The Fourteen Chinese Enterprises Defended The PV "Double Reverse" &Nbsp, And The Filing Will Be Double Lose Between China And The US.

In November 8th, the reporter was informed that under the organization of China Chamber of Commerce for the import and export of mechanical and electrical products, 14 China Photovoltaic enterprise The united defense will be jointly defended by the United States, and commissioned by the United States Sheng De law firm. agent Matters to be debating.

These 14 photovoltaic enterprises are: Wuxi Suntech, Changzhou Tianhe, Han Hua new energy, CSI atter, Yingli, Zhongsheng optoelectronics, Dongying photovoltaic, Huarun solar energy, crystal Australia, special electrical engineering (600089), Yuhui sunshine, Ou Beili new energy, Japan solar energy, Baoli XXXX PV.

"If the United States" Double reverse " If you can't win, then the European market will also be affected. In November 8th, She Haifeng, CEO of Zhongsheng optoelectronics, told reporters that the "double reverse" should be fully demonstrated in two aspects: China's photovoltaic enterprises are basically private enterprises, and product prices are the result of full competition; "double reverse" is only a handful of enterprises in the United States applying for, which ultimately hurt not only Chinese enterprises, but also more than 90% of the PV enterprises in the United States. Loss of interest 。

According to the market forecast, the US Department of Commerce will decide whether to file a "double reverse" in China on November 8th. This case was put forward by the United States Solar World company and 6 other manufacturers in October 19th.

One of the executives of a responding company said that China's PV module has 80% of the world's market share, and its output is 90% to Europe and the United States. "If there is no China, will the PV generation cost in the US and Europe be reduced so fast?"

However, a person close to China's mechanical and electrical chamber of Commerce said that, because of the collective appeal of Chinese photovoltaic enterprises, whether the filing will be delayed or delayed for 14 days.

　　 The case will be "Sino US". Double lose "

German Bayer photovoltaic company (hereinafter referred to as Bayer PV) has helped Chinese customers start the power plant project near 30MW in the United States, and decided to start 50MW before the end of December in order to get 30% of the federal government subsidy.

"Now more and more Chinese funds are going to enter the US market, instead of speculating. They are investing in photovoltaic power stations that provide cleaner energy for American families." Wang Xuejun, chairman of Bayer photovoltaic, said.

The first "double reverse" survey launched in the field of clean energy in China has been accused of a total of 75 Chinese companies, including Suntech electric, Yingli Green energy, Jingke energy and so on, and even CHINT solar and Shanshan company, which is not the main photovoltaic industry, was also included in the complaint.

According to the US complaint document, 75 Chinese enterprises such as Suntech were heavily subsidized by the Chinese government and dumping solar panels at below cost level, which constituted unfair competition. Therefore, the United States requested more than 100% of the solar panels imported from the United States to China. tariff 。

The allegation of dumping has also been denied by domestic photovoltaic enterprises. "If we turn on the data in 2009 and 2010, we will find that the price we sell is much higher than that in China." She Haifeng said that the 90% market of PV enterprises outside China is fully involved in international competition and the price is extremely transparent.

Gao Jifan, chairman of Trina Solar, also said: "the interest rate of the China Development Bank is consistent with the domestic level, roughly between 6% and 7%, which is even higher than the average Solyndra of the photovoltaic enterprises in California granted by the US government to 5%. interest rate "

In fact, the US solar energy industry association (SEIA) research in August showed that in 2010, the United States imported 1 billion 400 million US dollars of Chinese solar products and exported US $about 2000000000 of solar energy equipment and materials to China. {page_break}

Wang Xuejun believes that once the "double reverse" is filed, it will hurt the interests of the US equipment suppliers and downstream manufacturers.

　　 Joint defense

"Double reverse", such as filing a case, whether the dumping behavior of Chinese PV enterprises is still in place remains to be determined by the International Trade Commission (ITC) and the US Department of commerce through questionnaires and field surveys. However, the consensus of photovoltaic enterprises is that the filing is already a result of the certainty.

A photovoltaic enterprise staff said that there was a domestic industry association issued a statement, but the tone was strong, and put forward counter measures. "Such an attitude would irritate the US government and ITC, so that it has become a trend before deciding."

