2012年，我国太阳能光伏产品进出口总额289.5亿美元，同比下降32%。其中出口额233亿美元，同比下降35%；进口额56.6亿美元，同比下降16.1%。库存高企、经营性现金流锐减，再加上投资基金和银行对光伏热情的消退，全光伏行业正面临资金链条紧绷甚至断裂的风险。而全球经济不可能在短时间内得到恢复，光伏企业出口前景令人堪忧。

In 2012,,Solar energy photovoltaic products import and export $28.95 billion in China,Fell 32% year on year.Which exports to $23.3 billion,Fell 35% year on year;Imports of $5.66 billion,Fell 16.1% year on year.High inventory/Operating cash flow,Plus investment funds and Banks for photovoltaic enthusiasm fade,The photovoltaic industry is facing fund chain tight even the risk of fracture.And the global economy can't recover in a short time,Photovoltaic enterprises export prospects are worrying.

　　太阳能电池出口下降最快

Solar cells, the fastest falling exports

　　2012年，我国太阳能光伏产品进出口总额289.5亿美元，同比下降32%。其中出口额233亿美元，同比下降35%，出口数量同比下降8.1%，出口价格同比下降29.2%；进口额56.6亿美元，同比下降16.1%，进口数量同比下降9.2%，进口价格同比下降7.6%。

In 2012,,Solar energy photovoltaic products import and export $28.95 billion in China,Fell 32% year on year.Which exports to $23.3 billion,Fell 35% year on year,Exports fell 8.1% year on year,Export prices fell 29.2% year on year;Imports of $5.66 billion,Fell 16.1% year on year,Imports fell 9.2% year on year,Import prices fell 7.6% year on year.

　　从光伏产品结构分析，太阳能电池片及组件出口仍占据主导地位，同比降幅最大。据中研普华《2013-2018年太阳能电池行业深度分析及“十二五”发展规划指导报告》显示，2012年，我太阳能电池片及组件出口额149.7亿美元，占全部光伏产品出口的64.2%，同比下降42.1%，高于光伏产品整体出口降幅7.1个百分点，在光伏产品中居首。

From photovoltaic products structure analysis,Solar cell and components export is still dominant,Compared to the largest decline.According to the research,[The solar cell industry in 2013-2018 and depth analysis"The 12th five-year"Development planning guidance]According to,In 2012,,I exports $14.97 billion solar cell and components,Accounted for 64.2% of all photovoltaic products export,Fell 42.1% year on year,Photovoltaic products is higher than the overall exports fell 7.1%,Tops in the photovoltaic products.

　　从国际市场结构分析，我对欧美等传统市场出口持续下降，东盟市场呈现高增长态势；日本、乌克兰、韩国、越南和丹麦成为我太阳能光伏产品出口新兴市场。2012年，我太阳能光伏产品对欧洲出口额为111.9亿美元，同比下降45.1%，高于整体出口降幅10.1个百分点，出口占比为48.0%。其中对欧盟出口占比46.1%，仍为我国光伏产品最大出口市场；我对东盟和非洲光伏产品出口增长分别为22.1%和10.9%。

Structural analysis from the international market,I'm traditional markets such as Europe and the United States exports continued to decline,Asean market shows high growth momentum;Japan/Ukraine/In South Korea/Vietnam and Denmark became my solar photovoltaic products exports in emerging markets.In 2012,,My solar photovoltaic products exports to Europe for $11.19 billion,Fell 45.1% year on year,Higher than the overall exports fell 10.1%,Exports accounted for 48.0%.Which exports to the eu accounted for 46.1%,Is still the largest photovoltaic products export market;I to the association of southeast Asian nations (asean) and the African photovoltaic products export growth of 22.1% and 10.9% respectively.

　　从出口国家分析，我对荷兰出口居首，达47.1亿美元，占比20.2%，同比下降17.5%；我对日本出口16.8亿美元，同比增长63.4%；我对乌克兰、韩国、越南和丹麦出口同比分别增长61.1%、26.8%、102.4%、373.4%，而我对美国和德国出口却同比分别下降30.5%、61.8%。

Analysis from export countries,My biggest exports to the Netherlands,Of $4.71 billion,Accounted for 20.2%,Fell 17.5% year on year;I'm Japanese exports at $1.68 billion,Up 63.4% from a year earlier;I am in Ukraine/In South Korea/Vietnam and the Danish exports year-on-year growth of 61.1%, respectively/26.8%/102.4%/373.4%,And I to the United States and Germany's exports fell 30.5% year-on-year/61.8%.

　　从贸易方式结构分析，加工贸易占据主导地位，且出口额同比降幅高于一般贸易。2012年，太阳能光伏产品加工贸易出口额为139.4亿美元，出口占比59.8%，同比下降39.9%；一般贸易出口额为82.6亿美元，占比35.5%，同比下降28.1%。加工贸易出口额同比降幅高于一般贸易11.8个百分点，延续了前11个月的态势。

From the trade structure analysis method,Processing trade dominated,And exports year-on-year growth is higher than general trade.In 2012,,Solar energy photovoltaic products processing trade exports to $13.94 billion,Exports accounted for 59.8%,Fell 39.9% year on year;General trade exports to $8.26 billion,Accounted for 35.5%,Fell 28.1% year on year.Processing trade exports year-on-year decline of 11.8% above the general trade,Continuation of the first 11 months of the situation.

