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被美国人威胁“谈不拢,就用枪解决”,中国光伏出海的血色突围
凤凰网财经· 2025-06-23 13:35
Core Viewpoint - The article discusses the challenges and opportunities faced by Chinese photovoltaic (PV) companies in the Middle East, particularly in Iraq, amidst geopolitical tensions and local operational difficulties [1][2]. Group 1: Challenges in the Middle East - Iraq's electricity supply is highly unstable, with frequent power outages, making it difficult for PV projects to operate effectively [4][5]. - The logistics of transporting materials to Iraq is complicated, with a 40-day shipping time from Shanghai to Umm Qasr port, followed by customs clearance and further transport to project sites [5][8]. - Cultural and operational differences between Chinese companies and local Middle Eastern business practices lead to misunderstandings and project failures [17][19]. Group 2: Market Dynamics - The competitive landscape in China has become saturated, prompting companies to seek opportunities abroad, particularly in the Middle East where demand for PV solutions is growing [8][27]. - The article highlights the shift from merely selling components to a more integrated approach that includes technology, capital, and complete solutions in the global market [16][25]. - There is a notable trend of Chinese companies exploring smaller-scale projects in conflict-affected areas as a strategy to meet local energy needs [27]. Group 3: Insights from Industry Participants - Industry veterans share experiences of navigating complex environments, including cultural clashes and the need for local partnerships to succeed in foreign markets [9][10][17]. - The article emphasizes the importance of understanding local infrastructure challenges, such as electricity and water supply, which are critical for the success of PV projects [21][22]. - Some companies have shifted focus from Southeast Asia to the Middle East, recognizing the latter's potential for large-scale PV projects despite the associated risks [25][26].