In 2021, the Huaxiaphotovoltaicproducts outletsurpasses28.4 billionto sayhappily, grows43.7, compares in 2019to grow14percentage points.
2021年,华夏光伏产品出口超过284亿叨乐,增长43.7,相比2019年增长14个百分点。
The Huaxiafirsttenbigphotovoltaicenterprisemodulequantities of delivery, have accounted for the global market share over 75. In 2021Huaxiaphotovoltaic generationnew54.88 gw , to continue isworld's first-ranked, occupiesglobalnewinstalling equipmentabout40.
华夏前十大光伏企业组件出货量,就已占全球市场份额的75以上。2021年华夏光伏发电新增54.88gw,继续稳居全球首位,占全球新增装机的近40。Meanwhile, the HuaxiaPV industryalmostarmamentarium, the essentialraw material and core technologieshave realizedindependentlycontrollable, wealmostcontrolled the completesupply chain of photovoltaicworld industry, inthe world's top 10companies, 8fromHuaxia.
与此同时,华夏光伏产业几乎全部设备、关键原材料和核心技术都已经实现自主可控,我们几乎掌控了光伏全球产业的全部供应链,全球排名前10的公司中,有八家来自华夏。From the technology, ourphotovoltaicindustrial productiontechnologyhas been in the globaladvanced level, andstartsto accelerateforwardalong the technicallayout, thistechnologyis in the lead with the entireindustry chaincontrol, enablingHuaxiato have the absoluteadvantagein the competition of internationalnew energydomain, butthis was also the Westdaresto initiate the limitto the Huaxiachipindustry, butdoes not dareto the reason that the HuaxiaPV industrybegan.
从技术来看,我们的光伏产业化技术已经处于全球先进水平,并开始加速向前沿技术布局,正是这种技术领先和对全产业链掌控,使得华夏在国际新能源领域的竞争中占据了绝对的优势,而这也是西方敢于向华夏芯片产业发起限制,而迟迟不敢向华夏光伏产业动手的原因。----However, 18years ago, and even10years ago, the HuaxiaPV industryalso is completely notthisglancenumerousmountainlittlecondition, evenfacing the trade barrier of West, thisindustryoncewas on the brink of the hopeless situation that the entireindustryis annihilated.
----然而,在18年前,乃至十年前,华夏光伏产业还完全不是这种一览众山小的状态,甚至面对西方的贸易壁垒,这个产业一度濒临全行业全军覆没的绝境。All these, mustmentionfrom many years ago conference.
这一切,都要从多年前的一场会议说起。
In 1996, the worldsolar energysummitconvenedinsalivaBubbgreat, the photovoltaic generationstartedto enter the Huaxiaview, at this time, ourhome76.56 millionradiopopulation, theseradiopopulation concentrationin the Northwestern Region, far away from the electrical network, the loadwere small, dispersedbroadly.
1996年,世界太阳能高峰会议在津巴布伟召开,光伏发电开始进入华夏视野,此时,我们国内还有7656万无电人口,这些无电人口集中在西北地区,远离电网,负荷小,分散广。And the tibetareabecause of the geographyreason, the radiohouseholdproportionreaches as high as78, ifextendsto solvethisproblemby the electrical network, at leasttakes20years.
其中tibet地区因为地理原因,无电户比例高达78,如果靠电网延伸来解决这个问题,起码需要二十年时间。But the photovoltaic generation, canreverseall these.
而光伏发电,可以扭转这一切。
After salivaBubbgreatconference , the secondyear, Huaxiastartsto implement the bright project, through the solar energyandwind energyand otherelectricity generations, establishesover a thousandstand alone generating systemin the west, solvedwest the electricity issues of more than 700villages.
津巴布伟会议后第二年,华夏开始实施光明工程,通过太阳能和风能等发电方式,在西部建立起上千套独立发电系统,解决了西部700多个乡村的用电问题。
The demand of bright projecttoelectro-optic, created the Huaxiafirst generationphotovoltaicenterprise, thesestepped onto the Huaxiaenergy of lightcompany in the world stageafterward, startsfrom the westernsmall village.
