The United States international
trade commission final determinations on imports from China of crystalline
silicon pv cell and element collection after higher taxes. A few days ago, the
European Union also announced to since China's import of photovoltaic battery
product officially launch anti-subsidy investigation. In the face of Europe and
the United States and other countries misfortunes never come singly
"double reverse" attack, China pv enterprises how to adjust strategy,grid tie inverter looking for new profit point become the urgent matter.
With the us and Europe for trade
protection stick
Today, China pv industry dilemmas
be obvious to all, the domestic photovoltaic enterprise more than 90% products
are exported to foreign countries, each year sold the United States accounts
for about 10% of total exports, the sales volume in China occupy all 70% of
production, trade of more than us $20 billion. One can imagine the United
States, the European Union have both raise trade protection stick to China pv
industry blow big.
As we have learned, the us
department of commerce will be the world's largest solar panel manufacturers
suntech power collection of about 36% of the tariff, pv will be faced with
about 23.75% of the tariff. In addition, more than 100 Chinese manufacturers
and exporters will face a total of about 31% of the tariff, and at the same
time, other Chinese enterprise will also face a total of more than 250% of the
tariff.
The final results were announced,
the eu will add insult to injury. In xiamen university, China's energy
economics research institute professor LinBoJiang opinion, high tariffs will
aggravate the burden of enterprises, apparently American tariffs will make
domestic component in the American market lose price competitiveness. But once
the eu also greatly collection of double tax revolt, China lost will not only is
the European market, a large number of small and medium-sized enterprise will
face an idling.
In Europe and the United States
frequently in photovoltaic field "attack", China also prepare the
corresponding counter measures. In fact, in solar cell production and new
energy field, the us and Europe in between enterprises have close cooperation,
the Chinese enterprises in the products will be exported to Europe and the
United States, but also import the polysilicon and equipment. According to
China's customs statistics show that China last year polysilicon imports is
still as high as 64416 tons, exporting to America, Germany, Korea is given
priority to.
As a back, our country has from
the United States, the European Union and South Korea imported sun level polysilicon
investigation. And according to the eu's counterspell also early start, China's
commerce ministry has officially will the European Union photovoltaic subsidies
discriminatory measures WTO appeal.
Double reverse exposed the
domestic photovoltaic industry malaises
On the other hand, Europe and the
United States and other countries for our country launched the "double
reverse" survey also exposed our pv industry mass rapid development
representation of malaises.
In fact, heavy reliance on
overseas market demand of malaises have been compromised. It is reported,
nowadays most listed photovoltaic enterprise's export ratio is still more than
50%, in domestic pv policy support, the domestic photovoltaic enterprise can
fast in domestic market alignment position is hard to say.
The Chinese academy of sciences
institute of Shanghai higher preparation group leader seal pine forest think,
the development of solar inverter energy and so on emerging industry should not only
focus on the international market, also to develop the domestic market, and
shall, as far as possible market diversification, serious rely on a single
market, demand in foreign markets detrimental changes, the enterprise may cause
severe impact.
In order to deal with the United
States "double reverse" sanctions, enterprise is working hard to
develop other overseas markets, "we have become 2014 Brazilian World Cup
sponsors, we was very optimistic about South American market. Also like eastern
Europe, Japan and other market also in development." Yingli green energy
co., LTD., legal director ChenZhuo revealed.
In addition, the domestic
components in the foreign market the main competitive advantage is the price.
This is also the domestic enterprise was frequently "double reverse"
survey is one of the main factors.
Reporter from senior personage
inside place to know, because did not have the core technology, leading to
China pv industry control the productivity, but the lack of pricing. Along with
the overseas economic downturn, photovoltaic products exports to reduce and
everlasting double anti investigation, the excess capacity of China pv industry
step by step forced to blind Angle. In the future international competition,
how to break through the American and European technical barriers, take back the
discourse power is worth thinking.
Investment power station has
become a industry trends
In the state of flux, seal pine
forest suggest a way: "in addition to government subsidies outside, also
can through the government procurement, construction photovoltaic power station
and other forms to effort to support the industry development, and not simply
give money." In fact, the pressure of survival has let more and more
domestic photovoltaic enterprise to start investing in the downstream of photovoltaic
power station to find a new way out.
As we have learned, September sea
embellish photovoltaic (600401, guba) investment of 246 million yuan RMB in
gansu jinchang build a 20 mw photovoltaic power station, and then in xinjiang
keping county also ready to invest in the construction of a 20 mw photovoltaic
power station, the investment for 247 million yuan; And our sunshine in the
global photovoltaic power station installation quantity will reach 650
megawatts, including South America will reach 100 mw.
In the sea embellish photovoltaic
CEO YangHuaiJin opinion, domestic battery components the business enterprise
extends to the downstream power station business has become the industry trend,
do photovoltaic power station is the industry the only way out.
The reporter understands,
enterprise downstream investment photovoltaic power station there are two main
reasons why, on the one hand, is to be able to digest their component products,
to stimulate sales; On the other hand is built for hydropower stations have reasonable
profit can map, this also is relatively stable earnings at the present stage of
the link, can let the end of financial statements not too "ugly".
ShenYin universal analysts
YuWenJun said, as it is known that this year industry downturn, the domestic
enterprise selling almost all of the components in low price barely shipment,
even at a loss to make call, even if it still have enterprise can't get the
contract. In contrast, do photovoltaic power station although need large
investment, but as long as internal rate of return achieve 8% above can profit,
and the look, continues to rise, build power inverter station and peremptory become pv
manufacturing enterprise "refuge". However, photovoltaic power
station although earnings, but the present has appeared blindly follow suit
phenomenon, should be vigilant risk and foam.
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