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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   

李河君在多个场合推崇薄膜发电技术的前景,甚至表示“薄膜发电引领终极能源革命”。

不过,相较于晶硅技术,薄膜发电还需要走更长的路。孟宪淦介绍说,晶硅发电技术发展的时间更长,目前技术已经相对成熟,在未来一二十年会成为主流。而薄膜发电技术依旧处于不断发展中,而且具体采用何种类型的技术,目前业界还存在争议。薄膜发电技术的转换率也比较低,还有很多技术问题需要解决。“所以近几年薄膜发电所占的市场比例在不断降低,不到10%。”孟宪淦称。

对于薄膜发电技术取得突破的预期,“有的预测可能到2030年以后了”,孟宪淦说,目前争议较大,还不好说时间表。

孟宪淦称,薄膜发电技术的普及速度,需要产品自身在市场上证明自己,例如能否在建筑上取得好的效果,并大规模的使用,还需要一定时间的市场培育。

被指过度依赖母公司

除了光伏发展路线上存在争议之外,李河君的汉能薄膜发电还被诟病“过度依赖母公司”。

在李河君计划中,其光伏产业布局是“打通全产业链做出规模”。即从原材料、高端装备制造、电池片生产到太阳能电站建设,形成完整的“全产业链”运作模式。

这个模式,在汉能薄膜发电的体现,就是其98%以上的营收都来自控股股东汉能集团,这也是前文海外媒体质疑李河君和他的汉能集团的根源。

2013年2月,汉能集团及其一直行动人持有的汉能薄膜发电的股份从20.28%增加至50.56%,成为控股股东。

此后,汉能薄膜发电向控股股东汉能集团发起了多项收购。

2013年9月至12月间,汉能薄膜发电总计花费6亿多元,连续收购了汉能集团旗下的多项知识产权及技术研究公司。

除了向控股股东收购知识产权外,汉能薄膜发电的营收,超过95%都来自汉能集团。

2013年年报显示,汉能集团是其唯一客户。这种情况在2014年上半年并未有多大好转,2014年上半年,汉能薄膜发电的来自汉能集团方面的营收达到31.6亿港元,占其总营收的98%。2014年上半年,汉能薄膜发电的应收账款为62.4亿港元,其中,最大头的是应收合同工程款项,为41.57亿港元。

这些应收账款中,和汉能集团有关的金额为60.9亿港元,占比达97.6%。

汉能薄膜发电在2014年半年报中称,公司的流动资金十分依赖汉能集团联属公司是否能及时结清进度款项。

不过,对于来自于汉能集团的应收账款,汉能薄膜发电方面“无抵押款或其他加强信贷措施”,仅凭借汉能集团的信誉,汉能薄膜发电董事会认为,汉能集团“能够按时结清所有进度款项”。

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