The US solar manufacturers Alliance said in its complaint document that thousands of jobs have been lost in the US due to the low price of PV modules in China. The US estimates that about 1600 photovoltaic workers in the United States will lose their jobs.

"But we have created more jobs for the United States." She Haifeng said that there are American technical experts at Zhongsheng photoelectric headquarters in Jiangsu, and there are also employees in American companies, plus a total of 100 employees.

She Haifeng also said that the "double anti" proposal was handed over to the German SolarWorld branch in the United States and several small businesses in the United States. "But most of the US PV companies are not involved in the proposal because the advantages of the US PV companies are not being manufactured", so equipment manufacturers and downstream EPC vendors need to be supported.

At present, China Resources Comprehensive Utilization Association and renewable energy society have communicated with a number of American enterprises, trying to communicate with First solar and other large American Solar enterprises and the United States solar industry alliance to influence the US government's "double opposition".

The US Commerce Department will decide whether to initiate an investigation on the case of a double reverse investigation of solar cells in China by a number of US companies last month. Once the ruling is made, the US will impose tariffs of up to 30% on Chinese enterprises.

　 The American representative enterprise is challenged.

In October 19th, a number of enterprises represented by the US Solar World submitted an application to the US Department of Commerce and the International Trade Commission for the "double reverse" investigation of China's US solar cells (panels).

The company mentioned in its application includes 75 Chinese manufacturing enterprises, including Suntech, Yingli and Jingke energy.

Cao Huabin, general manager of China energy saving solar energy technology Co., Ltd., 7, told reporters that the price drop of Chinese enterprises selling photovoltaic products in the United States is closely related to the technological progress of Chinese enterprises and the scale effect. With the growth of Chinese enterprises, the cost of industry will decline. This is the market behavior, not the result of dumping.

On the other hand, the representativeness of the complaint company itself is also questionable. Cao Huabin said that Solar World itself is a German enterprise and has just entered the US market. The 4 factories in the United States are put into operation this year, and it is likely that they set up factories for the purpose of anti-dumping in the United States. {page_break}

　　 Global industry chain or affected

In fact, the "double reverse" case of solar modules is not only a domestic solar module manufacturing enterprise, but also other enterprises and related industries in the related industry chain will be hit hard.

Cao Huabin said that once the United States implements "double reverse", it will be disadvantageous to the industries of the United States, China and other countries, and it is also an obstacle to the development of clean energy.

According to Cao Huabin, China Energy Saving Solar Technology Co., Ltd. is talking about cooperation with MEMC and some other American companies, and plans to build solar photovoltaic projects in New Jersey and California. According to the plan, apart from the Chinese technicians, the workers and management personnel will use the local personnel of the United States, and it is expected that at least more than 2000 people will be employed.

However, influenced by the "double reverse", Sino US joint venture between solar energy technology and the United States has been shelved. This has not only made Chinese enterprises suffer, but also the US partners have strongly disagreed with the government's "double anti" behavior.

The US solar energy industry association's survey data show that the US export of solar cell module production equipment and raw materials to China far exceeds the amount of solar modules imported from the United States, achieving a trade surplus of US $1 billion 880 million.

Since the beginning of this year, China's photovoltaic industry has been attacked by overcapacity and shrinking market demand because of its new energy halo. When the photovoltaic industry is struggling to sustain itself, the United States decides to conduct a "double reverse" survey on China's exports of solar cells (panels), and the EU will follow suit.

China's photovoltaic industry will face an unprecedented crisis. When the United States decided to initiate anti-dumping investigations and countervailing investigations on China's exports of solar cells (panels), the European Union also recently reported that anti dumping, countervailing and antitrust measures would be adopted to restrict the entry of Chinese PV products into the European market in order to alleviate its economic crisis.

In fact, the shrinking of market demand and the sharp increase of inventory have begun to cause some PV enterprises to go bankrupt, reduce prices and stop production. Since the beginning of this year, the Chinese photovoltaic industry, which is once full of new energy halo, is suffering from a "cold current" attack. The industry and the market are all asking questions. Will there be worse situations? Even though people are looking forward to the negative answer, but the housing leak is on the side of the night rain, before the US enterprises have aggressive dual applications, after the EU's pursuit, China's photovoltaic industry seems to be more and more distant.

