Transitions OR stick? Overseas Chinese PV Game

"Sometimes entrepot trade is like guerrilla warfare." Wang Xiaoxin quipped. "We are looking for a European businessman with a third place for entrepot trade, the ground suddenly photovoltaic products exports increased continuously, and will lead to the attention of the EU, then the EU will be involved in the investigation, and finally it will restrict the manner of entrepot trade, We had to find a new earth. "

In fact, the production line moved to foreign countries has become more and more powerful photovoltaic enterprises choice. Previously, solar  charge controller giant Yingli Group's chief strategy officer WANG Yi over to outside release signal, Yingli is considering withdrawing from the Chinese production base, may move to Vietnam, Africa and other emerging countries to reduce costs. The reporter learned that the interview process, Nanjing, China Sunergy Co., Ltd. has moved to Turkey production line, Ningbobowei New Energy Co., Ltd. The new production line is being built in Vietnam ......

The establishment of joint ventures in emerging markets has also been seen as a "to retreat" strategic layout. Back in Europe before the start of a protracted price war, some domestic photovoltaic enterprises had already been adjusted to market strategy, emerging markets Anchaoyongdong.

In February last year, got the cable New Energy PV market in Japan JET certification, becoming the first company of Zhejiang, China, Japan to get access to the certificate seventh PV companies. Yuyan Jian, general manager of the company told reporters: "We have a large number of products sold in the Japanese market, while also making a new action - was built in Japan joint venture terminal market directly to do so that we can also produce sold in Japan Europe, can still keep our sales. "

However, even fought in Japan, it does not mean peace of mind. It is reported that Chinese state-owned enterprises in Ningxia Silver Star solar energy (6.90, -0.15, -2.13%) Company Shanghai Branch Vice President Li recently there, "we are totally shut out of European markets, hoping to make a comeback in Japan," rhetoric . However, insiders told reporters, "Although the Japanese market is an open market, but the Chinese PV companies and Japanese companies still lags behind, our business win on price, if one day is really a threat to the Chinese enterprises Japanese companies, large companies such as Sharp will now not necessary to disclose the laboratory techniques out, but two years later the Japanese market will likely decline. "

Given the current situation in Europe, Yuyan Jian also has its own considerations: "The current capacity of the emerging markets in addition to India, Japan market, there is little demand for more than GigaWatt markets, probably stationed in a small number of Chinese companies will be able to meet local demand, when a large number of Chinese enterprises have moved shipment goal, these markets are prone to saturation. "

Small Photovoltaic Panels enterprises survive the crisis

In addition to market, export quotas also let Wang Xiaoxin feel helpless. It is understood that, as part of PV companies with strong opposition, the original "6:3:1" distribution scheme has been adjusted to "6.5:2.5:1", no matter how the program changed, but points to the SMEs that "1" is remained unchanged. It is reported that next year China received quota 7G watts, and this year from August to December, the quota is 1.8G watts.

Wang Xiaoxin calculations to reporters, "the largest number of PV small businesses, but the quota at least, can be described wolf little more meat Our company annual production capacity is 70M-80M watts watts, if signed, this year also be assigned is 2M watts, only the equivalent of our ten-day production capacity. "

Wang Xiaoxin admits: "we have today photovoltaic enterprises predicament primary reason is the industry's excess capacity, but this is mainly due to a few large enterprises blindly expand production capacity caused." He believes that because the whole industry overcapacity led to the "double reverse", the consequences but mainly by small businesses to bear, which is also not fair.

As the dust settles and the price undertaking domestic market poised, big companies will adjust their globalization strategy "based on domestic, stick to Europe and explore emerging." For SMEs, the so-called "global business" itself is a luxury, hard hard work out of the European market, now in the interests of the share of repression, has become bleak.

Interview, the reporter learned that many small and medium sized companies that expect to receive photovoltaic national policy support to weather the storm. "Small businesses the same as the national tax and industrial development have made important contributions, such as our company's newly developed for rural and remote areas, pull-up project is very popular, but because the market is not big enough, big business will not do, If you rely on large enterprises, China's PV industry will probably be 10 years behind. "Lighting Technology Co., Ltd., Shandong Yantai Nisshin Group General Manager Zhang told reporters.