光明工程对光电的需求,创造了华夏第一代光伏企业,那些后来走上世界舞台的华夏光能公司,都是从西部一个个小村庄起步的。Howeveris different from enduring humiliation of otherindustries, the Huaxiaphotovoltaicenterprisehas a dazzlingbeginning.
不过和其他产业的忍辱负重不同,华夏光伏企业有一个耀眼的开端。
In 2004, ina series ofenergy issuesandunder the pressure of environmental protectionjudicial investigation, the Westerncountrystartedto seek the energy structure transition, the wind powerandphotovoltaicbecamenottwoelecting, in this year, was called the first year of PV industry.
2004年,在一系列能源问题和环保司法调查的压力下,西方国家开始寻求能源转型,风电和光伏成了不二之选,这一年,被称作光伏产业的元年。Under the multinationalpolicystimulation, the HuaxiaPV industrystartsto enter the firstexplosion stroke.
在多国政策刺激下,华夏光伏产业开始进入第一个爆发期。Unlike the cognition of manypeople, the photovoltaicenterprise is actually not a strict sense the technicalcrowdedindustry, because in the assembly and integration process of battery of modulesilicon chip, has not realizedin the situation of automatic production before, it is actually an industry of labor-intensive form.
与许多人的认知不同,光伏企业其实算不上一个严格意义的技术密集产业,因为在硅片的组装、电池组件的集成过程,在以前没有实现自动化生产的情况下,它其实是一个劳动密集型的产业。Therefore, at that time the Westerncountrymostconsumed energyandpolluted the PV industryinseriously, the silicondepuration and smeltinglink, withneeding the assemblyproductionlinks of a large number oflabor force, graduallyshiftedHuaxia.
因此,当时西方国家纷纷将光伏产业中最为耗能、污染最为严重,硅提纯、冶炼环节,和需要大量劳动力的组装生产环节,逐步转移到了华夏。From2004 to 2007, the short4years, the HuaxiaPV industrybatterymodulecapacityleaptfrominsufficient100 mwincreases to1088 mw, Huaxiabecomes the world's largest photovoltaic cellto make the great nation.
从2004年到2007年,短短四年,华夏光伏产业电池组件产能一跃从不足100mw增加到了1088mw,华夏成为了世界第一大光伏电池制造大国。Butat that timeleaderSuntech of Huaxiaphotovoltaicproduction, merelyafter the PV industryerupts the secondyearthengoes on the marketinNew York Stock Exchange, becomes the firsthomeinHuaxiaCorporation that the uglycountrymotherboardgoes on the market.
而当时华夏光伏生产的龙头企业尚德电力,仅仅在光伏产业爆发后的第二年便在纽交所上市,成为第一家在丑国主板上市的华夏公司。This timeHuaxiaPV industryhadnumerouscompanies, internationallyformed„Huaxiasolar energyregiment”, was one of the Huaxiaphotovoltaichighestlighttimes.
这个时候的华夏光伏产业拥有众多公司,在国际上组成了“华夏太阳能军团”,是华夏光伏最高光的时刻之一。However, when the entireindustryimmersesin the expansionimpulsion and wealthfantasy, the peopleimmersewhenanother„Huaxia'sfirst”, Huaxiasoonin the new energydomainwill realize the curvewill pass another vehicle, as everyone knows the entireindustryhas actually been fermenting the giantcrisis.
然而,当整个行业沉浸在扩张冲动、财富幻想中,国人沉浸在又一个“华夏第一”中,华夏即将在新能源领域实现弯道超车之时,殊不知整个行业却已经在酝酿着巨大的危机。But the origin of thiscrisis, wasat that timePV industry„threeoutside”pattern.
