China's PV products are facing an unprecedented crisis in US exports. On November 2, US local time, US President Barack Obama made a strong statement: China's energy companies have "problems" in their trade behavior, and they support US PV companies' demands for government to impose punitive tariffs on China's PV modules. Obama made the above statement in an interview with Portland TV KGW. He said that in the field of clean energy, many competitive trade practices in China are problematic. Li Junfeng, deputy director of the Energy Research Institute of the National Development and Reform Commission, said in an interview with the Morning Post reporter that the "double opposition" (anti-dumping and countervailing) was much more serious than the 301 investigation last year. "This time there is no reason to be reasonable." . (Editor's note: On October 15, 2010, at the request of the American Iron and Steel Workers' Federation, the US Trade Representative Office launched the “Article 301†investigation of the US Trade Law, which is mainly aimed at China's new energy industry.) Li Junfeng said that this time is even more terrible. However, once the United States finally imposes punitive tariffs on Chinese PV companies, the EU, which is the world's largest PV application market, is likely to follow suit. At that time, export-oriented Chinese PV companies will face extinction. China is currently the world's largest producer of photovoltaic modules, and Europe is the largest supplier of photovoltaics. According to solarbuzz, in 2010, the European market accounted for 80% of global PV use. “Nowhere to be reasonable†In mid-to-late October, seven US solar panel manufacturers filed a trade complaint with the US Department of Commerce and the US International Trade Commission (ITC), demanding that the US government conduct anti-dumping and anti-dumping on Chinese solar panels exported to the United States. Subsidy investigations and imposing more than 100% anti-dumping duties. Obama said on the 2nd local time that the current government is stricter than previous governments in implementing trade regulations. The government took action when it found similar dumping. In the future, the government will continue to pay close attention to such incidents. Once violations are discovered, the government will take action. In this regard, Li Junfeng said, "As president, Obama's position is very tough. Under the current conditions, domestic enterprises cannot be as safe as the last time 301. 301 is in need of investigations by the WTO (World Trade Organization) Arbitration Commission. It is reasonable to say that this time it is in accordance with the laws of the United States, and Chinese companies have nowhere to go." Li Junfeng explained that since the United States does not recognize China’s market status, according to past experience, once a similar trade dispute occurs, China will almost lose. The optimism of Chinese PV companies has alleged that Chinese PV companies have received government subsidies, and many PV companies have denied them. According to a report by Bloomberg New Energy yesterday, Gao Jifan, chief executive of Trina Solar (NYSE:TSL), a domestic photovoltaic manufacturer, said, “The interest rate given by China Development Bank is consistent with the domestic market level, roughly 6%-7 Between %, this is even higher than the average 5% interest rate given by the US government to California's photovoltaic company Solyndra.†Another domestic PV module manufacturer also complained to the Morning Post reporter, “We are private enterprises, all behaviors are market behaviors. It is impossible to obtain any special government support.†The allegations of dumping have also been denied by domestic PV companies. A component company told the Morning Post reporter, "We sell more abroad than in China, how can we call it dumping? This is a black and white." Shanghai Chaori Sun (002506, shares it) Energy Technology Co., Ltd. (002506) In an interview with the Morning Post reporter, Chairman Ni Kailu said that the United States will not pass the double-reverse policy. "Because, in fact, the black-handedness of Chinese PV companies is equivalent to indirectly hitting the EPC (Engineering General Contracting) industry and local employment in the United States." He said that unlike Europe, the US EPC construction market is highly monopolized by local companies. And the number of people contributing is much higher than the contribution of PV companies. The relevant person in charge of another domestic PV company also said that if the upstream US equipment manufacturing enterprises, polysilicon enterprises and downstream PV power station development companies can accept the sharp rise in the price of photovoltaic products, then there is no problem. In fact, China’s PV products exported to the US less than US$2 billion last year, but imports of US upstream materials and equipment exceeded US$5 billion. The "double opposition" to China's PV companies is both loses. "Parents don't shrink at home." Li Junfeng said that the company said that it is useless. Some people in the government need to stand up. "Now it is like there is friction between children, fighting, and the parents of the other side take the children to the door to discuss the statement, saying that you hit. My family's children, but we just let our children go out and tell the other parents that I didn't play, and my parents don't come out and shrink at home. Is this reasonable?" Li Junfeng said that the current rescue of Chinese PV companies can only be done by the government. , counter-made. "If you impose a heavy tax on my PV products, I will impose a heavy tax on your agricultural products, such as soybeans, pork, and chicken. The US subsidies for agriculture are very strong. We can say that their actions have hurt the interests of our farmers."
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