光伏产业结构、合同安排和纵向价格传递

发布时间：2018-05-28 18:53

本文选题：晶硅光伏产业 + “双反”调查　；参考：《经济与管理研究》2015年09期

【摘要】：截至2014年12月,美、欧等国相继对中国晶硅光伏产品进行反补贴、反倾销("双反")调查。美国两次裁定中国企业非市场定价行为存在,实施迄今对新能源行业的最高"双反"关税,欧盟在各方压力之下仍以限价限量措施判罚,中国光伏业因此遭受沉重打击。本文以光伏产业结构与合同安排方式的国别差异为分析基础,建立光伏产业链纵向价格传递模型,利用国际和欧洲市场国别价格数据,证明中国光伏产品出口价低的原因在于产品技术差异,阶段性价差扩大是受国别纵向价格传递非对称性效应影响。研究结果表明中国缺乏光伏产品定价权且深受产业链两端的挤压,美欧诸国对华"双反"判罚有失客观公正。
[Abstract]:As of December 2014, the United States, Europe and other countries have carried out anti-subsidy and anti-dumping investigations on China's crystal silicon photovoltaic products. China's photovoltaic industry has been hit hard by the U.S. ruling twice on the existence of non-market pricing practices by Chinese companies and the imposition of the highest "double countervailing" tariffs on the new energy sector so far, and the European Union is still imposing price caps on the sector under pressure from all sides. Based on the analysis of the country differences between photovoltaic industry structure and contract arrangement, the vertical price transfer model of photovoltaic industry chain is established, and the country price data of international and European markets are used. It is proved that the reason for the low export price of photovoltaic products in China lies in the technical difference of products. The spread of phase price difference is affected by the asymmetric effect of vertical price transmission in different countries. The results show that China lacks the pricing power of photovoltaic products and is squeezed by both ends of the industrial chain.
【作者单位】：北京大学经济学院;浙江大学宁波理工学院;
【基金】：国家社会科学基金青年项目“能源技术经济范式转换与中国可再生能源产业技术创新研究”(14CJY007) 教育部人文社会科学研究青年基金项目“中国太阳能光伏发电成本及上网定价机制研究——基于产业链的实证分析”(12YJC790243) 浙江省自然科学基金项目“浙江太阳能光伏产业技术进步、价值链战略与成本降低的实证研究”(LQ13G030011)
【分类号】：F426.6;F764;F741.2

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