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2012年,新能源产业太囧:光伏企业产能过剩、风电行业弃风问题严重、LED产业量价齐跌、新能源汽车市场需求难振。纵观新能源产业,政策从来不缺,市场前景依然广阔,只是企业自身出了问题。无论是光伏企业、风电企业、还是LED灯具生产企业,不观察市场需求,盲目扩张,低价倾销,最终导致产能过剩、利润大幅下滑、甚至难以为续,进而造成产业链中断。年底的中央经济工作会议提出,未来十年战略新兴产业将保持27%的年复合增长率,只有打破政策先行、供给量狂飙、需求不振的新能源产业市场的怪局,复合增长率方能为继。
In 2012, the new energy industry was too embarrassed: the overcapacity of PV enterprises, the serious abandonment of wind power industry, the sluggish LED industry volume and the weak demand of new energy vehicles. Throughout the new energy industry, the policy has never been lacking, the market prospect is still vast, but the business itself has a problem. Whether photovoltaic companies, wind power companies, or LED lighting manufacturers, do not observe the market demand, blind expansion, low-cost dumping, eventually leading to overcapacity, profits fell sharply, or even difficult to continue, resulting in disruption of the industrial chain. At the end of the year, the Central Economic Work Conference proposed that the strategic emerging industries in the next ten years will maintain a compound annual growth rate of 27%. Only breaking the blatant bureau of the new energy industry with policy first, supply surging and sluggish demand, the CAGR can be Following.