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Many ministries and commissions join hands to save the photovoltaic industry
The anti-dumping and anti-subsidy sticks frequently raised in Europe and the United States have added to the winter photovoltaic industry.
Recently, the state has intensively introduced a series of favorable policies to help the photovoltaic industry with a combination of boxing. The Ministry of Commerce recently launched a “double counter†investigation on polysilicon companies in the European Union, and at the same time, it submitted the European and American PV subsidies for discriminatory measures to the WTO. State Grid announced that starting on November 1, photovoltaic power projects with a capacity of 6 MW or below could be applied directly to the local grid company.
What is the predicament of the photovoltaic industry? Will the PV industry survive the winter with its policy support? This year's wealth outlook invited Sheng Yi, Vice President of Sichuan Academy of Social Sciences, Yin Xiaonan, General Manager of Tianwei New Energy Holdings Limited, Zeng Shaojun, Secretary-General of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce, and Yi Peng, Researcher of the National Development and Reform Commission and the Small Town Research Center. Explore this topic.
Q1 Why is China's PV industry caught in the cold winter?
Reporter: The photovoltaic industry was once the hottest new industry in the country. What are the reasons for the deep winter in the photovoltaic industry in the past year or two?
Yi Peng: There are external factors as well as internal factors. From the aspect of external factors, it is very important that photovoltaic is a renewable energy source and it is more expensive. After the price of traditional energy such as oil and natural gas goes down, it will be difficult for PV to find a market space. At the same time, the financial crisis and the European sovereign debt crisis have caused Europe and the United States to use clean energy in countries and regions that do not have sufficient financial resources for subsidies. In 2008, the development of the photovoltaic industry reached its peak. It was due to a large amount of financial subsidies from Europe and the United States to expand the market. In the current situation where this kind of subsidy is difficult to maintain, market demand is declining, and China's PV business space is naturally shrinking. The internal cause is that our photovoltaic companies have not mastered the core technology. We rely mainly on energy and rely on resource consumption to support the development of photovoltaic companies.
Sheng Yi: At present, the PV industry is in trouble due to the fact that in the context of the global economic downturn, Europe and the United States have begun to establish thresholds to boycott Chinese PV companies. Why do we always mention the photovoltaic industry, especially polysilicon enterprises with excess capacity. In fact, these production capacities were originally set up for the global market. Therefore, once Europe and the United States begin to implement trade protectionism, the photovoltaic industry will naturally quickly fall into a downturn.
In the long run, the photovoltaic industry, as an important part of the new energy industry, has great potential for development. At present, these production capacities can certainly be digested. The current problem is that the supply and demand of the entire industry are imbalanced in the short term, leading to the overall dilemma of the photovoltaic industry. This is also the key to solving the difficulties of the photovoltaic industry.
Zeng Shaojun: At present, the plight of photovoltaic companies lies mainly in the policy markets that had previously been heavily dependent on overseas. Therefore, under the background of the “double reverse†against China in the United States and Europe, profits have declined and the industry’s recession is inevitable. I think that China's new energy industry, especially photovoltaic companies, can be said to face the integration period of an industry. However, I remain optimistic about the prospects for the future. Those companies that can continue to innovate in technology, management, and marketing not only survive, but also live better.
What impact will Q2 Photovoltaic Power Grid Connect have?
Reporter: The State Grid Corporation recently announced that photovoltaic power generation projects with a capacity of 6 MW and below from November 1 can be directly applied for on-grid connection with local grid companies. How important can this be to boost the photovoltaic industry?
Yin Xiaonan: This policy is mainly aimed at the localization of the photovoltaic industry, relaxing the requirements for the integration of photovoltaic power generation, and the introduction of supporting policies. In this respect, it is certainly a good thing for the entire industry. Although this policy mainly involves the integration of terminal photovoltaic power stations, the improvement of terminal demand has a great effect on improving the overall market demand.
