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打造亲民维稳之格局,以便稳中求进,是每一个基层领导的光荣使命与重要责任!是为官一任,造福一方的不二途径!是守住已有成果的必要前提,是继续前进的必要根基!

郎咸平:光伏贸易战 中国并非受制于人--亲稳网络舆情监控室
2012-11-09

  曾经风光无限的光伏产业在2011年3月急转直下之后就再也没有调头向好,让无数翘首等待的业内人士透心凉。面对遥遥无期的寒冬和步履维艰的整合之路,有人将其归咎于欧美对华光伏产品双反,但也有专家认为,这根本就是中国光伏企业咎由自取。

Once scenery infinite photovoltaic industry in March 2011 plunged after no head back better off,Let the innumerable eagerly waiting for the personage inside course of study bitterly disappointed.In the face of a life of winter and dot and carry one integration road,Some blame it on Europe and the United States to China pv products double back,But there are also experts say,This is fundamentally China pv enterprises have only oneself to blame.

  欧美这么多光伏企业先后倒闭,连曾经傲居世界第一的Q-cells也破产了,而中国的大型光伏企业却一家也没有倒闭,这根本不符合市场固有的逻辑!欧美国家的人,特别是那些倒闭的企业主以及所在企业的员工,更是无法理解。他们发动双反,实在是情理之中的事情!

Europe and the United States so many photovoltaic enterprise has failed,Even once AoJu world first Q - cells also went bankrupt,While China's large photovoltaic enterprise but a also did not collapse,This isn't in line with market inherent logic!The European and American countries people,Especially those who failed in the enterprise business owners and employees,But also can't understand.They launched double back,It is in the reason of things!

  欧盟调查从根本上撼动中国光伏市场

The European Union investigation fundamentally shake China pv market

  欧盟或重创中国太阳能面板制造商。该行业在欧洲的补贴下得以繁荣,并且让欧盟成了最大的出口市场。而中国太阳能面板的大量涌入意味着它们将面临被征收惩罚性关税的命运。为扩大产能而大肆举债的公司如今看起来更加脆弱不堪了。

The European Union or hit China solar panel manufacturers.The industry in Europe under the subsidies to prosperity,And let the European Union became the biggest export market.While China solar panel influx means they will face be impose punitive tariffs on fate.For to expand capacity and a debt of the company now looks more fragile.

  德国、西班牙和意大利等国家都对太阳能给与了慷慨的援助,从而推动了太阳能面板制造商的成长。但援助减少--部分上是因为欧元危机--直接导致了行业的洗牌。比如,4月份申请破产的德国Q-Cells4就其中最为显著的一例。

Germany/Spain and Italy and other countries of solar give generous aid,Thus pushing the solar panel manufacturers growth.But aid reduced - was partly because the euro crisis - led directly to the industry reshuffle.For example,April file for bankruptcy German Q - Cells4 is one of the most significant.

  中国生产商的崛起既快且迅猛,让它们成了明显的耙子。2001年,该国制造商生产的太阳能电池和模块占全球总量的1%,到2010年,它们已经抢占了半数全球市场。如今世界前五大太阳能电池制造商中有四家、五大太阳能模块制造商中有三家是中国的。在这个行业里,规模至关重要,因此他们相对低廉的成本就成了一个优势。但是地方政府对这个被视为战略性行业的支持也起到了作用。

The rise of the Chinese manufacturers is quick and rapid,Let them become apparent rake.In 2001,,The country's manufacturers production of solar cell and module accounted for 1% of the global total,By 2010,They have been preempted the half of the global market.Now the world's top five solar battery manufacturers have four/Five solar module manufacturers have three is China's.In this industry,Scale is very important,So they are relatively cheap cost became an advantage.But local government on this is regarded as a strategic industry support also play a role.

  美国方面已做出反应,对中国制造的太阳能面板施加了30%以上的关税。但来自欧盟的关税威胁带来的损害会更大:欧洲占了整个太阳能行业出口的60%。不仅如此,欧盟的调查不仅涉及已完工模块,甚至包括元件组成部分。

The United States has to respond,China's manufacturing solar panels to put more than 30% of the tariff.But from the eu tariffs threat of damage will be more big:Europe accounted for 60% of the solar energy industry exports.Not only that,The eu's investigation is not only related to completed module,Even including component part.

  在欧盟最终在五月份得出调查结论之前,不确定性已经让重度负债的中国生产商不堪其苦了。消息传出后,尚德等在美上市的中国公司股票跌至新低点。尚德今年净亏损面预计仍将扩大,而来年还要勉力偿付5.41亿美元的债券。就连中国的银行可能也不愿意再将他们的债务展期了。

In the European Union in May eventually obtained before survey conclusion,Uncertainty has made severe liabilities of Chinese manufacturers to its bitter.After news spreads,Suntech, etc in the Chinese companies listed shares fell to a new low.Suntech this year net KuiSunMian still expected to expand,And next year will clings to pay a $541 million bond.Even China's bank may also don't want to put their debt the extension.

  也许最终中国市场能够担负起这一重压。中国全球贸易的一份报告显示,截止2015年,本土销量或占到全球的19%,而2011年该比例只有7%。然而,不是所有玩家都能够存活到那一天。对部分生产商而言,欧洲的关税恐怕已经是最后一根稻草了。 

In the end, may be the Chinese market can shoulder the weight.China's global trade according to a report,By the year 2015,Local sales or account for 19% of the world's,And in 2011 the ratio is only 7%.however,Not all players to be able to live to see the day.For some manufacturers concerned,European customs I'm afraid is the last straw. 

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