继美国“双反”初裁之后，欧盟对华光伏反倾销立案也接踵而至，这一连环“遭遇”也让大洋彼岸的中国光伏企业提前感受到了冬季的寒意。

The United States"Double reverse"Beginning after cutting,Eu's pv anti-dumping also follow,This serial"encounter"Also let ocean the other shore of China pv enterprises advance feel the winter chill.

　　9月12日，天合光能（NYSE：TSL）宣布，为削减成本该公司计划裁员，不仅如此，光伏组件和系统部门也将分离开来。

On September 12,,pv(NYSE:TSL)announced,To cut down cost the company's plan to lay off,Not only that,Photovoltaic module and system department will also be separated.

　　天合光能2012年二季报显示，该公司总员工天合光能员工人数为14386人，但对于裁员人数，天合光能并未给出具体数目。

Pv 2012 second quarterly report shows,The company always pv staff the number of employees for 14386 people,But for the number of layoffs,Pv did not give a specific number.

　　天合光能在业内一向以经营稳健著称。根据英国市场调研机构IMS Research提供的数据，2011年天合光能组件出货量为世界第四，仅居于尚德电力、First Solar、英利绿色能源之后。

In the industry has always been to pv operation is stable.According to the British market research institutions IMS Research to provide the data,In 2011 for the world pv module according to the fourth,Only in suntech power/First Solar/After yingli green energy.

　　上述光伏高管表示，对于下半年市场，业内均持悲观预期，美国双反和欧洲反倾销都会带来经营上的业绩压力；组件价格在过去一年中跌去近50%，各大厂均无净利可言，而下半年价格还将会继续下降，“两重压力之下，天合只是提前行动。”

The above photovoltaic executives said,For the second half of the market,The industry are pessimistic expectations,American double reverse and European anti-dumping will bring the management performance pressure;Component prices over the past year fell to nearly 50%,The companies are no net profit whatsoever,And in the second half of the price also will continue to decline,"Under the dual pressure,TRW just early action."

　　而在天合光能之前，尚德电力、赛维LDK等大厂也均已启动大规模的裁员计划，与此同时，三分之一的中国光伏企业均已出现停产与半停产状态。现在大家关注的是，下一个大规模裁员的大厂也成为当下业内最为关注的目标。

And in before pv,Suntech power/"D LDK etc companies also have been starting large-scale layoffs plan,meanwhile,A third of China pv enterprises are already appear idling and BanTingChan state.Now attention is,The next mass layoffs the develoment of the industry has become the most concern goal.

　　“天合光能的裁员比例将接近30%。”一名熟悉天合光能的业内企业高管对记者透露。

"Pv of job cuts proportion will be close to 30%."A familiar with the pv industry executives said to reporters.

　　裁员“第二波”

layoffs"The second wave"

　　作为一线的电池片生产厂商，何旖莎无疑更为深刻地感受到了欧洲对华光伏反倾销带来的冲击。

As a line of cell manufacturer,What Yi Sally undoubtedly more profoundly felt Europe's pv anti-dumping the impact.

　　“我们现在只能选择现金流比较好的下游企业合作，然后给予合适的账期，但不会像以前那么长了。”作为浙江金乐太阳能科技公司的董事长，何旖莎解释，在欧洲反倾销立案之后，欧洲客户开始有意减少中国光伏企业的订单。

"Now we can only choose cash flow better downstream enterprise cooperation,Then give appropriate accounting period,But not as before so long."As zhejiang tinselled solar technology company's chairman of the board of directors,Yi Sally explain how,In Europe after the anti-dumping,European customers started to reduce China's photovoltaic enterprise order.

　　何旖莎对记者坦言，上半年该公司产能利用率可以达到80%以上，现今直落10个百分点，“我现在想的是保持稳健的现金流，不求业绩，只求能养活员工，不让他们失业”。

What Yi Sally said to reporters,In the first half of the company capacity utilization rate can reach more than 80%,Nowadays plummeting 10%,"I now want to is to keep steady cash flow,Not performance,But can support staff,Don't let them unemployment".

　　9月6日，欧盟宣布对华光伏反倾销立案。2011年中国对欧洲光伏产品出口高达204亿美元，直接从业人口超过50万人，带动间接就业人口超过100万人。

On September 6,,The European Union announced that China pv anti-dumping.In 2011, China has the European pv products export as much as $20.4 billion,Direct from a population of more than 500000 people,Drive the indirect employment population of more than 1 million people.

　　中电光伏市场部总监钟章伟告诉记者，欧盟对华反倾销中，有要求调查后提交海关数据，“也就是存在追溯征税的可能，这会让欧洲的客户和中国的组件厂商均有顾虑”。

China sunergy director of marketing ZhongZhangWei told reporters,In the eu anti-dumping,A requirement survey data submitted to the customs,"There is also the possibility of back taxes,This will allow the European customers and China's component manufacturers are scruples".

　　天合光能CEO高纪凡称，进一步节约成本的措施，“将促使公司更好的满足用户需求以及抓住新的机遇”。

Pv CEO GaoJiFan says,Further cost savings measures,"Will enable the company to better meet user demand and seize new opportunities".

　　天合光能发布2012年第二季度财报显示，该公司营收同比下降40.3%，至3.451亿美元；净亏损为9210万美元，上一季度为亏损2980万美元。目前该公司正在努力止损。

Pv release in 2012 the second quarter earnings display,The company revenue fell 40.3% year-on-year,To $345.1 million;Net loss for 92.1 million dollars,For the quarter of a loss of $29.8 million.At present, the company is trying to stop.

　　事实上，天合光能并不是中国前10大光伏组件企业中第一家裁员的企业。

In fact,Pv and not China top 10 big pv modules in the enterprise first a downsizing of the enterprise.

