jointly set up the company. By binding with the post and telecommunications system to determine the benefit guarantee, Huawei solved the problem of funds and customers, which played a considerable role in the research and development of early switches and market expansion.
In 2000, Mobeck, which had been renamed "Huawei Electric", won 30% of the Chinese market and became the largest manufacturer of communication power supplies in China.
But everything is not smooth sailing, as Ren Zhengfei wrote in the article "Huawei's Winter", "Thousands of sails on the side of the sinking boat, ten thousand wood spring in front of the sick tree... 'Things will be reversed', and this winter of network equipment supply will also be as hot as people do not understand, surprisingly cold." Without foresight, without prevention, you will freeze to death. At that time, whoever had cotton clothes survived. ”
From 2000 to 2002, the Bursting of the Internet Bubble seriously affected the global communication equipment industry, while the competition in the domestic market was very fierce, which made Huawei fall into a cold winter for a while. Faced with such a situation, Huawei had to concentrate on the field of combat communications, and at this time, Huawei Electric became a victim of Huawei's competitive battlefield.
In the end, Huawei transferred "Huawei Electric" to Emerson in the United States for $750 million and changed its name to Ansheng Electric. Huawei, which changed into a "small cotton jacket", successfully spent the winter.
This is the first time the energy business has saved Huawei.
However, Huawei has never been able to put down its energy business, and has maintained close contact with Ansheng. In 2008, as soon as the non-compete period expired, Huawei restarted its energy business.
Huawei, which has once again embarked on the new energy track, has adjusted its layout in the energy field, aligned with the gap in the market, increased investment in product research and development and sales of inverters, adhered to continuous product innovation, and continuously entered the subdivisions of new energy vehicles, photovoltaics and energy storage.
According to the 2020 global photovoltaic inverter supplier market ranking released by Wood Mackenzie, Huawei's photovoltaic inverter shipments in that year have accounted for 23% of the world, exceeding the second place Sunshine Power by 4 percentage points. In other words, Huawei has become the global leader in the field of inverters.
In September 2021, Huawei passed the network-related performance test of the "Qingyu DC" inverter of the Qinghai photovoltaic power station, the world's first "air corridor" that transports 100% clean energy.
In May 2021, Huawei helped the world's largest single floating photovoltaic power station, Huaneng Dezhou Dingzhuang Reservoir Phase I, to be connected to the grid.
In November 2020, the distributed photovoltaic project of Wukesong Ice Sports Center, the world's largest ultra-low energy sports building, was built by Huawei.
In September 2020, Huawei successfully connected the world's largest 2.2GW mono-photovoltaic power plant, the Hainan Prefecture UHV Project in Qinghai Province, to the grid...
A more powerful new energy sector, Huawei is striding towards the world.
Under the interference of other countries' forces, China's core business has been hit hard, and it has once again broken through the siege with energy projects. In 2019, Huawei's network energy business exceeded 30 billion yuan in sales, becoming an important revenue pillar in the moment of US sanctions crisis.
On October 16, at the 2021 Global Digital Energy Summit in Dubai, Huawei successfully signed the Saudi Red Sea New City Energy Storage Project, which is the world's largest energy storage project to date, with a scale of 1300MWh (MWh). Winning the big project of Saudi Arabia's Red Sea New City now also means that Huawei has made a substantial breakthrough in the energy storage track.
Huawei's major order has once again ignited the A-share energy storage track, which has strategic significance and benchmarking demonstration effect for the development of the global energy storage industry.
Every economic crisis produces a great company. This time, Huawei's crisis will make energy another business that can be regarded as a big task after the terminal mobile phone?
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