As a mage, I just want to pursue the truth

Chapter 384 Bio-Photovoltaics
It was just Bob's wishful thinking that his wishes would be respected.

He's just a retired astronaut.

Even if Armstrong is alive, he still does not have the power to say no to the state apparatus.

Bob disappeared shortly after leaving for Los Angeles.

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

He thought to himself that with 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 into the world without a sound, and the news on WeChat also stopped on the second day after the other party arrived in Los Angeles.

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

Soon Bob's work 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 only a grassroots management.

With the superposition of the two, Luo Shu suddenly became disheartened about snapping up virtual reality equipment.

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

After going to the FBI, the degree of freedom is even lower, and it has become a luxury to be able to leave American smoothly.

Luo Shu simply put it badly, and waited for the "future" to be rolled out on a large scale, and he would go to buy it himself when there is one set in hand.

He learned from various user introductions, official publicity, and official settings that the magical world is a planet much larger than Blue Star.

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

Luo Shu has been away from Huaguo for too long, and even if he is of Asian descent while working around him, he is either Neon, Korean, or ABC.

He hasn't spoken Chinese for a long time. For Luo Shu, the word "chance" seems to have stayed in the last century.

Roshu is disenchanted in a small Texas town, but doesn't give up any chance of escape.

And Lion City's bio-photovoltaic technology is preparing for global shipments.

Photovoltaic technology is a rare industry that Huaguo has advantages in the world.

In the first half of the 21s, Huaguo occupied 20% of the global market share, and even approached 80.00% at its peak.

Even in American, China is vigorously suppressing Huaguo's superior technology industries, such as the photovoltaic industry, which is a key target.

American imposes additional tariffs on photovoltaic products, with an additional tariff of 25%.

The proportion of additional tariffs has been reduced later, and it is divided into different photovoltaic modules with different tariffs.

American imposed additional tariffs on photovoltaic products from China. The photovoltaic manufacturers in Huaguo first sent their products to Southeast Asian countries, put a label on Vietnam, and then sold them to developed countries such as American.

Especially after European and American countries accelerate the installation plan of photovoltaic wind power new energy in 2022, many of the listed companies in the photovoltaic industry in Huaguo have an annual report profit increase of more than [-]%.

Even so, why are the stock prices of upstream and downstream enterprises in the photovoltaic industry chain not rising?

The fundamental reason is still expected. According to a research report by Alberto, managing director of Goldman Sachs Global Investment Research in 2022:
Due to the large-scale shipments of photovoltaic modules in the three years from 2020 to 2022, and the future economic downturn, there will be a relatively obvious decline in demand for the photovoltaic industry in 2023.

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

However, it does not mean that Goldman Sachs must be right. They also published a research report in 2018, which believed that the photovoltaic industry was entering a downturn.

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

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

Superimposed technological breakthroughs have led to the frantic pursuit of individual stocks in the photovoltaic industry by investment institutions and investors.

In 2020, Huaguo's photovoltaic industry accounted for 80.00% of the market share, but by 2030, this market share will decline.

Huaguo's photovoltaic industry probably only occupies more than 50.00% of the market share.

The lost market share was 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 labor.

In 2020, American's Department of Energy invested 730 million yuan in artificial intelligence solutions for solar applications.

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

Later, with the development of artificial intelligence technology, Internet giants led by Huaguo and American put their hands in the complete solution of industrial intelligence.

The pattern of photovoltaics has been completely changed.

Huaguo's market share in the world has been declining year by year, and the downward trend is very obvious.

Previously, the cost of photovoltaic modules in Huaguo was 20.00% lower than that of Ah San, 30.00% lower than that of American, and [-]% lower than that of Europa.

By 2031, the cost advantage of Huaguo's photovoltaic modules will be gone, only about [-]% of the cost advantage.

Compared with Europa, the cost advantage is bigger, about 5.00%.

The main reason is that Europa's industrial energy is more expensive than Huaguo.

Before your price was so much lower, I had to choose Huaguo products.

Now your price is limited, trade protectionism is superimposed and the industry is kept in the country, so developed countries gradually begin to implement domestic substitution in the field of photovoltaic modules.

Feng Shui turns.

In the past, domestic production in Huaguo replaced de-IOE, and now developed countries are starting to de-huaguoize the photovoltaic industry.

This trend has intensified, causing the entire industry to panic.

Developed countries have the strongest demand for clean energy. For developing countries and underdeveloped countries, it is enough to survive, and they have no resources to pursue these.

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

But to whom these interest-free loans are given depends on who is willing to be a dog. In addition, it may imply that you should buy my American products when purchasing.

After experiencing the two-year peak in 2024/25, Huaguo's photovoltaic industry has been declining all the way, and it is now in a panic.

The photovoltaic manufacturers of the second and third echelons have fallen a lot.

The reshuffling of the global photovoltaic industry itself is already winter for photovoltaic companies in Huaguo, and the bio-photovoltaic products that Lion City will launch is like pouring cold water on it again in winter.

It couldn't be colder.

But all companies related to the photovoltaic industry have fallen all the way.Not only A-shares, but also photovoltaic listed companies in the global market.