而这个危机的成因,正是当时光伏产业“三头在外”的格局。In the industry, the manufacture, slice of silicon crystaland other high-techmanufacturejoints are still WesternEnterprisemonopolize, the Huaxiafast growingPV moduleassemblyindustry and hugecapacityhave torely on the high priceimportsilicon chip, actually can only make the smallprofit.
在产业上,硅晶体的制造、切片等高技术制造关节依然是西方企业一统天下,华夏快速增长的光伏组件组装产业和巨大的产能不得不依赖高价进口硅片,却只能从中赚取微薄的利润。Technically, for examplesiliconsmelting equipmentandsilicon crystalsmelting furnace, slicerand otherkey equipment, aluminum paste, polishing compoundand otherkeynecessaryraw materials, invertorsand otheressentialelectronic devices, was still monopolizedby the foreignsupplier, andimplemented the stricttechnological embargo and patent protectiontoHuaxia.
在技术上,例如硅冶炼设备、硅晶体熔炼炉、切片机等关键设备,银浆、抛光剂等关键配套原材料、逆变器等关键电子器件,也依然被外国供应商垄断,并对华夏实施了严密的技术封锁和专利保护。Butinmarketlevel, because the Huaxiathennew energymarket was also at the initial steps, the overseasselleralsoalmostmonopolized the marketing channel in Huaxiaphotovoltaicenterprise- The photovoltaicequipment that weproduce, in fact can only sellfinallyoverseas.
而在市场层面,由于华夏当时的新能源市场还处于起步阶段,海外销售商还几乎垄断了华夏光伏企业的销售渠道--我们造出来的光伏设备,最后实际上只能卖到国外。Suchunder a pattern, if the international markethasanyslightest sign of trouble, the entireenterprisewill face the danger that is annihilated.
这样一种格局下,如果国际市场有任何一点风吹草动,整个企业就将面临全军覆没的危险。
What a pityis, at that time the industrial field of Huaxiahad not actually realized the gravity that issue, was instead seized the situationby the international capital.
可惜的是,当时华夏的产业界却没有意识到问题的严重性,反而被国际资本抢占了先机。BecauseHuaxiaPV modulecapacityexplodinggrows, from2004 to 2007, polycrystalline siliconspot price in the international marketfromonekilogram40saysrises suddenlyhappilysayshappilyto200.
由于华夏光伏组件产能的暴发式增长,从2004年至2007年,国际市场上的多晶硅现货价格从一公斤40叨乐暴涨至200叨乐。Actuallyatthis time, the markethad given the warningto the HuaxiaPV industry.
其实在这时,市场就已经给华夏光伏产业敲响了警钟。However, this timeHuaxiaphotovoltaicenterprisehad actually become confused the mindby the victory, should conduct the investment of the technical transformationandindustrialimprovementto be used in the expansion of capacityagain, a large number ofphotovoltaicenterprisesevenoffer loans the expansion.
然而,此时的华夏光伏企业却已经被胜利冲昏了头脑,原本应该进行技术改造、产业提升的投资被再次用于了产能的扩张,大量光伏企业甚至举债扩产。Naturally, in the polycrystalline siliconpricerises dramaticallyin the situation that the industrialexplodingtypeexpands, there aresomeHuaxiaenterprisesto realize the crisis, realized the importance that grasped the upstreampolycrystalline siliconmanufacture, someenterprisesstartedto invest the upstreampolycrystalline siliconindustryon a large scale, triedto make a connection with the industrialsupply chain, todealpossiblecrisis.
当然,在多晶硅价格飙升、产业暴发式扩张的情况下,也有华夏部分企业意识到了危机,意识到了掌握上游多晶硅制造的重要性,一些企业开始大举投资上游多晶硅产业,试图打通产业供应链,以应对可能的危机。However, the insufficiency that the key equipment and technologyaccumulate, was actually exposedatthis time.
