近两年，中国的光伏业在欧盟和美国市场遭遇寒冬。而中国政府近日的行动表明，对于这个全球精细化分工的领域，谁也不能置身局外。

Nearly two years,China pv industry in the European Union and the United States market experience winter.The Chinese government recently that the action,For the global fine division of labor field,No one can on the sideline.

　　11月5日，中国就欧盟部分成员国的光伏补贴措施，提出与欧盟及其相关成员国在世贸组织争端解决机制下进行磋商，正式启动世贸争端解决程序。

On November 5,China is a part of the eu member states of photovoltaic subsidy measures,With the eu and its member states put forward relevant in the wto dispute settlement mechanism to negotiate,Official start the wto dispute settlement procedures.

　　而就在数日前的11月1日，商务部发布2012年第70号和第71号公告，决定即日起对原产于欧盟的太阳能级多晶硅进行反倾销和反补贴立案调查。

Just a few days ago in the November 1,The ministry of commerce issued 2012 no. 70 and no. 71 announcement,Decide now on the original from eu sun level polysilicon on anti-dumping and countervailing investigation put on record.

　　昨日，商务部新闻发言人沈丹阳就此发表谈话表示，欧盟部分成员国的法律规定，如果光伏发电项目的主要零部件原产于欧盟国家，该项目生产的电力即可获得一定金额或比例的上网电价补贴。中方认为，上述补贴措施违反了世贸组织协定关于国民待遇和最惠国待遇的规定，构成了世贸组织协定禁止的进口替代补贴，并严重影响中国光伏产品出口，损害了中国作为世贸组织成员的正当权益。中国政府有权利也有责任为本国光伏企业争取公平的国际贸易环境。

yesterday,Commerce ministry spokesman said this ShenDanYang spoke,The European Union member of laws and regulations,If photovoltaic power generation project of main parts is originated in the countries of the European Union,The project of electric power production, you can get a certain amount or proportion of online electricity price subsidies.The Chinese think,The above subsidy measures in violation of the wto agreement on national treatment and the most-favored-nation treatment regulations,Constitute the wto agreement forbidden import substitution subsidies,And the serious influence Chinese photovoltaic products export,Damage to the Chinese as a member of the wto's legitimate rights and interests.The Chinese government has the right to have a responsibility for domestic photovoltaic enterprise for a fair international trade environment.

　　光伏贸易摩擦频起

Photovoltaic trade friction frequency up

　　在欧盟之前，美国针对中国光伏产业的调查去年就出手了。

In the European Union before,The United States in China pv industry survey last year's time.

　　2011年11月，美国商务部正式对中国输美太阳能电池(板)发起反倾销和反补贴调查，这是美方首次针对中国清洁能源产品发起“双反”调查。今年3月20日，美商务部初裁认定中国输美晶体硅光伏电池及组件存在补贴行为，同时于5月公布对华太阳能电池产品反倾销调查初裁结果。

In November 2011,The us department of commerce formal to China lost beauty solar cell(plate)Anti-dumping and countervailing investigation,This is the first time the United States against China clean energy product launch"Double reverse"survey.This year on March 20,,At the beginning of the ministry of commerce beauty cutting that China lose beautiful crystal silicon photovoltaic battery and element existing subsidy behavior,At the same time in the may announced China solar battery products at the beginning of the anti-dumping investigation cutting results.

　　今年9月6日，欧盟委员会宣布，将对进口自中国的光伏产品 (包括晶体硅组件、电池、硅片等) 进行反倾销立案调查。

This year on September 6,,The European commission announced,To import from China's pv products (Including crystal silicon components/battery/Silicon wafer, etc) Initiated an anti-dumping investigation.

　　由于对欧盟的出口占中国光伏产业总出口的比例高达65%以上，欧盟着手的反倾销调查对中国光伏产业的考验，将远远大于此前美国的调查。

Due to the eu's exports China pv industry total export ratio as high as 65% above,The European Union to start anti-dumping investigation on China pv industry test,Would be greater than the previous survey.

　　另一个业界心照不宣的事实是，这个涉及金额巨大的一系列光伏领域贸易摩擦，只是多年来全球新能源产业链格局，及相关政策博弈的必然喷发。下一步的协调，还需要多方拥有更多的谅解和开阔的格局。

Another industry knowing the fact is,This involves a series of huge amount of photovoltaic field trade friction,But for many years the global new energy industrial chain pattern,And related policy game inevitable eruption.The coordination of the next step,Also need many have more understanding and open pattern.

　　正如权威人士对《第一财经日报》记者所讲的，新能源领域本就是一个政治经济问题。

As authorities to[The first financial daily]Reporters say what,New energy field this is a political and economic problems.

　　此前，本报记者从接近第十五次中欧领导人会晤的核心人士处独家获悉，中欧双方的商谈结果是：愿意通过磋商来寻求双方均可接受的办法，妥善处理欧盟对华光伏产品反倾销调查案。

after,Our reporter from close to the fifteenth central European leaders meeting in the core of the personage of exclusive,Central Europe both sides of negotiations as a result:Willing to through the consultation to seek both sides acceptable way,Properly handle the eu's pv products anti-dumping investigation case.

