The photovoltaic industry is facing a major turning point, looking forward to Nirvana and rebirth
after the United States announced in March that it would impose a punitive anti-dumping tariff of 31.14% - 249.96% on China's photovoltaic products, on September 6, the European Commission announced that it would investigate the suspected dumping of China's photovoltaic modules, batteries, silicon wafers and other products. This means that a litigation war involving a trade volume of more than 100 billion yuan has begun between the world's largest photovoltaic product market and the world's largest exporter. In the face of this existential crisis, what highlights is the current situation of overcapacity in China's photovoltaic industry and the situation of low-end competition. The resurgence of the photovoltaic industry has a long way to go
the European Commission said in its announcement that the products of this anti-dumping investigation include crystalline silicon photovoltaic modules, cells and silicon chips, which have expanded the scope compared with the previous "double anti" in the United States, and hundreds of domestic enterprises will be involved. According to the anti-dumping procedure, the EU will select a sample of enterprises according to their size, export situation, export amount, etc., investigate them and give them a separate anti-dumping duty
how big is the impact of safety accidents on Chinese enterprises? It is reported that 90% of China's photovoltaic products are exported overseas, of which the EU market accounts for 60% and the United States accounts for 10%. According to the data of China's Ministry of Commerce, China's exports of photovoltaic products to the European Union reached US $20.4 billion in 2011. Therefore, if the action of the United States is "muscle breaking" for China's photovoltaic industry, then the action of the European Union is undoubtedly "bone moving". Some experts pointed out that the application scope of this anti-dumping investigation covers all solar energy products from China, with a total amount of nearly trillion yuan. Once the EU anti-dumping is established, not only will Chinese photovoltaic enterprises lose more than US $20billion in exports, but also will cause a loss of more than 350billion yuan in output value. This undoubtedly also exposed the weakness of China's photovoltaic industry's heavy dependence on exports
the crisis not only can realize an annual output value of 8.1 billion yuan, but also comes from international threats. China's photovoltaic industry itself is also experiencing a cold winter. The semi annual report of photovoltaic enterprises listed in the United States shows that Yingli new energy lost as much as US $140million in the first half of this year; Trinasolar's net loss was US $120million; LDK's annual net loss was US $1.08 billion, with total liabilities of US $26.676 billion; Daquan new energy has a net loss of $20.8 million; Suntech postponed the statement, with total liabilities of US $360million as of the first quarter. The transcripts of Listed Companies in the domestic photovoltaic industry are also not good-looking. According to statistics, in the first half of this year, 69 A-share photovoltaic concept companies that have little public power can choose ordinary trapezoidal screw plus speed regulation electromechanical or frequency conversion speed regulation system companies, of which 21 have negative net profits, accounting for 30.43% of the total, and the cumulative loss reached 1.934 billion yuan
how to deal with these crises? Insiders suggested that, on the one hand, the country should come forward to negotiate with the EU and strive to resolve photovoltaic trade frictions through consultation and cooperation; On the other hand, actively implement the export diversification strategy, especially accelerate the development of domestic application industries. At the same time, practicing internal skills is always the "magic weapon" for the sustainable development of photovoltaic industry. It is reported that the capacity expansion of photovoltaic industry in Europe and the United States in recent years is not as fast as that in China, but there are many innovations in R & D and product features, and the product performance is generally high. The competitive advantage of domestic photovoltaic enterprises depends on low labor costs and cheap prices to a certain extent, which is easy to give some countries the pretext of dumping. Therefore, while opposing U.S. trade sanctions, China should also improve its own industrial development policies and change the situation of being controlled by others by improving its technological capabilities. It is understood that many Chinese photovoltaic enterprises are trying to explore emerging markets and transfer their industries to other countries. The domestic photovoltaic application market is also quietly starting. "Some photovoltaic manufacturing enterprises are actively trying photovoltaic building integration solutions, which may become new growth points of China's photovoltaic industry."
it should be reminded that not only the photovoltaic industry is facing the international trade war, but many processing foreign trade enterprises are also facing this dilemma. For example, many enterprises including Adidas have moved their factories out of China, and many processing foreign trade enterprises have lost a large number of orders. In this case, even if the European and American economies recover slowly, orders may not benefit domestic processing traders. The anti-dumping investigations in Europe and the United States against the photovoltaic industry only brought the crisis forward. Zhonghua glass () Department