Cracking the US "double-reverse" to China's photovoltaic industry

The US Department of Commerce has made a preliminary ruling to impose an anti-dumping tariff of 31% to 250% on China's solar photovoltaic module products exported to the United States. This is the highest tariff imposed on China's new energy industry to date. For domestic PV companies, it is undoubtedly "the house leaks and even the night rain." After the euro zone countries were forced to reduce the financial subsidies for PV module products due to the debt crisis, the United States has become a digestive place for the huge capacity of domestic PV companies, and the preliminary results of the US Department of Commerce have made Chinese PV products in the US market. Loss of competitiveness. Some insiders predict that in the next three to six months, domestic PV manufacturers will have a "closed tide." From the perspective of the development path of the domestic photovoltaic industry, it has always relied on exports. Statistics show that in 2011, 98% of the products produced by domestic PV companies were exported and 2% were used for domestic sales. Therefore, once the export is frustrated, the whole industry immediately falls into a crisis of survival. Faced with the chasing and blocking of domestic PV companies in Europe and the United States, domestic PV companies can consider adopting the "both domestic and foreign" approach to crack the "double opposition" of the United States. For example, according to the preliminary ruling of the US Department of Commerce, domestic PV companies can import solar cells from places outside the mainland without being bound by “double-reverse”. For this reason, battery sheets can be imported from Taiwan’s Taiwanese battery manufacturers for reassembly. After that, it was sold to the United States. At the same time, after the US implemented a “double-reverse” on domestic PV companies, domestic PV companies could also conduct anti-dumping and countervailing investigations on the polysilicon raw materials exported to China by the United States and South Korea. In fact, if domestic PV companies want to avoid the “closed tide”, they need to turn their attention back to China. At present, the demand for energy in domestic economic growth is very urgent, and the dependence on oil imports exceeds 65%. Domestic PV companies have a lot to do in solving the domestic demand for new energy. Since last year, many domestic PV companies have also seen this point, building a power plant in a place with sufficient light in the west through a price of 1 yuan per kilowatt hour. However, according to the author's point of view, the address of domestic PV companies to build power plants in China should not be limited to the west, but should be the eastern economically developed areas with huge demand for electric energy. Although the construction cost is higher in the eastern region, the eastern economy is developed and can withstand higher electricity prices. Of course, PV companies have to do this, and they must communicate with relevant departments such as the power grid. This prospect is undoubtedly bright.

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