但是,关键设备和技术积累的不足,在这时却显露无遗。Large number ofequipment and technological patentneeds, evento bein the hand of competitorpurchasesfrom the foreign enterprise, but the price that the opposite partystarts outnaturallyis the sky-high price, furthermore the hugecapital cost and longconstruction feature, thiscausesin a short time, the Huaxiaphotovoltaicinvestment in enterpriseupstreampolycrystalline siliconis extremely difficultto gain, evenmorefallsin the debtblack holeis deeper.
大量设备、技术专利需要从国外企业、甚至是竞争对手的手中购买,而对方开出的价格自然是天价,再加之巨大的资金成本和漫长的建设周期,这导致在短期内,华夏光伏企业投资上游多晶硅极难盈利,甚至在债务黑洞里越跌越深。
After 2010 the Europeandebtcrisisexplodes, Westernmanycountrieserupted the large-scalepublic debtviolation, the photovoltaic generationdomainalsobecomes the violationdisaster area, alwaysrelies on the photovoltaicmarket that the government subsidycandeveloprapidlyto stagnateinstantaneously, not onlyabout30PV plantsconstruct the planto cancelin advance, the subsidy of photovoltaic generationalsostartsdrasticallyto be reduced, the PV modulepricecollapses70.
在2010年欧债危机暴发之后,西方多国先后爆发了大规模的公共债务违约,光伏发电领域也成为了违约重灾区,一向依赖政府补贴得以迅速发展的光伏市场瞬间停滞,不仅近30的光伏电站预建计划取消,光伏发电的补贴也开始遭到大幅削减,光伏组件价格狂跌70。Sideis the raw materialpricerises suddenly, sideisend productprice plummet, undertwohead sizeskill, the Huaxiaphotovoltaicenterpriseby the profit that the cheap laborsupports, finallywas wonby the financierten thousandli (0.5 km) away.
一边是原料价格暴涨、一边是成品价格暴跌,在两头围杀之下,华夏光伏企业靠廉价劳动力撑起来的利润,最终被万里之外的金融家夺走。However, was far from the conclusionregardingencircling and hunting of Huaxiaphotovoltaicenterprise, inthis year, Huaxiaphotovoltaiconcehad the globalizedsystem of fantasyalsoto startto collapse.
然而,对于华夏光伏企业的围猎还远远没有结束,就在这一年,华夏光伏一度心存幻想的全球化体系也开始坍塌。Forgoes outfrom the financial crisis, the Westproposed„againindustrialization”national strategy, the return and development of new energy industrynaturallybecomemost important. The flag of trade protectionism, in the Weststartsto raise upagainhigh.
为了从金融危机中走出,西方纷纷提出“再工业化”的国家战略,新能源产业的回归和发展自然成为了重中之重。贸易保护主义的大旗,在西方开始重新高高竖起。
In November 2011, the uglycountryDepartment of Commerce( board) launched the anti-dumping and anti-subsidyinvestigationtoHuaxiainputsolar cellofficially, the uglycountrysolar energyequipment manufacturerrequested the uglycountrygovernmentto levy49.88to249.96anti-dumping duties and countervailing dutiestoHuaxiathiskind of export products.
2011年11月,丑国商务部正式对华夏输入太阳能电池(板)发起反倾销和反补贴调查,丑国太阳能设备制造商要求丑国政府对华夏此类出口产品征收49.88至249.96的反倾销税及反补贴税。Suddenly, „threeoutside” the Huaxiaphotovoltaicenterprisealmostcrasheson all fronts, the marketing channelcut off, givesHuaxia the PV industryto strikefatally.
一时间,“三头在外”的华夏光伏企业几乎全线崩盘,销售渠道被掐断,给了华夏光伏产业致命一击。
On March 18 , 2013, Huaxia the biggestphotovoltaicenterprise, Suntechdeclared bankruptcyat that time. But the second largest photovoltaicenterprise, the Yingli Solaroverallratio of debt to net worthhas also been close to80, the account receivableis190 millionYuan, manyproduction linessuspend production, the enterprisehangs in the balance.
