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光伏产业如何躲过欧美贸易保护之刀--亲民维稳网络舆情监测室
2012-09-14
After the United States,The European Union began to take trade protection sword cut to the China pv industry.
9月6日,欧盟委员会正式发布立案公告,对中国光伏电池发起反倾销调查。这起涉案金额高达200多亿美元的案件,是中欧双方迄今为止最大的贸易纠纷,也是全球涉案金额最大的贸易争端。
On September 6,,The European commission issued a formal notice filed,For Chinese photovoltaic battery anti-dumping investigation.The involving a value as high as more than $200 cases,In central Europe both sides by far the biggest trade dispute,Is the world's largest trade disputes involving a value.
欧盟这一动作很可能会将中国光伏产业从困局推向“死路”。知名能源行业研究员宋亮在接受《中国产经新闻》记者采访时表示,欧盟市场是中国光伏产业最大的输出地,将近70%产品出口到欧盟。欧盟壁垒措施无疑将给中国光伏组件制造业带来毁灭性打击。
The European Union this action will likely will China pv industry from the predicament into"impasse".Famous energy industry researcher SongLiang in accepting[China sankei shimbun]A reporter to interview said,The eu market in China is the largest photovoltaic industry output,Nearly 70% of products exported to the European Union.The European Union barriers measures will undoubtedly give Chinese photovoltaic component manufacturing a devastating blow.
再加上,欧盟选择的时间点也有点“不合时宜”。中投顾问新能源行业研究员萧函在接受《中国产经新闻》记者采访时表示,中国光伏产业发展进入瓶颈期,结构失衡、产能过剩等问题亟待解决。一旦欧盟反倾销成立,中国光伏产业将面临“灭顶之灾”,光伏企业盈利能力将大幅下降,大批光伏企业或破产重组,抑或整体“沦陷”。
plus,The choice of time point is also a bit"untimeliness".An advisor new energy industry researcher xiao letter in accepting[China sankei shimbun]A reporter to interview said,China pv industry development into the bottleneck,Structure imbalance/Excess capacity problems need to be solved urgently.Once the eu anti-dumping was established,China pv industry will face"destruction",Photovoltaic enterprise profitability will decline substantially,A large number of photovoltaic enterprise or bankruptcy reorganization,Or whole"fall".
众所周知,在全球经济不景气的情况下实行贸易壁垒是个不明智的选择,其结果只能是拖缓经济复苏的脚步。对光伏产业这种新兴产业尤为如此。如果加强国际间相互合作,有助于提升整个产业生产效率、降低成本,从而促进产业更快发展,对各国而言,无不裨益。然而,如此浅显道理背后,各国贸易保护依然盛行,实在令人费解。
As is known to all,In the global economic recession implement trade barriers is a wise choice,The result can only be slow pace of economic recovery.On photovoltaic industry this emerging industry is particularly so.If to strengthen international cooperation,Help to increase the industry production efficiency/Reduce cost,So as to promote industry faster development,For countries to,Benefit all.however,Such a simple truth behind,Countries trade protection is still rife,Really confusing.
对此宋亮表示,金融危机后,世界各国经济整体低迷,各国都致力于保护本国优势产业,特别是那些处于价值链最高位置、技术水平尖端、具有重要战略地位的产业。而光伏产业正是其中之一,欧美国家甚至有意将其打造为今后的支柱型产业和经济增长点。
This SongLiang said,After the financial crisis,All countries in the world economic downturn overall,Countries are working to protect its advantage industry,Especially those in value chain highest position/Technical level advanced/Has the important strategic status of the industry.And photovoltaic industry is one of them,The European and American countries and even to make it for future pillar industry and economic growth.
“近几年,中国光伏产业在技术转化应用方面有了长足进步,再加上价格低廉,对欧美等国的市场造成了很大的冲击。目前,欧盟已经出现了部分光伏企业停工、甚至倒闭破产的现象。”宋亮说。
"In recent years,China pv industry in technology transformation application had great progress,Combined with low price,To Europe and the United States and other countries of the market has created the very big impact.At present,The European Union has appeared part photovoltaic enterprise shutdown/Even collapse bankrupt phenomenon."SongLiang said.
