In the context of Germany (Energiewende), the term energy transition is not only the direction of policy, but also a national strategy. In Germany, the largest economy in Europe,photovoltaicproducts have always been an important part of this strategy. And the latest news shows that the German government is considering setting up trade barriers againstsolarcomponents and power - generation equipment imported from China to Europe, which undoubtedly throws a bomb that shakes the international energy and trade fields.
According to the data of the International Renewable Energy Agency (IRENA), in 2019, the export value of Chinas photovoltaic modules reached 30 billion US dollars, accounting for 32% of the global market share. Against this background, a large number of cheap products from Chinese manufacturers entered the European market, especially Germany, which is a double - edged sword - on the one hand, it reduces the construction cost of solar projects, on the other hand, it also brings huge competitive pressure to local manufacturers.
Chinese manufacturers, through cost compression and mass production, have provided a vast amount of photovoltaic products to the global market. Dr. Claudia Kemfert, a professor of energy economics from the Free University of Berlin, pointed out, This has, to a certain extent, promoted the popularization of global solar power, but at the same time, it has posed huge pressure on European local manufacturers.,
The market strategies of Chinese photovoltaic manufacturers usually center around high efficiency and low cost. Solar modules from China, due to their advantages in price and efficiency, hold an important share in the global market. According to a report by the International Solar Energy Association (ISA), China accounts for nearly 70% of the total global solar installed capacity.
SolarPower Europe的總裁Aristotelis Chantavas在一次會議上明確表示:”我們必須在保護(hù)本土產(chǎn)業(yè)和保持市場開放之間找到平衡點(diǎn)。我們需要一個多元化、可持續(xù)的供應(yīng)鏈,而不是一個封閉的市場?!?/p>
At the crossroads of globalization and protectionism, how Germany chooses will determine its position in the global photovoltaic industry chain. Between protectionism and globalization, every country will make a trade - off based on its own national conditions and industrial development. Energy analyst Dr. Johannes Teyssen said, For Germany, while promoting the green energy transition, it must also consider protecting the development of its local industries and employment.,
As an important engine of the European economy, the strategies Germany adopts when dealing with the competitive relationship with Chinese photovoltaic manufacturers will affect the development of the photovoltaic industry in the whole of Europe and even globally. Against the backdrop of globalization and protectionism, this topic undoubtedly deserves the continuous attention of all those who are concerned about renewable energy and international trade.
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