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class='curplace'>首頁</a>-<a href="../../" target="_blank" class='curplace'>新聞中心</a>-<a href="../" target="_blank" class='curplace'>國際</a></div> <div id="15ffhf7h" class="itmright">字號：<a href="javascript:doZoom(16)">大</a> <a href="javascript:doZoom(14)">中</a> <a href="javascript:doZoom(12)">小</a> </div> </div> <div id="15ffhf7h" class="mainbox_01"style="border-bottom:#999 1px solid; margin-bottom:10px;"> <h1>德國醞釀太陽能“大撤退” 中國企業(yè)或?qū)⑹苡绊?/h1> </div> <div id="15ffhf7h" class="mainbox_01"style="text-align:center;color:#006aa2"> 時(shí)間：2012-02-16 10:51　　來源：人民日報(bào)</div> <div id="15ffhf7h" class="mainbox_02" id="textsize"><style type="text/css"> </style> <p>　　德意志銀行2月14日發(fā)表報(bào)告稱，德國政府的太陽能光伏產(chǎn)業(yè)政策調(diào)整力度可能超過預(yù)期。此前一天，德國經(jīng)濟(jì)部長羅斯勒和環(huán)境部長羅特根再次就太陽能光伏產(chǎn)業(yè)政策進(jìn)行磋商。根據(jù)德國媒體報(bào)道，德國政府進(jìn)一步削減太陽能光伏補(bǔ)貼勢成必然，兩大部門的分歧僅在于削減幅度不同。德國太陽能產(chǎn)業(yè)政策調(diào)整不僅將對其國內(nèi)企業(yè)，也將對中國太陽能光伏企業(yè)產(chǎn)生重要影響。</p> <p>　　<strong>日照時(shí)間短，大投入換來低產(chǎn)出</strong></p> <p>　　德國國內(nèi)反對太陽能發(fā)電的聲浪正在增強(qiáng)。由于氣候和地理原因，德國平均年日照時(shí)間為1528小時(shí)，只有西班牙的一半左右。美國一家電力公司負(fù)責(zé)人稱，德國發(fā)展太陽能如同“在阿拉斯加種菠蘿”。但在政府扶持下，德國已成為世界最大的太陽能電力市場，全球新增的太陽能發(fā)電設(shè)備一半在德國，總裝機(jī)容量2500萬千瓦。根據(jù)德國《可再生能源法》，電力公司必須高價(jià)購買用戶多余的太陽能電力，政府再根據(jù)情況提供補(bǔ)貼。過去10年，德國政府對太陽能光伏產(chǎn)業(yè)補(bǔ)貼超過1000億歐元。</p> <p>　　德國“明鏡在線”網(wǎng)站說，太陽能光伏產(chǎn)業(yè)拿走了政府在新能源領(lǐng)域補(bǔ)貼總額的50%，但只滿足了3%的用電需求，遠(yuǎn)遠(yuǎn)少于風(fēng)能所實(shí)現(xiàn)的8%。德國總理默克爾的能源政策顧問、經(jīng)濟(jì)學(xué)家厄爾德曼也表示，發(fā)展太陽能可能是德國在環(huán)保政策上“最昂貴的錯(cuò)誤”。</p> <p>　　<strong>大幅減補(bǔ)貼，10萬個(gè)崗位受影響</strong></p> <p>　　“明鏡在線”表示，德國執(zhí)政聯(lián)盟正在緊鑼密鼓地修訂《可再生能源法》，轉(zhuǎn)而將風(fēng)能作為新能源的主攻方向。按照羅斯勒上月透露的計(jì)劃，到2020年，德國太陽能發(fā)電新裝機(jī)容量不得超過900萬千瓦，相當(dāng)于每年僅能增加100萬千瓦。同時(shí)他要求盡快將德國政府的上網(wǎng)電價(jià)補(bǔ)貼削減25%到32%。德國太陽能產(chǎn)業(yè)協(xié)會(huì)警告稱，該計(jì)劃將影響德國光伏產(chǎn)業(yè)10萬個(gè)工作崗位，整個(gè)產(chǎn)業(yè)將面臨嚴(yán)重危機(jī)。