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光伏寒冬源于无序竞争记者:近几年,曾经发展迅猛的我国光伏制造业陷入低谷,主要原因在哪里?杨岗:尽管存在金融危机、需求放缓、“双反”制裁等外界因素。但我认为,目前我国光伏制造业与前两年风机制造业遇到的困境是同一个原因:无序竞争。中国的企业往往缺乏市场研判,喜欢一哄而上。2011年,曾有人想投资光伏产品,向我征求意见。我告诉他。中国的光伏产业将遇到严重的产能过剩。原因有二:一是国外的光伏产品需求量一直在下降;二是国内光伏市场的支持政策不到位。一方面是电价政策,2011年7月,国家发改委颁布《国家发展
Photovoltaic winter stems from disorderly competition Reporter: In recent years, once the rapid development of China’s photovoltaic manufacturing industry into a trough, the main reason for where? Yang Gang: despite the financial crisis, the demand slowdown, “double” “sanctions and other external factor. But in my opinion, the current situation of PV manufacturing in China is the same one that happened in the fan manufacturing industry two years ago: disorderly competition. Chinese enterprises often lack the market research judgment and like to rush into mass production. In 2011, someone wanted to invest in PV products and asked for advice. I told him. China’s PV industry will experience serious overcapacity. There are two reasons: First, the demand for photovoltaic products abroad has been declining; the second is the domestic PV market support policy is not in place. On the one hand is the electricity price policy, July 2011, the National Development and Reform Commission promulgated the ”national development