US anti-dumping duties may force China's photovoltaic industry to go out

After three delays, the US Department of Commerce finally announced the results of the countervailing investigation against China's solar photovoltaic products within a limited time period: preliminary determination of export subsidies for solar photovoltaic products in China, and the application of a countervailing duty of 5% or less on these products. A boot has landed, and the solar photovoltaic industry is waiting for the landing of another boot. According to the procedure, the initial ruling time for anti-dumping is May. Analysts pointed out that in general, the anti-dumping tax rate is relatively high. The industry expects that the final anti-dumping and countervailing duty superimposed tax rate in the United States will be between 20% and 30%. He also said that domestic PV products can be sold overseas, the main focus is on product quality and price, and the price advantage is the key. If the superimposed tax rate reaches 20%-30%, China's PV product prices will not have an advantage. Industry insiders also said that the current cost of selling solar panels in the US by PV companies is about 0.75 US dollars per watt, while the average price of US companies is about 0.97 US dollars / watt. With the successive introduction of countervailing duties and anti-dumping duties, the tax revenue of domestic PV companies exporting to the United States may increase by about 30%, which will cause domestic PV cell companies to lose their price advantage, lose their most important competitiveness, and face an outburst. . However, this is not the most worrying. At present, the main products of domestic PV companies are not sold to the United States, but to the European market, especially Germany. The industry is worried that if Germany follows the example of the United States, launching a "double-reverse" investigation on Chinese PV companies will cause a fatal blow to the Chinese PV industry. In order to cope with the serious damage to the possible exports, there are not many outlets for Chinese PV companies. Only by doing their own thing and opening up more markets, in the industry's view, the world's largest and most promising solar market is in China. It is understood that a number of PV companies have taken the domestic market as the focus of the attack. However, in addition to the domestic efforts of the domestic market, the policy package is also a crucial link.

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