　　 Photovoltaic industry is in jail

Whenever the United States introduced a trade remedy measure, the EU almost followed. In October 19th, 7 US solar cell manufacturers filed an application with the US Department of Commerce and the US International Trade Commission, asking the US government to carry out anti-dumping and countervailing investigations on China's solar photovoltaic cells and components exported to the United States, and take trade restrictive measures.

The European Union has also recently announced that it intends to conduct a "double reverse" investigation into China's photovoltaic products.

"The thing we most worry about is still happening." China's photovoltaic enterprise leader Suntech Wuxi has felt tremendous pressure. Zhang Jianmin, manager of the media relations department of the company, told reporters that the EU's biggest worry is the EU market. Not to mention how much damage the United States has caused to enterprises, and once the EU is following up, most enterprises will have to die.

According to Zhang Jianmin, a total of 7 enterprises in the United States submitted applications for the "double reverse" investigation, of which 6 chose not to be public names. From the current understanding of the situation, the United States has a larger number of photovoltaic enterprises seem to have not participated.

"It is difficult for Chinese enterprises to accept anti subsidy and anti dumping punitive tariffs." Li Junfeng, deputy director of the Energy Management Institute of the national development and Reform Commission and vice director of the China Renewable Energy Association, said. What is even more worrying is that the European Union followed suit in the United States. "If the European market is out again, the consequences for the domestic PV industry will be devastating." {page_break}

Since the beginning of this year, the price of global photovoltaic products has fallen fiercely. Under the background of us enterprises' intention to "double reverse" against Chinese products, the European debt crisis continues to deteriorate, making China's photovoltaic enterprises a scapegoat for Europe to alleviate the crisis. 80%~90%'s capacity to rely on the European market to digest the situation of Chinese photovoltaic enterprises is no doubt more difficult.

　 Excess capacity has nowhere to live.

Serious excess capacity is no longer news in the domestic PV industry. The sudden change of overseas market is a great blow to domestic PV enterprises, especially small and medium-sized enterprises. The production of some small and medium photovoltaic enterprises has been hovering around the breakeven point. Once the EU and the United States impose "double anti" tariffs on Chinese photovoltaic enterprises, the export oriented Chinese PV enterprises will face a disaster.

In fact, the demand for the European market has already begun to shrink. This year's PV market is not complicated: Germany and Italy have reduced the subsidy of photovoltaic power, and the wait-and-see attitude of the European market has affected the export volume of Chinese enterprises. Recently, a series of 3 US photovoltaic enterprises collapsed. Small and medium photovoltaic plants, such as Zhejiang and Guangdong, have been quietly discontinued or disappeared. People in the industry generally agreed that a new round of Global trade protection against China's new energy products has been launched. "The European company's conservative orders this year will be reduced by 50%. At present, we rely mainly on the domestic market. The national gold sun demonstration project in Xinjiang, Qinghai and Gansu can be done, but the profit is very low. " Wang Yi, manager of photovoltaic division of Guangxi Di Kai Technology Co., Ltd., which has been exporting to the European market, told reporters. In fact, many small and medium-sized photovoltaic enterprises such as Kai Kai have collapsed in the cold winter. Under the global demand for photovoltaic products, the overcapacity of the domestic photovoltaic industry is an indisputable fact.

Over the past few months, more than 50 enterprises in China's photovoltaic industry accounted for more than 60% of the world's components. Under severe price fluctuations, foreign photovoltaic enterprises are also at a loss, and the whole industry chain is in a slump.

According to statistics, domestic 70 solar power generation listed companies in 2011, the three quarterly sales gross margin was 23.41%, compared with the 23.67% quarter of this year's report fell 0.26%, compared with last year's three quarter 23.64% 23.64% year-on-year decline.

Li Shengmao, a senior researcher at CIC, pointed out that the price of PV has dropped considerably since the two quarter of this year, and maintained a downward trend in the three quarter and increased in the four quarter. The price of imported polysilicon dropped by 27% in October, and the price of components dropped by 20%. Affected by the European economic crisis, such as the European debt crisis and the weak economic recovery in the United States, Li Shengmao predicted that the profitability of the PV and battery manufacturers in the fourth quarter will decline further, and the industry downturn in the fourth quarter will not be resumed.