The price-to-earnings ratio of the stock prices of the two leading photovoltaic companies in Huaguo has fallen below 0.5.

This is still in the case that any technical parameters of bio-photovoltaic products have not been exposed.

"Still playing or not? As long as our country does not allow bio-photovoltaic products from Lion City to enter our market.

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

"Climb quickly if you don't play, I can memorize the words that Secretary Dong said back and forth.

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

"Just for the tens of billions of liquidity on the book, it is more than the current market value."

Photovoltaic is an industry with high investment and high return, it used to be.

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

For enterprises downstream in the industrial chain, life is far from easy.

The coming out of bio-photovoltaic products will lead to a sharp drop in global photovoltaic demand, and everyone is waiting and watching.

Is bio-photovoltaic more environmentally friendly and energy-efficient than silicon-based?

Even if the specific parameters have not been revealed yet, investors can infer that bio-photovoltaic 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 right to speak, other manufacturers have accounts receivable instead of cash lying on their books.

And in the case of a sudden disappearance of demand, accounts receivable cannot be realized at all.

The global photovoltaic industry is just two words bad, waiting for the latest news from the Lion City.

Shareholders of Big A scolded.

It is worse than buying real estate bonds in 2021.

"Do you think Merlin's bio-photovoltaic technology will really last longer than traditional photovoltaic modules?
It doesn't have to be a tree.

It could be bacteria or microbes.

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

Use non-biological engineering methods, such as electrode modification and device optimization, to achieve the purpose of enhancing 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 the D-lactate-mediated microbial consortium consisting of photosynthetic cyanobacteria and Shewanella electrogenes.

By directing solar energy from photons to D-lactate and then to electricity, this BPV generates power densities exceeding 150 mW m in a time-separated setup.

Even so, the spatiotemporal separation setup with moderate supplementation is only capable of stable operation for more than 40 days with an average power density of 135 mW m −2 .

I think that bio-photovoltaic technology may not be as optimistic as everyone expected. "

This method was mentioned in an article published by Hua Guo scientists in Nature in September 2019.

The first work of this paper, as a well-deserved master in the field of bio-photovoltaics, was invited by several private equity fund managers to give them lessons.

The appearance fee alone was paid in six figures.

However, compared with the appearance fees of the stars, it is not much.

Bio-photovoltaic technology has not only had a dramatic impact on investors and investment institutions, but also caused a huge shock to the academic circle.

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

"Professor Zhu, just as we all thought that bio-communication technology was imaginary before, everyone didn't believe that bio-communication technology could be realized.

As a result, bio-communication technologies are now implemented in major cities around the world.

The same is true for bio-photovoltaics.

It has been said that the 21st century is the century of biology, and now it seems that it is true, but the century of biology did not start at the beginning of the century.

If you tell me that quantum communication between stars will be realized tomorrow, I will believe it. "

This is the common thinking of individuals in this era.

No matter how outrageous the technology is, everyone will believe it before questioning it.

If it is an announcement issued by a scientific and technological innovation, it is unreasonable to believe it.

These are the best times for individuals, with endless possibilities.

This is the most uncontrollable era for capital, and you never know which industry will be killed.

In the past, everyone complained about the seven-figure or even eight-figure appearance fees of celebrities, and 800 yuan for academicians.

Under the influence of real idols, the appearance fees of stars have been suppressed to five figures.

Even if it is a five-figure appearance fee, everyone has to fight to the death.

Aren't there virtual idols whose works have good looks and acting skills that never have negative news?

"Compared with traditional photovoltaic materials, bio-photovoltaic technology is undoubtedly much superior from the perspective of environmental protection.

Traditional photovoltaic materials are toxic and difficult to recycle, while organisms can be integrated into the cycle of nature.

Moreover, traditional photovoltaics also need to consider the location and need a special base.

And bio-photovoltaic technology, if it is microorganisms, will be more troublesome than traditional photovoltaics.

But if it is a woody plant, then it is still a woody plant with strong viability.

At the same time, it can provide wood and bio-photovoltaic dual functions.

Even if it is not as good as traditional photovoltaics in terms of performance, 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, and the reproduction speed is too fast, which leads to the death of other plants and so on.

This requires a complete solution. "

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

Just starting from the operation and management of woody plants and holding a large amount of forestry land.

They took the first mover advantage? "

The Chinese Congress has planned the use of each piece of land.

If it is commercial land, you cannot build houses. If it is arable land, even if no farmer is willing to plow that piece of land, he must be arable land.

Fund managers quickly thought that if it was a woody plant, wouldn't the forestry company with a large amount of forestry land take the lead?
There is no essential difference between fund managers of private equity funds and hot money, and their operating methods are much more flexible than cemetery funds.

After the communication today, tomorrow we can join hands to pull all the forestry companies.

"Whether it is a woody plant or not is just a guess.

I deduce that it might be based on the look of the bio-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, it is tiled facing the sun, and the angle will change with the sunshine.

I still think it is more likely to be cyanobacteria or eukaryotic microalgae.

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

(End of this chapter)