U.S. Photovoltaic "Double Opposite" Will Meet Tall Market Tight

The meaning of the drunkard The US Department of Commerce originally announced that the PV anti-dumping investigation announced at the beginning of May postponed to July with arbitration, which was jointly decided by seven prosecuting companies such as Solarworld. According to the reporter’s understanding, there are two layers of intention behind this postponement decision: First, the announcement together with arbitration can be done without any room for maneuver; second, this opportunity will prompt the German and EU’s dual counter investigations to be initiated as soon as possible. Photovoltaic industry to carry out the strategy of encirclement, a comprehensive blow, this is the main purpose.

This also means that the main battlefields of Chinese companies and companies such as Solarworld have shifted from the United States to Europe. Several leaders of domestic first-line photovoltaic manufacturers told reporters that losing the US market will have limited impact on Chinese companies, but if they lose the European market, it will be In a fatal blow, 80% of China's enterprises may fail as a result.

Lost market "U.S. market, we have basically lost." On May 8, the head of a large-scale photovoltaic company in Jiangsu reluctantly told this reporter.

At the end of March, the U.S. Department of Commerce announced the preliminary decision on countervailing subsidies for photovoltaic products in China. Among them, the tax rates of the two mandatory responding companies are: Suntech 2.9%, Trina Solar 4.73%, and other corporate tax rates with individual tax rates are 3.61%. This result is far below the general expectations of the industry.

However, in the opinion of the above-mentioned PV company heads, in the investigation of countervailing duties, the original Chinese government did not have any form of financial subsidies for local companies. Therefore, the US Department of Commerce did not receive conclusive evidence and therefore had to adopt a low tax rate. However, anti-dumping has always been a drama. It is only necessary to compare the selling prices of Chinese companies with those of US companies. If dumping is low, dumping is extremely easy. Therefore, the industry generally predicts that the tax rate will be between 20% and 30%. The profits of its components are now less than 5%. "This way, business can't do anything at all."

Although the results of the double counter-reporting have only been announced, and the tax rate is not high, it has seriously affected China's exports to the United States. A Jing'ao person told reporters that according to U.S. law, when it is finally ruled out, the tax rate on all Chinese component products will be pursued for three months. This has led many companies to adopt a wait-and-see attitude and reduce the number of U.S. exports to the United States. .

“At present, U.S. Customs began to impose high margins on some photovoltaic products from mainland China. At around 50% of the purchase price, almost no enterprise can afford this money at the moment.” The above-mentioned Jingao Group stated that he believes that The United States adopts a high tax rate policy and the road to China for photovoltaic products in China is basically blocked. In the United States, it is difficult to evade measures such as building factories. After all, the cost of labor, electricity, and land in the United States is much higher than that in the mainland. Products produced in the United States cannot be competitive.

Solarworld believes that due to the low price impact of China's PV products, European PV companies have experienced large-scale collapses. At present, Q-Cells, Europe’s largest photovoltaic cell manufacturer, has been bankrupt, and SolonSE, Solar Millennium AG, and Arise Technologies Germany have successively Declared bankrupt.

However, a person in charge of a photovoltaic company in China told reporters that the bankruptcy of these European companies was due to sluggish market conditions and fierce competition, which did not attribute to the dumping of Chinese companies. "China's polysilicon companies closed down 80% last year, and there are dozens of photovoltaic module plant bankruptcy."

Before this, the rise of China's PV companies and the rise of the European market are inextricably linked. Since 2004, the German photovoltaic market began to start. In 2005 and 2006, the Spanish and Italian markets were launched one after another. The huge installed capacity created a batch of Chinese first-line manufacturers such as Suntech, Yingli, and Tianhe, and at the time the domestic market in China. The installed capacity was zero, when 99% of the products were exported to Europe.

Data show that in 2010 China's PV exports were 30.5 billion U.S. dollars, of which more than 80% were sold in Europe. For example, the EU also reversed China's PV products and adopted high tax rates. China's PV companies are bound to experience large-scale bankruptcies. Therefore, many companies regard defending the European market as a battle of life and death.

An Aters person told reporters that 40% of the company's products are sold in Germany, while Europe accounts for 50% to 60% of the total shipments, while some SMEs 80% to 90% are exported to Europe. If you can't keep Europe, relying solely on the domestic market is not enough to digest the current domestic photovoltaic industry's serious excess capacity. “The latest forecast shows that the installed capacity in China this year is about 3 GW, and the installed capacity in Germany alone can reach 8 GW to 11 GW, which is simply not comparable.”

The Aters believes that in the long run, Chinese PV companies should shift their focus to the domestic market and reduce risks, because in the long run, China will become the world’s largest photovoltaic power generation country. According to the plan, by 2020, PV installations will reach 50 GW, but for now, it must rely on the European market to survive in order to seek a domestic market. "Therefore, we must stifle the EU's idea of ​​China's double opposition in the cradle, and Chinese companies cannot afford to lose."

“We have started to negotiate with Germany and the European Union through industry associations, governments, etc.” An executive at a PV module manufacturer in Jiangsu told reporters that he said that although the EU has not yet initiated a case, some companies have submitted some materials to them. The European Union has certified its innocence. He disclosed that at present, the EU has two internal differences of opinion, one opinion that damages the interests of the local industry, to deal with China's sanctions, and the other that this will be China's revenge, not worth the candle.

