After throwing out the "printing machine" and the exchange rate offensive, in order to alleviate the pressure on the domestic economy, the US government frequently issued "trade protection cards." Recently, the notice of appeal issued by the Office of the US Trade Representative has caused great shock to the domestic PV industry. It is reported that this case called “301 Investigation†is aimed at a series of clean energy policies formulated by the Chinese government. The 5,800-page survey application covers almost all new energy products, with the aim of punitive tax increases.
“The development of the new energy industry has its own trend, and the current situation is related to the entire international environment facing China.†A senior person from the Shanghai Development and Reform Commission said in an interview with the reporter, “The entire export environment will have new energy sources. Impact, and the impact is not just about export-related industries."
Hu Yushu also believes that the US move is mainly due to the domestic environment. The “301 Survey†is only a strategic tool. “The United States wants to ease domestic pressure through bilateral trade. The big background is to exert pressure on the RMB exchange rate. Choose new Energy is 'opening' because the government wants to prioritize the protection of strategic industries."
The reporter learned that the application of the Office of the US Trade Representative accused the Chinese government of providing unfair support for wind, solar, battery and energy-efficient vehicles. The “violation†actions listed include export restrictions, discrimination against foreign companies, and import of goods. Require technology transfer, subsidize domestic companies, etc.
According to the process, if the WTO expert group decides that the US will win, the export tax rate of China's large number of clean energy products to the US will increase. As we all know, at present, more than 90% of China's solar cells are exported to foreign countries. Although the EU has the largest share, when the European countries have lowered their subsidy policies, if the US raises tariffs again, the photovoltaic industry that is on the rise will Folding sand? This has become the focus of common industry attention.
Market strategy turned around?
Although the ruling itself has not yet reached a conclusion, the sensitive market seems to have smelled it. "In the short term, we are unlikely to expand the US market." Li Mao said frankly to reporters that although it is not good to predict the outcome of this "lawsuit", if the United States continues to suppress China's photovoltaic products, it will definitely produce a comparison with the industry. Big negative impact.
Previously, he wrote an article optimistic about the great prospects of the United States as an emerging market. “From the federal government to the state government, the Obama administration provides nearly $2 billion in loans for two solar projects, and Pennsylvania will expand $24 million to promote clean solar energy. A series of favorable policies are sufficient. The reason is optimistic about the development and future of the US PV market." He stated in the report.
Hu Yushu also said that although it can effectively reduce trade friction, Chint has no plan to enter the United States. "Now some companies have adopted localized procurement, and they have established factories in North America and other places. The employees are local and the products are also made. The inUSA mark, so there will be a lot less intervention from the local government, and North America has a certain percentage of restrictions on the components sold to the local, and must be produced in the country. But depending on the customer structure and market conditions, Chint has no plans. â€
The maximum pressure comes from the upstream
How much pressure does the US exert on the industry? I am afraid that the most talked about is the market. Li Mao believes that from the current release of the United States to limit China's exports, the biggest problem facing the industry may still come from the increase in upstream costs. “39% of our country's silicon imports come from the US, 18% from Europe, and only 18% from China. If the purchase price of upstream raw materials increases, it will lead to an increase in component prices.†According to his analysis, according to the law, economies of scale should The price of components has fallen, so the US "tightening" signal may not be conducive to the long-term development of the industry.
Some insiders also analyzed the reporters. Since PV companies and foreign markets have signed long-term orders of more than half a year, even if the United States wins the case, the impact on exports will not appear in the short term. In addition, the leaders of the industry's leading corporate strategy department told reporters privately that from the current market structure, the US policy impact should be relatively limited. "The large proportion of large enterprise exports is still in the traditional European market. For the United States, it is mainly because of Obama. Supporting policies, but now it seems that they are not performing so well. In the past, it was said that the installation volume of 600-1000 MW this year may not be completed."
“The development of the new energy industry has its own trend, and the current situation is related to the entire international environment facing China.†A senior person from the Shanghai Development and Reform Commission said in an interview with the reporter, “The entire export environment will have new energy sources. Impact, and the impact is not just about export-related industries."
Hu Yushu also believes that the US move is mainly due to the domestic environment. The “301 Survey†is only a strategic tool. “The United States wants to ease domestic pressure through bilateral trade. The big background is to exert pressure on the RMB exchange rate. Choose new Energy is 'opening' because the government wants to prioritize the protection of strategic industries."
The reporter learned that the application of the Office of the US Trade Representative accused the Chinese government of providing unfair support for wind, solar, battery and energy-efficient vehicles. The “violation†actions listed include export restrictions, discrimination against foreign companies, and import of goods. Require technology transfer, subsidize domestic companies, etc.
According to the process, if the WTO expert group decides that the US will win, the export tax rate of China's large number of clean energy products to the US will increase. As we all know, at present, more than 90% of China's solar cells are exported to foreign countries. Although the EU has the largest share, when the European countries have lowered their subsidy policies, if the US raises tariffs again, the photovoltaic industry that is on the rise will Folding sand? This has become the focus of common industry attention.
Market strategy turned around?
Although the ruling itself has not yet reached a conclusion, the sensitive market seems to have smelled it. "In the short term, we are unlikely to expand the US market." Li Mao said frankly to reporters that although it is not good to predict the outcome of this "lawsuit", if the United States continues to suppress China's photovoltaic products, it will definitely produce a comparison with the industry. Big negative impact.
Previously, he wrote an article optimistic about the great prospects of the United States as an emerging market. “From the federal government to the state government, the Obama administration provides nearly $2 billion in loans for two solar projects, and Pennsylvania will expand $24 million to promote clean solar energy. A series of favorable policies are sufficient. The reason is optimistic about the development and future of the US PV market." He stated in the report.
Hu Yushu also said that although it can effectively reduce trade friction, Chint has no plan to enter the United States. "Now some companies have adopted localized procurement, and they have established factories in North America and other places. The employees are local and the products are also made. The inUSA mark, so there will be a lot less intervention from the local government, and North America has a certain percentage of restrictions on the components sold to the local, and must be produced in the country. But depending on the customer structure and market conditions, Chint has no plans. â€
The maximum pressure comes from the upstream
How much pressure does the US exert on the industry? I am afraid that the most talked about is the market. Li Mao believes that from the current release of the United States to limit China's exports, the biggest problem facing the industry may still come from the increase in upstream costs. “39% of our country's silicon imports come from the US, 18% from Europe, and only 18% from China. If the purchase price of upstream raw materials increases, it will lead to an increase in component prices.†According to his analysis, according to the law, economies of scale should The price of components has fallen, so the US "tightening" signal may not be conducive to the long-term development of the industry.
Some insiders also analyzed the reporters. Since PV companies and foreign markets have signed long-term orders of more than half a year, even if the United States wins the case, the impact on exports will not appear in the short term. In addition, the leaders of the industry's leading corporate strategy department told reporters privately that from the current market structure, the US policy impact should be relatively limited. "The large proportion of large enterprise exports is still in the traditional European market. For the United States, it is mainly because of Obama. Supporting policies, but now it seems that they are not performing so well. In the past, it was said that the installation volume of 600-1000 MW this year may not be completed."
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