　　而该案件相关负责人昨日则对本报记者表示，中国把对欧盟部分成员国补贴其终端产出的做法推向WTO，与之前中欧双方就欧盟自中国进口的光伏产品立案发起反倾销调查，是两个概念，走的是不同流程，不能混到一起来谈。

The relevant person in charge of the case yesterday to our reporter said,China to the eu member states of the output terminal of the subsidies it to the WTO,And before the central European Union since China's import of photovoltaic products put on record anti-dumping investigation,Are two concepts,Go is different process,Can't mix together to talk about.

　　“之前欧盟对华企业发起双反调查，是欧盟国家对中国企业采取的措施；而中国此次将欧盟部分成员国的补贴行为诉至WTO, 是国家对国家的行为。”上述负责人说。

"Eu's enterprise before launch double reverse survey,Is the European Union countries to Chinese enterprises to take measures;While in China the eu member states will be part of the subsidy behavior WTO appeal, Is the national to the national behavior."The person in charge said.

　　欧美心态：未能完全垄断全产业链

Europe and the United States mentality:Failed to complete the whole industry chain monopoly

　　目前新能源领域的纠葛，除了欧美对华光伏产品已经发起的双反调查，还包括涉案金额为数千万美元的风塔案，目前正在等待终裁结果。

The present new energy field of entanglement,In addition to Europe and the United States to China pv products have been launched double reverse survey,Also includes involving a value for tens of millions of dollars of wind tower case,Is now waiting for the final results.

　　目前的新能源产业链已经形成全球纵向分散的趋势，欧盟由于是消费大国，因而培育了市场，政府也对消费端做了大量补贴。

The new energy industry chain has been formed the trend of global longitudinal dispersion,The European Union is due to the consumption power,Thus produced market,The government also on consumption end made a large amount of subsidies.

　　对外经贸大学中国WTO学院副院长屠新泉对本报记者解释说，欧盟对于新能源发电厂每产出一度电，如果成本是1欧元，政府将额外补贴0.2欧元。

Foreign economic and trade university, vice President of the college of China's WTO TuXinQuan to our reporter explained,The European Union for new energy power plant each output kilowatt-hour,If cost is 1 euro,The government will perks 0.2 euros.

　　屠新泉表示：“欧美心态不平衡之处在于，过去全球出现了一个新的创新型产业，可能会全产业链集中在欧盟或者美国，这样享有创新的收益也就会更大，而中国目前也通过产业政策，及地方政府的扶持，从全球新能源产业链中分到一杯羹，不管是否属于低端部分，都享有了一些利益，使得欧美不能像过去那样完全享有。”

TuXinQuan said:"Europe and the United States mentality imbalance in,The past global appeared a new creative industry,May the whole industry chain focused on the European Union or the United States,So enjoy the innovative income also will be more big,China now also through industrial policy,And local government support,From a global new energy industrial chain to a cup of soup,Whether belong to low part,Will have some interests,That Europe and the United States can't fully enjoy as past."

　　沈丹阳指出，大力发展太阳能光伏等可再生能源，有利于解决全人类面临的能源安全和气候变化等严峻挑战，符合各国共同利益。各国应当着眼长远，加强产业合作，开放国际贸易，而不应出于短期利益需要采取贸易保护主义措施。

ShenDanYang pointed out that,Vigorously develop renewable energy sources such as solar photovoltaic,To solve the mankind faces energy security and climate change and other severe challenges,Conform to the common interests of all countries.Countries should focus on the future,Strengthen industrial cooperation,Open international trade,And should not be out of short-term interests needs to take protectionist measures.

　　光伏产业的链条在全球的分布极不平衡。该链条大致可划分为上游（硅料、硅片）、中游（太阳能电池片、电池组件）和下游（光伏电站等应用系统）三个部分，涉及多晶硅材料、铸锭、拉单晶、电池片、封装、平衡部件、系统集成、光伏应用产品和专用设备制造等多种产品及多项技术。

Pv industry chain in the global distribution is extremely uneven.The chain can be roughly divided into upstream(Silicon material/Silicon wafer)/Middle reaches(Solar cell/Battery components)And downstream(Photovoltaic power station application system, etc)Three parts,Involved in polycrystalline silicon materials/ingot/Monocrystal pulling/cell/packaging/Balance parts/System integration/Pv-tech application products and special equipment manufacturing, and many other products and a number of technology.

　　具体来说，美国擅长研发，太阳能发电设备使用率并不高，欧盟则擅长生产太阳能的机械，中国主要承接了太阳能电池及组装环节。中国的光伏企业多集中在产业中下游，尤其是电池片的生产和组件封装环节。尽管产业发展迅速，但目前企业仍需花高价进口大量核心的原材料和生产设备。

specifically,The United States is good at research and development,Solar power equipment utilization rate is not high,The European Union is good at production solar mechanical,China mainly to undertake the solar cell and assembly link.Chinese photovoltaic enterprise and more focused on in the middle and lower reaches of industry,Especially cell production and component packaging link.Although industry has developed rapidly,But at present the enterprise still need to spend high price in the importation of large core of raw materials and production equipment.