萧函亦认为,欧盟“颠倒是非”指责国内光伏企业倾销,是为了打击中国光伏巨头、为本土光伏企业赢得发展空间。同时,欧盟也试图通过打压中国光伏行业给中国政府施压,希望从中国得到实质性援助,用以解决欧债危机。
Xiao letter also think,The European Union"Confuse right and wrong"Accused the domestic photovoltaic enterprise dumping,In order to strike China pv giant/For the local photovoltaic enterprise win development space.At the same time,The European Union is trying to crack down on China pv industry to give the Chinese government pressure,Hope that from China get substantial assistance,To solve the debt crisis.
欧盟的反倾销敲响了我国光伏产业的警钟。自此,中国光伏产业必须走一条新的发展路子。这条新路径就是立足于本国,“自力更生”。
The eu anti-dumping chimed the photovoltaic industry in our country the alarm bell.Since then,China pv industry must go a new development path.This article is based on the new path home,"self-reliance".
厦门大学中国能源经济研究中心主任林伯强(微博)认为,中国光伏业产能过剩的情况是相对的,因为以往中国光伏产业主要的需求地在国外,而国外经济不景气导致需求下降,产能相对过剩。那么无论欧盟是否对光伏企业征收反倾销税,拯救中国光伏业的根本方法还是建立国内的光伏市场,摆脱被外需牵着鼻子走的局面。
Xiamen university, China's energy economic research center director LinBoJiang(Micro bo)think,China pv industry overcapacity situation is relative,Because in the past China pv industry the main demand in foreign countries,And foreign economic downturn led to falling demand,Relative surplus of production capacity.So no matter whether the eu anti-dumping duties on photovoltaic enterprise,Save China pv industry basic method or a domestic photovoltaic market,Get rid of is now lead the nose of the situation.
从市场需求来看,几轮新能源技术改造过后,欧盟的可挖掘潜力已经不多了。相反,随着智能电网等配套设施完善,未来中国光伏需求将有极大增长空间。一个令人振奋的消息是,欧盟对中国光伏企业发起反倾销调查后,《太阳能发电发展“十二五”规划》对装机量目标再次作出了调整,由21吉瓦调整到40吉瓦,且上不封顶。这意味着未来3年中,中国的光伏发电装机容量有望扩大10倍以上。
From the market demand to see,Several rounds of new energy technology after reconstruction,The eu can excavate potential already not much.instead,With the intelligent power grid as well as other supporting facilities perfect,The future China pv demand will have great growth space.An exciting news is,The European Union on China pv enterprises anti-dumping investigation,[Solar power development"1025"planning]Target of installed again made the adjustment,By 21 auspicious tile adjustment to 40 auspicious tile,And not capped.This means that the next three years,Chinese photovoltaic generating capacity is expected to expand more than 10 times.
萧函表示,政府相关部门应尽快出台应急预案,鼓励光伏发电站的建设,将光伏市场逐渐转向国内,实现内需拉动行业发展,同时,企业应重点加强内部结构优化调整、淘汰落后产能,提升核心技术、核心装备的研发能力,为扭亏为盈打下良好基础。
Xiao letter said,Relevant government departments should be mapped out promptly to emergency plan,Encourage photovoltaic power station construction,Photovoltaic market will gradually turned to domestic,Realize domestic demand pull the development of the industry,At the same time,Enterprise should focus on strengthening internal structure optimization adjustment/Elimination of backward production capacity,Ascension core technology/The core equipment research and development ability,Turn to lay the good foundation.
“我国政府必须把中国光伏产业中的龙头企业、大型企业保护起来,甚至不惜代价的扶持,就像当年日本保护三菱重工一样。帮助光伏产业实现产业结构转型,技术水平升级,以期打造新的、全产业链的能源产业格局。”宋亮说。
"Our government must put China in the photovoltaic industry leading enterprises/Large enterprise protected,Even at the cost of support,Like the Japanese protection like mitsubishi heavy industries.Help photovoltaic industry to realize the industrial structure transformation,Technical level upgrade,So as to make new/The whole industry chain energy industry pattern."SongLiang said.
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