中国国家发改委能源研究所副所长李俊峰表示,全球太阳能电池板产能中至少有一半将在“强大的市场竞争和残酷的淘汰中破产。该所主导着中国的可再生能源政策。
“Without a huge capacity phase-out there is no way to solve this crisis, he said in Beijing, referring to cuts inside and outside of China.
他在北京表示:“如果不能逐步大规模淘汰产能,这场危机就无法解决。言下所指是削减中国国内外的产能。
While Chinese solar-panel makers have been slapped by antidumping tariffs and countervailing duties in the US, and similar tariffs are under investigation in the EU, Mr Li said the trade tariffs were just the “straw that broke the camel’s back. According to him the real culprit was the rapid, credit-fuelled expansion in Chinese solar capacity that has contributed to today’s global production capacity of about 100GW, compared with global demand of 30-50GW.
虽然中国太阳能电池板生产商在美国被征收反倾销税和反补贴税,欧盟也在调查类似关税,但李俊峰表示,贸易关税只是“压倒骆驼的最后一根稻草。他认为,真正的罪魁祸首是中国太阳能产能在信贷驱动下快速扩张,导致目前全球产能约为100吉瓦(GW),而全球的需求仅为30-50吉瓦。
As that oversupply has been met with slowing global demand growth, China’s big solar groups such as Suntech, Trinaand Yinglihave cut production and struggled to maintain profitability. Suntech, the world’s biggest producer of solar panels, recently received a delisting warning from Nasdaq and in late September Suntech secured debt support from the local government of Wuxi, where it is based. LDK, a large Chinese solar company specialising in polysilicon, also received a bailout of up to $80m from its home town of Xinyu in July this year.
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