中文摘要：

内容提要从产业发展不同阶段供需变化的特点分析表明，市场培育严重滞后并过度依赖国际市场，背离了我国新兴产业发展所面临的独特政治、经济和社会环境，同时也背离了我国新兴产业发展的现实国情，因此引发光伏产业危机。破解光伏产业“产能过剩”的务实之举从两方面着手：放眼全球市场，继续坚定实施光伏产业国际化战略的信心；积极培育国内市场，夯实战略性新兴产业国际化发展的国内基础。

英文摘要：

The analysis of the characteristics of supply and demand changes of industry development in different stages shows that market cultivation is seriously lagging behind and excessively dependent on the international market, which deviates from not only the unique political, economic and social environment that the development of new industry are facing in China but also the realistic national conditions, which lead to the photovohaic industry crisis. The pragmatic move to cracking the ＂excess capacity＂ of photovoltaic industry should embark on two aspects. On the one hand, continually firm the confidence of implementing the internationalization strategy of photovoltaic industry, on the other hand, actively cultivate the domestic market and tamp the domestic foundation of the international development of strategic and new industries.