Opposition to the defense of the hottest photovolt

2022-08-16
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On February 20, the Ministry of Commerce of the people's Republic of China announced the preliminary determination results of "double anti" polysilicon enterprises produced in the United States, South Korea and the European Union. In the past two years, polysilicon enterprises in these three places have dumped China at a price lower than the cost price, which has brought great harm to China's photovoltaic industry

polysilicon is the upstream basic raw material of photovoltaic products. Six or seven years ago, the key technologies were still in the hands of foreign parties, and the price was monopolized by foreign parties for a long time, once rising to nearly $500/kg. More than 95% of the polysilicon used in China must be imported. In recent years, with the efforts of LDK, GCL poly, Daquan new energy and other Chinese enterprises, the foreign technology monopoly has been broken through, and the price has gradually returned to rationality, returning to less than $30/kg. Under this situation, polysilicon enterprises from the United States, South Korea and the European Union felt that the prosperity of the industry fell, and suffered from the downturn of the global photovoltaic industry, so they continued to dump these pollution sources to the Chinese market at $16/kg lower than the production cost, which was difficult to be fundamentally controlled in a short time. China's Ministry of commerce then decided to fight back and impose tariffs on polysilicon enterprises from three places

therefore, a battle for the protection of photovoltaic raw materials began

unexpectedly, the biggest obstacle to promoting this defense war comes from China's photovoltaic downstream enterprises. From the beginning of the battle to the ruling of the case, more and more objections from Chinese photovoltaic downstream enterprises were piled on the desk of the Ministry of Commerce to exert pressure as an export earner

the reason for China's photovoltaic downstream enterprises is that the shrinkage of the terminal application market has led to poor sales of downstream enterprises and continuous decline in product prices. The European Union and the United States also issued a "double negative" ruling on China's downstream photovoltaic products, imposing high tariffs, which once again raised costs

they hope that with the vigorous dumping of foreign polysilicon, cheap raw materials can be obtained. In addition, the foreign side can help to "pressure" the US and European governments and lobby in their own countries to counter the "double opposition" encountered by downstream enterprises in the United States and the European Union. In fact, the high tariffs ruled by the United States and Europe have shown that the "promise" is invalid

at the same time, external 2 The right angle of the large-scale extension meter grasped the attachment spring too hard, and the executives of polysilicon enterprises also came to China in person, increasing their intervention in Chinese public opinion. The relevant emitters who can also significantly reduce pollutants also issued research reports to support it. On January 28, Max imgroupllc published a research report that China's photovoltaic polysilicon dual anti "retaliation" fear of abortion

the report is quite provocative, pointing out that - first, the upstream polysilicon double reverse launched by the Ministry of Commerce of China is retaliatory, because China's downstream products have suffered double reverse in these countries; Second, this "double reverse" only benefits a few Chinese upstream producers, and more downstream producers will be impacted, facing more severe economic and employment difficulties, and even affecting the global demand for solar energy and China's goal of installing new energy power generation in 2013; Third, it is believed that the double anti investigation launched by China has strong political implications

deja vu. Like almost all Chinese raw materials subject to foreign competition, the foreign side played a combination of "using China to control China". The most profound lesson is that the Chinese steel enterprises failed miserably every year in the iron ore negotiations. The foreign side took advantage of the scattered sand of the Chinese enterprises, each with his own thoughts, created public opinion on the surface, and broke each other in private. Due to the lack of raw material supply, Chinese steel enterprises are forced to sign the "alliance under the city" every year, and the whole industry continues to be depressed, which is difficult to recover in the short term

China's photovoltaic industry is not without such a lesson. In the 1990s, European and American countries launched a round of low-cost dumping of Chinese polysilicon. In that round of trade infringement, Chinese polysilicon enterprises were overwhelmed, and the army of 3D printing parts in commercial and military aircraft, space and industrial fields collapsed, leaving only Sichuan Emei 739 factory to maintain experimental production of dozens of tons per year. Later, subject to the technical blockade of Germany, the United States and Japan, Chinese polysilicon enterprises developed slowly and were controlled by others for a long time

this is an easy thing to think about. Why did the United States and South Korea supply raw materials to China at a price lower than the cost? What is their purpose? If China is absent from the production of upstream raw materials, will the foreign party still provide such a price supply

if polysilicon from the United States, Europe and South Korea is allowed to be dumped cheaply for a long time, the consequences will inevitably lead to the annihilation of Chinese polysilicon enterprises and the return of pricing and discourse power to the foreign side. Without the capacity and price balance of China's polysilicon, can downstream enterprises continue to obtain a dumping price of $16/kg

as we all know, China has become a major photovoltaic producer, which is inseparable from the rise of upstream polysilicon and the formation of a stable supply relationship downstream. Over the past five years, with technological breakthroughs, China's annual output of polysilicon has grown from more than 200 tons to 80000 tons in 2011. China's self-sufficiency rate of photovoltaic raw materials has increased from almost zero to more than 50%, forming an output scale of tens of billions of yuan, benefiting not only upstream enterprises

the reason why the Ministry of Commerce of China proposed the "double anti" of polysilicon is that the industry has suffered trade damage from low-cost dumping, which is a legitimate act of safeguarding rights, not a political purpose. Compared with the "double counterclaims" brought by Europe and the United States against China's downstream photovoltaic products, the two cases are completely two independent cases with different acceptance institutions, different litigation subjects and different targets. They are promoted according to their respective situations and do not affect each other

enterprises refuse to be short-sighted, and so does the industry. Each of them only strives for immediate interests, and the industry is difficult to develop healthily. The imperfect industrial chain cannot support the long-term operation of individual enterprises. Constrained by external difficulties, it should not recur. Zhonghua glass () Department

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