太陽能

Chinese solar companies are paying a high price for victory
Lex專欄:中國太陽能企業遙遙領先的代價

Weak stock performance shows pace of growth has been much too fast
中國企業贏得了太陽能產業的競賽,但如今看來代價太高了。疲軟的股價反映它們成長過快。

Europe and China’s battle over the solar industry has been going on for two decades. Chinese solar-panel makers are winning with an unassailable lead: they now account for 80 per cent of global production capacity. But the cost of that victory is now looking too high.China dominates the solar panel sector’s entire supply chain. Prices, which are nearly two-thirds lower than US counterparts, have helped it to win market share.

歐洲與中國圍繞太陽能產業的鬥爭已經進行了20年。中國太陽能板製造商勝出並且牢牢佔據領先地位:他們現在佔全球產能的80%。但這場勝利的代價如今看來太高了。

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