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起底黑马首富李河君:借款5万元起家 曾状告发改委

2015-02-02 07:10:13   

进入2015年,汉能薄膜发电涨势不减,截至1月30日收盘,其股价一个月上涨了28.47%。

曾因水电项目状告发改委

在进入太阳能产业之前,李河君的主要精力都放在水电上。

1988年,大学刚毕业的李河君靠着从大学老师手中借来的5万元,通过卖电子产品、玩具等,到1994年底,和17个伙伴积累了七八千万的资本。

此时,有人建议李河君收购上市公司坐庄,于是李河君开始在全国各地寻找水电站资源。在调研过程中,李河君放弃了收购上市公司的想法,转而进入能源行业。

1994年,李河君以1000多万元的价格,收购了河源东江上一座装机容量为1500千瓦的小水电站。

之后,通过并购,李河君旗下电站的装机量从几万千瓦扩大到几十万千瓦,旗下水电项目覆盖浙江、广东、宁夏、云南、广西等地。

因为这些并购,李河君被评为了“2003年中国十大并购人物”。

2002年,云南省规划建设8座百万级千瓦水电站,李河君签下其中的6座,总装机规模达2300多万千瓦。

然而,李河君的这一庞大的水电计划遇到了险阻。

李河君在接受媒体采访时曾表示,“所有的部委都批了,只剩发改委不同意”,因为发改委“不相信民营企业有能力干成”。于是,李河君选择起诉发改委。最终,李河君拿到了金沙江上“一库八级”中资源最好的金安桥水电站,该电站总装机容量300万千瓦。

汉能集团官网介绍,金安桥水电站是目前全球民营企业投资建设的最大水电站,总投资超过200亿元人民币,年发电量超过130亿度。凭借金安桥水电站,汉能集团得以跻身于建设百万千瓦级大型水电站企业的行列。

拐点时进军光伏产业

2009年,李河君进入了光伏产业。对于进入的原因,李河君在媒体采访时称,水电行业的周期漫长,对于他这个民营企业来说,已经很难再有突飞猛进,所以希望进行产业升级。

当时,正是光伏行业的“拐点”。此前,得益于欧洲市场的巨大需求,光伏产业飞速发展,2008年光伏全球安装量增长了1倍以上。此后,随着2008年金融危机的爆发,中国的光伏产业迅速进入了衰退期,由于产能过剩,一些知名光伏企业甚至破产。例如无锡尚德,2006年其创始人施正荣曾一度成为中国首富,到了2008年便陷入危机,直至破产重整。

李河君进入光伏行业选择的是薄膜太阳能领域。2011年,“光伏寒冬年”到来之际,李河君旗下的汉能广东河源光伏硅基薄膜太阳能电池正式投产。2012年,李河君宣布,汉能集团已投产的8大光伏基地总产能已经达到3GW,超越美国第一太阳能公司(FirstSolar),成为全球最大的薄膜太阳能企业以及太阳能发电系统集成商。

不过,薄膜太阳能远不如晶硅体发展成熟:光伏行业中晶硅占据着9成的市场,薄膜的比例还不到1成。中国可再生能源学会副理事长孟宪淦表示,“相比较晶硅发电技术,薄膜发电制造工艺更简单,有大范围运用的优势,但转化率要底。”

此前,光伏产业中的“大公司”,包括曾风光无限的无锡尚德等,均为晶硅。然而李河君却在公司内部力排众议、大举投资薄膜太阳能。

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