The hottest photovoltaic trade dispute resurfaces

2022-08-08
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The EU's anti-dumping of photovoltaic glass against China has resumed. It is only four months since the China EU photovoltaic trade dispute reached a friendly agreement on price commitments, and trade waves have resurfaced. The Ministry of Commerce disclosed yesterday that on November 27, the European Commission announced the preliminary ruling of the anti-dumping investigation on photovoltaic glass products in China, and decided to impose temporary anti-dumping duties on photovoltaic glass products originating in China for a period of six months

analysts in the new energy industry said that the anti-dumping sanctions showed that the Sino EU photovoltaic trade dispute has not been settled, which means that under the premise of price commitments, Chinese photovoltaic products still face unpredictable risks in the EU market

according to the disclosure, the case was filed on February 28 this year. In 2012, the export of Chinese products involved in the case to Europe was about US $200million. The preliminary determination result is that the provisional anti-dumping tax rate of the sample enterprises is 17.1% to 39.3%, the average tax rate of cooperative enterprises is 38.4%, and the tax rate of other enterprises is 42.1%. After the provisional anti-dumping duty is implemented, the European Commission will make a final decision of 3 Detect minor damage or even no damage, and decide whether to implement the final anti-dumping duty

photovoltaic glass products account for only 3% of the cost of photovoltaic modules, and are subject to a tax of 42.1%. The final impact on the module price is about 0 02 euros, the impact is very limited. Ping An Securities [Weibo] Wang Haisheng, chief executive of the energy and finance department, said in an interview with Shanghai Securities News that since Chinese enterprises made the minimum price commitment to the EU, Chinese photovoltaic modules have lost their price advantage in the EU market. The recent overall recovery of the photovoltaic industry benefits from the rapid start-up of the domestic market. Although the impact of the anti-dumping sanctions is limited, it shows that the EU still has objections to China's photovoltaic products, and the Sino EU photovoltaic trade disputes are likely to continue in the future

some new energy analysts believe that the European Commission's anti-dumping sanctions on China's photovoltaic glass are related to the previous decision of the Ministry of Commerce. On October 31 this year, the Ministry of Commerce announced that it would extend the anti subsidy investigation of EU polysilicon for six months

according to the latest report of the silicon operator: administrator branch of China Nonferrous Metals Association, in October, polysilicon low price dumping was used to judge the compressive capacity of cartons, and the import volume from Germany was 1988 tons, accounting for 37.3% of the total import volume. The proportion of polysilicon from Germany to avoid double anti-dumping by processing trade exceeded 60%, and the import price was also further declining, This will put great pressure on the polysilicon industry that has just resumed construction in China

previously, relevant domestic enterprises reported in writing to the Ministry of commerce that the sanctions on imported polysilicon products were too gentle. Industry insiders believe that the Ministry of Commerce will consider more factors when investigating the EU polysilicon countervailing case. This will also lead to new trade frictions between China and Europe

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