Local governments should also introduce some supporting policies. As far as I know, Jiangsu and Hubei provinces have introduced some photovoltaic policies for the province. For example, provincial power stations use this province’s corporate products to give priority or give some subsidies. These supporting policies are actually helpful for the subsequent development of the photovoltaic industry.
Yi Peng: The photovoltaic industry will benefit, but the national grid will have some losses, because it had originally collected money, and now does not receive any money. In this pattern, there are two ideas to be clear. First, from the perspective of the State Grid, the state must establish a basic direction for the reform of the power system. It can consider the power transmission system of the power grid. In the future, it will more effectively reflect the public welfare, and through intelligent upgrades, the transmission companies will be able to pass intelligent On the technical level, it creates more value for the society.
Second, from the perspective of photovoltaic companies, we must increase the elimination of survival of the fittest. At present, China's photovoltaic industry is certainly a serious surplus. Since the status quo of the market has been brutally placed in front of the market, enterprises with low technological level, small scale, and high energy consumption must be eliminated.
Sheng Yi: Regardless of the status of the PV industry, the future development of PV is certainly a major trend. In this context, the country will certainly save the photovoltaic industry. As for the effect, it depends on the strength of the policy, such as subsidies for new energy sources.
Can Q3 support policies boost the photovoltaic industry?
Reporter: Many ministries and commissions have intensively introduced a series of policy measures to protect the photovoltaic industry. For example, the Ministry of Commerce has filed a double counter investigation against polysilicon in the EU. What do you think of these policies?
Sheng Yi: The "double counter" investigation is actually a partial trade dispute and is a relatively normal phenomenon. Since it is international trade, it is time to be fair and in accordance with the requirements of openness to protect its own market rights through legal means. Fundamentally speaking, to save the domestic photovoltaic industry, we should start with the development of downstream demand, increase incentives for new industries and new technologies, and let PV products further adapt to the market. This is the key to solving the PV industry's predicament.
Zeng Shaojun: PV companies can also save themselves through some channels. The first is to tap the domestic market and actively participate in the construction of the domestic new energy market. Second, we actively participate in overseas markets outside Europe and the United States, including Southeast Asia, Africa, and Latin America. Third, even if countries in Europe and the United States propose new energy “double opposition†to China, investment in the construction and operation of power stations is still a desirable option.
Yin Xiaonan: The new energy industry, especially the photovoltaic industry, is an important development direction in the future and this direction will not change. It is normal for the state to introduce some policies to support the development of the industry. However, these policies should pay attention to follow-up development and do not let the industry fall into disorder.
U.S. Final Judgment: Levying "Double Counter" Tax on Photovoltaic
On November 7, local time, the United States International Trade Commission (ITC) released the final results announced for China’s exports of solar cells and components to the United States, and determined that the crystalline silicon photovoltaic cells and components imported from China substantially damaged the US related industries. Anti-dumping and countervailing ("double reverse") tariffs are imposed on such products.
According to the US Department of Commerce’s ruling in October this year, the United States will impose anti-dumping duties of 18.32% to 249.96% on Chinese-made crystalline silicon photovoltaic cells and components, and 14.78% to 15.97% of countervailing duties. 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 retrospective principle, so the countervailing duty will be levied from March 20 this year, and the anti-dumping tariff will start from May 17 this year. collection.
However, industry insiders said that this is not too great for the current domestic photovoltaic companies. “The U.S. market has not always been the 'main battlefield' for photovoltaic companies’ exports, and the impact of this ruling is to shut down the door for future Chinese PV companies to enter the U.S. market. The U.S. wants to develop the photovoltaic industry, so it has advanced such a measure to protect domestic companies. "Yin Xiaonan, general manager of Tianwei New Energy Holdings Co., Ltd. said.
According to data from the US Department of Commerce, the value of crystalline silicon photovoltaic cells and components imported from China in the United States in 2011 was approximately US$3.1 billion. Reporter Zhao Yaru
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