Chapter 393 Biophotovoltaics

Style: Science Author: crow oneWords: 4569Update Time: 24/01/12 01:42:22
It was just wishful thinking on Bob's part that he would respect his wishes.

He is just a retired astronaut.

Even when Armstrong was alive, he still did not have the power to say no in front of the state apparatus.

Bob disappeared soon after leaving for Los Angeles.

Luo Shu didn't need to think about it, he could guess that the other party was absorbed into the secret agency by Amerikan and engaged in the exploration of the virtual world.

He secretly thought that based on his relationship with Bob, even if the other party really wanted to go, he would have a meal with him before leaving.

As a result, Bob disappeared from the world quietly, and the messages on WeChat stopped on the second day after the other party arrived in Los Angeles.

Luo Shu judged from this that Amerikan's exploration of the virtual world must be more strictly controlled.

Soon Bob's job was taken over by another astronaut who graduated from NASA. Luo Shu did not become a member of the management because of his seniority, even if it was just a grassroots management.

Under the superposition of the two, Luo Shu suddenly became frustrated with the rush to buy virtual reality equipment.

In his opinion, even if he buys a virtual reality device, there is a high probability that it will be transferred directly by Amerikan.

After going to the FBI, the degree of freedom is even lower, and being able to leave Amerikan smoothly becomes a luxury.

Luo Shu simply put them away and waited for the "future" to be rolled out on a large scale and everyone had one, then he would rush to buy them.

He learned from various user introductions, official propaganda, and official settings that the Magical World is a planet much larger than the Blue Star.

On such a big planet, even if there are countless people entering in front, it is impossible to take all the opportunities.

Luo Shu has been away from China for too long, and even the Asians working around him are either Neon, Korean, or ABC.

He hadn't spoken Chinese for a long time, and the word chance seemed to Luo Shu stuck in the last century.

Roshue is disheartened in the small Texas town but refuses to give up any chance of escape.

The Lion City’s biophotovoltaic technology is preparing to be shipped globally.

Photovoltaic technology is a rare industry in which China has advantages worldwide.

In the first half of the 2020s, China occupied 80% of the global market share, and at its peak it was even close to 90%.

Even though America is vigorously suppressing China's advantageous technology industries, the photovoltaic industry is a key target.

Americen imposes additional tariffs on photovoltaic products, and the additional tariffs are 25%.

Later, the proportion of additional tariffs was reduced, and they were divided into different photovoltaic modules with different tariffs.

Americen imposes additional tariffs on China's photovoltaic products. China's major photovoltaic manufacturers first send their products to Southeast Asian countries, put a brand on them in Vietnam, and then sell them to developed countries such as Americen.

Especially after European and American countries accelerate their photovoltaic and wind power new energy installation plans in 2022, many listed companies in China's photovoltaic industry have expected annual profit increases of more than 100%.

Even so, why don’t the stock prices of companies upstream and downstream of the photovoltaic industry chain rise?

The fundamental reason is still expectations, according to a 2022 research report by Alberto, managing director of Goldman Sachs Global Investment Research:

Due to the large-scale shipment of photovoltaic modules in the three years from 2020 to 2022, combined with the sluggish economic situation in the future, the photovoltaic industry will have a relatively obvious decline in demand in 2023.

This understanding is not only believed by Goldman Sachs, but also by many investment institutions.

But this does not mean that Goldman Sachs is necessarily right. They also published a research report in 2018, which believed that the photovoltaic industry is entering a downturn.

As a result, the photovoltaic industry has ushered in a period of tremendous development.

The same prediction they made in 2022 was indeed verified in 2023, but after 2024, the photovoltaic industry burst out with strong demand again.

Superimposed technological breakthroughs have led to individual stocks in the photovoltaic industry being wildly sought after by investment institutions and investors.

In 2020, China's photovoltaic industry accounted for 80% of the market share. By 2030, this market share has declined.

China's photovoltaic industry only accounts for more than 50% of the market share.

The lost market share has been gradually regained by developed countries.

Artificial intelligence has entered all walks of life, coupled with China's economic development and population problems, resulting in the loss of its advantage in the labor force.

In 2020, Americen's Department of Energy invested 7.3 million yuan in artificial intelligence solutions for solar energy applications.

