对全球太阳能产业来说，2012年一直备受关注的都是贸易战。美国和欧洲都开始对世界上最大的太阳能供应链——中国启动反倾销和反补贴调查。此外，供应过剩将继续困扰全球太阳能行业，对该行业的企业造成严重损害。然而，中国供应链的发展趋势将继续影响全球太阳能市场。

In the global solar industry,In 2012, has been of concern is a trade war.The United States and Europe are beginning to the world's largest solar energy supply chain -- China launched anti-dumping and countervailing investigation.In addition,Supply surplus will continue to bother global solar energy industry,The enterprise of the industry caused serious damage.However,,The trend of supply chain in China will continue to affect the global solar power market.

　　美国、欧盟VS中国

The United States/The European Union VS China

　　2011年，美国针对中国企业发起反倾销和反补贴调查，并在2012年11月底公布最终结果。美国将征收18.32%-249.96%的反倾销以及14.78%-15.97%的反补贴惩罚性关税，为期五gesep.com年。

In 2011,,The United States against China enterprise anti-dumping and countervailing investigations,And in 2012 published the final results by the end of November.The United States will impose 18.32% - 18.32% of the 14.78% to 15.97% of anti-dumping and countervailing punitive tariffs,In five gesep.com.

　　中国的无锡尚德被征收31.73％的反倾销关税和14.78%的反补贴税率，进口关税共计46.51%。天合光能被处以34.29％的惩罚性税率。此外，中国59个太阳能公司需支付25.96%的反倾销惩罚www.gesep.com环保性关税。

China's suntech is collecting 31.73% of anti-dumping duties and countervailing tax rate of 14.78%,Import tariffs of 46.51%.Trina solar were fined the punitive tax rate of 34.29%.In addition,59 solar energy companies in China need to pay 25.96% of the anti-dumping penalties www.gesep.com environmental protection duties.

　　2011年，美国市场从中国进口了价值约31亿美元的太阳能电池和电池板。

In 2011,,The American market from China imported 3.1 billion dollars worth of solar cells and panels.

　　2012年，欧盟也开始对中国的太阳能企业展开反倾销和反补贴调查，本次调查可能对中国的太阳能供应链造成更为严重的损害。中国国务院参事石定寰表示，与欧盟的贸易战会伤害中国，导致失业和财政问题。石定寰说，更和平的方式来处理这个问题是首选。

In 2012,,The European Union also began to Chinese solar companies launched anti-dumping and countervailing investigation,This survey may be China's solar energy supply chain more serious damage.China's state council advisors ShiDingHuan said,A trade war with the European Union will harm China,Lead to unemployment and financial problems.ShiDingHuan said,More peaceful way to deal with this problem is first selection.

　　如果欧盟对中国的太阳能企业征收惩罚性关税，它将损害到中国太阳能供应链的“根基”。事实上，仅仅欧盟可能会征收关税的展望以及持续的供应过剩已经对中国的太阳能供应链造成了严重损害。

If the European Union to impose punitive tariffs on Chinese solar energy enterprises,It will hurt China's solar energy supply chain"The foundation".As a matter of fact,Only the European Union may collect customs duties and prospects of sustained supply surplus has been to China's solar energy supply chain has caused severe damage.

　　毫无刹车迹象

There is no stop signs

　　上述因素都在影响着中国的太阳能供应链。2011年，中国许多小型太阳能电池和组件公司停产，因为垂直一体化太阳能企业已经有足够的产能来满足市场需求，导致订单能见度下降。

The above factors are affecting China's solar energy supply chain.In 2011,,China's many small solar cells and component production company,Because the vertical integration of solar energy enterprise has enough capacity to meet market demand,Deterioration of visibility in order.

　　此外，贸易战争已经使投资者持观望态度，直至市场状况变得清晰。现在中国的太阳能企业面临着净亏损和太阳能光伏发电系统项目资金缺乏的双重不利。

In addition,Trade war has made investors hold the wait-and-see attitude,Until the market becomes clear.Now the solar energy enterprises in China is faced with a net loss and solar photovoltaic power generation system projects double disadvantage of lack of funds.

　　欧盟的调查还没有宣布追溯期或要求进口商支付保证金。因此，中国的太阳能企业已经在市场上倾销库存。这种倾销行为导致太阳能公司出现更大幅度的净损失。英利第三季度净损失9.59亿元（合1.53亿美元），远远大于第二季度的5.73亿元净损失。

Investigation of the European Union has not been announced retroactive period or require the importer to pay deposit.so,China's solar energy companies have dumping stock in the market.This kind of dumping behavior leads to solar energy company appear more greatly the net loss.Yingli third quarter net loss of 959 million yuan(Us $153 million),Than the second quarter net loss of 573 million yuan.

　　由于需求和价格双双下降，从2011年年底中国85%以上的多晶硅企业停止生产。到2012年年底，多晶硅的现货价格已下降至15美元/公斤，这意味着生产成本在30美元/公斤的企业很可能继续停产。

Because of falling demand and prices have both,From the end of 2011, more than 85% of the polysilicon enterprises in China to stop production.By the end of 2012,The spot price of polycrystalline silicon has fallen to $15 / kg,This means that the cost of production in 30 $/ kg of the enterprise is likely to continue to production.

　　无辜的旁观者

The innocent bystander

　　台湾企业并没有从贸易战中受益。美国市场需求的有限增长和中国大陆OEM订单的下降都影响到了台湾企业。此外，中国大陆企业一直在欧洲倾销太阳能电池组件，导致价格进一步下跌。

Taiwan enterprises did not benefit from trade war.Limited growth of market demand in the United States and China OEM orders of all affected Taiwan enterprises.In addition,China enterprise has been dumping solar modules in Europe,Prices down further.

　　台系太阳能企业一直面临着持续的净亏损。因为报价低，很多太阳能电池公司一直在有选择性的接受订单，并自2012年第三季度以来降低了产能利用率。

Taiwan is a solar energy enterprise has been faced with continuous net loss.Because of the lower,Many solar companies have been selective acceptance of order,And since the third quarter in 2012 to reduce the capacity utilization.