"Dual" under the road to how to go solar

Monthly export volume rising month by month, the export price fell sharply. This year, the monthly export volume of solar cell efficiency continued to increase ring, 6-month, exports of 57.38 million, an increase of 34.2%, an increase of 9.5%. At the same time, the export price fell sharply in June month for each $ 14.5, down 46.8%, the chain fell 9.8%.

General trade exports dominate. In the first half, China's general trade exports 200 million solar cells, increasing 65.7 percent over the same period of solar cells for 78.6% of total exports; processing trade exports of 49.62 million, an increase of 4.2%, accounting for 19.7%.

Export-oriented foreign-invested enterprises and growing significantly. In the first half, China's foreign-invested enterprises exported 180 million solar cell, an increase of 58.9% over the same period the total exports of solar cells 73.1%; private enterprises exported 61.74 million, an increase of 28.2%; state-owned enterprises exported 5.98 million, a decrease of 23 %.

Substantially reduced exports to the EU, Japan and other emerging PV market exports doubled. First half of the export to the EU solar 62,960,000, decreased 34.5%; against Japan, Hong Kong, South Korea, Canada and India were exported 38,250,000, 26,990,000, 28,920,000, 30,120,000 and 26,410,000, respectively. surged 3.6 times, 1.5 times, 1.1 times, 1.4 times and 1.4 times; together accounted for the same period of the six by my solar for 85.5% of total exports.

2011, Chinese exports to the EU a total value of 21 billion euros (about 166.5 billion yuan) of the solar panels and associated components, exports accounted for Chinese PV 70% of total manufacturing. The European Photovoltaic dual case has thus become by far the largest EU trade frictions, the world's largest trade dispute involving [1]. 2012, by the "dual case" the impact of solar cells significantly reduced total exports, exports of $ 23.3 billion, down 35%. One year later, the impact of trade barriers not disappear, although in Japan, South Africa and other photovoltaic driven by strong demand in emerging markets, China's total exports of solar cells up, but exports to the EU are still significantly reduced solar cell of 34.5%, compared to last year fell 32.9 percent over the same period, not only that, the overall export price and export value fell significantly. Thus, China's photovoltaic products exports several pitfalls:

First, the high dependence of excess capacity, forcing companies to price competition. Overcapacity in the solar cell market, supply and demand imbalance, polysilicon prices decline, resulting in the overall industry profits. Domestic PV market has not yet launched a large scale, more than 80% of our products export-dependent solar cells [2], of which nearly 70% are exported to European markets. Overcapacity, excessive dependence on foreign trade as well as trade barriers multiple factors forcing companies to compete for market share, price competition can only maintain momentum.

Secondly, the industry urgently foreign trade development mode transformation. To the general trade export-led solar cells, general trade exports accounted for 44.3% of total exports, while only 19.7% of the export volume of processing trade exports accounted for as high as 52.4%, volume and price disparity, general trade exports price far lower than the processing trade, independent industry low position in the industrial chain, the development model urgent change. At present, China's solar cell industry has not yet established a comprehensive research and innovation system, and the lack of support of a number of high-tech manufacturing industry, so our crystalline silicon solar cell production line of high-end equipment required to import large, thin-film solar cell production equipment as well compared with foreign Large gaps, some supporting materials for solar cells have not get rid of dependence on imported products. This situation led to China's photovoltaic industry is marked "foundry workshop," the stigma, which is processing and assembling.

Apart from the EU, the U.S., India and so on my solar panels anti-dumping countervailing investigations. Back in October 2011, U.S. exports to China's solar cell anti-dumping and countervailing investigations, preliminary consolidated tax rate of 35% to 255%. September 6, 2012, in the European Union on Chinese exports of solar modules, cells and wafers anti-dumping investigation on the occasion, India has officially told me solar photovoltaic products launched anti-dumping investigations. Europe, America and India and other major exporting countries have initiated anti-dumping countervailing investigation on the cause of the entire PV industry deadly and devastating blow.

Thus, China's exports of solar cells trapped, domestic demand needs to be activated. Increase China's solar cell applications, medium and small cities and rural development on the demand for solar cells, solar cells and thus reduce dependence on foreign markets; accelerate the transformation of solar photovoltaic products, as well as trade development; develop autonomous solar products, adjusting the industrial structure; avoid international friction re-warming. Above, for the future direction of industrial development to provide some ideas.