2012年11月12日星期一

The us and Europe in the photovoltaic war intensified enterprise investment power station find out the way

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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