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光伏贸易战现连锁反应--亲稳网络舆情监测室
2012-11-24
孙先生是东莞市旭阳太阳能光伏科技有限公司(以下简称“旭阳太阳能”)的销售经理,近一段时期,由于很少接到订单,他的工作变得“很清闲”。
Mr. Sun is as following YangTaiYang can photovoltaic technology co., LTD(Hereinafter referred to as"Xu YangTaiYang can")Sales manager,Close to a period,Because very few received orders,His job is"Very at leisure".
随着光伏贸易战的升级,连锁反应已经显现。本报记者采访了几家东莞多晶硅光伏企业负责人,他们表示,近一年来,晶硅产品价格暴跌一半以上。为此,有企业调整了订单结构,主动舍弃国外市场。
As photovoltaic cell trade war upgrade,Chain reaction has been revealed.Our reporter interviewed several the dongguan polycrystalline silicon photovoltaic the responsible person of the enterprise,They say,Close to a year,Crystal silicon product price slump more than half.therefore,Have enterprise adjusted the order structure,Active part with the foreign market.
有产品价格遭“腰斩”
Have the price of a product was"ks"
旭阳太阳能会定期在光伏行业网站——北极星太阳能光伏网上发布最新的光伏组件报价。记者查询发现,11月19日,旭阳太阳能的光伏组件报价分别是,80-300W的多晶组件为3.8元/瓦,10-80W的多晶组件为4.8元/瓦,10W以下的多晶组件为5.8元/瓦。“近一年来,旭阳太阳能生产的晶硅产品,价格跌了一半多,利润越来越微博。”孙先生介绍道。
Xu YangTaiYang can be regularly in the photovoltaic industry web site - Polaris solar photovoltaic online release the latest pv modules offer.Reporter inquires the found,On November 19,,Xu YangTaiYang pv modules can offer are respectively,80-300 w polycrystalline component is 3.8 yuan/tile,10-80 w polycrystalline component is 4.8 yuan/tile,10 w the following polycrystalline component is 5.8 yuan/tile."Close to a year,Xu YangTaiYang productive crystal silicon products,Prices fell more than half,Profit more and more micro bo."Mr. Sun said.
2010年之前,光伏行业是令外界艳羡的暴利行业。随后,众多企业涌入这块市场,行业产能迅速扩张,并最终导致严重过剩的局面。2010年初以来,价格战不断挤压行业利润率,少数中小企业甚至不惜亏本竞争。
2010 years ago,Photovoltaic industry to the outside world is the envy of the industry profits.then,Many enterprises into the market,Industry rapidly expanding production capacity,And can eventually lead to serious excess situation.Since the beginning of 2010,Price war continuous extrusion industry profit margins,A few small and medium-sized enterprise even at competition at a loss.
屋漏偏遭连夜雨,从去年开始,欧美国家针对我国光伏产品频繁发起贸易战,美国已终裁中国光伏产品倾销维持惩罚性关税。贸易战,加上本已疲软的国际市场需求,中国光伏产品此前甚为依赖的一条腿“瘸了”。
The house leaks by partial overnight rain,Since last year,The European and American countries for our pv products launched frequent trade war,The United States has the final China pv products dumping maintain punitive tariffs.Trade war,Combined with the already weak international market demand,China pv products previously shall rely on one leg"Is lame".
被迫放弃国外市场
Was forced to give up the overseas market
由于欧美国家频繁的“双反”调查,国内多晶硅企业的出口市场严重受阻。
Due to the European and American countries frequent"Double reverse"survey,Domestic polysilicon enterprise export market seriously hindered.
几年之前,旭阳太阳能刚刚切入光伏领域时,正值行业发展黄金时期,由于国外市场的旺盛需求,旭阳太阳能持续扩大产能,最高峰时5条生产线应付应接不暇的订单。如今,5条生产线,平时只有1条能够勉强开足马力正常生产,其他都闲置起来。
A few years ago,Xu YangTaiYang can just cut photovoltaic field,When industry the development of golden period,Due to the overseas market active demand,Xu YangTaiYang can continue to expand capacity,Article 5 when peak production line to cope with being inundated order.now,Article 5 production line,Usually only 1 can barely tweak normal production,The other is idle.
孙先生介绍,今年以来,旭阳太阳能生产晶硅产品就很难再打入欧美市场了,“根本就打不进去,他们就是想打压国内的新兴产业”。被逼无奈之下,旭阳太阳能不得不调整了自己的订单结构。”两个月前,旭阳太阳能发出了最后一批出口订单,此后,企业就开始进入休整阶段。”孙先生透露。
Mr. Sun is introduced,Since this year,Xu YangTaiYang can produce crystalline silicon products, it is very hard to into the European and American market,"Simply can't go in,They just want to crack down on internal emerging industry".Be compelled helpless under,Xu YangTaiYang can have to adjust their order structure."Two months ago,Xu YangTaiYang can emit the last batch of export orders,Since then,Enterprise began to enter the stage of rest."Mr. Sun has revealed.
寄望国内市场启动
Hope that the domestic market start
随着欧美市场大门的关闭,国内太阳能企业纷纷将目光转向了国内市场。近期,国家陆续出台政策,从9月份出台分布式光伏示范应用区项目,到10月份国家电网对分布式光伏有条件免收接入费,试图启动国内市场。
With the European and American market closed the gate,Domestic solar energy enterprises have turned their attention of the domestic market.recent,National policy in succession,From September on distributed photovoltaic demonstration project application area,In October to state grid for distributed photovoltaic conditional from connect fees,Trying to start the domestic market.
东莞一些晶硅生产企业也将目光瞄向了国内市场。但对这些中小光伏企业而言,它们处于尴尬的境地:上游原材料和核心技术都掌握在国外厂商手中。“这些没有技术优势的国内光伏企业处境危险,如果国内市场迟迟不能启动,那么,等待它们的只能停产。”易事特电能控制研究院院长徐海波认为。
The dongguan some crystal silicon production enterprise will also be an eye on the domestic market.But for these small and medium-sized photovoltaic businesses,They are in the embarrassing situation:The upstream raw materials and core technology is held by foreign manufacturers hand."These no technical advantage of the domestic photovoltaic enterprise in danger,If the domestic market can't start,so,Waiting for their only idling."Easy control, electric power research institute President XuHaiBo think.
如今,旭阳的大半产能已经闲置,剩余产能中,内销消化了其中的80%。“从目前来看,多数政策还未落实。如果能够最终落实,那么国内市场的巨大潜力,完全能够救市。”孙先生表示。
now,Xuyang half capacity has been idle,Surplus production capacity of,Sale in domestic market digestion of the 80%."It seems,Most of the policy has not implement.If we can finally implement,So the great potential of the domestic market,Fully able to save the city."Mr Sun says.
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