2013年3月18日,华夏当时最大的光伏企业,尚德电力宣告破产。而第二大的光伏企业,英利集团总负债率也已接近80,应收账款达到1.9亿元,多条生产线停产,企业命悬一线。Uglycountryinvestment bankmgmentionedinthenreport, the Huaxiabiggest10PV modulemanufacturing enterprisedebtsachieve17.5 billionto say the happy, entireindustryhave neared the collapseedge.
丑国投资银行mg在当时的报告中提到,华夏最大十家光伏组件生产企业债务累计达到175亿叨乐,整个行业已接近崩溃边缘。
The export amount of Huaxiaphotovoltaicfrom2011about25 billion, falltosharplyless than13 billionsayshappily, the decline rangeachievesabout50, cansay, the entireHuaxiaPV industrypaid the deeply grievedpricefor the threeindustrypatternsoutside.
华夏光伏的出口额从2011年的近250亿,大幅下跌到不足130亿叨乐,跌幅达到将近50,可以说,整个华夏光伏产业为自己三头在外的产业模式付出了惨痛的代价。However, passes through this tribulation , the Huaxiaphotovoltaicindustry, and Huaxiaofficialfinallythoroughlyunderstood, anyadvancedindustry, itstechnology baseandindustrynecessary and marketlayoutmustgraspinown.
然而,也正是经此一劫之后,华夏光伏行业,以及华夏官方终于彻底地明白了,任何一个先进产业,其技术基础、产业配套和市场布局都必须掌握在自己手里。Howevermustachievethis point, is placedin front of the rabbit, is an extremelydifficultpath.
然而要做到这一点,摆在兔子面前的,是一条极度艰辛的道路。
At that time, a photovoltaicpower plant in Inner Mongolia the electricitycostreaches as high as1Yuan, butsame time the coalelectricitycost is only 0.38Yuan.
在当时,内蒙的一个光伏发电厂的度电成本高达一元,而同期煤电成本仅为0.38元。This means that ifwishmakes the power plantmaintain the revolution, thenofficial must first investtens of millionsYuanconstructionpower plants, thenalsoneedsto useeachdegreeelectricity0.62Yuansubsidyprice, maintains the power plantto revolvenormally.
这就意味着,如果想要让电厂维持运转,那么官方首先要出资数千万元建设电厂,而后还需要用每度电0.62元的补贴价格,来维持电厂正常运转。Thisis a hugedifficulty, placesanyby the capitalleadershipcountry, is impossibleto take riskto conduct the sogreat quantityinvestment.
这是一个巨大的困难,放在任何一个由资本主导的国家,都不可能冒险去进行如此巨量的投资。Indeed, anybodyknows,with the progress of developmentandtechnology of PV industry, the cost of photovoltaic generationwill gradually reduce, untilbeing lower thantraditionalelectricity generation, but, how longthis timeis, no onehas the clearanswer.
诚然,任何人都知道,随着光伏产业的发展和技术的进步,光伏发电的成本会逐渐降低,直到低过传统发电方式,可是,这个时间是多久,没有人有明确的答案。Alsono oneknows, canbeforeachievingthisso-called„fair pricepoint”, the government financeburnt outbythisemergent industry.
也没有人知道,会不会在达到这个所谓的“平价点”之前,官方财政就被这个新兴产业拖垮。However, thisrabbitisdifferent kind.
但是,这只兔子是一个异类。Itsstrategic pointis aloofinanypractical interest, foreverwill lookto the fartherfuture.
它的战略眼光超脱于任何现实利益,永远看向更远的未来。
In 2009, the gold/metalSunprojectstarts, it is expected thatinvests10 billionsoftyounger sistercoins, with the form of fiscalsubsidy, promoting the domesticphotovoltaicmarketto develop, establishes a homefor the domesticphotovoltaicenterpriseto the internationalintermediate area.
