中国の Clean Energy Business

9月8日、9日とニューヨークタイムスに載った記事が米国シリコンバレーから転送されてきました。

『こちら』と『こちら』です。

比較的長い英語なので触りのところのみ下記に抜粋してみます。

・・・　the American clean energy programs carry many time-consuming and difficult requirements. Companies must show they can repay loans and have innovative technology.

・・・　China has been pumping loans into clean energy so rapidly that even $23 billion in credit offered by the China Development Bank to three solar panel exporters and a wind turbine maker since April has barely raised eyebrows. China Development Bank, owned by the government, exists to lend money for strategic priorities.

と、この辺は、米国と中国の違いの一般論なのですが、以下 Evergreen Solar という米国の会社の具体例が出てくると、話がかなり現実味を帯びてきます。

・・・　Evergreen Solar, the Massachusetts company, struggled for three years to raise money in the States, but had no trouble doing so in China.

・・・　Chinese state banks were happy to lend most of the money for the factory on very attractive terms, like a five-year loan with no payments of interest or principal until the end of the loan, said Michael El-Hillow, the company’s chief financial officer.

中国と米国の違いを目の当たりに見て、中国の Clean Energy Business に対する「国を挙げての取り組み」の戦略性を改めて実感させられます。

・・・　“You can’t get a penny in the United States, it doesn’t matter who you call — banks, government. It’s awful,” he said. “Therein lies the hidden advantage of being in China.”

・・・　“Who wins this clean energy race,” Mr. Zhao of Sunzone said, “really depends on how much support the government gives.”

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