On November 8th, Beijing time, China PV received two bad news from the US and European markets. On the one hand, the Trade Arbitration Commission arbitrated China’s PV “double-reverse†case, and all of them voted in favor of the US Department of Commerce’s ruling that it will impose an anti-dumping duty of 18.32% to 249.96% on Chinese-made crystalline silicon photovoltaic cells and components. And a countervailing duty of 14.78% to 15.97%. This means that the US double-counter case against China's photovoltaic products has come to an end. On the other hand, the EU announced the official counter-subsidy investigation of PV modules and key components in China, which means that the EU has officially upgraded its previous anti-dumping “SLR†to “double-reverseâ€. Obama sent a "blessing ceremony" local time on November 7th, just re-elected in the fierce US presidential election, Obama can not wait to send a "blessing" to China. The US Trade Arbitration Commission (ITC) announced in advance the final result of the "double opposition" of China's PV products - with 6 votes in favor of the previous US Department of Commerce's ruling, will impose 18.32 on China's crystalline silicon photovoltaic cells and components. % to 249.96% anti-dumping duties, and 14.78% to 15.97% countervailing duties. Therefore, as a mandatory responding company, Suntech will be subject to an anti-dumping duty of 31.73% and a countervailing duty of 14.78%; Trina Solar will be subject to an anti-dumping duty of 18.32% and a countervailing duty of 15.97%, in order to avoid and counter The subsidy tax is repeatedly calculated into anti-dumping duties, and 10.54% of export subsidies will be deducted from it. The final combined tax rates of Suntech and Trina Solar are 35.97% and 23.75% respectively. Other responding companies use an average tax rate of 30.66%. In addition, 249.96% anti-dumping duties and 15.24% countervailing duties were imposed on other Chinese PV manufacturers that did not respond. At the same time, according to another ruling of the US International Trade Commission, the “double-reverse†tariff order for such products does not apply the traceability principle. Therefore, the counter-subsidy tariffs will be imposed from March 20 this year, and the anti-dumping duties will be from May 17 this year. collection. It is worth noting that according to the previous timetable, ITC's final ruling time should be around November 23, so the announcement time is about half a month earlier than expected. "From a point of time, it is not excluded that Obama wants to use this to ignite the 'first fire' of re-election." Meng Xianyu, vice chairman of the China Renewable Energy Society, said that in the previous two presidential candidates' elections, Often deliberately playing the "Chinese card" to win or lose in the first battle, and after Obama's re-election, Sino-US relations will not change much, especially in the field of new energy. The EU’s "double opposition" with the United States is not alone. On November 8, local time, the European Commission announced that it would start a countervailing investigation on solar panels and its main components imported from China. Previously, its anti-dumping investigation on Chinese PV products is already underway. A press release on the European Commission said that the European Solar Energy Association (EUProSun) filed a complaint with the European Commission on September 26, accusing the solar panels and their major components imported from China from benefiting from unfair government subsidies. The European Solar Energy Enterprise Association was founded by the German SolarWorld organization. SolarWorld is the initiator of the US “double-reverse†case for Chinese PV products and the initiator of the EU anti-dumping case against Chinese PV products. Judging from the import of solar products involved, this is the largest countervailing complaint received by the European Commission so far. According to EU data, in 2011 China exported about 21 billion euros worth of solar panels and main components to the EU. According to the EU's trade defense policy, the survey will take 13 months. If there is sufficient evidence to prove that the above subsidy is true, the EU can impose a temporary countervailing duty within 9 months. "These are all expected decisions." Yesterday, Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, was not surprised when he heard the two news. He believes that the end of the US double-reverse has laid the framework for the EU's next investigation process and the outcome, and officially announced the counter-subsidy, from "sLR" to "double-reverse" is also part of this framework, it is expected that the EU The final result will not be optimistic. China’s self-rescue while fighting “After the EU ruling came out and issued a high tax rate, then China’s PV is basically paralyzed.†Lin Boqiang lamented that he could not hold the luck now. Chinese companies are ready for the latest news. "We have prepared a response to this result, and this ruling will not affect the product line beyond the scope of the survey," said Gao Jifan, chairman and CEO of Trina Solar. Mark Mendenhall, president of Trina Solar America, also said that it will not launch the US market. “We will continue to expand our business in the US and throughout the Americas to provide products, solutions and services to our customers.†On the government side, the Chinese Ministry of Commerce has now launched a counterattack from the upstream raw material of photovoltaics. On November 1, the Ministry of Commerce of China issued a notice saying that it conducted a "double-reverse" investigation on polysilicon products produced in the European Union. Earlier, the Chinese Ministry of Commerce also announced a "double-reverse" investigation of polysilicon produced in South Korea and the United States. "It is expected that there will be more trade wars in the future. In particular, the United States has already launched a comprehensive containment policy for the rise of China." Meng Xianzhao believes that for such a trade war, China must fight back, and at the same time, fully expand the domestic market. , to save yourself. It is understood that in the near future, a series of favorable PV policies have been frequent. For example, on October 26, State Grid announced that from November 1st, 6 MW and below capacity photovoltaic power generation projects can be directly applied to the local grid company for grid connection, and the full acquisition of distributed 1 yuan / kWh standard Photovoltaic power generation projects have surplus electricity. This move means that the difficult problem of grid connection that has been hindering the opening of the domestic PV market will be initially eased.
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