2009年,金太阳工程启动,预计投入100亿软妹币,用财政补助的形式,促进国内光伏市场发展,为国内光伏企业建立起一个国内到国际的缓冲地带。Thisprojectpreserved the numberwith the employment posts of 100,000ideas, solved a large quantities ofelectricity issue, whatis more important, itforhas come to the verge of death the domesticPV industrycompanycontinued from above the most essentialthatone breath.
这个工程保住了数以十万计的就业岗位,解决了一大批用电问题,更重要的是,它为已经濒临死亡的国内光伏产业公司续上了最关键的那一口气。In the same year, the layouthas surpassed the west that tenyears of CPICleftitto take root in the new energydomain, spanned the thousand li (500 km)to go to the east.
同年,在新能源领域已经布局超过十年的中电投离开了它扎根的西部,跨越千里前往东部。
The firstmovement that itmakes, isjoinsnorthern Jiangsuto plan.
它所做的第一个动作,就是加入苏北计划。So-calledJiangsuplan, regarding the development plan of northern Jiangsuarea, thisplaninhad arrangedto be closeat that time for 15years, but because the coastaleconomy was mainly primarily the clearislandandstillseaat that time, northern Jiangsuplansto planas the strategicpreparationnot to implement.
所谓的江苏计划,也就是对于苏北地区的开发计划,这个计划在当时已经筹备了接近15年,但由于当时沿海经济主要以清岛、尚海为主,苏北计划一直作为战略预备计划没有实施。08yearslater, because the international financial crisisinfluence, the domestic economyurgently needs the newgrowthextremely, northern Jiangsuplansto promotefor the national strategy, most essentialoneis, by2020, the new energypower rate of entireprovincemustbe the total output of electrical energy40.
08年之后,由于国际金融危机影响,国内经济迫切需要新的增长极,苏北计划升格为国家战略,其中最关键的一条就是,到2020年,整个省区的新能源发电量必须达到总发电量的40。Support that planswithnorthern Jiangsu, CPICjointlycooperatesXingroupto build the 1000 mwrankpower station, itsmain purposeis the developmentandconfirms the new technology, butthisproject, is providing the strongtechnical supportfor the domesticphotovoltaicenterprise developmentafter thatcontinuously.
在苏北计划的支持下,中电投联合协鑫集团建立1000mw级别发电站,其主要目的就在于开发和验证新技术,而这一个项目,在此后源源不断地为国内光伏企业发展提供着强劲的技术支持。
The market and technologyhave been solved, but the raw materiallink of mostcore, then the obscureengineerwas once solvedbyone.
市场和技术均已解决,而最核心的原料环节,则是被一名曾经默默无闻的工程师解决。Chen Weiping, Hualuprincipal engineer.
陈维平,华陆公司首席工程师。
In 2007, heleads the coldhydrogenationtechnology of research and developmentto fall to the groundcomprehensively, andsmashes the patentbarrierin just several years, conductsthistechnologytonationalallrelevant industrycompanies.
2007年,他所主导研发的冷氢化技术全面落地,并在短短数年时间内打破专利壁垒,将这一技术传导到全国所有相关产业公司。Hence, threepatternsoutsidecompletelybreak.
至此,三头在外的格局彻底打破。Afterward, was releasedby the financial crisisdepressingHuaxiaphotovoltaicenterprisepotentialcomprehensively, previouslychose the contractioncapacitywesternindustryto be incapable ofadjusting the capacityin the crisispromptly, butpreservesoverwhelming majoritycapacities the Huaxiaphotovoltaiccompaniesto become the international marketonlychoicein the gold/metalSunproject.
