The China EU photovoltaic war has finally come to an end
the China EU photovoltaic war has finally come to an end. On August 2, the European Commission announced the approval of the "price commitment" agreement on the Sino EU photovoltaic trade dispute. The EU said the program would be implemented from August 6
this means that from August 6, most Chinese photovoltaic enterprises will no longer have to pay anti-dumping duties as high as 47.6%, but only if they sign the "price commitment" agreement. It is reported that 95 Chinese enterprises participated in the price negotiation and signed the agreement, accounting for about 70% of the photovoltaic enterprises involved
at present, the key contents of the agreement, committed prices and export quotas, have not been announced. However, according to the enterprise personage participating in the negotiation, after the negotiation, the minimum commitment price given by China is 0.56 euros/watt, and the solar panel exported to the EU is no more than 7gw (billion watts)
in the interview, enterprises all affirmed that this is a "compromise" and a way after China and Europe reach an agreement and balance, avoiding the "hard landing" of China's photovoltaic industry. However, this also means that China's photovoltaic export to the EU has entered the "era of planned economy". In the short term, the biggest concern facing Chinese enterprises is how to allocate quotas. After all, China's production capacity is five times the number of quotas, and the intensity of the future quota competition can be imagined
the Sino EU photovoltaic trade dispute of more than 22billion euros is the largest trade friction case in the history of Sino EU trade. After a long period of negotiation and game, a better result was finally achieved
however, the negotiations between China and the EU have not been smooth. According to an enterprise executive who did not want to be named, he told the international finance news that the beam and workbench should be often coated with antirust oil at the beginning of opening, and the two sides have great differences on price. Many enterprises have proposed to the chamber of Commerce for import and export of mechanical and electrical products that it is generally 0 The price bottom line of 54 euros/watt, while the price of photovoltaic modules produced in EU Member States is 0 7 euros/watt
before pressing the forward and reverse bending angle setting buttons, the key contents of the agreement, committed prices and export quotas, were not announced. However, according to the enterprise personage participating in the negotiation, after the negotiation, the minimum commitment price given by China is 0.56 euros/watt, while the solar panel exported to the EU is no more than 7gw
"the price commitment of 0.56 euro/watt is higher than the 0.50 euro/watt initially proposed by the Chinese side, lower than the 0.6 euro/watt previously proposed by the European Union. The weak downward trend in the steel raw material market is still bearish on the price of 5 euro/watt in the short term, which is a compromise." In an interview with the international finance news, Yuan Quan, manager of the marketing department of solar energy, said that the price was about 10% to 15% higher than the price of components exported from China to Europe. At present, the cost of local components in Europe is also about 0.57 euros/watt
Liu Peng, deputy general manager of Youtai new energy, told this newspaper that for the European Union, the final launch of this plan also rationally reflects the market value, and at the same time, it fairly controls the potential risk of dumping
EU Trade Commissioner de Gucht said frankly in his speech: "in the consultations with Chinese counterparts, I have always kept two goals in mind: on the one hand, how can we eliminate the damage caused by illegal dumping to the EU; on the other hand, how can we ensure that European users and consumers benefit from low-cost photovoltaic products." He believes that the cleaning method: loosen the fixing screws of the motor, and the solution reached this time is "both targeted and innovative"
Yuan Quan said that under this price commitment, the competitiveness of Chinese components exported to the European market will undoubtedly decline. "Last year, the market share of Chinese components in Europe was close to 80%, and the total amount was about 12gw. It is expected that after the implementation of the price commitment, the market share of Chinese components in Europe will drop to about 60%
the dispute over quotas
it is worth noting that in the short term, the industry is more worried about how to allocate 7gw quotas when the price is fixed. Previously, there was no limit on the number of Chinese photovoltaic products exported to the European marketQian Jing, manager of Jingke energy market department, once told the international finance news that the overall installation volume in the European market last year was about GW. On the surface, the number was halved, but the actual impact was not significant. In recent years, EU countries, including Italy, Spain and France, have been reducing subsidies, or even have no subsidies. Judging from the trend, the whole European market is shrinking, and it is expected that the installation volume will drop to 9gw this year. Therefore, the impact of quotas is not significant
but in Liu Peng's view, the implementation of the quota system itself is a step backward, "the export quota system has been implemented in the planned economy period, and the advantages and disadvantages need not be discussed too much"
Liu Peng said that for the photovoltaic industry, it is nothing more than the transition from foreign war to civil war, and those who get quotas win the world. After all, China's production capacity is five times that quota, and the intensity of the quota competition in the future can be imagined
some media quoted insiders as saying that at present, there are three mainstream distribution reference standards: historical data such as the export volume of each enterprise, the contribution of each enterprise to the negotiation, and taking care of the interest demands of small enterprises
as for the quota issue, energy expert Lin Boqiang believes that this quota is the threshold of import quantity set within the EU, rather than being allocated by China. "If it is China's side to allocate, many problems will arise. For example, how much quota among enterprises, how to balance it? Who will be responsible for allocation and supervision? For the EU, this will not happen, so they can't choose high-quality and low-cost products."
therefore, Lin Boqiang said that the so-called quota dispute should be a dispute between enterprises over service and quality. "The price has been fixed. What enterprises fight for is service and quality. Whoever has excellent quality and good service can grab more quantity in the established share of the total."
learned that although the European market is full of difficulties and many enterprises have begun to transfer the market, it is certain that Europe is still an important market for Chinese photovoltaic enterprises and the largest market in a short time
Liu Peng said that in the European market in the future, customers' recognition and acceptance of the brand will be a challenge and opportunity for every enterprise. "Price commitment is a double-edged sword, and the loss of low-cost advantage in exchange for high profits. Therefore, only enterprises that seriously do a good job in products, strengthen services, and strengthen brand awareness can continue to exist and develop better in the new competitive environment." Zhonghua glass () Department
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