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工業技術研究院

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工業技術與資訊月刊

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再生能源產業:健全體質、等待黎明

王孟傑

自2011年起因歐債危機與市場嚴重供過於求下,經營不易的太陽光電產業,面臨第二次蕭條期,至今仍然未見明顯復甦。

工研院IEK經理王孟傑表示,當再生能源的成本居高不下,無法在能源需求孔急的時刻上場挑大樑時,又面臨低價頁岩氣的競爭,各國政府為保護能源產業,在欠缺預算支持大額補助下,反而以提高貿易障礙為手段,惡性角力造成大環境更為混亂,產品價格在一年之內下滑了近50%。

儘管台灣太陽光電產業在全球中,保有較健全的體質;然而,在產業鏈價格全面下滑的情況下,預估2012全年,台灣再生能源製造業產值會跌到新台幣960億元,且預期2013年也呈現下滑趨勢。

但這樣的窘境,就好比黎明前的黑暗時刻。在2013年底前,中、美、日、德、義等太陽光電主要需求國,政經局勢將陸續穩定下來,對於再生能源政策方向也會逐漸明朗,廠商可望掌握各主要市場的動向,進行明確的市場布局。

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