随后,被金融危机压抑的华夏光伏企业潜力全面释放,此前在危机中选择收缩产能的西方产业无力及时调整产能,而在金太阳工程中保住绝大部分产能的华夏光伏公司成为了国际市场唯一的选择。
In 2011, Huaxiaphotovoltaicforms the outputto be the global output66, the Huaxiasolar energyregimentgoes to seaagain, is carrying the most advancedtechnology, the most abundantcapital strength, the strongestpolicy support, startsto counter-attack the West.
2011年,华夏光伏组建产量达到全球产量66,华夏太阳能军团再次出海,携带着最先进的技术、最雄厚的资金实力、最强的政策支持,开始反攻西方。
In 2012, Europeanbiggestphotovoltaicenterpriseq-cellgoes bankrupt, symbolizesthisin view ofHuaxiaPV industryencircles and hunts the complete failure, the Westfinishedin the PV industryabout20years of highprofitmonopolyhistory.
2012年,欧洲最大光伏企业q-cell破产,标志着这场针对华夏光伏产业的围猎彻底失败,西方在光伏产业将近20年的高利润垄断史就此结束。
The short6years, thesehidewith the capitalists in Wall StreetandFrankfurthow, regardless of unable to imagine, counter-attacking of Huaxiaphotovoltaicwill be rapidandswift and fiercetothisdegree.
短短六年时间,那些藏身与华尔街和法兰克福的资本家们无论如何也想象不到,华夏光伏的反攻会迅速和凌厉到这种程度。Thisphotovoltaiccampaign that stretches acrosstwicefinancial crises, becomes the international economydomainclassicalcampaign.
这场横跨两次金融危机的光伏战役,也成为了国际经济领域的经典战役。However, thiscampaignhad not actually ended.
然而,这场战役却没有就此结束。After this, fighting of photovoltaicdomainstartsto be separated from the commercialdimension, entersto the geographystruggledomain.
在这之后,光伏领域的争锋开始脱离商业维度,进入到地缘斗争领域。
The anti-dumpinginvestigationfalls to the ground, the domesticphotovoltaicenterprisecollapsesovernight, 350 billionsoftyounger sistercoinoutput valuesdrain, 200 billionsoftyounger sistercoinloansto present the structuralrisksand over 500industrycompaniesto go bankrupt, 500,000 people also unemployed.
反倾销调查落地,国内光伏企业一夜之间崩溃,3500亿软妹币产值流失、2000亿软妹币贷款出现结构性风险、500家以上产业公司破产、50万人同时失业。Thisis before the daybreak, finaldarkness, but, is the entireHuaxiaPV industrymost criticaltime.
这是黎明前最后的黑暗,但,也是整个华夏光伏产业最为危急的时刻。Wecanexplainsuchcrisiswithmanyreasons, butfundamentally, the root of thiscrisis is not only a resistance of industry, in factistwocountries the contradiction on pathchoice, isHuaxiapeople'syearningandpursuetohappy lifeoccupies a commanding positioncontradiction of squeezingwithWesternthose with vested interestseveryone'shegemonist systembesidesthem.
我们可以用很多理由来解释这样的危机,但从根本上,这次危机的根源不仅仅是一个产业的对抗,实际上更是两个国家的道路选择上的矛盾,是华夏人民对美好生活的向往和追求与西方既得利益者居高临下压榨除他们之外所有人的霸权体系的矛盾。But must take the leadinsuchcontradiction and conflict, the path that wecanchoosehas, andonly then, that is, returnsin the people.
而要在这样的矛盾和冲突中重新占据主动,我们能够选择的道路有且只有一个,那就是,重新回到人民之中。
In March 2013, HuaxiaphotovoltaicregimentunderCPICled, returned toGreat Northwest.
2013年3月,华夏光伏军团在中电投率领下,重返大西北。Underthisstrategy, Huaxiaclenched teethto destroy the pasttenseveral yearsindustrial distributions, recreated the entireindustriallogiccompletely, reversesoccupied the gradientshifttheory of dozensyears of dominant positionin the world economyhistory, directcross-regionapplied the non-developed area the mostnew technology of developed area, laternever the developed areaconductedto the developed areagradually.
