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从十八大会议解读光伏贸易战局势--亲稳网络舆情监测室
2012-11-17

  备受关注的十八次全国人民代表大会于昨日圆满落下帷幕,会上的焦点当数评选出了新一届中共领导班子,成员包括中共中央总书记习近平和中央政治局常委李克强、张德江、俞正声、刘云山、王岐山、张高丽。接下来我们将在以习近平总书记为核心的党中央领导下,既往开来,与时俱进。与此同时,在各位人大代表发言中,我们看到了中国经济贸易的发展现状与未来方向,其中光伏作为当下最为紧俏的行业,在接连遭受欧美“双反”政策的市场环境下,如何寻求出路,不免让业内人士对国内政策充满期待。

18 times of concern of the National People's Congress in a yesterday to drop the curtain,The focus of the meeting when number selection out the new communist party leadership,Members include general secretary of CPC central committee xi jinping and the central political bureau standing committee li keqiang/Zhang dejiang/YuZhengSheng/LiuYunShan/Mr. Wang/ZhangGaoLi.Next we will in xi jinping general secretary as the core of the party central committee under the leadership of the,Before the,Keep pace with The Times.meanwhile,In your speech to the National People's Congress,We see the China economic and trade development present situation and the future direction,The pv as some of the most tight industry,After suffer from Europe and the United States"Double reverse"Policy market environment,How to find a way out,Not let the personage inside course of study on domestic policy full of expectation.

  有市场但仍需政策

Have the market but still need policy

  商务部国际贸易经济合作研究院院长霍建国指出:“虽然我们现在经济面临增长的困难,但改革的余地也很大。相信十八大之后,相关的改革措施会陆续出台,进一步刺激经济增长的活力,建立体制机制保障制度。只要经济稳定在7%以上的增长,基本上实现这一目标没有问题。”

The ministry of commerce international trade and economic cooperation research institute President HuoJianGuo pointed out:"Although we now face the difficulty of economic growth,But we have a lot of reform.Believe that after the eighteenth big,Related to the reform measures will comes on stage in succession,Further stimulate economic growth vigor,Establish mechanism of system security system.As long as economic stability in the growth of more than 7%,Basically achieve this goal is no problem."

  对于这一目标的实现,霍建国十分乐观:“从历史经验来看,人均收入和GDP翻番的目标一般都会提前实现。无论是国民经济增长还是收入水平增加,如果是简单地实现这一目标,难度并不大。”

To realize this goal,HuoJianGuo very optimistic:"From the historical experience,Per capita GDP and double goal will generally realized in advance.Whether the growth of national economy or income level increased,If it is simple to achieve this goal,Difficulty is not great."

  而在系列光伏新政中,“金太阳工程”及国家电网制定的《分布式电源接入配电网测试技术规范》,国家能源局出台的《申报分布式光伏发电规模化应用示范区的通知》等,可谓“宏观与微观”作用兼顾,不仅从产业层面支持了光伏业发展,更将中国光伏业引向了更具发展潜力的分布式发电上。

And the series of photovoltaic New Deal,"Gold sun engineering"And for the state grid[The distributed power access distribution network test specification],National energy bureau published[Declare distributed photovoltaic power generation large-scale application demonstration notice], etc,is"Macro and micro"Effect of give attention to two or morethings,Not only from the industry level support the pv industry development,Will China pv industry to more development potential of the distributed power generation.

  迎挑战转型成必然

To meet the challenge transformation into inevitable

  商务部研究院中国对外贸易研究部研究员章海源说,我国现在非常重视出口和进口并重,提倡贸易政策和产业政策协调,形成以技术、品牌、质量、服务为核心的出口竞争优势。

The ministry of commerce research institute researcher at China's foreign trade ZhangHaiYuan said,Now our country attaches great importance to both export and import,Advocate trade policy and industrial policy coordination,Formation to the technology/brand/quality/Service is the core of the export competitive advantage.

  以加工贸易来说,我国过去的“大进大出”有其历史必然性,但现阶段不可能停留不前,不可能总停滞在低层次的复制制造上,必须转型升级。

For in processing trade,In the past"Big into big out"Has its historical inevitability,But at this stage could not stay back,Is not always possible stagnation in low levels of copying manufacturing,Must be the transformation and upgrading of.

  要注意,转型升级的内涵很多,其中主要的产业链争向上游,提高产品附加值等非常重要,但同时也不能忽视原有的低端产业,这些产业也要转型升级。

Attention should be paid to,The connotation of the transformation and upgrade of many,The major industry chain for upstream,Improve the product added value and is very important,But at the same time also cannot ignore the original low-end industries,The industry also to the transformation and upgrading.