　　从国内出口省市分布情况分析，江苏省是我国光伏产品出口最大省份。2012年，江苏省太阳能光伏产品出口额为96.1亿美元，出口占比41.2%，同比下降36.3%；北京市和天津市光伏产品出口同比有所上涨，同比分别上涨39.4%和24.3%。

From the domestic export provinces distribution analysis,Photovoltaic products in jiangsu province is China's largest export provinces.In 2012,,Solar energy photovoltaic products in jiangsu province exports to $9.61 billion,Exports accounted for 41.2%,Fell 36.3% year on year;Beijing and tianjin photovoltaic products exports rose,Compared with the same rose 39.4% and 24.3%, respectively.

　　出口受困内需有待启动

Export troubled domestic demand needs to be started

　　国内：市场产能过剩出口依存度高

domestic:Market excess capacity high export dependence

　　光伏市场产能过剩，供需失衡，多晶硅价格下滑，行业整体利润下降。近年我国光伏电池产业规模不断扩大。2008年我国光伏电池产量达2吉瓦(下称GW)，占全球产量的36.7%；2009年突破4GW，占全球总产量的40%；2010年约8GW，占全球产量的50%，居世界首位；2011年达到20GW，约占全球产量的65%；2012年，光伏电池组件出货量约23GW，但产值同比将大幅下降。与快速增长的产能相比，市场需求增量则相形见绌。欧洲光伏产业协会(EPIA)秘书长ReinholdButtgereit透露，现在全球光伏产能是60GW，而整体需求只有30GW，中间的鸿沟非常大，产能过剩很严重。

Photovoltaic market excess capacity,Imbalance between supply and demand,Polysilicon prices decline,Profits are whittled down by industry as a whole.China's photovoltaic cell industry scale expands unceasingly in recent years.In 2008 China's photovoltaic cell production of 2 gw(Hereinafter referred to as GW),Accounted for 36.7% of global output;Breakthrough 4 gw in 2009,Accounted for 40% of global production;About 8, 2010 gw,Accounted for 50% of global output,The highest in the world;Up to 20 gw in 2011,Accounts for about 65% of global production;In 2012,,Photovoltaic cells components shipments about 23 gigawatts (gw),But the output will fall sharply year-on-year.Compared with the rapid growth of production capacity,Market demand increase.The European photovoltaic industry association(EPIA)Secretary ReinholdButtgereit revealed,Now the global photovoltaic capacity is 60 gigawatts (gw),While overall demand only 30 gigawatts (gw),In the middle of the gap is very big,Excess capacity is very serious.

　　2011年以来，光伏产业产能过剩导致价格快速下降：多晶硅现货价格从2011年年初的80美元/公斤下降至目前18美元/公斤左右，组件每瓦现货价格由年初的1.7美元下降至目前0.7美元左右，行业整体毛利率不足10%。利润空间大幅缩水，多数光伏企业陷入亏损。2012年，各主要光伏公司均有不同程度的亏损。

Since 2011,Photovoltaic industry overcapacity prices falling fast:Polysilicon spot prices in early 2011 from us $2011 / kg down to $18 / kg or so,Components per watt spot price from $1.7 at the beginning of the year fell to $0.7 at the moment,Industry overall gross margin less than 10%.Profit margins shrinking,Most photovoltaic enterprises into loss.In 2012,,The main photovoltaic companies all have varying degrees of loss.

　　据中研普华《2013-2018年太阳能电池行业深度分析及“十二五”发展规划指导报告》显示，80%以上太阳能电池产品依赖出口，国外市场依存度过高，国内光伏市场尚未大规模启动。我国80%以上太阳能电池产品用于出口，国外市场依存度过高，其中近70%左右出口到欧美市场。2012年全球光伏新增装机量达32GW，同比增长10%左右。我国新增光伏装机量约为4.5GW，同比增长66%，约占全球市场份额的14%。

According to the research,[The solar cell industry in 2013-2018 and depth analysis"The 12th five-year"Development planning guidance]According to,More than 80% of the solar cell product dependent on exports,Foreign market dependence is too high,Domestic pv market has not start mass.More than 80% of the solar battery products for export in our country,Foreign market dependence is too high,Nearly 70% are exported to European and American markets.Global photovoltaic (pv) of new installed capacity up to 32 gw in 2012,Year-on-year growth of around 10%.Our country new pv installed capacity of 4.5 GW,Up 66% from a year earlier,About 14% of global market share.