在这个策略之下,华夏咬牙打碎了过去十数年的产业布局,将整个产业逻辑全部重做,逆转了在世界经济史上占据了数十年统治地位的梯度转移理论,将发达地区的最新技术直接跨区应用到最不发达地区,随后再从不发达地区向发达地区逐步传导。Thisis a hugeinnovation, isoneis full of the risk, to be full of the unknownexploration.
这是一个巨大的创新,也是一个充满着风险、充满着未知的探索。In this process, perhapswent astrayeven ifonestep, will makeusmarch into the beyond redemptionabyss.
在这个过程中,也许哪怕只是走错了一步,也会让我们步入万劫不复的深渊。However, perhapsis the national destinymakes it so, perhapswas the strategic point of rabbitplayed the roleagain, the finaleffect of thisstrategy, far exceededeveryone'sexpectation.
但是,兴许是国运使然,兴许是兔子的战略眼光再一次发挥了作用,这个策略的最终效果,远远超出了所有人的预期。Underthisstrategy, all new technologies of developed areawill face directly100 billionrankmarketsGreat Northwest, the new technologywill yieldmostdirectly the most rapidfinancial benefit, in the meantime, thesetechnologieswill obtainmost difficulttemperingin the complexwesternbattlefield , to promote the development by leaps and bounds of technologyin the most extremeway.
在这个策略之下,发达地区的所有新技术都将直面大西北的千亿级别市场,新技术将获得最直接最迅速的经济收益,同时,这些技术将在复杂的西部战场上获得最艰苦的磨砺,以最为极端的方式推动技术的跨越式发展。Thisis the ambition of rabbit.
这就是兔子的野心。Theydisdain , the safepath that goes toothersto pass throughroutinelyradically, itmustwalk, isopenssingle-handedly, covers entirely the thorn, actually the futureunlimitedbrightpath.
它们根本不屑于按部就班地去走别人走过的、稳妥的道路,它要走的,是自己独力开辟的,一条布满荆棘、却前途无限光明的道路。Thispatheventuallymorewalksinadvancing uninterruptedly the under foot of pioneeris wider, the Huaxiaphotovoltaicmarketfullyerupts, the most advanced techniqueemerges one after another incessantly, even ifundersurrounding of anti-dumpingstrategy, Huaxiaphotovoltaicstillreturned to the international marketyearlater the westfirmly, the HuaxiaPV industrygainedover200nationalorders, thesecountriescompletelydisregarded the anti-dumpinginvestigations of twobigeconomies, a worddid not gatherthendeportsWesternPhotovoltaicCompany.
这条道路最终在前赴后继的开辟者的脚下越走越宽,华夏光伏市场全面爆发,尖端技术层出不穷,哪怕是在反倾销策略的围堵之下,华夏光伏仍然坚定地从西部重返国际市场年之后,华夏光伏产业获取到了超过两百个国家订单,这些国家完全无视了两大经济体的反倾销调查,一言不合便将西方光伏公司驱逐出境。Becausewegrasp, isinthisworld, peak, evenhas pulled openseveralgenerations of generation gapswithothercountries the technology, so long asis a normalcountry, knows how shouldmake the choice.
因为我们所掌握的,已经是这个世界上,最最顶尖,甚至已经与其他国家拉开数代代差的技术,只要是一个正常的国家,就知道应该如何做出选择。Thismight be considered as a miracle.
这堪称是一个奇迹。
The industry of anycountrycannotliveunder the blockades of twobigeconomies, butHuaxiaphotovoltaicnot onlylived, evenalsoruthlesslysteamrollthey.
从来没有任何一个国家的产业能在两大经济体的封锁之下活下来,而华夏光伏不仅活下来了,甚至还狠狠地碾压了他们。Westaged a comeback.
我们卷土重来了。Butthistime, no onecanpreventus.
而这一次,再也没有人能够阻挡我们。
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