中文摘要：

本世纪前10年,中国可再生能源采取开放型发展模式,凭借风电产业＂以市场换技术＂的战略及光伏产业＂两头在外＂的发展模式,加之国内政策的大力扶持,连续3年保持全球风电第一大国地位,2011年中国光伏电池产量占到全球产量的56.5%,光伏组件出口量占当年全球新增光伏装机容量的54.6%。然而自2010年末起,中国可再生能源产业频繁遭遇国外＂双反＂制裁,正面临＂保护难＂和＂出口难＂的两难困境,＂以市场换技术＂战略难以为继,＂两头在外＂的发展模式也走到了尽头。开放式的发展模式已不适合产业的进一步发展,中国可再生能源产业开始步入主要依靠国内市场、依靠自主创新的内向化发展新阶段。中国的可再生能源市场前景广阔,国内市场足以支撑产业的发展。虽然国外企业在技术水平方面领先于中国企业,但由于技术边界效应的存在,中国企业在国内市场上还是有优势的。新阶段中国的产业政策应该转向大力开发国内市场,将补贴产品的生产和贸易环节改为补贴生产要素,并加大对可再生能源消费端的补贴。同时,要加快提升企业自主创新能力和产业技术水平。

英文摘要：

China adopted an open-door type of mode for the development of renewable energy during the first decade of the new century.By leveraging its wind power development strategy of ＂market for technology＂,the unique development mode of the PV industry,in which both ends of the production process,i.e.,the supply of raw materials and the marketing of finished products,are located outside of China,and the strong policy support from the government,China has maintained its leadership in wind power production in the world for three consecutive years.In 2011,China accounted for 56.5% of the world’ s PV cell production and China’ s PV component exports represented 54.6% of the world’ s newly installed PV generating capacity.However,since the end of 2010,China’ s renewable energy industry has been repeatedly hit by foreign countries ’ AD and CVD measures and is facing difficulty in protecting itself from outside competition and sustaining exports.The industry’s ＂market for technology＂ strategy can barely persist and the development mode of ＂both ends located outside of China＂ has to be abandoned.The open-door type of development mode is already unsuitable for the further growth of the industry and the domestic renewable energy industry is entering a new stage of internally oriented development in which the industry will primarily rely on the domestic market and independent innovations for growth.China’ s renewable energy market has a bright outlook and the domestic market is fully able to sustain the growth of the renewable energy industry.Although they trail their interna tional peers in terms of technology,domestic enterprises have an advantage in the home market due to technical boundary effect.In the new stage,China’ s industry policy should switch to supporting the large-scale development of the domestic market and to subsidizing essential productive factors from subsidizing the production and trading of products and the government should increase its subsidization on the consumption end of ren