</p> <p>　　德國環(huán)境部的計(jì)劃則是將每年新增的太陽能光伏裝機(jī)容量控制在250萬千瓦到350萬千瓦之間，并逐月減少太陽能補(bǔ)貼，但每年削減幅度不超過24%。</p> <p>　　去年12月以來，德國兩家太陽能企業(yè)Solon SE公司和千年公司相繼破產(chǎn)�！懊餍瞧髽I(yè)”Q—cells也在破產(chǎn)邊緣掙扎，最后時(shí)刻才求得股東出手相救。德國太陽能光伏企業(yè)陷入困境的原因一方面是政府補(bǔ)貼不斷減少，另一方面源于全球的激烈競爭。目前全球光伏產(chǎn)業(yè)產(chǎn)能嚴(yán)重過剩，供大于求必然導(dǎo)致價(jià)格下跌。僅去年前9個(gè)月，光伏產(chǎn)品的價(jià)格就下降了30%。業(yè)內(nèi)人士估計(jì)，德國太陽能光伏行業(yè)將迎來一番大洗牌，最終可能只余1/3的公司生存。</p> <p>　　<strong>企業(yè)陷困局，卻拿中國因素說事</strong></p> <p>　　與德國同行相比，中國企業(yè)生產(chǎn)的太陽能光伏產(chǎn)品價(jià)格占優(yōu)、質(zhì)量也不差。德國一些太陽能企業(yè)便將自身困局歸咎于中國競爭。德國太陽能電池模板生產(chǎn)商Solon SE公司在破產(chǎn)聲明中強(qiáng)調(diào)，它們遭遇了中國產(chǎn)品的“低價(jià)競爭”。另據(jù)德新社1月15日報(bào)道，一些德國太陽能企業(yè)希望政府對中國太陽能廠商征收懲罰性關(guān)稅。中部德國太陽能谷研究協(xié)會(huì)會(huì)長奧利希稱，“現(xiàn)在的競爭明顯扭曲。中國在大幅擴(kuò)張產(chǎn)能并確立了穩(wěn)定的市場地位”。</p> <p>　　中國賽維LDK不久前決定收購德國Sunway光伏公司也遭到非議�！斗ㄌm克福匯報(bào)》刊文稱，歐盟原指望中國動(dòng)用超過3萬億美元的外匯儲(chǔ)備來購買歐洲國債，緩解歐債危機(jī)，沒想到中國企業(yè)卻趁著廉價(jià)“搶灘”歐洲企業(yè)和基礎(chǔ)設(shè)施建設(shè)。</p> <p>　　德國經(jīng)濟(jì)部指出，2008年德國新增太陽能光電市場份額的60%由德國太陽能企業(yè)占有，中國廠商只占21%。到了2011年，中國廠商份額達(dá)到60%，而德國企業(yè)份額則縮小至15%。</p> <p>　　<strong>規(guī)模是關(guān)鍵，業(yè)界呼吁保留競爭</strong></p> <p>　　光伏企業(yè)——加拿大太陽能公司9日在慕尼黑舉行新聞發(fā)布會(huì)，呼吁歐洲不要效仿美國的惡劣先例，對中國太陽能企業(yè)設(shè)置貿(mào)易障礙。發(fā)布會(huì)指出，懲罰性關(guān)稅將影響歐洲太陽能行業(yè)的上千個(gè)工作崗位，歐洲光伏項(xiàng)目的開發(fā)商、安裝商和服務(wù)企業(yè)也都將受到連帶影響，這對深陷危機(jī)的歐洲來說不是什么好事�！暗聡暋钡囊黄鹈恼轮赋觯u中國太陽能企業(yè)的人或許忘了，德國太陽能企業(yè)多年來也得到了政府的大力扶持。</p> <p>　　美國能源政策專家克里斯·布朗認(rèn)為，中國發(fā)展太陽能光伏是發(fā)展新能源戰(zhàn)略的一部分，目的是擺脫對能源進(jìn)口的依賴，減少環(huán)境污染。在支持研發(fā)的相關(guān)政策鼓勵(lì)下，中國太陽能光伏企業(yè)已經(jīng)形成了自己的品牌和技術(shù)基礎(chǔ)。業(yè)內(nèi)分析師維希特則認(rèn)為，德國從事光伏產(chǎn)業(yè)的多是中小企業(yè)，無法進(jìn)行規(guī)�；a(chǎn)。中國則不同，大工廠通過規(guī)模化生產(chǎn)可以壓低成本。《金融時(shí)報(bào)》德文版的文章說，部分德國太陽能企業(yè)的弱點(diǎn)越來越明顯：規(guī)模太小，沒有競爭力，產(chǎn)品成本高以及專業(yè)化程度不夠。</p> 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