　　资金链面临短缺风险。由于需求无力、价格暴跌，有媒体报道今年八成光伏上市公司业绩下滑。而库存高企、经营性现金流锐减，再加上投资基金和银行对光伏热情的消退，使全光伏行业面临资金链条紧绷甚至断裂的风险。

Capital chain is facing the shortage risk.Due to demand weakness/Price has plummeted,Media reports photovoltaic performance of listed companies fell eighty percent this year.The high inventory/Operating cash flow,Plus investment funds and Banks for photovoltaic enthusiasm fade,Make the photovoltaic industry is faced with fund chain tight even the risk of fracture.

　　我国太阳能光伏产品加工贸易出口占60%以上，贸易方式急需转变。我国光伏产业尚未建立起全面的研发和创新体系，同时又缺乏一些高新制造产业的支撑，因此我国晶体硅太阳能电池生产线的高端设备仍需大量进口，薄膜太阳能电池主要生产设备同国外还有较大差距，部分太阳能电池用配套原材料仍未摆脱对进口产品的依赖。这种现状导致我国光伏产业被打上“代工车间”的烙印。

China's solar photovoltaic products processing trade exports accounted for more than 60%,Trade way in urgent need of change.Photovoltaic (pv) industry in China has not yet established a comprehensive system of research and development and innovation,At the same time, lacking the support of some of the advanced manufacturing industry,So the crystalline silicon solar cell production line of high-end equipment still needs to be imported in large quantities,Thin film solar cells, the main production equipment with foreign and larger gap,Solar cells with the supporting materials still has not get rid of the dependence on imported products.This situation is caused our pv industry"Foundry workshop"mark.

　　行业标准有待规范，行业自律有待提高。我国光伏产品出口企业主要集中在江苏、广东、浙江和上海，2012年有出口实际业绩的光伏电池企业537家，产能过剩明显，容易形成国内企业竞价销售。因此急需规范行业标准，加强行业自律，规范太阳能行业的进出口行为。

Industry standards to regulate,Industry self-discipline.Photovoltaic products export enterprises in China mainly concentrated in jiangsu/guangdong/Zhejiang and Shanghai,In 2012, export 537 photovoltaic cells enterprises actual performance,Excess production capacity significantly,Easy to form domestic companies for sales.So need specification industry standards,Strengthen industry self-discipline,Regulate the behavior of the import and export of solar industry.

　　国际：贸易壁垒加剧

The international:Barriers to trade increased

　　美国、欧盟、印度对我太阳能电池板进行反倾销反补贴调查。2011年10月，美国对中国出口的太阳能电池进行反倾销和反补贴调查，这是我清洁能源产品在国外遭受的第一起贸易救济调查，初裁税率合并达35%~255%。2012年9月6日，欧盟对中国出口的太阳能组件、电池及硅片进行反倾销调查，印度也已经正式对我太阳能光伏产品发起反倾销调查。

The United States/The European Union/India's solar panels anti-dumping countervailing investigation to me.In October 2011,U.S. exports to China anti-dumping and anti-subsidy investigation of solar cells,This is my clean energy products in foreign countries suffered from the first trade remedy investigations,Preliminary tax merger is 35% ~ 35%.On September 6, 2012,Eu exports to China's solar energy components/Cells and wafers for anti-dumping investigation,India has formally solar photovoltaic products launched anti-dumping investigation for me.

　　2012年，中国太阳能电池及组件对欧美出口占比约70%。2011年，中国光伏电池产品总量近万亿元人民币，相关银行贷款约3000亿元人民币，整体产业产值及贷款超过万亿元规模。全国太阳能行业从业人员粗略估计为40万~50万人，加上供应链上的相关企业，整体就业有百万之众。欧美对中国太阳能电池产品进行反倾销反补贴调查，对中国整个光伏行业的影响是致命性和毁灭性的。

In 2012,,Chinese solar cells and components to Europe and the United States exports accounted for about 70%.In 2011,,Chinese photovoltaic products total nearly one trillion yuan,Relevant bank loans of about 300 billion yuan,Overall industrial production and more than one trillion yuan loan scale.The national solar industry practitioners to a rough estimate for 400000 ~ 400000,Combined with related companies in the supply chain,There are millions of overall employment.Europe and the United States for Chinese solar products anti-dumping countervailing investigation,Impact on the entire pv industry in China is deadly and destructive.

　　中研普华太阳能行业分析师表示，我国光伏产品出口受到欧债危机、主要出口市场补贴削减等国际因素影响较大，出口需求明显下滑。自2008年全球经济危机爆发以来，国际市场需求一直低迷，近来全球欧债危机愈演愈烈，全球经济不可能在短时间内得到恢复，前景令人堪忧。我太阳能出口企业对国际市场依存度较高，受世界经济不振影响较大。此外，市场汇率波动也将对企业出口造成不利影响。

Zhongyan, solar industry analysts said,Our pv products exported by Europe's debt crisis/Major export markets had a greater influence on the reduction of subsidies, such as the international factors,Obvious decline in export demand.Since 2008 the global economic crisis,Demand has been weak in the international market,Recently, the global debt crisis in Europe intensified,The global economy can't recover in a short time,Outlook is a cause for concern.My solar export enterprise high dependence on the international market,Greatly influenced by the world economy.In addition,Market volatility will cause adverse effect to enterprises to export.