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光伏产业危机的根源于地方政府和国有银行捆绑了光伏产业的发展。在未来的产业重组过程中,政府要尽量中立,让市场自发进行优胜劣汰的整合。目前政府必须坚决拯救光伏产业,但不是救企业。政府应把补贴投向产业链的终端,把技术研发和终端利用环节做好,而把设备终端制造留给市场。光伏产业的威胁在于其无序状态,包括政府缺乏前期规划、企业缺乏预期、国际市场上贸易摩擦迭出。
The root cause of the photovoltaic industry crisis lies in the fact that local governments and state-owned banks have bundled the development of the photovoltaic industry. In the process of future industrial restructuring, the government should try its best to neutralise the market and allow the market to spontaneously integrate the survival of the fittest. At present, the government must firmly save the photovoltaic industry, but it is not saving the company. The government should put the subsidies into the terminal of the industrial chain, do a good job of linking technology development and terminal utilization, and leave equipment terminal manufacturing to the market. The threat of the photovoltaic industry lies in its disorderly state, including the lack of early planning by the government, the lack of expectations of companies, and the repeated trade frictions in the international market.