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For the domestic emerging industries, it is basically the instinct or initiative to follow this kind of thinking. The higher consumption levels in the European and American markets allow China's new industrial products to have sufficient profits. Enterprises can obtain further expansion of funds for expansion and technology research and development through exports, and then domestically supply domestically when the industry is fully mature. Especially in the case of rising economic growth in energy demand, the photovoltaic industry will undoubtedly eventually become an important pole of China's energy supply chain.
On June 4, 2013, the European Commission announced that it will impose a temporary anti-dumping duty of 11.8% on solar panels and key components produced in China from June 6. This timing is also accurate. At that time, the domestic solar photovoltaic industry has begun to take shape, but because it is still too focused on capacity expansion (even debt expansion), solar products are in a period of rapid price decline, and it is impossible to get rich returns as in the previous period. It is. In fact, starting in 2012, the photovoltaic industry has basically entered the stage of small profits but quick turnover. An anti-dumping tax has undoubtedly shattered the expectations of enterprises to sell more products, and more seriously, a large number of enterprises are also on the verge of bankruptcy. After Premier Li Keqiang’s visit to Europe in 2013 and the reconciliation of the PV trade dispute, the Chinese PV industry was only given a chance to breathe.
The EU's "double-reverse" case of photovoltaic products to China is the largest trade friction between China and the EU and the largest trade dispute involving the world. For China, the case involves more than US$20 billion in exports to China and the survival and mass employment of thousands of Chinese companies. For the EU, the relevant agencies survey shows that if the EU imposes punitive tariffs on Chinese PV products, it will cause the EU consumer demand for photovoltaic products to decline, resulting in the EU losing 242,000 jobs and 27.2 billion euros in three years. Additional value". Obviously, the trade struggle is the result of both losses. The reconciliation of the Sino-European PV dispute has set a good start for future negotiations on bilateral investment agreements.
It is precisely this example that preceded the trade friction between China and the EU in the field of telecommunications. It can be seen that the reconciliation of the Sino-European PV trade dispute in 2013 is of great significance. However, what we need to note is that the EU is not a monolithic one. In some cases, this can be used, especially in international affairs, and it is a common means to distinguish the interests within the group. However, this is also a double-edged sword.
In September, Premier Li Keqiang visited Europe again. During the visit to Europe, every big order signed by China is enough to make the international media staggering - China and Germany: 18.1 billion US dollars; China and Russia: about 10 billion US dollars; China and Italy: 8 billion euros. Judging from the destination of the Prime Minister's visit to Europe and the signing of the contract, Germany and Italy are the main forces in the EU. Based on the principle of mutual benefit, both parties can obtain huge economic benefits. However, shortly after the Prime Minister’s visit to Europe, there was an incident in the EU that “whipped the fast cattleâ€.
According to the EU's budget adjustment plan, the EU's total budget is “appraised†according to the national income of the member countries, and is adjusted once a year. If the growth rate of GNI of member countries is higher than expected at the beginning of the year, the “assessment†fee will increase, and vice versa will receive “refundâ€. Unfortunately, due to changes in EU accounting rules and the fact that the UK's economic growth momentum exceeds expectations, the UK needs to increase the budget of 2.1 billion euros to the EU by December 1 this year, which is equivalent to 20% of the UK's budget share of the EU. . The EU's "whipping fast cattle" angered the British ruling and opposition, but it also exposed a serious problem facing the EU, the generally stagnant economic situation.
In recent years, the main energy of EU governments has been to save the sluggish economic situation. However, the success of economic policy will take time to fulfill. In the short term, as a means of transferring contradictions, the trick of finding a “scapegoat†or “culprit†has not stopped. Helplessly, China has been pulled over in this process as a scapegoat. "Double-reverse" is both an economic means and a means of political bargaining. The photovoltaic industry, which is deeply affected by it, feels this. The EU's "assessment" of the United Kingdom cannot be ignored by vigilant people as a harbinger of a new round of liquidation. The warning was issued by Karel De Gucht, Trade Commissioner of the European Trade Commission, one of the main hosts of the EU's "double-reverse" survey of photovoltaic products in China.
De Gucht: The results of China-EU PV trade negotiations are not satisfactory
As mentioned above, in dealing with the business affairs of the European Union, although China can distinguish the interests within the group, it will eventually bear the hostility of other unsatisfied interests. A few days ago, Karel De Gucht, the trade commissioner who was leaving Europe, said that Europe had not reached an ideal agreement to resolve the long-term solar trade dispute with China. The implication is that the outcome of the negotiations cannot satisfy the appetite of the part of the people it represents.
In this dispute, China " treats EU member states like a piano." Prime Minister Li Keqiang’s trip to Berlin was a turning point in the dispute. After the visit, Germany immediately withdrew its previous support for tariffs, and some other EU member states followed suit. The outcome of the negotiated agreement reached later was called the beginning of the Sino-European trade friction negotiations, but it also caused some of the dissatisfaction of certain European powers represented by Karel de Gucht. In fact, in the following six months or so, the European-based PV industry alliance headed by SolarWorld has been trying to promote a second "double-reverse" investigation of China's exports of photovoltaic products to Europe.
Abstract If there is no Sino-European PV trade friction, it can be expected that China's PV industry is now definitely another look - unfortunately, this "if" is only an illusion. Since the beginning of the global economic crisis in 2008, Europe and the United States...
If there is no Sino-European PV trade friction, it can be expected that China's PV industry is definitely another way now - unfortunately, this "if" is only an illusion. Since the global economic crisis began in 2008, the demand for photovoltaics in Europe and the United States has fallen sharply, and the dispute is bound to arrive. There are so many porridges, and the limited market continues to shrink, and the overreaction of local European companies has become inevitable. When the price of photovoltaic products has not been reduced to the level that can be tolerated at home, the use of high-end European and American markets to “borrow the eggs†has become the only choice for the growth of China's photovoltaic industry. The so-called dependence on the international market is the root cause. The key is whether China's PV industry has obtained sufficient capital and technology accumulation to absorb domestic PV demand through the initial stage of industrial development.