At that time, these solutions mainly focused on improving the performance and reliability of photovoltaic modules, photovoltaic power stations and CSP power stations; solar output prediction; grid situation awareness, etc.

Later, with the development of artificial intelligence technology, Internet giants led by Huaguo and Americen put their hands into complete solutions for industrial intelligence.

The landscape of photovoltaics has been completely changed.

China's market share worldwide is declining year by year, and the downward trend is very obvious.

Previously, the cost of photovoltaic modules in China was 10% lower than Asan, 20% lower than America, and 35% lower than Europa.

By 2031, China's photovoltaic module cost advantage will be gone, with a cost advantage of only about 3%.

Compared with Europa, the cost advantage is larger, about 5%.

Mainly because the price of industrial energy in Europe is more expensive than in China.

In the past, when your prices were so much lower, I had to choose Huaguo products.

Now your prices are very low, combined with trade protectionism and keeping the industry in your own country, so developed countries are gradually beginning to implement domestic substitution in the field of photovoltaic modules.

Things are changing.

In the past, China's domestic production replaced the de-ioe, and now developed countries have begun to de-Chinese the photovoltaic industry.

As this trend intensifies, the entire industry is in turmoil.

Developed countries have the strongest demand for clean energy. For developing and underdeveloped countries, it is enough to survive and they do not have the resources to pursue these.

The International Monetary Organization or some other organizations will take the initiative to provide interest-free loans to them, and then allow these developing and underdeveloped countries to promote clean energy.

But who these interest-free loans are given to depends on who is willing to be a dog. In addition, it may imply that you are better off buying my Americen products.

After experiencing the peak in the two years of 2024/25, China's photovoltaic industry has been declining and is now in a state of turmoil.

Many photovoltaic manufacturers in the second and third echelons have gone bankrupt.

The reshuffle of the global photovoltaic industry itself is already winter for China's photovoltaic companies, and the biophotovoltaic products that the Lion City is about to launch are like pouring cold water on it again in winter.

It can't get any colder.

All companies related to the photovoltaic industry have plummeted. This is true not just for A-shares, but also for photovoltaic listed companies in the global market.

The price-to-earnings ratios of the stock prices of China's two leading photovoltaic companies have fallen below 0.5.

This is before any technical parameters of biophotovoltaic products have been exposed.

“Are you still interested? As long as our country does not allow biophotovoltaic products from the Lion City to enter our market.

These photovoltaic companies meet domestic demand, and their market value is more than what it is now. "

"If you don't want to play, hurry up and crawl. I can memorize what the secretary-general said over and over again.

Why not repurchase and cancel shares at this time to boost confidence? There are still tens of billions of liquidity lying on the books. "

"Just for the tens of billions of liquidity on the books, it's more than the current market value."

Photovoltaics is an industry with high investment and high returns, and it used to be.

Only leading raw material companies have a lot of liquidity on their books, but they still have a lot of short-term and long-term liabilities.

For companies in the lower reaches of the industrial chain, life is far from easy.

The imminent advent of biophotovoltaic products has led to a sharp drop in global photovoltaic demand, and everyone is waiting and watching.

Isn’t biophotovoltaic more environmentally friendly and energy-saving than silicon-based?

Even if the specific parameters have not yet been exposed, investors can infer that biophotovoltaic base stations are definitely stronger than traditional photovoltaic technology in terms of operation and service life.

Except for upstream raw material manufacturers who have a certain say, other manufacturers have accounts receivable instead of cash on their books.

And when demand suddenly disappears, accounts receivable cannot be realized at all.

The global photovoltaic industry is in dire straits, and we are waiting for the latest news from the Lion City.

Big A's stock investors were scolding.

It will be even worse than buying real estate bonds in 2021.

“Do you think Merlin’s biophotovoltaic technology will really last longer than traditional photovoltaic modules?

It doesn't have to be a tree.

It could be bacteria or microorganisms.

A technical solution we designed before uses photosynthetic microorganisms as light absorbers.

Use non-bioengineering methods, such as electrode modification and device optimization, to enhance electrochemical communication between living cells and electrodes.

However, the power density of bpv is still low due to the weak electrogenic activity of photosynthetic microorganisms.