He said that what is foreseeable is that if the United States imposes a high tax penalty on China and the Chinese Ministry of Commerce has no action, then the EU should soon follow the example of the United States and China. "Germany and the European Union are hesitating. It is clear that the US anti-double investigation will play an exemplary role for them."

The above-mentioned sources believe that the Ministry of Commerce of the People's Republic of China should carry out a double counter-survey against the US polysilicon as soon as possible in order to counterattack, which can also contain the EU's possible imitation. "China's photovoltaic companies have reached a time of back-to-back battle. Life and death are on the line."

The reporter observes the domestic market: the melee war under the unspoken rules. At the moment when China's photovoltaic companies are confronted with anti-dumping efforts by the United States and the EU is about to talk about the opposition from both sides, most companies believe that the way out lies in the domestic market. However, when they talk about the domestic market, they all use the same " Tangled, chaotic" to describe.

Before 2009, although China's photovoltaic industry created the richest new energy sources such as Shi Zhengrong and Peng Xiaofeng, the entire industry also accounted for 50% of the global market share, but the installed capacity in the Chinese market was almost zero, and photovoltaic companies built factories in China. Sell ​​all products to Europe.

In 2009, the 10 megawatt photovoltaic demonstration project in Dunhuang began bidding. Nearly 50 companies participated in the bidding. Yingli’s ultra-low price of 0.69 yuan per watt exploded, causing a huge storm because the average cost was then 1.5 watts per watt. Yuan and above, and the final winner was BESIDE, a subsidiary of LDK, which was priced at 0.99 yuan. As a symbol of this project, China's photovoltaic market has finally started, and the installed capacity of China was from zero to 200 MW.

In 2010, the installed capacity of photovoltaics in China was 300 megawatts. By 2011, due to the introduction of the on-grid tariff, the installation volume in the year had soared to 2 GW. Although the figures show that it has nearly 8 times of growth, This figure is still less than the capacity of the Suntech family. In the past year, the company's capacity was 2.4 GW. In addition to this, the domestic installation market is full of secretive operations including black box operations, exchange of interests, and counterfeiting.

A sales manager of a photovoltaic company complained to reporters that if it wasn’t a case of serious inventory, it was not really willing to do business in the country. He said that in the initial sales cycle, you should not only compare prices with competitors, but also kickbacks. More than wine.

He said that the domestic market price is very confusing. Large enterprises have low production costs, so they sell at a low price. The production costs of SMEs are much higher than those of big companies, and some of them are double. However, the prices offered to customers are sometimes only half that of large companies. Therefore, quality problems are naturally visible. Companies can not compete with SMEs in terms of price, but they have to compete on the service. However, these are the most important factors when doing business in the country. Brands and services are not important. They are inexpensive and can be dealt with by the other party. ”

As a result, the counterfeit products of the Golden Sun bidding project once went rampant. The solar cells installed in many photovoltaic power stations not only have a conversion rate that is far below the domestic average, but also can't be used normally for some months, and they are basically in scrap. Afterwards, big companies also fought each other's price wars. Under the pressure of competition, some large companies also sold some defective products to compete for projects. This made the Golden Sun project an unmanageable mess.

The above sales director said that after successful product sales or after the completion of the project, some customers often defaulted on payment of goods and construction costs, dragging on for a year and a half, causing many PV companies to have a tight cash flow and had to default on suppliers’ payment. This formed a vicious cycle.

A person in charge of a photovoltaic company in Jiangsu said that the best way to make money before was the government's photovoltaic power plant project. Because it is a municipal project, the profitability is guaranteed, but at present these government projects are also beginning to change their taste. “Some governments have introduced a three or four hundred million photovoltaic project, but if you want to win the bid, you must invest more than ten million yuan to build a factory in the local area to help build a local industry chain.”

The above-mentioned person in charge said that compared with the chaotic state of sales in the country, sales in Europe are completely free of these inconvenient tasks. All of them are in accordance with the contract and do not dare to shoddy in quality. Once they are discovered, they will be posted. It is difficult to re-export Europe after it has been tagged and recorded.

The person said that he hoped that the government could regulate the photovoltaic installation market from the policy, establish a strict product access system, and have punitive measures for fake and inferior products. "If the domestic photovoltaic market continues to be so chaotic, many photovoltaic power plants will likely end in bad weather. The price fight will also cause companies to fall into a loss-making quagmire. This will ultimately harm the interests of the entire industry."

Half Power emergency driver

Emergency LED drivers are designed specifically for light fixtures . These emergency backup drivers regulate the power supplied to the LED fixture the same way normal drivers do , but they operate off of a battery instead of line voltage . Because they operate off a battery the light output isn't as bright as the fixture normally would produce , but it will be just enough in an emergency situations . Most of our emergency LED drivers have a maximum emergency operation time of 120 minutes .

Half Power emergency driver


Emergency Inverter Kit,Battery Backup LED Lighting,LED Emergency Light Module

Jiangmen City Pengjiang District Qihui Lighting Electrical Appliances Co., Ltd , https://www.qihuilights.com