摘要：近两年来，雾霾天气频繁出现在我国各大城市，以PM2.5为主要的环境问题逐步升级为中国重大民生课题，两会期间更首次被写入中国政府工作报告。环境问题和可利用能源减少等问题预示着未来新能源产业的发展趋势，新一届政府明确提出要“大力发展节能环保和新能源产业”。光伏产业是我国加快发展与培育的战略性新兴产业之一，其不仅具有资源可再生，低污染的特点，而且在发展的过程中可能会产生进入门槛低，产能过剩等新兴产业的问题。本文主要回顾世界光伏产业的发展历程，分析我国光伏产业的现状以及面临的财务杠杆，产能过剩等主要困境，从产业经济周期、经济波动、核心技术能力不足方面解释困境形成的原因，并提出相应建议启示光伏产业未来发展。

关键字：光伏产业 行业分析 产能过剩 财务杠杆 建议

Abtract：In recent years, the haze weather appears frequently in our country ,the main environmental problems such as PM2.5 gradually escalated into a major livelihood issue of China, NPC and CPPCC period was first written into work report of government. Environmental issues and energy reduction indicates the future trend of new energy industry development,the new government explicitly proposed to "vigorously develop energy-saving environmental protection and new energy industry". Photovoltaic industry is one of the strategic emerging industry in China, which is renewable and environmental and has low barriers to entry . It may cause the problem of excess production as other emerging industries. This paper reviews the development process of the world photovoltaic industry, analyses the current situation and difficulties of China's PV industry , explains reasons of the plight from aspect of the industrial economic cycle, economic fluctuation and the core technical ability insufficient, and puts forward some suggestions for future development of photovoltaic industry.

Key words: Photovoltaic industry  industry analysis excess production capacity Financial leverage Suggestions