欧盟太阳能生产成本比中国高出14.5%,如果不采取紧急政策行动,其2030年制造业目标将面临风险。 EU solar production costs 14.5% more than China’s, risking its 2030 manufacturing goal without urgent policy action.

欧洲太阳能舱生产成本比中国高出0.103/W欧元,导致在欧盟根据《零净工业法》规定的15%上限范围内,电平化成本高出14.5%。 European solar module production costs €0.103/W more than in China, leading to a 14.5% higher levelized cost of electricity, within the EU’s 15% cap under the Net Zero Industry Act. 太阳能欧洲和Fraunhofer ISE的一份报告说,有针对性的政策——像全欧盟以产出为基础的支持计划一样——可以将差距缩小到10%以下,帮助欧洲实现其2030年30千兆瓦的年度制造能力目标。 A report by SolarPower Europe and Fraunhofer ISE says targeted policies—like an EU-wide output-based support scheme—could narrow the gap to under 10%, helping Europe reach its 2030 goal of 30 GW annual manufacturing capacity. 这将需要6至10个新工厂和每年14亿至52亿欧元的资金,并具有潜在的宏观经济回报。 This would require six to ten new factories and annual funding of €1.4 billion to €5.2 billion, with potential macroeconomic returns. 如果不迅速采取行动,欧盟就有可能失去其太阳能制造基地,因为目前的发电能力低于10千兆瓦,进口占主导地位,主要来自中国。 Without swift action, the EU risks losing its solar manufacturing base, as current capacity is below 10 GW and imports dominate, mainly from China. 该研究敦促提供政策支持、对欧盟制作的模块提供公共采购优惠,并加强跨大西洋合作,特别是随着美国太阳能制造业在政策明晰和投资增加的情况下扩大发展。 The study urges policy support, public procurement preferences for EU-made modules, and stronger transatlantic collaboration, especially as U.S. solar manufacturing expands amid policy clarity and growing investment.