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WTO危机波及光伏产业,欧盟本土制造政策陷合规争议!
Xin Lang Cai Jing·2025-10-22 13:32

Group 1 - The WTO's dispute resolution mechanism is paralyzed, impacting the global solar industry and raising concerns about trade environment and transition costs due to the EU's NZIA local manufacturing requirements [1][2] - The EU has shifted towards protectionist measures, requiring 40% of annual deployment needs for solar components and storage batteries to be met by local production, which may conflict with WTO non-discrimination principles [2] - If international cooperation in clean energy decreases, achieving global net-zero targets could be delayed by 40 years compared to high cooperation scenarios, indicating potential risks to the solar transition process [2] Group 2 - Focusing excessively on local manufacturing jobs may overlook employment potential in solar project design, construction, and operation, which could be adversely affected by trade restrictions [3] - The EU is advised to pursue solar transition in a manner compliant with WTO rules to control costs while ensuring installation targets are met [3]