太阳能发电与传统电力的成本逐渐接近,却始终没有发展起来。这是为什么?作为清洁能源未来的发展方向,光伏行业本可以成为中国扩大内需、带引增长、优化产业结构的动力之一,但它现在的前途却满是问号。欧洲是光伏研发和应用的领先者,也是政府利用市场机制大力推广的领先市场。十年前,以尚德为代表的一大批中国民营企业最先选择低附加值的中间环节切入光伏业。本质上,中间环节属于制造加工业,科技含量低、资本投入相对较小、投资周期较短,可以发挥中国劳动密集型企业的优势和组织工业生产的能力优势。这些企业的迅速成长,很快冲击了欧美同业。由于中间环节属于微利,融资挑战令欧美企业不堪重负。及至2008年金融危机后,欧美光伏制造 Solar power and traditional electricity costs gradually close, but has never been developed. Why is this? As the future direction of clean energy development, the PV industry could have become one of the driving forces for China to expand domestic demand, boost growth and optimize its industrial structure. However, its future is full of question marks. Europe is a leader in R & D and application of photovoltaics and a market leader in government promotion of market mechanisms. Ten years ago, a large number of Chinese private enterprises, represented by Suntech, first selected the low-value-added intermediate sectors to cut into the photovoltaic industry. In essence, the intermediate links belong to the manufacturing and processing industries, with low scientific and technological content, relatively small capital investment and short investment cycle, which can give play to the advantages of China’s labor-intensive enterprises and their ability to organize industrial production. The rapid growth of these enterprises quickly hit the European and American counterparts. As the middle part is a meager profit, the financing challenge has left European and American enterprises overwhelmed. Until 2008 after the financial crisis, Europe and the United States PV manufacturing