  从进出口贸易平衡发展来看,我国现在已经取得了一些进展。比如有些国内企业原来是从台湾进口原料和设备,但近年来这一进口贸易量呈下降趋势,原因是这些企业现在已提高了从大陆采购的比重。这种转变是有利于促进进出口平衡发展的。

From the import and export trade balance development to see,Now in our country has made some progress.For example, some of the domestic enterprises from Taiwan original imported raw materials and equipment,But in recent years the import trade volume declined,The reason is the enterprise now has increased the proportion of purchase from the mainland.This change is to promote the development of import and export balance.

  扩内需争取更主动

Expanding domestic demand for more active

  “当下世界经济高度融合,中国参与全球经济的深度和广度前所未有。”商务部外资司有关人士对记者表示,为进一步提升我国对外经贸竞争力,我国鼓励和引导加工贸易企业转型升级,促进出口转型升级,引导有条件的企业利用国家“扩大内需”的机遇,利用国内外两个市场分散风险,提升效益。积极稳妥引导企业“走出去”,利用品牌形象、体制机制、管理经验等优势,参与境外园区建设。按照市场导向和企业自主决策原则,引导企业有序开展境外投资合作。

"The height of the world economic integration,China's participation in the global economy the width and depth of the unprecedented."The ministry of commerce WaiZiSi officials told reporters,In order to further improve China's foreign trade and economic competitiveness,Our country to encourage and guide the transformation and upgrading of processing trade enterprises,To promote the transformation and upgrading of export,Guide the conditional enterprise use of the country"To expand domestic demand"opportunities,Use of both domestic and overseas market diversification of risk,In enhancing efficiency.The active and steady guide enterprise"Go out",Use the brand image/System mechanism/The advantages of the management experience,To participate in overseas park construction.According to the market orientation and enterprise independent decision-making principles,Guide the enterprise in order to carry out overseas investment cooperation.

  中国社科院财政与贸易经济研究所副所长荆林波认为,扩大国内消费是一项复杂的系统工程,涉及到政府的产业政策、就业政策、收入政策、财政政策、货币政策等一系列宏观经济政策。

By the Chinese academy of social sciences financial and trade and economic JingLinBo think deputy director of the institute,The expansion of domestic consumption is a complicated system engineering,Involves the government's industrial policy/Employment policy/Incomes policy/Fiscal policy/Monetary policy and a series of macro economic policy.

  也就是说,单项推进消费政策的效果是有限的。只有推行广义的消费政策、构建有效的宏观经济政策组合,才有可能收到理想的效果。

That is,Single propulsion consumption policy effect is limited.Only by generalized consumption policy/An effective macroeconomic policy combination,Is possible get ideal effect.

  有目标发展需时间

Have goals development needs time

  我国“十二五”规划纲要提出2015年中国非化石能源占一次能源消费总量11.4%,并将这一指标列入约束性指标。

Our country"1025"Plan for 2015 China put forward the fossil energy of primary energy consumption by 11.4%,And this one index on binding force index.

  可再生能源发展“十二五”规划,提出到2015年可再生能源消费比重达到9.5%以上。全部可再生能源的年利用量达到4.78亿吨标准煤,其中商品化可再生能源年利用量4亿吨标准煤。

Renewable energy development"1025"planning,Puts forward to 2015 renewable energy consumption ratio above 9.5%.All renewable energy LiYongLiang years up to 478 million tons of standard coal,The commercialization of renewable energy LiYongLiang years 400 million tons of standard coal.

  根据上述规划,到2015年可再生能源发电装机达到3.9亿千瓦,其中水电2.6亿千瓦、风电1亿千瓦、太阳能发电2100万千瓦、生物质发电1300万千瓦,可再生能源发电量占到总发电量的12%。

According to the planning,By 2015 renewable energy power generation machine to 390 million kw,The hydropower 260 million kw/Wind power 100 million kw/Solar power 21 million kw/Biomass power generation 13 million kw,Renewable energy power generation accounted for 12% of the total generating capacity.

  到2020年,全国水电总装机容量达到4.2亿千瓦;并网风电装机达到2亿千瓦,年发电量超过3900亿千瓦时;太阳能发电装机达到5000万千瓦,太阳能热利用累计集热面积达到8亿平方米。

By 2020,The total installed capacity of hydropower reach 420 million kilowatts;Parallel in wind power installed to 200 million kw,An annual generation capacity of more than 390 billion kilowatt hour;Solar power machine to 50 million kw,Solar thermal utilization cumulative collection hot area reaches 800 million square meters.

  总之,光伏业的发展是必然,目前的情况正是对企业的考验和市场的调和,既然光伏业的“冬天”已经到来,那么距离“春天”光临还会远吗?

In a word,The development of photovoltaic industry is inevitable,The present situation of enterprise is the test of the market and the harmonic,Since the photovoltaic industry"winter"Has come,So distance"spring"To be far behind?



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