We then developed a BPV based on a D-lactate-mediated microbial consortium consisting of photosynthetic cyanobacteria and Shewanella electrogenics.

By channeling solar energy from photons to d-lactate and then to electricity, this bpv generates power densities in excess of 150 mw m in a time-separated setup.

Even so, the spatiotemporal separation setup with moderate supplementation was only able to operate stably for more than 40 days with an average power density of 135 mw·m -2.

I do think that biophotovoltaic technology may not be as optimistic as everyone expects. "

This method was mentioned in an article published in nature by Chinese scientists in September 2019.

As a well-deserved expert in the field of biophotovoltaics, the author of this paper was invited by several private equity fund managers to teach them.

The appearance fee alone was six figures.

But compared with the appearance fees of celebrities, it's not much.

Biophotovoltaic technology has not only had a dramatic impact on investors and investment institutions, but also caused a huge shock to the academic community.

Everyone’s technology is still in the primitive stage, so you can directly promote it on a large scale.

"Professor Zhu, just like we all thought that biocommunication technology was fictitious before, no one believed that biocommunication technology could be realized before.

As a result, biocommunication technology has now been implemented in major cities around the world.

The same goes for biophotovoltaics.

It has been said before that the 21st century is the century of biology. Now it seems that this is indeed the case, but the century of biology did not start at the beginning of the century.

If you told me that quantum communication between stars would be possible tomorrow, I would believe it. "

This is a common thought among individuals in this era.

No matter how outrageous the technology is, everyone will believe it first and then question it.

If it is an announcement made by Science and Technology Innovation, there is no reason to believe it.

This is the best time for individuals, with unlimited possibilities.

This is the most uncontrollable era for capital. You never know which industry is about to be wiped out.

In the past, everyone complained that celebrities' appearance fees were seven or even eight figures, and academicians' appearance fees were eight hundred yuan.

Under the influence of real idols, the appearance fees of celebrities have been reduced to five figures.

Even for a five-digit appearance fee, everyone still has to fight to the death.

Wouldn’t it be nice to have a virtual idol who has works that are good-looking and whose acting skills never get any negative news?

“Compared with traditional photovoltaic materials, biophotovoltaic technology is undoubtedly much superior from an environmental perspective.

Traditional photovoltaic materials are toxic and difficult to recycle, but organisms themselves can be integrated into the natural cycle.

Moreover, traditional photovoltaics also need to consider location and require a dedicated base.

As for biophotovoltaic technology, if it is microorganisms, it will be more troublesome than traditional photovoltaics.

But if it is a woody plant, it is still a woody plant with extremely strong survivability.

At the same time, it can provide dual functions of wood and biophotovoltaics.

Even if its performance is not as good as traditional photovoltaics, it still has broad development prospects.

In addition, it is also necessary to consider whether it will cause damage to the ecosystem.

For example, they compete for the living space of other plants, reproduce too quickly, causing other plants to die, etc.

This requires a complete solution. "

"Professor Zhu, can I understand that if photovoltaic organisms are woody plants, then forestry companies will have an advantage.

It only starts from the operation and management of woody plants and the large amount of forestry land on hand.

Do they have the first-mover advantage? "

China will plan its use for each piece of land.

If it is said to be commercial land, you cannot build residential buildings. If it is said to be cultivated land, even if no farmer is willing to cultivate that land, it must be cultivated land.

Fund managers quickly thought that if it were woody plants, wouldn't forestry companies that hold a large amount of forestry land have an advantage?

There is no essential difference between the fund managers of private equity funds and hot money, and their operating methods are much more flexible than those of cemetery funds.

After communicating today, we can work together to bring down all the forestry companies tomorrow.

“Whether it’s a woody plant or not is just a guess.

I inferred that it might be based on the appearance of the biological communication tree.

But in fact, if it is a woody plant, then I feel that the light energy conversion rate will be relatively low.

Like traditional photovoltaics, they are tiled facing the sun and will change their angle as the sun shines.

I still think cyanobacteria or eukaryotic microalgae are more likely.

It’s just that Merlin will optimize cyanobacteria or eukaryotic microalgae to achieve longer life and higher power. "

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