　　今年5月，赛维LDK宣布，该公司已裁员5554人，占公司员工总数的22%；尚德电力鼎峰时期有近2万人，但现在仅在1万人左右徘徊。

In may this year,"D LDK announced,The company has cut 5554 jobs,Accounted for 22% of the total number of staff;Suntech power tripod peak period have nearly 20000 people,But now only in about 10000 people wandering.

　　据记者了解，在中小型光伏企业中，孚日光伏、吉阳新能源、九州方园等裁员已超过50%。而在亿晶光电(600537,股吧)三季度的一次投资者交流会上，投资者甚至直接质疑：“亿晶光电会破产吗？”

According to reporter understanding,In the small and medium-sized photovoltaic enterprises,Fu, photovoltaic/Yangxin county ji energy/Kyushu square garden and layoffs has more than 50%.And in hundred million crystal photoelectric(600537,guba)One of the first exchange conference of investors,Investors and even direct question:"She crystal photoelectric will go bankrupt?"

　　英利董事长苗连生断言，如果欧洲反倾销通过于中国不利的裁决，将导致中国光伏企业大规模破产倒闭，中国光伏产业将面临毁灭性打击。将造成百万人失业。

The chairman of the board of directors of the MiaoLianSheng assertion,If the European anti-dumping through the China adverse decision,Will lead to China pv enterprises mass went bankrupt,China pv industry will face a devastating blow.Will cause one million people out of work.

　　通威董事长刘汉元更遗憾承认，该公司可能裁员80%或者更糟。

Pass wei chairman LiuHanYuan more sorry to admit,The company may cut its workforce by 80% or worse.

　　大潮来袭？

Spring incoming?

　　2006-2010年，在光伏产业备受资本吹捧时，各大企业可坐享20%的净利甚至更多，但时过境迁，此前的滋润日子已然不再。

2006-2010,In the photovoltaic industry is capital when soaping,Each big enterprise can sit at 20% of the net profit or even more,But as time passes by,Previous moist day already no longer.

　　“两三年前行业火爆时，一线工厂工人的工资加上奖金轻轻松松就可以拿到4000元/月以上，甚至是5000-6000元，但现在也就3000元/月出头。”保利协鑫一位高管告诉记者。

"Two or three years ago when hot industry,A line workers salary and bonus with ease can get 4000 yuan/month or more,Even 5000-6000 yuan,But now is 3000 yuan/month s."Poly association xin an executive told reporters.

　　美国投资银行Maxim Group在近期的报告中指出，在中国最大10家太阳能公司的资产负债表上，债务累计达到175亿美元，而这一组数据背后的指向，则是整个行业已接近破产边缘的真实境况。

American investment bank Maxim Group in a recent report,In the Chinese biggest 10 solar energy company's assets balance sheet,Debt up to us $17.5 billion,And this one set of data points behind,Is the industry already close to the edge of bankruptcy real situation.

　　数据显示，今年前五个月，中国出口美国光伏电池和组件销售额总计增长21%。但今年5月单月，中国出口美国光伏电池和组件销售额比2011年5月大降45%。

Data display,The first five months of this year,China's exports to the United States photovoltaic battery components and total sales growth of 21%.But this year may monthly performance,China's exports to the United States photovoltaic battery and components than sales in May 2011 big drop 45%.

　　世界第五大光伏组件企业阿特斯阳光董事长瞿晓铧对记者分析，欧盟的光伏装机容量大致占到了全球的70%，美国占了接近10%，当两大市场大门同时对中国企业关闭，中国的光伏行业将出现大规模的企业倒闭潮和失业潮。

The world's fifth largest photovoltaic module o enterprise's chairman of the board of directors QuXiaoHua sunshine to reporters analysis,The eu's pv installed capacity accounted for roughly 70% of the world's,The United States accounted for nearly 10%,When two big market gate at the same time for Chinese companies to close,Chinese photovoltaic industry will appear large-scale enterprise collapse tide and unemployment tide.

　　9月12日，国家能源局发布通知，正式印发《太阳能发电十二五规划》。根据规划，到2015年底，我国太阳能发电装机容量达到21GW以上。

On September 12,,National energy board publishes notice,Issued by the official[Solar power 1025 planning].According to the planning,By the end of 2015,Our country solar power installed capacity to achieve more than 21 gw.

　　“国内提出多大的安装总量并不重要，重要的是，并网问题解决了没有？”中盛光电董事长王兴华对此提出质疑，由于电网配套不到位，西部众多的光伏电站一个星期只有三四天能工作，上网电价补贴发放不及时，“8%以上的收益率只能停留在数字表面上，电站事实上亏损，谁还敢投资？”

"Put forward the installation of domestic how total amount is not important,Important is,Parallel in problem solving have no?"Fill in the photoelectric chairman WangXingHua challenge them,Due to the power grid supporting does not reach the designated position,The western numerous photovoltaic power station a week only 3 or 4-day can work,Online electricity price allowance not timely,"More than 8% of the rate of return can only stay in digital on the surface,Power station in fact losses,Who will dare to investment?"

　　王兴华对记者表示，面对如今的困局，除却企业降低成本外，国家更应该在上网配套完善、打掉欧盟反倾销上下功夫，中国企业未来更应该在国际上的竞争中，做品牌和创新商业模式，而非价格战的循环。

WangXingHua told reporters,In the face of today's predicament,Maybe the enterprise cost reduction outside,The country more should be in perfect supporting on the Internet/Out of the eu anti-dumping fluctuation kongfu,Chinese enterprises should be more in the future international competition,Do brand and innovative business model,Rather than the cycle of price war.